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Simply Financial with Christopher Calandra

Year End Update

Rate & review the Simply Financial Podcast on ITunes

Picking An Executor

Rate & review the Simply Financial Podcast on ITunesSpecial Guest: David Harris, Vice President, Nationwide Retirement Institute, Insights & Solutions Field TeamDavid 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 BioVisit https://www.nationwide.com/

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

Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Doug Ewing, Vice President, Nationwide Retirement Institute, Insights & Solutions Field TeamDoug Ewing, JD, CFP, RICP, started his career with Nationwide® in 2019 with more than 15 yearsof 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 BioVisit https://www.nationwide.com/ 

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

Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Steven Calandra, VP Nationwide Retirement InstituteSteven Calandra CLTC, RCC, CHSA, joined Nationwide in January 2015 with more than 15 yearsof financial industry experience. As a Vice President for the Nationwide Retirement Institute, Stevenis dedicated to educating financial professionals, clients, plan sponsors and plan participantsabout the latest in retirement income planning trends. He focuses on implementing practical andcomprehensive retirement income solutions as well as stimulating the thinking and actions ofprofessionals as they navigate the changing world of retirement. Steven annually addresses thousands of financial professionals, clients and plan participants, carefullycustomizing his sessions to meet the needs of each group. His areas of focus include Social Securitybenefits, 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-notchengagement every time. Prior to Nationwide, Steven worked as a Consultant and Regional Wholesaler for Terra CapitalMarkets in the Mid-Atlantic region and worked as a Regional Marketing Director for AIG SunAmericain its independent broker-dealer channel covering the Northeast. Earlier in his career, he wasgroomed at American Skandia, where he distributed variable annuities, mutual funds, qualified plansand variable life insurance. He has vast experience managing, coaching and motivating teams andhas helped develop core product marketing. Steven Calandra’s Full BioVisit: https://www.nationwide.com/

Tax Efficient Retirement Income Planning

Social Security Benefits On the Rise

Rate & review the Simply Financial Podcast on ITunesWith Special Guest: Lindy BrockAssociate Advisor – Elliott Wealth Management Services

Living Beneath Your Means

An Update On Potential Tax Law Changes

Every Adult Should Have A Will

Rate & review the Simply Financial Podcast on ITunes Sources:https://www.marcus.com/us/en/resources/managing-debt/debt-free-livinghttps://www.lendingtree.com/auto/debt-statistics/

The Benefits Of Living Debt Free

What is Debt To Income Ratio - DTI

Rate & review the Simply Financial Podcast on ITunes Sources: https://www.investopedia.com/financial-edge/0912/which-income-class-are-you.aspxhttps://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

Are You In The American Middle Class?

4 Things To Consider Before Buying An Investment Property

7 Money Saving Tips To Be A Successful Saver

Basic Cybersecurity Safeguards

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

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Simply Financial with Christopher Calandra

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