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Simply Financial

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Location:

United States

Language:

English

Contact:

2034941020


Episodes

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

Season 2 Episode 1 - Marriage-A Poverty Antidote

1/2/2018
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“Marriage drives well-being and upward mobility…the absence of marriage diminishes it” –New York Times Larry Kudlow… “The trouble is, in our society, we are doing this backwards. People don't finish school. Don't take a job. Don't get married. But do have kids. Wrong order. Wrong formula.” Economically, marriage is an important institution; married couples earn more money…kids earning more money Brookings Institution-the successsequence-1.-high school diploma 2.-get job 3.-get married...

Duration:00:13:59

Episode 19 - EIS - Book Recommendations with Rosmarie Fischer

12/26/2017
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“I wind down with hard cover mysteries and my heavy books are audio books” –Rosemarie Fischer Visit our website for valuable tools and insights: www.elliottwealth.com

Duration:00:38:18

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

12/19/2017
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Chris continues last week’s in-depth analysis of millennials in this week’s new episode. Hear from two millennials themselves who know this generation better than anyone! Listen on iTunes or on our website. https://goo.gl/VQz8rh

Duration:00:34:17

Episode 17 - EIS - Do Millennials deserve their reputation? with Marcia LaReau

12/12/2017
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Who are Millennials; What is the negative Reputation; Technology with the Millennials; Misconceptions; Motivators; Student Debt; Millennials being misunderstood Visit our website for valuable tools and insights: www.elliottwealth.com

Duration:00:35:11

Episode 16 - EIS Dr. Bridget Cooper - Financial Goal Setting

12/5/2017
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Bridget Cooper is an experienced and dynamic speaker, facilitator, executive coach, and leadership consultant. “Don’t compare your insides to someone else’s outsides”-Dr. Bridget’s caution of social media. Her drive is to help people to be passionate about their work and to reduce unproductive conflict so that they will propel their organizations toward success, create healthy work climates, strong and positive working relationships, and happier clients and customers. The bestselling...

Duration:00:34:13

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

11/28/2017
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"I believe that people are responsible for the outcomes of their career. With so many people available for only a few jobs, a career strategy is critical to winning a job that fits"-.Marcia LaReau, Ph.D. Founder, President, Career Strategist Global Jobs Crisis, need to create new jobs, Millennials dominating the workforce, Preparing for Change-Designing a Career Plan, The Long-term strategic career plan, Networking and collaboration, Misconceptions, Preparing for the workforce

Duration:00:32:39

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

11/14/2017
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Discipline is the key to stability and prosperity. This week’s guest reveals her lessons, struggles and stories of perseverance that comprise her journey to financial success. Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys Interviews that discuss success stories with Everyday Americans …Featuring Marianne Esposito; Retired Executive with AT&T; recently retired

Duration:00:29:35

Episode 12 - Importance of and uses for core values

11/7/2017
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Time 24:59 Discussion Items :20 Elliott Wealth-What we do, Who we are, The TEAM 1:10 Mission Statement vs. Core Values – What is a Mission Statement, why we do NOT have one, Why we have our 5 Core Values, 1:55 Erica McGinnis-former CEO andPresident of AIG Advisor Group 2:45 Core Values 1-5 2:50 1.-Partnership-extends to clients, prospects, venders, other professionals and to each other 4:35 2.-Integrity 6:10 3.-Accountability, empowerment and organization 8:45 4.-Innovation- Technology...

Duration:00:24:59

Episode 11 - Expert Interview with Eric Millhorn-Basics in Estate Planning

10/31/2017
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In this Episode, we talk about… Tell us about you & the Millhorn Law Firm?What is the difference between getting a will & creating an estate plan?Who should have an estate plan? What are the basic “must haves” for everyone? What is the downside of not doing an estate plan? Why don’t people do an estate plan? Fear, ignorance, procrastination?Can you comment on the importance of beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance, etc? How important is...

Duration:00:31:32

Episode 10 - Expert Interview Series with Lindy Brock

10/24/2017
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We’re switching things up! This week, Lindy Brock will take the host seat and interview our guest, Chris Calandra. In this Episode, we talk about… 20 intimate questions to Chris Calandra from Lindy Brock20 Intimate answers Your Wealth Manager unveiled EPISODE 10- Simply Financial with Chris Calandra; Expert Interview Series-Special Guest (Host) is Lindy Brock; Elliott Wealth Management Services, LLC Guests sharing their insights, lessons, struggles and perseverance that comprise their...

Duration:00:26:49

Episode 9 - Special Guest is Ann Babiarz; Finding the Right Financial Advisor

10/17/2017
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Ann Babiarz; Author, Speaker, Mentor, Financial Entrepreneur Insights, lessons, struggles and perseverance Choosing the right financial advisor to help you meet your unique goals can be a challenge. Hear from our special guest, Ann Babiarz, and learn what questions you need to ask to avoid putting your financial future in the wrong hands. Financial Advisor Interview QuestionsHow to pick the right advisor for you Visit our website for valuable tools and insights: www.elliottwealth.com

Duration:00:32:27

Episode 7: Identity Theft-The EQUIFAX BREACH

10/3/2017
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In this Episode, we talk about… What is Identity TheftFirst Hand Experience from a victimEquifax BreachImpact of the Equifax BreachWhat is the issue?Common ways identities are stolenWho needs to be concernedWhat do we do? TIPS Visit our website for valuable tools and insights: www.elliottwealth.com

Duration:00:39:07

Simply Financial with Chris Calandra Episode 5 - Creating a Balance Sheet

9/19/2017
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In this Episode, we talk about… What is a Balance SheetHow to Create a Balance sheetWhy do I need a Balance SheetWhere does the Balance Sheet fit into my Financial Plan Visit our website for valuable tools to help create your Balance Sheet: www.elliottwealth.com

Duration:00:20:40

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