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Chris Calandra shares his personal thoughts & opinions with the added knowledge of what Jordan Jackson, from JP Morgan, provided in part 1. This is part 2 of the 2023 Economic Outlook Series.
Chris Calandra and special guest, Jordan Jackson, VP & Global Market Strategist from JP Morgan, discuss the current market environment, the Outlook for 2023, inflation, & other related topics. This is part 1 of the 2023 Economic Outlook Series.
Chris Calandra and Bill Manegio, CFA, CIMA® from JP Morgan, discuss their thoughts on the 2022 Midterm Election and provide a brief update on the current market environment, geopolitical risks, & other related topics.
We are happy to welcome back our friend, former sponsor, and repeat guest Chris Calandra with Elliott Wealth Management Services to talk today about the four drivers of the 2021 real estate market. You can hear Chris on Episodes 157 (wealth management), 162 (life insurance), 186 (seven wealth building rules) and 210 (pandemic's impact on the economy) and he brings a TON of knowledge and content each time he's on the show. In today's Crushing Debt Podcast episode, we talk about the four things that primarily impacted the 2021 real estate market, which is still a bit crazy and unique even today, towards the end of the year: Excess Money Supply in the Economy Low Interest Rates Stay at Home Economy Limited Housing Supply We also discuss whether there's another real estate bubble forming, and the disappearance of short sales. If you know an attorney or title company in Florida, Texas, or anywhere in the Country, you would be doing me and show a huge favor by introducing that attorney or title company to our show's sponsor, Sam Cohen at Attorneys First Insurance - Sam@AttorneysFirst.com or www.AttorneysFirst.com. To eliminate debt and create the money to invest in real estate, check out my book Become Debt Free in Less Than One Hour at www.ShawnMYesner.com/BecomeDebtFree
Chris Calandra is the Founder & Principal of Elliott Wealth Management Services, a Certified Financial Planner with over twenty-six years of experience helping entrepreneurs, retirees, & families achieve their financial goals & objectives, and the host of the Simply Financial podcast. On this episode of CFO at Home Chris and Vince discuss Chris’ 7 Wealth Building rules and more. Key Takeaways: Chris’ 7 Wealth Building Rules Setting Your Goals – Think short-term, mid-term & long- term. Financial success is based on having both long-term, written goals, and a series of short and mid-term tactical plans to get you there Be Prepared – Get educated & do your homework Often falls to the “CFO at Home” Develop a Wealth Building Plan – Figure out how to position assets & deploy income. Figure out what resources/assets you have Make sure those assets are positioned well positioned How do those investments compare with alternatives? Have a specific plan for your discretionary income You Need A Team – Building wealth is not a one-person task. We all need a little help. You need a team. Track Your Progress – Money is not the most important thing in life, but it is important. You need to track your progress by using tools like a personal net worth statement. Personal Net Worth Statement Personal Equivalent of a Business Balance Sheet Assets listed line by line (money in the bank, retirement accounts,etc) Debt listed line by line (Credit Cards, Student Loans, etc) Net Worth = Total Assets - Total Debt Regularly track your goals against your Net Worth Diversification – Spread your assets & your risks around. Diversification can not only refer to the mixture of stocks and bonds in your portfolio, but also to things like having an emergency fund, having some exposure to real estate, avoiding having too much invested in a single stock, etc. Be Careful With Debt – Avoid debt that comes from living above your needs. Be cautious about using debt to acquire assets Avoid debt that comes from living above your means Becoming debt-free can become more important as you approach retirement Ways to contact/follow: Simply Financial Podcast Elliottwealth.com Contact the Host - vince@thecfoathome.com
Carnivore Radio hostsEric Lopkin and Jeffrey Sherman go behind the headlines with guest Chris Calandra of Elliott Wealth Management.
Carnivore Radio hosts Jeff Sherman and Eric Lopkin discuss the Trump/Biden debate, the polls, the supemecourt and more items that will affect the 2020 presidentail election with guest Chris Calandra.
