
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.
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.
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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.

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.

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.

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

This is a podcast replay

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

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

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

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.

4 Retirement Risks Longevity Inflation Interest Rates Liquidity

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Part 2 of 3

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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.

This is a Podcast Replay

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

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.

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.

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

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

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

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes This is a pocast replay

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

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

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

Rate & review the Simply Financial Podcast on ITunes Podcast Replay

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

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

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

Rate & review the Simply Financial Podcast on ITunes

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…

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

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…

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes Podcast replay

Rate & review the Simply Financial Podcast on ITunes

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

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

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

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes Podcast Replay

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

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