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Simply Financial

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Location:

United States

Language:

English

Contact:

2034941020


Episodes

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

Season 2 - Episode 37: A Historic Look at the Fall

9/11/2018
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Sir John Templeton-"Do not be fearful or negative too often."

Duration:00:13:43

Season 2 - Episode 36: Exciting World of Required Minimum Distributions

9/4/2018
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What are RMD's-Retirement Accounts?, First distribution rules, how are RMDs calculated?, Are there penalties? How is formula applied to multiple accounts? Options for the proceeds www.elliottwealth.com

Duration:00:15:45

Season 2 - Episode 35: Expert Interview Series; Ann Babiarz-"Flashes of Light"

8/28/2018
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Flashes of Light: Life Coach’s Compelling Memoir of Strokes & Cancer Survival Equips listeners to “Reboot” their Life when any form of Chaos Strikes.

Duration:00:44:00

Season 2 - Episode 34: Expert Interview Series; Mitchell Levy-"The AHA Guy"

8/21/2018
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You use the phrase "Go forth and do Good", What does that mean to you?You also use the phrase "Think big but act small", what does that mean to you?Can you describe the process of social selling?What do you think about the explosion of podcast shows?Who are some of your favorite authors?You have written 59 books, which one is your favorite?What did you learn about money growing up?What money advice do you give to younger individuals you meet?Do you aspire to retire?What is something you...

Duration:00:30:53

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-are you borrowing money efficiently?, 4-how is your 401k/retirement strategy and plan?, 5-how is your emergency fund?, 6-what if something were to happen to you? (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:00:21:21

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:00:15:16

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