Episodes

  • Buy Now, Pay Later - What to Know

    Buy Now, Pay Later - What to Know
    Jan 13 2026
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    7 mins
  • Tapping The Equity In Your Home – Podcast Replay

    Tapping The Equity In Your Home – Podcast Replay
    Jan 6 2026
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    17 mins
  • Book Review With Brett DiPasquale

    Book Review With Brett DiPasquale
    Dec 30 2025
    Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management Services
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    23 mins
  • The 3 S's - Podcast Replay

    The 3 S's - Podcast Replay
    Dec 23 2025
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    15 mins
  • 7 Wealth Building Rules Everyone Should Know - Podcast Replay

    7 Wealth Building Rules Everyone Should Know - Podcast Replay
    Dec 16 2025
    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 accounts
    • How to set clear, actionable wealth goals
    • Why clarity beats complexity in financial planning
    • How to intentionally deploy your resources
    • The importance of building the right wealth team
    • Common mistakes investors make — and how to avoid them
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    1 hr and 10 mins
  • Retirement Shouldn't Be Guessing Game

    Retirement Shouldn't Be Guessing Game
    Dec 9 2025
    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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    8 mins
  • 7 Steps to Staying Financially Fit - Podcast Replay

    7 Steps to Staying Financially Fit - Podcast Replay
    Dec 2 2025
    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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    14 mins
  • The 50 Year Mortgage – A Bad Idea

    The 50 Year Mortgage – A Bad Idea
    Nov 25 2025
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    6 mins