Simply Financial With Christopher Calandra

A “safe” withdrawal rate isn’t one-size-fits-all. Learn how different factors can influence how much you can safely withdraw in retirement.

Retirement is different for everybody, but it does have some common surprises most people will end up dealing with. Don’t be caught off guard!

Are you planning for retirement based on how long you expect to live? Learn why underestimating your life expectancy could put your retirement savings at risk.

As your children grow into adults, they can become an important part of your financial team. Learn five simple ways to involve them in your financial plans, have meaningful conversations, and make sure you’re both prepared for the future.

Learn how automating your savings, investments, bills, and other financial habits can simplify your money management, reduce stress, and give you greater peace of mind.

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.