Elliott Wealth-A Year in Review


SIMPLY FINANCIAL with CHRIS CALANDRA PODCAST LIBRARY-Brought to you by Elliott Wealth Management Services, LLC

 

 

 
 
Paul Mathews Elliott WealthPaul Mathews Elliott Wealth

 

Simply Financial with Christopher Calandra, CFP ® is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial will cover intriguing and thought provoking questions so that the listener can simply increase their financial IQ.

 
 
 
 
 
 
 
 

Season 1 - Episode 14 - The FOUR Stages of Retirement. Chris covers the phases of retirement  11/21/2017


Season 2 - Episode 10 - EAS - Reid and Lynn Dunlap Prepping for career and retirement 3/6/2018

 


Season 2 - Episode 16 - Chris and Lindy discuss women planning retirement 4/17/2018

 


Season 2 - Episode 19 - 6 Planning Strategies for Retirement Planning 5/8/2018


Seaon 2 - Episode 20 - Investing for Retirement The "Do's" and "Don't's"-Follow up to Episode 19- 5/15/2018

 


Season 2 - Episode 25 - Become a Millionaire through Retirement Plan Investing Information from the Fidelity study Quarter 1 2018 6/19/2018


Season 2 - Episode 29: Baby Boomers Remain Unprepared - Insured Retirement Institute 7/17/2018

Season 2 - Episode 33: Everyday Americans Series-Tom and Diane Stolz Family Views on Retirement and Financial Planning 08/14/2018


Season 2 - Episode 43: Charitable Giving from IRA's 10/23/2018

 


Season 2 - Episode 51: Trending in 2018  12/18/2018 


Season 3 - Episode 15: Reaching Retirement.....Now What? 04/09/2019


Season 3 - Episode 24: RMD Choices  06/11/2019 

 


PERSONAL FINANCE

Season 1 -  Episode 5 - Creating a Balance Sheet  “EFFECTIVE PERSONAL FINANCIAL TOOL” 9/19/2017

 


Season 1 - Episode 13 - Everyday Americans Series - Marianne Esposito; Retired Exec-AT&T A Female Executive's journey to financial success 11/14/2017

 


Season 1 - Episode 16 - EIS Dr. Bridget Cooper - Financial Goal Setting, a truly eye-opening discussion to realistically align your financial goals with the many 12/5/2017


Season 2 - Episode 14 - Our Best Clients - What we look for in our clients Our best clients-who we like to work with the most 4/3/2018

 


Season 2 - Episode 28: Reality Check for Millennials Attitudes toward money, retirement 7/10/2018


Season 2 - Episode 30: TOP 20 Financial Planning Questions (PART I) Top 20 questions to ask yourself when thinking about your financial plan 7/24/2018


Season 2 - Episode 31: TOP 20 Financial Planning Questions (PART II) Part II of 20 questions you need to ask yourself regarding your financial plan 7/31/2018

 


Season 2 - Episode 39:  Creating a Net Worth Statement:  09/25/2018  Free View in iTunes


Season 2 - Episode 42: Dollar Cost Averaging-Potential Benefits 10/16/2018 


Season 3 - Episode 03: A Sneaky Thief 01/15/2019


Season 3 - Episode 11:  All About Credit Scores 03/12/2019 


Season 3 - Episode 19: Battle of the Sexes-Part I of V  05/07/2019


Season 3 - Episode 20: Battle of the Sexes-Part II of V  05/14/2019


Season 3 - Episode 21: Battle of the Sexes-Part III of V  05/21/2019 


Season 3 - Episode 22: Battle of the Sexes-Part IV of V  05/28/2019


Season 3 - Episode 23: Battle of the Sexes-Part V of V  06/04/2019


Season 3 - Episode 26: A Daughter's Rebuttal with Marissa Calandra 06/25/2019


 Season 3 - Episode 27: Goals! be S M A R T 07/02/2019 


 Season 3 - Episode 47: JUMPSTART your Credit SCORE 11/19/2019 



ECONOMICS/the MARKET

 

Season 2 - Episode 17 - The Index Revolution Index Funds: Simple low cost ways to gain exposure to markets-Democratized Investing 4/24/2018


Season 2 - Episode 21 - The Rise of Interest Rates: An Investor's Perspective 5/22/2018


Season 2 - Episode 23 - State of Change The economy and the markets are strongly influenced by what our politicians do 6/5/2018


Season 2 - Episode 26: Midyear Economic Update with Christopher Calandra Economic Review and 2018 Strategies to Consider- holistic wealth manager.


