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


    • Feb 24, 2026 LATEST EPISODE
    • weekly NEW EPISODES
    • 20m AVG DURATION
    • 530 EPISODES


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    Latest episodes from Simply Financial - Exvadio Network

    What We Are Hearing in 2026 - Part 2

    Play Episode Listen Later Feb 24, 2026 11:40 Transcription Available


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

    entrepreneur advice market investing professional finance millennials economy saving hearing debt retirement small business business owners financial planning personal finance retirement planning retirement plans financial plan financial security financial stability
    The January Effect

    Play Episode Listen Later Feb 3, 2026 4:16 Transcription Available


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

    entrepreneur advice market investing professional finance millennials economy saving debt retirement small business business owners financial planning personal finance retirement planning retirement plans financial plan financial security financial stability
    2026 Economic Update

    Play Episode Listen Later Jan 20, 2026 30:25 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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    Book Review With Brett DiPasquale

    Play Episode Listen Later Dec 30, 2025 22:44 Transcription Available


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

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    7 Wealth Building Rules Everyone Should Know - Podcast Replay

    Play Episode Listen Later Dec 16, 2025 70:09 Transcription Available


    Rate & review the Simply Financial Podcast on ITunesLink to the original episodeBuilt With Solid Gold Podcast ChannelTopics Discussed: Why real estate complements stocks, bonds, and retirement accountsHow to set clear, actionable wealth goalsWhy clarity beats complexity in financial planningHow to intentionally deploy your resourcesThe importance of building the right wealth teamCommon mistakes investors make — and how to avoid them

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    Retirement Shouldn't Be Guessing Game

    Play Episode Listen Later Dec 9, 2025 8:04 Transcription Available


    Rate & review the Simply Financial Podcast on ITunesSource of Topic info: https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html

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    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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