Podcast: Play in new window | Download

Subscribe: RSS

This week’s theme: Wealth Building

We run into a lot of people who have certain fears, blocks and limiting beliefs about money. These beliefs keep them from achieving the wealth, freedom and generosity they desire. But money is simply a means to an end.  And when you are a good, compassionate, giving person making more money means you get to do more good. And it’s that simple.

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 the breakthroughs of others to jump start your success. Speaker, author, adventurer, and Host Heather Hansen O’Neill takes you on the journey from fear to fire. Today we talk about wealth building and tracking.

Christopher Calandra

Our guest expert today is Christopher Calandra. He is the founder and principal of Elliott Wealth Management Services, LLC which has offices in Connecticut and Florida. Chris is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over twenty-six years of experience helping entrepreneurs, retirees, and families achieve their financial goals and objectives. He provides each client with the individual attention and tailored strategies to achieve their goals. He is committed to devoting as much time and effort possible with clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood. This allows his diverse client base to make informed financial decisions. Chris is also the host of the Simply Financial podcast.

Chris has been involved in Real Estate Investing for over 25 years. He bought his first investment property at the age of 23. His experience includes new home construction, flipping, residential income properties, commercial income properties and creative financing. Chris’ current portfolio includes single family, multi-family and commercial income producing properties. His proficiencies include investing, remodeling, maintenance, and reselling.

7 WEALTH BUILDING RULES (more details of this on Chris’ site)
1. Setting Your Goals – Think short-term, mid-term & long-term.
2. Be Prepared – Get educated & do your homework.
3. Develop a Wealth Building Plan – Figure out how to position
assets & deploy income.
4. You Need A Team – Building wealth is not a one-person
task. We all need a little help. You need a team.
5. 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.
6. Diversification – Spread your assets & your risks around.
7. Be Careful With Debt – Avoid debt that comes from living
above your needs. Be cautious about using debt to acquire
assets.

Learn more about Elliott Wealth Management and the Elliott Wealth Success Planner.

Have you tried our Fire Style quiz?  You’ll find out your natural way of behaving, interacting, and showing up in the world. Is it working for YOU?

Take the QUIZ HERE.