<a href="https://bit.ly/2BDO5o2">Rate & review the Simply Financial Podcast on ITunes</a>Special Guest: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management Services

<description>&lt;p&gt;&lt;a href="https://bit.ly/2BDO5o2"&gt;Rate &amp; review the Simply Financial Podcast on ITunes&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Special Guest: &lt;/strong&gt;Brett DiPasquale, AIF® BFA®&lt;/p&gt;&lt;p&gt;Advisor at Elliott Wealth Management Services&lt;/p&gt;
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Listen and learn about some great books that were read in 2025!

Book Review With Brett DiPasquale

<a href="https://bit.ly/2BDO5o2">Rate & review the Simply Financial Podcast on ITunes</a>

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If your money habits feel off, the problem might be in your mix. Learn about the 3 S’s, spending, saving, and sharing to help you reset your financial approach.

The 3 S's - Podcast Replay

<a href="https://bit.ly/2BDO5o2">Rate & review the Simply Financial Podcast on ITunes</a><a href="https://www.youtube.com/watch?v=vWraFJaxUWg">Link to the original episode</a><a href="https://www.youtube.com/@BuiltWithSolidGold">Built With Solid Gold Podcast Channel</a>Topics Discussed: <ul><li>Why real estate complements stocks, bonds, and retirement accounts</li><li>How to set clear, actionable wealth goals</li><li>Why clarity beats complexity in financial planning</li><li>How to intentionally deploy your resources</li><li>The importance of building the right wealth team</li><li>Common mistakes investors make — and how to avoid them</li></ul>

<description>&lt;p&gt;&lt;a href="https://bit.ly/2BDO5o2"&gt;Rate &amp; review the Simply Financial Podcast on ITunes&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.youtube.com/watch?v=vWraFJaxUWg"&gt;Link to the original episode&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;a href="https://www.youtube.com/@BuiltWithSolidGold"&gt;Built With Solid Gold Podcast Channel&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Topics Discussed: &lt;/p&gt;&lt;ul&gt;&lt;li&gt;Why real estate complements stocks, bonds, and retirement accounts&lt;/li&gt;&lt;li&gt;How to set clear, actionable wealth goals&lt;/li&gt;&lt;li&gt;Why clarity beats complexity in financial planning&lt;/li&gt;&lt;li&gt;How to intentionally deploy your resources&lt;/li&gt;&lt;li&gt;The importance of building the right wealth team&lt;/li&gt;&lt;li&gt;Common mistakes investors make — and how to avoid them&lt;/li&gt;&lt;/ul&gt;
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Listen to Chris Calandra’s guest appearance on the ‘Built with Solid Gold’ Podcast where he talks about his personal journey and the 7 wealth building rules in this podcast replay.

7 Wealth Building Rules Everyone Should Know - Podcast Replay

<a href="https://bit.ly/2BDO5o2">Rate & review the Simply Financial Podcast on ITunes</a>Source of Topic info: <a href="https://url.emailprotection.link/?bvDxUTecdx7rEsEwv8aOw4uB8Jy0eYv_lX7PILdWaBASgxdX-wf6KuCU0HCeBu07q18JdWOvlorU8RCnLw8aLPTGqmGz8y4P3OkTLiqYFTObDWoB_en36yzIy1LFdkVeJi-2Z0PYG6LDKN8xaf9TVWEzrGCPgUEl6xgE9jFfOd0k~" target="_blank">https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html</a>

<description>&lt;p&gt;&lt;a href="https://bit.ly/2BDO5o2"&gt;Rate &amp; review the Simply Financial Podcast on ITunes&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Source of Topic info: &lt;a href="https://url.emailprotection.link/?bvDxUTecdx7rEsEwv8aOw4uB8Jy0eYv_lX7PILdWaBASgxdX-wf6KuCU0HCeBu07q18JdWOvlorU8RCnLw8aLPTGqmGz8y4P3OkTLiqYFTObDWoB_en36yzIy1LFdkVeJi-2Z0PYG6LDKN8xaf9TVWEzrGCPgUEl6xgE9jFfOd0k~" target="_blank"&gt;https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html&lt;/a&gt;&lt;/p&gt;
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Retirement planning is an important aspect of everyone’s life and shouldn’t be planned based on a guessed number. It’s important to do the proper steps to find out what real number you need to achieve for retirement. Listen in to learn more.

Retirement Shouldn't Be Guessing Game

<a href="https://bit.ly/2BDO5o2">Rate & review the Simply Financial Podcast on ITunes</a>Taken from an Article from Bank of America: <a href="https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips">https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips</a>1. 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

<description>&lt;p&gt;&lt;a href="https://bit.ly/2BDO5o2"&gt;Rate &amp; review the Simply Financial Podcast on ITunes&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Taken from an Article from Bank of America: &lt;a href="https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips"&gt;https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips&lt;/a&gt;&lt;/p&gt;&lt;p&gt;1. Understand Your Assets &amp; Liabilities&lt;/p&gt;&lt;p&gt;2.  Assess Your Goals&lt;/p&gt;&lt;p&gt;3. Check Your Credit Reports&lt;/p&gt;&lt;p&gt;4. Name Your Beneficiaries&lt;/p&gt;&lt;p&gt;5. Manage Your Taxes&lt;/p&gt;&lt;p&gt;6. Check If Your Investments And Goals Align&lt;/p&gt;&lt;p&gt;7. Determine If You Have The Right Insurance&lt;/p&gt;
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Here are 7 Steps to help you maintain your financial fitness. These steps are a great way to give yourself the overview you need to stay financially organized.

7 Steps to Staying Financially Fit - Podcast Replay

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 personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.

Simply Financial With Christopher Calandra

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