Roth IRA For Your Kids!
Did you know you can open a Roth IRA for your kids? You can establish as a guardian on the account and manage it for your children!
Did you know you can open a Roth IRA for your kids? You can establish as a guardian on the account and manage it for your children!
The first step of taking control of your finances is to acknowledge what your net worth is. Listen to this brief interview with Elliott Wealth Associate Advisor, Lindy Brock on how a Net worth Statement can make you feel in control.
How will you know if you’re winning with money if you’re not keeping score? Building a net worth Statement is the way to go to track your success as time goes on.
Listen to this interview between Chris Calandra & Steve Jones, a retired Xerox Executive, small business owner, & everyday American. Steve talks about the lessons he’s learned and the success that came with them.
An individual 401k, Solo K, or Individual k, is a 401k plan specifically designed for small business owners who have no employees. Listen to this interview with Kristen McGarry CRPC from Pacific Life.
RMDs are a very complex subject that affect everyone differently. They can have a large impact on your tax bracket because this counts as your income. Here are a few planning ideas to make the most of and plan around RMDs.
The key to measuring your own success is by achieving your own goals. Learn what you should look for when setting financial goals for yourself in this new year!
Successful financial planning relies heavily on living beneath your means. Chris & associate advisor, Lindy Brock, talk about what living beneath your means is and how it plays into their own lives & their own financial planning.
Identifying what level of middle-class you classify as can be tricky due to several factors. Chris reveals some helpful information to think about when answering this popular question.
No one is immune to disability & it can happen to anyone unexpectedly. Chris interviews Claudia Englisby, Attorney for Disability Planning Partners, on the importance of speaking to a specialist to prepare for & prevent estate planning pitfalls or any other legal issues that may stem from disabilities.
Growing a business is one of the main challenges for any entrepreneurs. Vinnie Fisher, an entrepreneur who has over 20 years of experience growing a scaling multiple 8 figure companies, is interviewed on some tips business owners will definitely find useful.
Christopher Calandra was recently a guest on the Small Business Radio Show with Barry Moltz, a small business expert. They cover the importance of understanding your financial statements in your business. This episode was clipped directly from Barry’s show.
There are a lot of things small business owners must do before they get their business truly successful & there comes a time when they just get stuck. Chris interviews small business expert, Barry Moltz on some tips entrepreneurs can use to improve their day to day and ultimately improve their business.
This pandemic has created intense stress & fear on the working population. Don’t let that fear stop you from moving forward. Chris & motivational speaker, Heather Hansen O’Neill give some tips on how you can begin battling that fear & take charge over what you can control.
Money does not equal happiness, but it can seriously affect it. Chris talks to happiness coach, Taylor Proctor on happiness in relation to money & financial planning.
Chris interviews Tyler Green, a podcast host dedicated to helping the middle class save money and control their finances to live their best life. Tyler discusses strategies on how the middle class should think about and manage their money.
There are many benefits to planning but the most rewarding one is peace of mind. Chris goes over 5 key benefits of having a financial plan & why it’s important to have one.
Set yourself up with a solid financial plan by first thinking about these 10 steps. Chris outlines and explains 10 steps needed to build a strong financial plan. “Building wealth is a marathon, not a sprint” - Chris Calandra
The key to overcoming today’s challenges is the strength of your resilience. Chris and radio host, Jeff Sherman, have a meaningful discussion on the significance of a person's resilience and how to strengthen it.
How has your life shaped your views on money, saving and debt? Chris Interviews Teddy Cummins about his life. They discuss what Teddy has learned about money over the years. He also talks about his change of perception regarding debt. The way in which a person was raised and the experiences they encounter in their adult life both contribute to their views on money, saving and debt.