Simply Financial - Exvadio Network
Business & Finance
About
Comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth.
Episodes
- Major Indexes Explained - The S&P 500 - Part 2
Part 2 of 3
- Major Indexes Explained - The Dow - Part 1
Part 1 of 3
- Are You Ignoring This Retirement Risk?
There is a retirement risk that not many people think about & it could quietly derail your retirement plan. Learn what it is & how to mitigate against it in this episode.
- What’s Your Definition of Rich? – Podcast Replay
This is a podcast replay of Simply Financial discussing the question, 'What’s Your Definition of Rich?'
- Having Tax Awareness When Saving For Retirement
Brett DiPasquale, Advisor at Elliott Wealth Management Services, discusses tax awareness in retirement savings on Simply Financial.
- How To Choose Who You Leave Money To
Simply Financial discusses the emotional and financial considerations involved in choosing beneficiaries for your estate. The episode breaks down how to think through beneficiary designations to strengthen your estate plan.
- Tax Burden in America: Who Pays What?
This episode of Simply Financial breaks down the tax burden in America, detailing how it is split across different income brackets and presenting the data.
- Unclaimed Property - The Financial Lost & Found – Podcast Replay
This podcast replay from Simply Financial discusses unclaimed property, often referred to as the financial lost and found. Provided source links include Unclaimed.org, Ctbiglist.com, and Fltreasurehunt.org.
- The Concept Of A Financial Team
Brett DiPasquale, a Financial Advisor at Elliott Wealth Management Services, is featured as a special guest host on Simply Financial to discuss the concept of a financial team.
- Geopolitics & Market Signals in 2026
This episode of Simply Financial discusses geopolitics and market signals expected in 2026. Brett DiPasquale, Advisor at Elliott Wealth Management Services, serves as the guest host.
- Context Matters: A Closer Look at Retirement Savings Data
The Simply Financial podcast episode "Context Matters: A Closer Look at Retirement Savings Data" is available. Listeners are encouraged to rate and review the podcast on iTunes.
- Why Long Term Investing Is Great Financial Planning
The Simply Financial podcast episode discusses the advantages of long-term investing as a fundamental aspect of financial planning. The episode is available on the Exvadio Network.
- The 4 Red Flags That Get You Audited
The Simply Financial podcast episode covers four red flags that may lead to an IRS audit. The description encourages listeners to rate and review the podcast on iTunes.
- The Federal Reserve & How It Works – Podcast Replay
This podcast episode is a replay of Simply Financial, focusing on the Federal Reserve and its operational mechanisms. Listeners are encouraged to rate and review the show on iTunes.
- What We Are Hearing in 2026 - Part 2
This episode, "What We Are Hearing in 2026 - Part 2," from the Simply Financial podcast features special guest Brett DiPasquale, an advisor from Elliott Wealth Management Services.
- What We've Heard in 2026
This episode of Simply Financial is titled "What We
- The Subscription Detox Challenge
The podcast episode is titled "The Subscription Detox Challenge" and is part of the Simply Financial series. Listeners are encouraged to rate and review the podcast on iTunes.
- The January Effect
Brett DiPasquale, AIF® BFA® Advisor at Elliott Wealth Management Services, is the special guest host for this episode of Simply Financial on the Exvadio Network. The episode is titled 'The January Effect.'
- Top 5 Benefits Of A Financial Plan - Podcast Replay
This is a replay of the Simply Financial podcast episode. It covers the top 5 benefits of having a financial plan. Listeners are encouraged to rate and review the podcast on iTunes.
- 2026 Economic Update
This episode of Simply Financial features Brett DiPasquale, an Advisor at Elliott Wealth Management Services, discussing the economic update for 2026. The podcast is available on iTunes.
- Buy Now, Pay Later - What to Know
The Simply Financial podcast episode covers 'Buy Now, Pay Later' services. Listeners are encouraged to leave a rating and review on iTunes.
- Tapping The Equity In Your Home – Podcast Replay
This episode of the Simply Financial Podcast discusses tapping the equity in your home. Listeners are encouraged to rate and review the podcast on iTunes.
- Book Review With Brett DiPasquale
Brett DiPasquale, an Advisor at Elliott Wealth Management Services, discusses and reviews the Simply Financial Podcast.
- The 3 S's - Podcast Replay
This is a replay of the podcast episode 'The 3 S's' from Simply Financial on the Exvadio Network. The description asks listeners to rate and review the podcast on iTunes.
- 7 Wealth Building Rules Everyone Should Know - Podcast Replay
The Simply Financial Podcast episode covers 7 rules for building wealth, discussing topics like real estate's role alongside stocks and bonds, setting clear financial goals, resource deployment, and avoiding common investor errors.