From Fear to Fire: Secrets to Overcome Fear, Embrace your Gifts and Achieve Success This is the place where real people share real challenges. Where you can find a common bond and uncommon wisdom through their stories. Use tips from … Read More The post From Fear to Fire on Wealth Building with Chris Calandra appeared first on HeatherHansenONeill.
From Fear to Fire: Secrets to Overcome Fear, Embrace your Gifts and Achieve Success This is the place where real people share real challenges. Where you can find a common bond and uncommon wisdom through their stories. Use tips from … Read More The post From Fear to Fire on Wealth Building with Chris Calandra appeared first on HeatherHansenONeill.
Christ is a Certified Financial Planner at Elliott Wealth Management where he helps clients achieve their goals in wealth. Listen as he gives his 7 wealth-building tipsTop 3 NuggetsGet prepared with the knowledgeYou can’t succeed without a teamKnow when you have success vs the trappings of successThis weeks Challange: Create your own net worth statement Create your net worth statement with Chris’ software at https://elliottwealth.com/success-planner Listen to Chris’ Podcast Simply Finacial at https://elliottwealth.com/podcastsYou can contact me here at https://conorbuttsss.com/
Having an emergency fund can mean the difference between a heavy financial setback and a minor inconvenience. Chris Calandra goes over the importance of emergency funds and how people can go about saving for it. Being prepared for the unexpected financial surprises life throws at us could turn what would have been a major problem into a minor inconvenience.
Having an emergency fund can mean the difference between a heavy financial setback and a minor inconvenience. Chris Calandra goes over the importance of emergency funds and how people can go about saving for it. Being prepared for the unexpected financial surprises life throws at us could turn what would have been a major problem into a minor inconvenience.
Is it beneficial to take social security benefits at age 62 or later? Everyone's circumstances are different but in this episode of Simply Financial, Chris Calandra clears up some social security misconceptions that may make listeners want to adjust their strategies.
Is it beneficial to take social security benefits at age 62 or later? Everyone’s circumstances are different but in this episode of Simply Financial, Chris Calandra clears up some social security misconceptions that may make listeners want to adjust their strategies.
Is it beneficial to take social security benefits at age 62 or later? Everyone's circumstances are different but in this episode of Simply Financial, Chris Calandra clears up some social security misconceptions that may make listeners want to adjust their strategies.
The Covid-19 pandemic caused an economic shutdow. Not all sectors were affected the same. We'll look at how the economy moves forward as Carnivore Radio hosts Jeff Sherman and Eric Lopkin talk with financial representive Chris Calandra. That and Joe Biden's latest gaffe on this episode.
The comprehensive benefits of giving personally and financially • How to make a gift you’ve never imagined possible • Multigenerational wealth transfer • Integrating philanthropy into your life Arlene is the Amazon #1 Best Selling author of Give to Live:
The comprehensive benefits of giving personally and financially• How to make a gift you’ve never imagined possible• Multigenerational wealth transfer• Integrating philanthropy into your life Arlene is the Amazon #1 Best Selling author of Give to Live:
The comprehensive benefits of giving personally and financially• How to make a gift you’ve never imagined possible• Multigenerational wealth transfer• Integrating philanthropy into your life Arlene is the Amazon #1 Best Selling author of Give to Live:
A key part of your success is having the money you need to pay your bills and do what you want. Coaches Eric Lopkin and Chip Janiszewski talk with guest Chris Calandra of Elliott Wealth Management and the Simply Financial podcast about the importance of financial literacy and how you can boost your financial game.
