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Location:

United States

Language:

English

Contact:

2034941020


Episodes

Season 2 - Episode 32: AHA Moments from the AHA Guy

8/7/2018
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How to capture AHA's and not miss out... www.elliottwealth.com

Duration:00:21:11

Season 2 - Episode 31: TOP 20 Financial Planning Questions (PART II)

7/31/2018
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1-Is my estate plan up to date? 2- Have I named my beneficiaries properly? 3-Can I reduce my tax exposure? 4-What is my risk tolerance? 5-Do I know what I own and why? 6-What are my rates of return? 7-Is my investment plan current? 8-What about money is important to me? 9-If I had 5 years to live, what would I change? 10-What are my financial goals?

Duration:00:16:26

Season 2 - Episode 30: TOP 20 Financial Planning Questions (PART I)

7/24/2018
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1-Do you know how much you save and spend?, 2-what is your net worth? (Season 1-episode 5), 3-am I borrowing money efficiently?, 4-how is my 401k/retirement strategy and plan?, 5-how is your emergency fund?, 6-what if something were to happen to me? (Season 1-episode 11), 7-do you have proper life insurance? (Season 2-episode 12), 8-Does long term care insurance make sense?, 9-If money were no object...? AND 10-what are 10 most important things you want to accomplish on earth?

Duration:00:20:50

Season 2 - Episode 29: Baby Boomers Remain Unprepared

7/17/2018
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Working with a plan and sound financial advisor is the key to retirement preparedness www.elliottwealth.com

Duration:00:15:01

Season 2 - Episode 28: Reality Check for Millennials

7/10/2018
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Half (53%) of Millennials expect to become a millionaire at some stage in their lives, or are already millionaires

Duration:00:11:45

Season 2 - Episode 27: Every Day Americans Series-Erin Gibney

7/3/2018
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Her Journey; Teens of America; Growing up in the Music Industry

Duration:00:46:08

Season 2 - Episode 26: 2018 Midyear Economic Update with Christopher Calandra

6/26/2018
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Protection, Retirement, Investments, Tax Planning & Estate Planning

Duration:00:46:57

Season 2 - Episode 25 - Become a Millionaire through Retirement Plan Investing

6/19/2018
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“Time in the market is more important than timing in the market”“79% of millionaires studied identified their company sponsored retirement plan as the KEY wealth building tool”join us at www.elliottwealth.com

Duration:00:18:46

Season 2 - Episode 24 - Moving Forward Financially after the Loss of a Spouse

6/12/2018
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Short term-Steps to Take, Locate documents and records, tracking and filing, settle estate and taxes, apply for benefits, update account names, re-evaluate short term expenses, AVOID HASTY DECISIONS. Moving Ahead: The BIG picture.

Duration:00:15:14

Season 2 - Episode 23 - State of Change

6/5/2018
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Interest Rates (See Episode 2-21 "The Rise of Interest Rates"), Strong Job Market, Tax Reform (See Episode 2-11 "Planning for 2018 Including Tax Law Update"), Deregulation, Trade Policy

Duration:00:25:50

Season 2 - Episode 22 - Becoming Known, Liked and Trusted with Mitchell Levy

5/29/2018
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Tell me about your phrase “Known, Liked, and Trusted”. OriginationImportance todayChallenges today given technologyPlease share techniques to become more known, more liked, and more trustedWhat is thought leadership and why is it important?What are the top 5 thought leadership best practices a day?

Duration:00:57:56

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