Season 3 - Episode 02: What the heck happened? with Dean Nicholson 01/08/2019


Season 3 - Episode 03: A Sneaky Thief 01/15/2019 


Season 3 - Episode 08: The Market's Wild Ride 02/19/2019 


Season 3 - Episode 09: Selling when the Market Drops 02/26/2019


Season 3 - Episode 10:  Where's the Recession 03/05/2019 


 

 


Season 3 - Episode 33: Pivot to Uncertainty 08/13/2019

 


Season 3 - Episode 39: The Pivot Continues  09/20/2019 

 


 S3E40 - 3 Phases of Business Continuation Planning 10/01/2019

 

 


Season 3 - Episode 42: the POWER of the US Job Market  10/15/2019 


 
 
 
 
 
 

 FINANCIAL PLANNING

 

Season 1 - Episode 2 - What is a CFP? Lindy Brock discusses the pros of a Certified Financial Planner 8/18/2017


Season 1 - Episode 9 - Special Guest is Ann Babiarz; Finding the Right Financial Advisor 10/17/2017


Season 1 - Episode 10 - Expert Interview Series with Lindy Brock Your Wealth Manager Unveiled-Lindy asks Chris 20 questions 10/24/2017


Season 2 - Episode 13 - What is a CFP Lindy and Chris discuss the positives of investing with a CFP 3/27/2018


Season 2 - Episode 14 - Our Best Clients - What we look for in our clients Our best clients-who we like to work with the most 4/3/2018


Season 2 - Episode 24 - Moving Forward Financially after the Loss of a Spouse Holistic Approach - The loss of a spouse can be a devastating, life-changing event. 


Season 2 - Episode 30: TOP 20 Financial Planning Questions (PART I) Top 20 questions to ask yourself when thinking about your financial plan 7/24/2018


Season 2 - Episode 31: TOP 20 Financial Planning Questions (PART II) Part II of 20 questions you need to ask yourself regarding your financial plan 7/31/2018


Season 2 - Episode 33: Everyday Americans Series-Tom and Diane Stolz Family Views on Retirement and Financial Planning 08/14/2018


Season 2 - Episode 46: Establishing and Maintaining an Emergency Fund 11/13/2018 


Season 2 - Episode 51: Trending in 2018  12/18/2018 


Season 3 - Episode 24: RMD Choices  06/11/2019


 
Season 3 - Episode 33: Pivot to Uncertainty

 

 
 

 

 

 

INSURANCE/ESTATE PLANNING

 


Season 1 - Episode 11 - Eric Millhorn-Basics in Estate Planning Elder Law Attorney 10/31/2017

 


Season 2 - Episode 12 - Nobody Likes Life Insurance "If there is someone who would experience financial loss you should have life insurance" 3/20/2018


Season 2 - Episode 48: Nobody Likes Life Insurance 11/27/2018


Season 3 - Episode 16: Why Women NEED Life Insurance 04/16/2019


Season 3 - Episode 29: Expert Interview Series-Estate Planner Michael Giardina 07/16/2019 

 


Season 3 - Episode 34: 7 Wealth Building Rules Real Estate Investors

 


 

 

SAVINGS PLANS


Season 2 - Episode 42: Dollar Cost Averaging-Potential Benefits 10/16/2018 


Season 2 - Episode 43: Charitable Giving from IRA's 10/23/2018 


Season 2 - Episode 44: Inherited (Stretch) IRAs 10/30/2018


Season 2 - Episode 46: Establishing and Maintaining an Emergency Fund 11/13/2018


Season 2 - Episode 49: College 529 Savings Plans  12/04/2018


Season 2 - Episode 50: Secret Savings Accounts Revealed  12/11/2018


Season 3 - Episode 18: Changing Jobs? Know your 401(k) Options 04/30/2019


Season 3 - Episode 24: RMD Choices  06/11/2019 


 

DEBT


Season 1 - Episode 7: Identity Theft-The EQUIFAX BREACH Featuring Special Guest Brian Thompson; The Thompson Agency, Inc. 10/3/2017


Season 3 - Episode 01:  Alarm...Student Debt Crisis 01/01/2019


Season 3 - Episode 07: EAS: Bankruptcy Lawyer Shawn Yesner Crushung Debt 02/12/2019 


Season 3 - Episode 11:  All About Credit Scores 03/12/2019


Season 3 - Episode 13-BONUS:  Chris' Guest Appearance on CRUSHING DEBT Podcast with Attorney Shawn Yesner 03/29/2019

 

 


Season 3 - Episode 31: Identity Theft-The EQUIFAX BREACH

 


 

INVESTMENT BASICS

Season 1 - Episode 2 - What is a CFP? Lindy Brock discusses the pros of a Certified Financial Planner 8/18/2017


SEASON 1 - EPISODE 4- IS YOUR INVESTMENT STRATEGY ON TRACK?  9/12/2017

 


Season 2 - Episode 5 - Portfolio Rebalancing in Today's Market "Rebalancing helps you stick with your investment plan."-Chris Calandra 1/30/2018


Season 2 - Episode 8 - The Entrepreneurs; Scott Carlson & Brian Dumeer Long time friends, lawyers, partners and entrepreneurs 2/20/2018


Season 2 - Episode 9 - Investment Process Overview Risk Adjusted Portfolios; Core Allocation 2/27/2018


