Simply Financial - Exvadio Network

“A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” This week, Chris covers the phases of retirement to lead you to success in your inevitable financial future.
7 Complex issues to consider;Planning for the long-term;preparing for change

“A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” This week, Chris covers the phases of retirement to lead you to success in your inevitable financial future. Listen on iTunes or on our website.
7 Complex issues to consider;Planning for the long-term;preparing for change

Everyday Americans Series, A Female Executive's Journey to Financial Success

Discipline is the key to stability and prosperity. This week’s guest reveals her lessons, struggles and stories of perseverance that comprise her journey to financial success.

Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

Interviews that discuss success stories with Everyday Americans

…Featuring Marianne Esposito; Retired Executive with AT&T; recently retired

Partnership, Integrity, Accountability, Innovation, Balanced

Core values reflect a company’s Philosophy-character, culture, and vision. This week, we reveal how the five core values at Elliott Wealth have paved the pathway to our success and explain how you can do the same!

Core Values in Action-we review core values at every team meeting, use real life examples, We seek clients, employees, vendors, and strategic partners that share our core values

Listen on iTunes or on our website.

Visit our website for valuable tools and insights:  www.elliottwealth.com

In this Episode, we talk about…
Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate plan. Fear, ignorance, procrastination?Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance, etcYour plan in relation to the state you live inHow do you choose an Attorney for estate planning? When is it too late to do estate planning?
 

Visit our website for valuable tools and insights:  www.elliottwealth.com

In this Episode, we talk about…
Basics in Estate PlanningThe Difference between getting a will & creating an estate planWho should have an estate planThe basic “must haves” for everyoneDownside of not doing an estate planWhy people don'tdo an estate plan. Fear, ignorance, procrastination?Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance, etcYour plan in relation to the state you live inHow do you choose an Attorney for estate planning? When is it too late to do estate planning?
 

Visit our website for valuable tools and insights:  www.elliottwealth.com

Your Wealth Manager Unveiled - Lindy asks Chris 20 questions

We’re switching things up! This week, Lindy Brock will take the host seat and interview our guest, Chris Calandra.

In this Episode, we talk about…
20 intimate questions to Chris Calandra from Lindy Brock20 Intimate answers
Your Wealth Manager unveiled

EPISODE 10- Simply Financial with Chris Calandra; Expert Interview Series-Special Guest (Host) is Lindy Brock; Elliott Wealth Management Services, LLC

Guests sharing their insights, lessons, struggles and perseverance that comprise their journeys

Visit our website for valuable tools and insights:  www.elliottwealth.com