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Simply Financial

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Location:

United States

Language:

English

Contact:

2034941020


Episodes

Season 3 - Episode 03: A Sneaky Thief

1/15/2019
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Inflation-what does it steal from us

Duration:00:10:28

Season 3 - Episode 02: What the HECK happened?

1/8/2019
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Helpful information about the recent market volatility

Duration:00:40:46

Season 3 - Episode 02: What the HECK happened?...an economic discussion

1/8/2019
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Helpful information about the recent market volatility

Duration:00:40:46

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

1/1/2019
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Facing down the student debt crisis

Duration:00:15:00

Season 2 - Episode 52: Expert Interview Series-Kala Philo

12/25/2018
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Founder of Mirror Your Brilliance on Video discusses trends in video marketing and female entrepreneurshi

Duration:00:38:07

Season 2 - Episode 51: Trends Hitting Financial Advisors

12/18/2018
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Retirement crisis, Declining costs, Holistic planning, Security and privacy

Duration:00:16:30

Season 2 - Episode 50: Why You NEED an Online Savings Account

12/11/2018
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Zero in on interest rates to find accounts that offer most return for your money

Duration:00:11:39

Season 2 - Episode 49: College 529 Savings Plan

12/4/2018
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What you should know about savings for your child's education

Duration:00:18:39

Season 2 - Episode 48: Nobody Likes Life Insurance

11/27/2018
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Quick take aways and considerations to think about-A podcast back by popular demand....believe it or not!

Duration:00:15:17

Season 2 - Episode 47: Latest News in Mortgage Market-EIS-Jeremy Hyatt-Envoy Mtg

11/20/2018
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The 5 C's (Key Metrics), Best advise, Credit scores and better deals, Future of interest rates and impact on home values, What about technology?

Duration:00:30:53

Season 2 - Episode 46: Establishing and Maintaining an Emergency Fund

11/13/2018
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Why should you have an emergency fund and where should you put it?

Duration:00:14:22

Season 2 - Episode 45: Expert Interview Series-Estate Planner Michael Giardina

11/6/2018
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Estate Planning- when, how often and how.

Duration:00:28:24

Season 2 - Episode 44: Inherited (Stretch) IRAs

10/30/2018
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www.elliottwealth.com 1-Call to action 2-Key provisions 3-Primary Benefits (Control, Flexibility, Tranferability)4-Download CONCEPT PIECE

Duration:00:19:46

Season 2 - Episode 43: Charitable Giving from IRA's

10/23/2018
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Benefits and strategies. Refer to RMD Podcast-Season 2 Episode 36 www.elliottwealth.com

Duration:00:13:23

Season 2 - Episode 41: Tax Reform; Winners and Losers

10/9/2018
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A synapsis from Chris on the big winners and losers of the tax reform

Duration:00:10:17

Season 2 - Episode 40: Expert Interview Series-Harold "Buddy" Hartmann

10/2/2018
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1-CPA Perspective 2-CFP Perspective 3-Year end tax planning tips

Duration:00:27:10

Season 2 - Episode 39: Creating a Net Worth Statement

9/25/2018
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"Effective personal financial tool"

Duration:00:14:59

Season 2 - Episode 38: Expert Interview Series; Eric Lopkin-A "Modern Observer"

9/18/2018
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What are challenges you have had that most entrepreneurs will have to deal with? What obstacles have you had to overcome that are unique to you? www.elliottwealth.com

Duration:00:41:32