- Retirement Shouldn't Be Guessing Game
A survey indicates women often guess when planning for retirement. This episode of Simply Financial explores the nuances of retirement planning.
- 7 Steps to Staying Financially Fit - Podcast Replay
This episode of Simply Financial outlines seven steps for financial fitness, referencing a Bank of America article. Key steps include understanding assets and liabilities, assessing goals, checking credit reports, managing taxes, and revie…
- The 50 Year Mortgage – A Bad Idea
This episode of Simply Financial discusses the concept of a 50-year mortgage, exploring potential downsides and why it might be considered a poor financial decision.
- What’s New for 401k Contributions in 2026
The Simply Financial podcast discusses the changes to 401k contribution limits and rules for the year 2026.
- Work Smarter Not Harder
This episode of Simply Financial from the Exvadio Network is a request for listeners to rate and review the podcast on iTunes.
- CPI, Rate Cuts, and the Fed’s Next Move
This episode of Simply Financial discusses Consumer Price Index (CPI) data, potential interest rate cuts, and the Federal Reserve's future decisions. Listeners are encouraged to rate and review the podcast on iTunes.
- What We Are Hearing As Financial Advisors
This episode of Simply Financial features financial advisors Lindy Brock and Brett DiPasquale. They discuss current trends and observations within the financial advisory industry.
- Fewer Public Companies & Why It Matters
The Simply Financial podcast episode 'Fewer Public Companies & Why It Matters' addresses the decline in the number of publicly traded companies and explores the implications of this trend.
- Gifting Assets: What You Need to Know
The Simply Financial podcast episode covers key information about gifting assets. This discussion is part of the Exvadio Network.
- Behavioral Investing
The Simply Financial Podcast features Brett DiPasquale, Advisor at Elliott Wealth Management Services, discussing behavioral investing.
- The Fed’s Next Move
This episode of Simply Financial, part of the Exvadio Network, is titled "The Fed's Next Move." The description encourages listeners to rate and review the podcast on ITunes.
- Dollar Cost Averaging – Podcast Replay
This is a replay episode of the Simply Financial podcast discussing Dollar Cost Averaging. Listeners are encouraged to rate and review the show on iTunes.
- How 1031 Exchanges Could Deliver Big Real Estate Tax Savings
The Simply Financial podcast episode discusses how 1031 exchanges can lead to substantial tax savings in real estate. Brett DiPasquale, an advisor at Elliott Wealth Management Services, is featured as a special guest.
- No Tax on Social Security: What’s the Catch?
Brett DiPasquale, Advisor at Elliott Wealth Management Services, appears on the Simply Financial Podcast to discuss whether Social Security benefits are subject to taxes and any associated conditions.
- Breaking Down The One Big Beautiful Bill - Part 2
This episode, Part 2 of a series, continues the discussion on "The One Big Beautiful Bill" with special guest Brett DiPasquale, an Advisor at Elliott Wealth Management Services.
- Breaking Down The One Big Beautiful Bill - Part 1
This episode, part 1 of a 2-part series, discusses "The One Big Beautiful Bill." Special guest Brett DiPasquale, an advisor at Elliott Wealth Management Services, is featured. The podcast is available on iTunes for rating and reviews.
- Risk, Reform, and Retirement: The Politics of 401(k) Regulation
This episode of Simply Financial focuses on the political aspects of 401(k) regulation, including discussions on risk and reform.
- What's the deal with Prenups?
This episode of Simply Financial discusses prenuptial agreements.
- How Do Financial Planners Get Paid?
Brett DiPasquale, Advisor at Elliott Wealth Management Services, guest hosts on Simply Financial to discuss the compensation structures for financial planners.
- Anything and Everything On Interest Rates In 2025
This episode of the Simply Financial Podcast covers interest rates in 2025 and includes special guest Brett DiPasquale AIF® BFA®, an advisor from Elliott Wealth Management Services.
- Tips for Managing Your Inheritance Wisely
The Simply Financial podcast episode provides guidance on effectively managing inherited wealth. It offers practical tips for navigating financial decisions related to inheritance.
- 2025 Mid-Year Economic Update
Rate & review the Simply Financial Podcast on ITunes
- Structured For Stability: Buffered Investing During Market Uncertainty
Rate & review the Simply Financial Podcast on ITunes Featuring Special Guest, Brett DiPasquale, AIF® BFA®
- When to Use Your Emergency Fund
This episode of the Simply Financial Podcast discusses when it is appropriate to use an emergency fund. The host encourages listeners to rate and review the podcast on iTunes.
- Last Minute Retirement Planning Strategies – Podcast Replay
Rate & review the Simply Financial Podcast on ITunes