Simply Financial - Exvadio Network

“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 ™

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 ™

This is the second of a two-part Everyday American- Black History Month Series. Gil Cody is a retired Army veteran of 26 years and an Everyday American.

This is the second of a two-part Everyday American- Black History Month Series. Gil Cody is a retired Army veteran of 26 years and an Everyday American.

What we discuss with Gil:
Multigenerational money values.Setting up children to be financially successful.Marriage and Money GuidelinesHis career in the army.His views on paying for financial advice.

This is the first of a two-part Everyday American- Black History Month Series. Debby Cody is a retired Army veteran of 22 years and an Everyday American.

What we discuss with Debby:
Growing up in a single-parent multigenerational household with 6 siblings. Her 22-year career in the Army. Her views on African American financial literacy. Starting early and paying yourself first. Working together with your spouse to make and achieve goals. Early retirement.

What we discuss with Debby:
Growing up in a single-parent multigenerational household with 6 siblingsHer 22-year career in the ArmyHer views on African American financial literacyStarting early and paying yourself firstWorking together with your spouse to make and achieve goalsEarly retirement