Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match.

“It’s an intimate relationship, if it’s done well, with a financial advisor”- Chris Calandra

Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial advisor.

Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match.

“It’s an intimate relationship, if it’s done well, with a financial advisor”- Chris Calandra

Chris and Lindy reveal the first 5 factors you need to consider when interviewing a financial advisor.

Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match.

Chris’s take on the 2019 TRACED Act

“The TRACED Act is intended to go after the bad actors”~Christopher Calandra

Chris breaks down the 2019 TRACED Act which is intended to protect consumers from unauthenticated numbers; In other words, to stop Robocalls. 6 major points of the act are outlined so you can understand them. Chris also gives you some helpful tips on protecting yourself from unwanted calls that are a pain in the @#$%&!

“Goodbye Stretch IRA’s…Hello eligible designated beneficiaries”

 Chris’s quick Top 10 things to know about the 2019 SECURE Act.

Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amending your IRA trust. This is an important topic that affects just about everyone, so be sure to share this episode with your family and friends.

“Goodbye Stretch IRA’s…Hello eligible designated beneficiaries”

 Chris’s quick Top 10 things to know about the 2019 SECURE Act.

Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amending your IRA trust. This is an important topic that affects just about everyone, so be sure to share this episode with your family and friends.

Chris’s quick Top 10 things to know about the 2019 SECURE Act

“Goodbye Stretch IRA’s…Hello eligible designated beneficiaries”

 Chris’s quick Top 10 things to know about the 2019 SECURE Act.

Chris breaks down the 2019 SECURE Act into the Top 10 things you NEED to know. Some of the topics he covers are: new age limit for Traditional IRA contributions, new RMD age, exclusions for early withdrawal penalties for IRA’s, Inherited IRA distribution rules, and amending your IRA trust. This is an important topic that affects just about everyone, so be sure to share this episode with your family and friends.

The market experienced a big sell-off on February 24 & 25, 2020. Should you be worried?

Chris breaks down the recent market sell-off driven by the Coronavirus. He compares this sell-off to others we have experienced over time and offers some advice on how to handle the sell-off. If you have listened to the media coverage on the Coronavirus and are considering making an emotional investment decision, you need to listen to this episode.

“Please avoid emotional decisions based on media magnification”~CHRISTOPHER CALANDRA; CERTIFIED FINANCIAL PLANNER ™