Simply Financial With Christopher Calandra

Simply Financial With Christopher Calandra

By Christopher CalandraBusinessInvesting
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Simply Financial With Christopher Calandra episodes

  • Health Savings Accounts (HSAs) & How They Fit Into A Tax Efficient Retirement Income Plan

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    Special Guest: David Harris, Vice President, Nationwide Retirement Institute, Insights & Solutions Field Team

    David W. Harris joined Nationwide in 1997. As a Vice President for the Nationwide Retirement Institute, Dave is dedicated to educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income solutions. He stimulates the thinking and actions of professionals as they navigate the changing world of retirement.

    Dave annually addresses thousands of financial professionals and participants, and his sessions are carefully customized to meet the needs of each group. Dave’s polished style, engaging message and proven ability as a business professional assure top-notch engagement. Dave is a graduate of The Ohio State University, where he majored in Finance. Dave is FINRA Series 26 and 6 licensed and Ohio life and health licensed. His experience includes strategies for retirement income planning, long-term care, Social Security benefits, and Medicare and Medicaid coverages.

    Throughout his career, he has enjoyed being one of the founding members of the Nationwide Retirement Institute. He has been interviewed by and quoted in the Chicago Tribune and interviewed on Financial Talk Radio about health care costs in retirement. Dave has been ranked a top speaker at national meetings, and he qualified for Nationwide’s Sales Rewards Trip each of the six years he was eligible.

    Dave Harris’s Full Bio

    Visit https://www.nationwide.com/

    30 min
  • Roth IRAs & How They Fit Into A Tax Efficient Retirement Income Plan

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    Special Guest: Doug Ewing, Vice President, Nationwide Retirement Institute, Insights & Solutions Field Team

    Doug Ewing, JD, CFP, RICP, started his career with Nationwide® in 2019 with more than 15 years

    of industry experience. Doug serves the western region for the Nationwide Retirement Institute, educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income solutions.

    Prior to Nationwide, Doug was with Transamerica Capital Inc., where he was responsible for developing and delivering consultative sales content for annuity, retirement, mutual fund and life wholesalers.

    An accomplished public speaker with extensive main-stage, breakout and national webinar presentation experience, Doug covers topics such as health care, long-term care, Social Security benefits and tax-efficient retirement income.

    Doug was admitted to the Massachusetts Bar Association in 1990 and got his start in the financial industry in 2003 as a financial professional with Legg Mason Wood Walker. He has earned both CFP and RICP designations and is FINRA Series 7 and 66 licensed.

    Doug Ewing's Full Bio

    Visit https://www.nationwide.com/

     

    37 min
  • Tax Efficient Retirement Income Planning

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    Special Guest: Steven Calandra, VP Nationwide Retirement Institute

    Steven Calandra CLTC, RCC, CHSA, joined Nationwide in January 2015 with more than 15 years

    of financial industry experience. As a Vice President for the Nationwide Retirement Institute, Steven

    is dedicated to educating financial professionals, clients, plan sponsors and plan participants

    about the latest in retirement income planning trends. He focuses on implementing practical and

    comprehensive retirement income solutions as well as stimulating the thinking and actions of

    professionals as they navigate the changing world of retirement.

     

    Steven annually addresses thousands of financial professionals, clients and plan participants, carefully

    customizing his sessions to meet the needs of each group. His areas of focus include Social Security

    benefits, Medicare coverage, long-term care and retirement income planning. Steven’s polished style,

    engaging message and proven ability as a consummate business professional assures a top-notch

    engagement every time.

     

    Prior to Nationwide, Steven worked as a Consultant and Regional Wholesaler for Terra Capital

    Markets in the Mid-Atlantic region and worked as a Regional Marketing Director for AIG SunAmerica

    in its independent broker-dealer channel covering the Northeast. Earlier in his career, he was

    groomed at American Skandia, where he distributed variable annuities, mutual funds, qualified plans

    and variable life insurance. He has vast experience managing, coaching and motivating teams and

    has helped develop core product marketing.

     

    Steven Calandra’s Full Bio

    Visit: https://www.nationwide.com/

    35 min
  • Are You In The American Middle Class?

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    Sources: 

    https://www.investopedia.com/financial-edge/0912/which-income-class-are-you.aspx

    https://www.google.com/search?q=aaverage+household+income+in+us&rlz=1C1GCEA_enUS883US883&oq=aaverage+household+income+in+us&aqs=chrome..69i57j0i13l7j0i22i30l2.8822j0j9&sourceid=chrome&ie=UTF-8

    14 min

About Simply Financial With Christopher Calandra

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Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and…