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United States

Language:

English

Contact:

2034941020


Episodes

Season 2 - Episode 21 - The Rise of Interest Rates

5/22/2018
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When reviewing the current environment for interest rates, almost all analysts are in agreement that they will continue to rise in the future. Short term interest rates, which in recent years were at historically low levels, have already risen. The Federal Reserve has already increased rates once this year, and at the end of a 2-day policy meeting, on May 2, the Federal Reserve decided unanimously to hold interest rates steady at the target range of 1.5 to 1.75%. Their notes said this...

Duration:00:12:40

Season 2 - Episode 20 - 5 Keys to Investing for Retirement

5/15/2018
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1-Don't lose ground to inflation, 2-Consider your time horizon, 3-Consider risk tolerance, 4-Integrate with other financial goals, 5-Don't put your all your eggs in one basket

Duration:00:13:37

Season 2 - Episode 19 - Last Minute Retirement Planning Strategies

5/8/2018
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1-Save like crazy, 2-Reduce/eliminate debt, 3-Consider where to live, 4-Create budget, 5-Create Income Plan, 6-Develop Investment Plan Elliott Wealth's Simply Financial Podcast Library

Duration:00:13:58

Season 2 - Episode 18 - Rule of 72

5/1/2018
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The power of dividing 72 by your anticipated rate of return

Duration:00:07:17

Season 2 - Episode 17 - The Index Revolution

4/24/2018
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ETF's vs Mutual Funds, low cost, diversified, simple. 1/3 of global managed assets Please consider indexing-Please consider ETF's

Duration:00:11:16

Season 2 - Episode 16 - 3 Things women need to know about retirement

4/17/2018
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Chris and Lindy together again 1-Women Live Longer 2-Women make less 3-Consequently, women have less social security

Duration:00:15:28

Season 2 - Episode 15 - Don't Fear Volatility

4/10/2018
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Chris discusses his methodology during periods of volatility.

Duration:00:11:06

Season 2 - Episode 14 - Our Best Clients - What we look for in our clients

4/3/2018
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Chris discusses profiles and qualities of potential clients that usually benefit the most from our services.

Duration:00:22:11

Season 2 - Episode 13 - What is a CFP

3/27/2018
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Find out what a CFP is and how they can help you

Duration:00:36:46

Season 2 - Episode 12 - Nobody Likes Life Insurance

3/20/2018
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Quick take aways and considerations to think about

Duration:00:15:18

Season 2 - Episode 11 - Planning for 2018 Including:A Tax Law Update

3/13/2018
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Tax Cuts and Jobs Act (TCJA), Quick Market Update, Planning Strategies, Q&A

Duration:00:41:36

Season 2 - Episode 10 - EAS - Reid and Lynn Dunlap

3/6/2018
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You are in your 50’s and have been in the corporate world for a long time. What have you learned about money & wealth building along the way? What did you learn about money growing up? Was your family wealthy, poor, or middle class growing up? What are your money rules? What have been your keys to building wealth?

Duration:00:36:31

Season 2 - Episode 9 - Investment Process Overview

2/27/2018
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Maximize your Returns, Understand the fees, Grasp change

Duration:00:19:32

Season 2 - Episode 8 - The Entrepreneurs; Scott Carlson & Brian Dumeer

2/20/2018
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Discover how these two friends with so much in common, yet some differences as well, can own a business together. How do they make it work? How do "the rules" help their practice? Managng growth and decision making.

Duration:00:34:35

Season 2 - Episode 7 - SPECIAL EDITION - Volatility is Back

2/8/2018
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Our perspective and what you could/should do; Media Frenzy; An Elliott Wealth Perspective

Duration:00:16:18

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

2/6/2018
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A perspective from a female CEO fulfilling her destiny as a third generation leader

Duration:00:30:25

Season 2 - Episode 5 - Portfolio Rebalancing in Today's Market

1/30/2018
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What is rebalancing, how important is it, How do I rebalance, What are some of the caveats to rebalancing

Duration:00:21:43

Season 2 Episode 4 - Looking Ahead to 2018

1/23/2018
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2017 in Review-Stocks, bonds, lack of volatility, economy; The Untold Economic Growth Story; Transitioning into 2018 – “Proceed with Caution”; Interest rate changes; Tax Reform; Stock Market Volatility; Economic Growth

Duration:00:17:29

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

1/16/2018
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Who is Charles Ruiz and what does Bethel IT do?; The basics in Cyber Security; Malware-what is it and how is it dangerous?; Passwords, encryption, pop ups,WiFi-best practices; Scams; Remote access; Virus avoidance

Duration:00:40:48

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

1/9/2018
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Everyday Americans Series with Special Guest Katherine Dumeer Financial lessons growing up; current thoughts on money; decision to change jobs; saving, spending and splurging

Duration:00:34:34

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