Saving With Steve

In this episode of Saving With Steve, host Steve Sexton is joined by Richard McWhorter, Private Wealth Advisor and Managing Partner of SRM Private Wealth, to talk about wise financial choices for 2026 and how to make confident decisions in a year full of economic uncertainty and opportunity.   Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by professional dating coach, author, and founder of two dating companies, Andrea McGinty, to discuss online dating, reinventing romance after age 50, and finding meaningful connections later in life.   Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by Jessica Yaffa, a speaker, trainer, coach, and internationally recognized expert and leader in healthy relationships. They discuss what it truly looks like to heal, rediscover yourself, and step into a new chapter after divorce. Jessica shares insight on dating with the right mindset, how to avoid repeating past dating mistakes, t...

In this episode of Saving With Steve, host Steve Sexton is joined by Glen Henderson, one of San Diego's top real estate experts with over 21 years of experience, and the founder of Premier Homes Team. They discuss what's really happening in today's housing market and what buyers and sellers need to know heading into the new year.     Learn more about the show at  www. SavingWithSteve.us

In this episode of Saving With Steve, host Steve Sexton is joined by Cindy Koehler, a transformational coach and the upcoming author of Manifest YOU, who helps high achievers understand why money can feel stressful, inconsistent, or harder than it should be — even when everything looks successful on paper.   They discuss: Why budgeting fails when your identity hasn't caught up How your nervous sys...

In this episode of Saving With Steve, host Steve Sexton is joined by Cynthia Chen, the Co-Founder & CEO of Kikoff, one of the fastest-growing mission-driven fintechs in America. They discuss how you can build credit fast, and why good credit is so critical to your financial future.   They also talk about: Why building credit should be part of your New Year's resolutions How Kikoff is helping over...

In this episode of Saving With Steve, host Steve Sexton is joined by Dr. Shaan Patel, the Founder & CEO of Prep Expert, a company that has helped more than 100,000 students improve their SAT and ACT scores, get into top colleges, and win over $100 million in scholarships. They discuss how students and families can make college more affordable through scholarships and financial aid.     They also t...

In this episode of Saving With Steve, host Steve Sexton is joined by Tami Cannizzaro, a small business expert at Thryv, where she supports over 100,000 businesses across the country with the tools and strategies needed to thrive in a competitive market. They discuss why more people are starting their own businesses than ever before, the challenges they're facing — from tariffs to labor shortages —...

In this episode of Saving With Steve, host Steve Sexton is joined by Brett Bernstein, Founder  of XML Financial Group, and an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. They discuss b udgeting for the holidays – simple ways to balance gifting, entertaining, and travel while staying on track with year-end goals.   They also talk about:...

In this episode of Saving With Steve, host Steve Sexton is joined by Al Caicedo, the President and Owner of CKS Summit Group , and a trusted financial educator and industry expert who serves clients nationwide. They discuss key market insights, money strategies, and financial moves to make before the end of the year.   Al dives into timely topics — from positioning your portfolio amid market shift...

In this episode of Saving With Steve, host Steve Sexton is joined by Tami Cannizzaro, a small business expert at Thryv, where she supports over 100,000 businesses across the country with the tools and strategies needed to thrive in a competitive market. They discuss why more people are starting their own businesses than ever before, the challenges they're facing — from tariffs to labor shortages —...

In this episode of Saving With Steve, host Steve Sexton is joined by Catherine Collinson, an expert on longevity, retirement, and market trends, and the founding CEO and President of nonprofit Transamerica Institute and its division Transamerica Center for Retirement Studies. They discuss how Social Security works, the best time to file for Social Security, how divorce, widow, and Social Security...

In this episode of Saving With Steve, host Steve Sexton is joined by Hannah Bartlett, The Christmas Insider and founder of Jolly Festive, a leading blog dedicated to all things Christmas. She shares tips for making this holiday season more joyful and less stressful, with practical insights on balancing spending, managing gift expectations, and planning meaningful travel without breaking the bank....

