Simply Financial With Christopher Calandra

Want to get your hands on our 7 Wealth Building Rules? Click here: https://elliottwealth.com/wealth

Part 2 of 3 In The Science of Money Series

Discussion Topics Include:

• Net Worth Statement
• Retirement Income Planning
• Monte Carlo Simulation

If you haven’t checked out our episode on Money Math - Part 1 of the Science of Money Series, Watch it here: https://www.youtube.com/watch?v=YBSpnzfONYU

Stay Tuned for Part 2 on the Psychology of Money

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

Find The 7 Wealth Building Rules Article Here

Part 1 of 3 In The Science of Money Series

Discussion Topics Include:

• Standard Deviation
• The 4% Rule
• Compound Interest
• The Rule of 72

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

Here is what to expect on this episode:

• One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you.
• Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients.
• The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys.

You can find the link to the original episode here: https://www.youtube.com/watch?v=1LdXfZtPAnw

Your Life. Your Legacy. Podcast – YouTube Channel

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

Rate & review the Simply Financial Podcast on ITunes

Original Show: https://www.spreaker.com/user/exvadio/ep-194-wallet-watch-looks-at-the-banks-3