Simply Financial - Exvadio Network

Chris interviews his friend Harriett on what it’s like for a teacher to handle her own finances & prepare for retirement. Harriett explains her perspective on how she was raised, what influenced her financial decisions, and how she was able to keep financially stable over the years of her career.

Chris explains the importance of why a healthy money relationship is important for long term success and happiness. Using research data, he shares three helpful tips in order to give listeners the advice they need to better manage their money and spending, without diminishing their happiness.

Determining your tax bracket is not as simple as just adding up your income and checking a tax table. Did you know that all of your income is not taxed at the same rate? Chris quickly explains your marginal tax rate and how it is different from your average tax rate.

How has your life shaped your views on money, saving and debt? Chris Interviews Teddy Cummins about his life. TThey discuss what Teddy has learned Aabout money over the years. He also talks about his change of perception regarding debt. The way in which a person was raised and the experiences they encounter in their adult life both contribute to their views on money, saving and debt.

Chris and Lindy reveal the second 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.

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 @#$%&!