Episodes
471
Latest episode
Aug 2026
Language
EN
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.
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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