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Simply Financial With Christopher Calandra

Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.

simply-financial.simplecast.comSource feed ↗50 episodes

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How To Simplify Your Financial Life Before Retirement – Podcast Replay

As retirement draws near, life can get complex. That’s why it’s so important to learn how to simplify as much as you can, especially when your finances are involved.

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Custodial Roth IRAs - Building Wealth Early

Custodial Roth IRAs can be a powerful way to help children start saving at an early age. Listen to learn how these accounts could be a good strategy to start building wealth early.

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529 Plan Rollovers to Roth IRAs Rules

Did you know unused 529 plan money may not have to go to waste? We break down the rules for rolling 529 plan assets into a Roth IRA and explain who qualifies, what the limits are, and how this strategy could benefit long-term financial planning.

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Don't Keep Up With The Joneses

Looking wealthy and being wealthy are not the same thing. Listen to this cautionary tale so you don’t fall into this financial trap.

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Credit Cards Vs Debit Cards – Podcast Replay

This is a podcast replay

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2026 Mid-Year Economic Update

Co-host Brett DiPasquale AIF®, BFA® Advisor – Elliott Wealth Management Services

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The Ticking Time Bomb In Your 401K

Source: https://nypost.com/2026/06/13/business/beware-the-ticking-time-bomb-hiding-in-your-401k/

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Ranking the States: America's Economic Best and Worst

Reference: https://www.zerohedge.com/economics/which-states-are-leading-americas-economy

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Stock Splits: More Shares, Same Pizza

Learn how stock splits increase the number of shares without changing a company's value, and why businesses use them to attract investors and improve accessibility.

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4 Major Retirement Risks - Podcast Replay

4 Retirement Risks Longevity Inflation Interest Rates Liquidity

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Major Indexes Explained - The NASDAQ - Part 3

Part 3 of 3

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Major Indexes Explained - The S&P 500 - Part 2

Part 2 of 3

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Major Indexes Explained - The Dow - Part 1

Part 1 of 3

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Are You Ignoring This Retirement Risk?

There is a retirement risk that not many people think about & it could quietly derail your retirement plan. Learn what it is & how to mitigate against it in this episode.

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What’s Your Definition of Rich? – Podcast Replay

This is a Podcast Replay

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Having Tax Awareness When Saving For Retirement

Special Guest Host: Brett DiPasquale, AIF® BFA® Advisor at Elliott Wealth Management Services

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How To Choose Who You Leave Money To

Choosing who inherits your money is one of the most important and emotional financial decisions you’ll ever make. Listen as we break down how to think through beneficiaries and help strengthen your estate plan.

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Tax Burden in America: Who Pays What?

Who really pays for America? Listen to this episode as we break down exactly how the tax burden is split across income brackets and what the data actually shows.

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Unclaimed Property - The Financial Lost & Found – Podcast Replay

This is a podcast replay Source links: Unclaimed.org Ctbiglist.com Fltreasurehunt.org

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The Concept Of A Financial Team

Featuring Special Guest Host: Brett DiPasquale AIF® BFA® Financial Advisor at Elliott Wealth Management Services

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Geopolitics & Market Signals in 2026

Rate & review the Simply Financial Podcast on ITunes Special Guest Host: Brett DiPasquale, AIF® BFA® Advisor at Elliott Wealth Management Services

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Context Matters: A Closer Look at Retirement Savings Data

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Why Long Term Investing Is Great Financial Planning

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The 4 Red Flags That Get You Audited

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The Federal Reserve & How It Works – Podcast Replay

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What We Are Hearing in 2026 - Part 2

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What We've Heard in 2026

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The Subscription Detox Challenge

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The January Effect

Rate & review the Simply Financial Podcast on ITunes Special Guest Host: Brett DiPasquale, AIF® BFA® Advisor at Elliott Wealth Management Services

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Top 5 Benefits Of A Financial Plan - Podcast Replay

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2026 Economic Update

Rate & review the Simply Financial Podcast on ITunes Featuring Special Guest: Brett DiPasquale, AIF® BFA® Advisor at Elliott Wealth Management Services

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Buy Now, Pay Later - What to Know

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Tapping The Equity In Your Home – Podcast Replay

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Book Review With Brett DiPasquale

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The 3 S's - Podcast Replay

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7 Wealth Building Rules Everyone Should Know - Podcast Replay

Rate & review the Simply Financial Podcast on ITunes Link to the original episode Built With Solid Gold Podcast Channel Topics Discussed: Why real estate complements stocks, bonds, and retirement accounts How to set clear, actionable wealth goals Why clarity beats complexity in financial planning How to intentionally deploy your resources The importance of building the right wealth team Common…

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Retirement Shouldn't Be Guessing Game

Rate & review the Simply Financial Podcast on ITunes Source of Topic info: https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html

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7 Steps to Staying Financially Fit - Podcast Replay

Rate & review the Simply Financial Podcast on ITunes Taken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips 1. Understand Your Assets & Liabilities 2. Assess Your Goals 3. Check Your Credit Reports 4. Name Your Beneficiaries 5. Manage Your Taxes 6. Check If Your Investments And Goals Align 7. Determine If You Have The…

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The 50 Year Mortgage – A Bad Idea

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What’s New for 401k Contributions in 2026

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Work Smarter Not Harder

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CPI, Rate Cuts, and the Fed’s Next Move

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What We Are Hearing As Financial Advisors

Rate & review the Simply Financial Podcast on ITunes Featuring Special Guests: Lindy Brock & Brett DiPasquale AIF® BFA® Advisors – Elliott Wealth Management Services

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Fewer Public Companies & Why It Matters

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Gifting Assets: What You Need to Know

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Behavioral Investing

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The Fed’s Next Move

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Dollar Cost Averaging – Podcast Replay

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How 1031 Exchanges Could Deliver Big Real Estate Tax Savings

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No Tax on Social Security: What’s the Catch?

Rate & review the Simply Financial Podcast on ITunes Featuring Special Guest: Brett DiPasquale AIF® BFA® Advisor at Elliott Wealth Management Services

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