Christopher Calandra is the founder and principal of Elliott Wealth Management Services, LLC which has offices in Connecticut and Florida. Chris is a certified financial planner with over 26 years of experience helping entrepreneurs, retirees, and families achieve their financial goals and objectives. Chris has been involved in real estate investing for more than 25 years. He bought his first investment property at the age of 23. His experience includes new home construction, flipping, residential income producing properties, commercial income producing properties and creative financing. His current portfolio includes single family, multi-family and commercial income producing properties. His proficiencies include investing, remodeling, maintenance and reselling. In this episode, we talk about: Importance of setting goals for yourself Best way to get prepared How to develop a wealth building plan Why a good team is important to success Free report: The 7 Wealth Building Rules for Real Estate Investors www.elliottwealth.com To see this program in video on Roku go to RealEstateInvesting4Women.com To watch the EXTRA portion of this show go to RealEstateInvestingForWomenExtra.com ------------------------------------------------------ Learn how to create a consistent income stream by only working 5 hours a month the Blissful Investor Way. Grab my FREE guide at http://www.BlissfulInvestor.com
GREAT NEWS!
GREAT NEWS!
GREAT NEWS!
This week, we have our friend Chris Calandra with Elliot Wealth Management Services, LLC, as a guest talking about the seven wealth building rules: 1. Importance of Goal Setting 2. Preparation is Key 3. Developing a Wealth Building Plan 4. You Need a Team 5. Tracking Progress 6. The Power of Diversification 7. Be Careful with Debt You can find Chris at ccalandra@elliottwealth.com or www.elliottwealth.com. Many thanks to our NEW sponsor, www.anyreasonloan.com. If you have a credit score of 680, and you need $25,000 to $100,000 for any reason, fill out the laser lightning half page online app and get a response within 24 hours. To contact me directly, email Shawn@YesnerLaw.com or www.YesnerLaw.com. If you enjoy the content, please share it and invite your friends to subscribe to the show on whatever podcast player they use to listen to podcasts!
Who does them nd are they reliable?
Who does them nd are they reliable?
This week’s Crushing Debt Podcast Episode is inspired by a few financial advisors we know, including past guests like Forrest Baumhover, and our sponsor, Chris Calandra with Elliot Wealth Management Services. When someone files bankruptcy, their concern is “what can I keep?” That question is answered by reviewing the debtor’s exemptions - those things protected under State or Federal Law. One of the items protected is IRAs, Individual Retirement Accounts. However, the United States Supreme Court came out with a ruling that not all IRA’s are protected. IRA’s that are inherited, while exempt from withdrawal penalties, are not protected under the bankruptcy code. Meaning, if you inherit an IRA and have to file bankruptcy, that IRA will have to be paid to the bankruptcy trustee to repay creditors (unless some other exemptions apply). In this week’s episode, we discuss the logic behind the Supreme Court’s decision. Do you agree? Do you think inherited IRA’s should be exempt, or subject to repay creditors? Let me know at Shawn@YesnerLaw.com or www.YesnerLaw.com.
We have Chris Calandra from Elliott Wealth Management Services back on the show to talk about the benefits of life insurance. Chris and Elliott Wealth are now sponsors of The Crushing Debt Podcast, and you can support them by going to the website - www.ElliottWealth.com to request your free 15-minute life insurance checkup. A service offered only to listeners of the Crushing Debt Podcast. In this week's episode, we talk about the benefits of Term Life Insurance, including to protect your family and your business from a financial loss. Insurance can also be used to give to your favorite charity or cause. Insurance is strange in that it is one product that no one likes to buy or use, but when it is needed you're glad you have it. Elliott Wealth Management Services is a comprehensive financial planning firm and an independent adviser (meaning they are not bound to provide you with any particular company's product and can choose from many different options). You can listen to Chris's last interview on the show at Episode 157. Again, for listeners of The Crushing Debt Podcast, go to www.ElliottWealth.com to request your free 15-minute life insurance check up. If you have questions for me, please email Shawn@YesnerLaw.com or visit www.yesnerlaw.com.
As its name suggests, this podcast is all about Real Estate Investing. But what about stocks, bonds, and OTHER non-real estate investment vehicles? Is there a place for them in your portfolio? And if so, where? Our guest in this episode will help to answer those questions. As a 26 year veteran of the financial advisory world, it's safe to say he knows about NON-REI assets. Plus, he'll also speak to the so-called "Latte Factor" and whether there's anything to it >> Listen now, Click "Play" in iTunes!
