Simply Financial - Exvadio Network

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Comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth.

Exvadio


    • Dec 2, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 20m AVG DURATION
    • 518 EPISODES


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    Latest episodes from Simply Financial - Exvadio Network

    7 Steps to Staying Financially Fit - Podcast Replay

    Play Episode Listen Later Dec 2, 2025 13:52 Transcription Available


    Rate & review the Simply Financial Podcast on ITunesTaken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips1. Understand Your Assets & Liabilities2.  Assess Your Goals3. Check Your Credit Reports4. Name Your Beneficiaries5. Manage Your Taxes6. Check If Your Investments And Goals Align7. Determine If You Have The Right Insurance

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    What We Are Hearing As Financial Advisors

    Play Episode Listen Later Oct 28, 2025 24:35 Transcription Available


    Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guests: Lindy Brock & Brett DiPasquale AIF® BFA® Advisors – Elliott Wealth Management Services

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    Gifting Assets: What You Need to Know

    Play Episode Listen Later Oct 14, 2025 8:00 Transcription Available


    Rate & review the Simply Financial Podcast on ITunes

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    Behavioral Investing

    Play Episode Listen Later Oct 7, 2025 14:35 Transcription Available


    Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guest: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management Services

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    How 1031 Exchanges Could Deliver Big Real Estate Tax Savings

    Play Episode Listen Later Sep 16, 2025 17:28 Transcription Available


    Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guest: Brett DiPasquale AIF® BFA®Advisor at Elliott Wealth Management Services

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    No Tax on Social Security: What's the Catch?

    Play Episode Listen Later Sep 9, 2025 9:41 Transcription Available


    Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guest: Brett DiPasquale AIF® BFA®Advisor at Elliott Wealth Management Services

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    Breaking Down The One Big Beautiful Bill - Part 2

    Play Episode Listen Later Sep 2, 2025 17:01 Transcription Available


    Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guest: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management ServicesThis is part 2 of this 2 part series

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    Breaking Down The One Big Beautiful Bill - Part 1

    Play Episode Listen Later Aug 26, 2025 17:12 Transcription Available


    Rate & review the Simply Financial Podcast on ITunesFeaturing Special Guest: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management ServicesThis is part 1 of this 2 part series

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    Anything and Everything On Interest Rates In 2025

    Play Episode Listen Later Jul 29, 2025 9:04


    Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Brett DiPasquale AIF® BFA®Advisor – Elliott Wealth Management Services

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    5 Things To Watch For Out Of Washington

    Play Episode Listen Later May 20, 2025 28:42


    Rate & review the Simply Financial Podcast on ITunesWith Special Guest - Brett DiPasquale AIF® BFA®  Advisor – Elliott Wealth Management Services

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    Cyber Security with Chuck Ruiz - Podcast Replay

    Play Episode Listen Later Mar 25, 2025 39:47


    Rate & review the Simply Financial Podcast on ITunesWith Special Guest: Chuck Ruiz – Bethel IT ServicesThis is a podcast replay

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    Thoughts On The Economy & Our Take On It

    Play Episode Listen Later Feb 25, 2025 17:50


    Rate & review the Simply Financial Podcast on ITunesSpecial guest: With Special Guest Brett DiPasquale, AIF® BFA®Advisor – Elliott Wealth Management Services

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    2025 January Economic Update - Part 1

    Play Episode Listen Later Jan 14, 2025 29:18


    Rate & review the Simply Financial Podcast on ITunesThis is part 1 of a 2 part series. Listen to our next episode with special guest & advisor, Brett DiPasquale, BFA.

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