Season 2 - Episode 13 - What is a CFP Lindy and Chris discuss the positives of investing with a CFP 3/27/2018

 

 


 


Season 2 - Episode 17 - The Index Revolution Index Funds: Simple low cost ways to gain exposure to markets-Democratized Investing 4/24/2018 


 


 

Season 2 - Episode 20 - 5 Keys to Investing for Retirement The "Do's" and "Don't's" 5/15/2018

 


 

Season 2 - Episode 21 - The Rise of Interest Rates The Rise of Interest Rates: An Investor's Perspective 5/22/2018

 


 

 


 

Season 2 - Episode 37:  A Historic Look at the Fall: Optimism and quick tips for the savvy investor  09/11/2018 


 

Season 2 - Episode 42: Dollar Cost Averaging-Potential Benefits 10/16/2018

 


Season 3 - Episode 06: EAS: Podcaster Nick Raithel-Jumping into Real Estate 02/05/2019 

 


 

 

Season 3 - Episode 14: Invest or Pay off Mortgage 04/02/2019


 

Season 3 - Episode 34: 7 wealth Building Rules Real Estate Investors


 

 

TAX PLANNING

Season 2 - Episode 11 - Planning for 2018 Including:A Tax Law Update Presented By: Elliott Wealth Management Services, LLC3/13/2018 


 

 


59 Season 2 - Episode 40:    Expert Interview Series: Harold "Buddy" Hartmann A combined perspective with Tax Tips for Year End 10/02/2018 Free View in iTunes


 

 


Season 2 - Episode 44: Inherited (Stretch) IRAs 10/30/2018

 

EVERYDAY AMERICANS

 

 

Season 1 - Episode 6: with David Famiglietti  9/26/2017

 


 

Season 1 - Episode 8: Everyday Americans: Joseph Eddy 10/10/2019

 


 

Season 1- Episode 13 - Everyday Americans Series - Marianne Esposito; Retired Exec-AT&T

 


 

Season 1 - Episode 18 - EAS - The Leones - Are Millennials Misunderstood?

 


Season 2 - Episode 2: EAS:Journey of a Millennial with Katherine Dumeer

 


Season 2 - Episode 6 - EAS - Lauren Forgione - President F&F Concrete Company

 


Season 2 - Episode 10 - EAS - Reid and Lynn Dunlap Prepping for career and retirement 3/6/2018 


Season 2 - Episode 22 - Becoming Known, Liked and Trusted with Mitchell Levy Mitchell Levy - The AHA guy - Author and TedTalk Facilitator 5/29/2018 

 


Season 2 - Episode 27: Every Day Americans Series-Erin Gibney Nashville Country Music Star on the rise whose roots are Connecticut 7/3/2018

 


51 Season 2 - Episode 32: AHA Moments from the AHA Guy Chris and Mitchell Levy~capture an AHA Moment 08/07/2018

 

 


 

Season 2 - Episode 33: Everyday Americans Series-Tom and Diane Stolz Family Views on Retirement and Financial Planning08/14/2018

 


Season 3 - Episode 04: Books with Dave 01/22/2019

 


Season 3 - Episode 05: EAS: Building Loyalty with Dave Famiglietti 01/29/2019 

 


Season 3 - Episode 06: EAS: Podcaster Nick Raithel-Jumping into Real Estate 02/05/2019

 

 


Season 3 - Episode 07: EAS: Bankruptcy Lawyer Shawn Yesner Crushung Debt 02/12/2019


Season 3 - Episode 13:  EAS: Featuring Mattew Oblon 03/26/2019

 


Season 3 - Episode 17: Everyday Americans Series featuring Ronni Seifert-Allen 04/23/2019 

 

 


 

EXPERT INTERVIEW SERIES

 

Season 1 - Episode 10 - Expert Interview Series with Lindy Brock

 


Season 1 - Episode 15 - EIS - Cracking the Career Code with guest Marcia LaReau

 


Season 1 - Episode 19 - EIS - Book Recommendations with Rosmarie Fischer

                          


Season 2 - Episode 3 - EIS - Cyber Security with Charles Ruiz

 


Season 2 - Episode 34: Expert Interview Series-10 Questions with Mitchell Levy-"the AHA Guy" 


 

Season 3 - Episode 45: EIS-John Hyre: PART 1 OF 2 Wealth Building Rules 11/05/2019

 

 


PLEASE NOTE: The views expressed in the recommended publications are not necessarily the opinion of SagePoint Financial Inc., and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. We make no representation as to the completeness or accuracy of information provided in these publications. Nor is the company liable for any direct or indirect, information and programs made available in reading this literature. When you consider reading any of these recommended publications, you assume total responsibility and risk. These professionals are not affiliated nor endorsed by SagePoint Financial Inc. The information that may be provided is not intended to be a substitute for specific individualized tax, legal, or estate planning advice.