Welcome to the first episode of Year 4 of The Crushing Debt Podcast! This week's episode is an interview with Chris Calandra of Elliott Wealth Management Services, LLC. Chris is also the host of the Simply Financial Podcast, an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial will cover intriguing and thought provoking questions so that the listener can simply increase their financial IQ (check out episode 78 - Season 3, Ep 7). Chris and I talk about: What makes a good client What is on the horizon Creating an emergency fund Using online savings accounts Tax issues Asset protection Elliott Wealth's 5 Gold Medal Services And more great strategies! If you have questions about creating, investing, or saving, please reach out to Chris and his team at ccalandra@elliottwealth.com. If you have questions for me, please contact me at Shawn@YesnerLaw.com or www.YesnerLaw.com.
The Four Stages:Pre-RetirementEarly RetirementFinal RetirementFull RetirementTopics include:7 Complex issues to consider; Planning for the long-term; Preparing for change“A good strategy for approaching and preparing for retirement is through a well-executed long-term plan.” - Chris Calandra
We’re switching things up! This week, Lindy Brock will take the host seat and interview our guest, Chris Calandra.In this Episode, we talk about…20 intimate questions to Chris Calandra from Lindy Brock20 Intimate answersYour Wealth Manager unveiledEPISODE 10- Simply Financial with Chris Calandra; Expert Interview Series-Special Guest (Host) is Lindy Brock; Elliott Wealth Management Services, LLCGuests sharing their insights, lessons, struggles and perseverance that comprise their journeysVisit our website for valuable tools and insights: www.elliottwealth.com
Guests sharing their insights, lessons, struggles and perseverance that comprise their journeysInterviews that discuss success stories with Everyday AmericansIn this Episode, we talk about…Joseph Eddy; Retired president of AE Design Group, LLCRetiring, Moving, Handling ChangeEmotions surrounding change/retirement/selling a businessPlanning Future Financial decisionsMaking the difficult choicesGiving Back-the rewards of being charitable -“the Golden Rule”Views on…successes, finance and investmentsLessons Learned along the wayAdvise for our youth (Millennials)Porsche-there is no substituteVisit our website for valuable tools and insights: www.elliottwealth.com
In this Episode, we talk about…What is a Balance SheetHow to Create a Balance sheetWhy do I need a Balance SheetWhere does the Balance Sheet fit into my Financial PlanVisit our website for valuable tools to help create your Balance Sheet: www.elliottwealth.com
Unemplyment Rate DecliningConsumer Confidence ImprovingEconomic Growth AcceleratingThis Important Information not being communicated to American People but they should know because it impacts Everyone.Please visit our website for information, tools and advise: www.elliottwealth.com
Chris and Lindy discuss the following:Podcast Episode II: 08/11/217-What is a CFP® with Lindy BrockIntroductionWhat is the Designation of Certified Financial Planner ™ ?Requirements of a Certified Financial Planner ™How difficult is it to obtain a CFP®Why a CFP® designation is important to youHow Does the Certification help service clientsHow is the CFP® viewed in the marketplaceCode of EthicsOther Designations
Special Guest Lindy Brock and Chris discuss the pros of investing your money with a Certified Financial Planner
Special Guest Lindy Brock and Chris discuss the pros of investing your money with a Certified Financial Planner
Special Guest Lindy Brock and Chris discuss the pros of investing your money with a Certified Financial Planner
Get the most of your finances. We'll discuss financial goals, planning and measurements to help you get ahead. Your financial health is crucial to your future and we'll take you through the steps to get you where you want to be. Build your business, career and life with coach Eric Lopkin from The Modern Observer Group and guest Chris Calandra of Elliott Wealth Management. From mindset and focus to time management and goal setting, we'll discuss topics to get you on the road to success and interview guests with inspiring stories and helpful tips.