In this episode of Saving With Steve, host Steve Sexton is joined by Shane Mahoney, founder of Lugos Travel and a leading voice on creating meaningful luxury travel experiences without breaking the bank. They discuss practical insights on investing in experiences that bring connection, presence, and clarity — without overspending. Whether you're a busy professional, planning family getaways, or si...

In this episode of Saving With Steve, host Steve Sexton is joined by Billy F. Spencer, a Certified Financial Planner™ professional, Certified Financial Behavior Specialist®, and Director & Wealth Manager at Crestwood Advisors. They discuss how psychology and financial planning intersect — and why understanding your money mindset is the key to long-term financial success. They also dive into practi...

In this episode of Saving With Steve, host Steve Sexton is joined by Lily Vittayarukskul, CEO and Co-Founder of Waterlily , a company that uses AI to make long-term care planning more sustainable and affordable for caregivers and aging loved ones. Lily discusses  closing the retirement gap and the future of long-term care planning in the age of AI. She shares how technology, data, and smarter plan...

In this episode of Saving With Steve, host Steve Sexton is joined by Geoff Hoatson, CEO and Founding Attorney of Family First Firm -- Florida's largest elder law firm -- and a leading expert on helping seniors and their families navigate the challenges of aging. They discuss smart strategies for long-term care planning and probate protection. Geoff shares how to avoid common pitfalls, safeguard yo...

In this episode of Saving With Steve, host Steve Sexton is joined by Dr. La Keita D. Carter, a licensed psychologist, trauma specialist, and founder of the award-winning Institute for HEALing (iHEAL) . They discuss recognizing and managing unhealthy relationship patterns, setting healthy boundaries without guilt, protecting your mental health during holidays and gatherings, and practical ways to r...

In this episode of Saving With Steve, host Steve Sexton is joined by Rod Griffin, senior director of consumer education and advocacy for Experian, where he manages the award-winning national consumer education and advocacy program in North America. They discuss:   Smart ways to travel to major destinations without breaking the bank The biggest money mistakes people make when traveling with friends...

In this episode of Saving With Steve, host Steve Sexton is joined by Founder & CEO of Simply Do It, Dani Beit-Or, a real estate investment expert and educator who helps investors strategically build wealth through rental properties and smart portfolio planning. They discuss how to properly use your retirement accounts (like IRA, 401k, etc.) to invest in real estate, what to look for in a rental pr...

In this episode of Saving With Steve, host Steve Sexton is joined by Catherine Collinson, an expert on longevity, retirement, and market trends, and the founding CEO and President of nonprofit Transamerica Institute and its division Transamerica Center for Retirement Studies. They discuss how Social Security works, the best time to file for Social Security, how divorce, widow, and Social Security...

In this episode of Saving With Steve, host Steve Sexton is joined by Dr. Stephan Shipe, Ph. D., CFA, CFP®, a finance professor at Wake Forest University and the founder of Scholar Financial Advising, a fiduciary firm serving clients in 39 states. They discuss how you can make smarter money decisions with practical tips and real-world strategies that work. ‍   Learn more about the show at  www. Sav...

In this episode of Saving With Steve, host Steve Sexton is joined by Certified Tax Resolution Specialist, Michael Rozbruch, a nationally recognized entrepreneur, coach, and founder of Roz Strategies™, an eLearning and mentoring services company. They discuss ways people can get into trouble with the IRS, the consequences of not paying tax debt, steps for resolving tax debt, and more.   Learn more...

In this episode of Saving With Steve, host Steve Sexton is joined by, Paige Harley, an accomplished mediator, and coach who specializes in helping individuals navigate divorce, post-loss adjustment, and the complex realities of solo-parenting and co-parenting.   They discuss how to rebuild financial stability after divorce or spousal loss, legal risks and housing issues often overlooked during maj...

In this episode of Saving With Steve, host Steve Sexton is joined by Gordon Stein, an international keynote speaker, personal finance expert, and author of Cashflow Cookbook. They discuss how to build wealth and financial freedom with minimal effort and sacrifice. Gordon shares some creative techniques and practical ideas for how to improve your financial present and future, one dollar at a time....