Saving With Steve

In this episode of Saving With Steve, host Steve Sexton is joined by CFP and CPA, Elizabeth Buffardi, to discuss what you need to know about Roth Conversions.   Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by Mike Hajjar, a trusted mortgage loan officer and a leader at Landmark Mortgage Planners. They discuss what to expect in the mortgage market in 2025, steps for refinancing, getting your first mortgage, wisdom for current mortgage holders, and more!   Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by Real Estate Expert Glen Henderson. They discuss the state of real estate and what to expect in 2025. Glen also provides his 5 components for selling your house for the most amount of money possible.     Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by AI/Deepfake expert and Senior Fraud Specialist at Entrust, Simon Horswell. They discuss the 12 most prominent scams of the year.     Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by Jennifer C. Surmacz, founder of Posterity Legal Services, LLC, is an estate planning attorney dedicated to helping families avoid Probate Court and build generational wealth. They discuss understanding the legal intricacies of Estate Planning and how to avoid Probate Court.   Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by financial pioneer, travel expert, author, and veteran media personality, Adriane Berg. They discuss insights and strategies for lifelong travel and how individuals, particularly retirees and those on fixed incomes, can enjoy fulfilling travel experiences without letting financial constraints hold them back.     Learn more about t...

In this episode of Saving With Steve, host Steve Sexton is joined by Mitchell Morrison, the founder and creator of Eyeballs Financial LLC, a fintech application that is the first to provide up-to-date information pairing trusted advisor intelligence and artificial intelligence, delivering convenient, automatic, and secure insight into financial investments.     They discuss the consequences of fin...

In this episode of Saving With Steve, host Steve Sexton is joined by Peter Lovenheim, an author and journalist whose articles and essays have appeared in the New York Times, New York Magazine, The Los Angeles Times, Parade, Politico, The Washington Post, and other publications. They discuss Peter's book,  Gift Shop of Gratitude: A Journal to Explore the Journey of Your Life, a book that will surpr...

In this episode of Saving With Steve, host Steve Sexton is joined by Kristin Bruce who taught in the public education system for over 20 years. She saw students could not concentrate on academics because emotional issues and low self-esteem got in the way, so she decided to write a curriculum that helped students get out of this struggle. Kristin is currently a school counselor and her curriculum...

In this episode of Saving With Steve, host Steve Sexton is joined by Joseph Lombardi, the Managing Partner at Ironhawk Financial and a leading expert in financial planning for blue-collar professionals and business owners. They discuss tools for financial control, tax savings, and lasting security.     Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by Peter Lovenheim, an author and journalist whose articles and essays have appeared in the New York Times, New York Magazine, The Los Angeles Times, Parade, Politico, The Washington Post, and other publications. They discuss Peter's book, Gift Shop of Gratitude: A Journal to Explore the Journey of Your Life, a book that will surpri...

In this episode of Saving With Steve, host Steve Sexton is joined by Gretchen Salyer, the Founder & CEO of The June Care Company, a platform connecting families who need childcare with trusted moms and recommended sitters who can care for their kids. They discuss the stress and difficulties facing modern parents today.     Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by Jennifer C. Surmacz, founder of Posterity Legal Services, LLC, is an estate planning attorney dedicated to helping families avoid Probate Court and build generational wealth. They discuss understanding the legal intricacies of Estate Planning and how to avoid Probate Court.   Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by Alexandra Abadie, a Senior Broker of HCAG Medicare Insurance Agency, based out of Southern California. They discuss what to know about Medicare, including the Medicare enrollment period, the difference between Original Medicare and Medicare part C, what people who are at the age of Medicare should be doing, how coverages affect y...

In this episode of Saving With Steve, host Steve Sexton is joined by David Kessler, the world's foremost expert on grief whose experience with thousands of people on the edge of life and death has taught him the secrets to living a fulfilled life, even after life's tragedies. They discuss the tools for releasing pain and remembering with love, and talk about David's new book, Finding Meaning: the...

In this episode of Saving With Steve, host Steve Sexton is joined by, Kaitlyn Laney, a certified financial planner who has had the privilege of helping individuals and families craft financial plans that align with their unique goals and dreams. They discuss retiring with dignity, tax mitigation, designing a tax-efficient income stream from your investments in a way that is going to keep you in th...

In this episode of Saving With Steve, host Steve Sexton is joined by Evan Nierman , who is a crisis management expert who serves as the Founder and CEO of Red Banyan , a globally-renowned public relations firm, and coach and stress management expert, Janice Livtin , who is the author of the Banish Burnout Toolkit , a workbook designed to help you learn how to change your reactions to stress from t...

In this episode of Saving With Steve, host Steve Sexton is joined by  Isabel Leong , a full-time travel blogger, digital nomad, and Consultant and Mentor,  Thomas Michael Hogg , who has more than 20 years of market and work experience in Germany, Mexico, Switzerland, and the USA, and is Founder and Managing Director of TMH Consulting & Investment Group.   They discuss financial savvy tips for how...

In this episode of Saving With Steve, host Steve Sexton is joined by Savings Expert for Coupons.com, Lisa Thompson, who has been educating consumers and savvy shoppers for over 10 years, and Kevin Robertson, the Chief Revenue Officer at HSA Bank, a Milwaukee-based bank and health benefits administrator.   They discuss 5 small habits that can add up to big savings and help you reach your financial...

In this episode of Saving With Steve, host Steve Sexton is joined by Gretchen Salyer, the Founder & CEO of The June Care Company, a platform connecting families who need childcare with trusted moms and recommended sitters who can care for their kids. They discuss the stress and difficulties facing modern parents today.     Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by Arvee Robinson, a Master Speaker Trainer, International Speaker, Author, and CEO of Arvee Robinson International, and Jason Boyce, an Entrepreneur and nationally recognized expert on Amazon. Jason Boyce is the Founder and CEO of Avenue7Media and the author of "The Amazon Jungle."     Arvee shares how to become a speaking supersta...

In this episode of Saving With Steve, host Steve Sexton is joined by Alexandra Abadie, a Senior Broker of HCAG Medicare Insurance Agency, based out of Southern California. They discuss what to know about Medicare, including the Medicare enrollment period, the difference between Original Medicare and Medicare part C, what people who are at the age of Medicare should be doing, how coverages affect y...

In this episode of Saving With Steve, host Steve Sexton is joined by Sidney and Saudra Curry, who are dynamic financial gurus and founders of BC Holdings of TN, LLC, which creates financial wellness programs and services for companies, colleges/universities, training organizations, government entities, and nonprofit organizations.   They discuss financial wellness for stronger relationships and ex...

In this episode of Saving With Steve, host Steve Sexton is joined by Dan O'Toole, Arrive's founder, chairman, and chief executive officer (formerly Dronedek). Dan is a strong visionary, a leader in autonomous delivery, and was one of the first people in the U.S. to secure patents for a smart mailbox. He and Steve discuss how Arrive plans to bring package theft to a much-needed halt.     Learn more...

In this episode of Saving With Steve, host Steve Sexton is joined by AI/Deepfake expert Simon Horswell, a Fraud Special Senior Manager with Onfido. They discuss how AI software can recreate a person's voice after just 10 minutes of learning it and the importance of adopting a "code word" system to verify the authenticity of a call and protect against voice cloning scams.     Learn more about the s...