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Simply Financial

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Location:

United States

Language:

English

Contact:

2034941020


Episodes

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 author...

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 14 - The FOUR Stages of Retirement

11/21/2017
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“A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” This week, Chris covers the phases of retirement to lead you to success in your inevitable financial future. Listen on iTunes or on our website. 7 Complex issues to considerPlanning for the long-termpreparing for change

Duration: 00:20:26


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


Simply Financial EPISODE 4- IS YOUR INVESTMENT STRATEGY ON TRACK?

9/12/2017
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In this Episode, we talk about… You should have an investment strategyFocusA good financial advisor and/or advisory firm can help by offering education, advice and support to increase the chances that you make good financial decisionsWhat to Implement? What to Monitor?Review

Duration: 00:19:27


Simply Financial with Chris Calandra Episode 3 - Untold Economic Growth Story

9/5/2017
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Unemplyment Rate DecliningConsumer Confidence ImprovingEconomic Growth AcceleratingThis Important Information not being communicated to American People but they should know because it impacts Everyone.Please visit our website for information, tools and advise: www.elliottwealth.com

Duration: 00:17:04


Simply Financial Episode 2 - with Chris Calandra & Lindy Brock-What is a CFP?

8/18/2017
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Chris and Lindy discuss the following: Podcast Episode II: 08/11/217-What is a CFP® with Lindy Brock IntroductionWhat is the Designation of Certified Financial Planner ™ ?Requirements of a Certified Financial Planner ™How difficult is it to obtain a CFP®Why a CFP® designation is important to youHow Does the Certification help service clientsHow is the CFP® viewed in the marketplaceCode of EthicsOther Designations

Duration: 00:35:17


Simply Financial Episode 1-2017 Economic Update

8/7/2017
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Introduction2017 Economic UpdateData Points since 2008Market Optimism on the RISE – Self-fulfilling ProphecyObama to Trump-impact on EconomyEconomic Potential ConcernsCurrent, Personal, Focused and Re-evaluated Investment StrategyFeatures and Benefits of Financial Advisory Services

Duration: 00:25:25