Saving With Steve

Saving With Steve

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Saving With Steve episodes

  • 071: Living Paycheck to Paycheck: The Reality for Half of America with Ismat Mangla

    In this episode of Saving With Steve, host Steve Sexton is joined by Ismat Mangla, the Senior Director of Content at MagnifyMoney. They discuss:

    - The reality of many Americans living paycheck to paycheck

    - What's going on and what people can do to better their situation

    - How to calculate how much money you need to save for an emergency fund

    Learn more about the show at www.SavingWithSteve.us

    30 min
  • 070: Redeeming Timeshares: How to Spot a Good Investment Without All the Pressure with Lisa Schreier

    In this episode of Saving With Steve, host Steve Sexton is joined by The Timeshare Crusader, Lisa Schreier, who has been participating in the timeshare community since 1998. They discuss:

    - The ins and outs and ups and downs of timeshares

    - What you can do to survive a timeshare presentation

    - How to get a great deal on a timeshare

    - What process you should take if looking to purchase a time share

    - Why timeshare annual or monthly fees go up and what you can do about it

    - How to spot a good investment without all of the pressure

    - What happens if you have buyers remorse and want out in a year, or even 10 years from now

    Learn more about the show at www.SavingWithSteve.us

    30 min
  • 069: Using Energy From Past Trauma for Good + Cryptocurrency: Tax Challenges, IRS Guidance, and How to Move Forward with Dr. Randall Bell and Pat White

    In this episode of Saving With Steve, host Steve Sexton is joined by economist, sociologist, author, and "Master of Disaster," Dr. Randall Bell, who has consulted on more disasters than anyone in history and is widely considered the worlds top authority in the field of post-traumatic thriving, and Pat White, the CEO of Bitwave, one of the first and only companies to offer tax and accounting software that is designed for managing cryptocurrencies. They discuss:

    - Post-traumatic thriving: using trauma as fuel to thrive

    - The cycle of disaster, recovery, and prosperity

    - How individuals go about trying to survive disasters

    - The journey from the depths of initial shock to the pinnacle of ultimate healing and growth

    - The tax challenges that cryptocurrency presents and where guidance from the IRS is lacking

    - What companies, as well as investors, are doing to move forward

    - How Bitwave works and what we need to know about the future of cryptocurrency

    Learn more about the show at www.SavingWithSteve.us

    1 hr
  • 068: How to Protect Your Business Against Cyber Attacks + Economically Converting Plastic Waste Into Fuel with Regine Bonneau and Jeff Gold

    In this episode of Saving With Steve, host Steve Sexton is joined by Regine Bonneau (CTPRP), CEO and Founder of RB Advisory, LLC, a leader in security compliance and cyber risk management solutions for public and private businesses, and Jeff Gold, Founder and CEO of Nexus, the world's only commercial-scale, 100% circular waste plastics solution. We discuss:

    - The recent Colonial Pipeline cyberattack due to ransomware

    - Why the attack happened, what ransomware is, and how it gets through

    - How ill-prepared our businesses and country actually are against these types of cyberattacks

    - What can be done to better protect ourselves from such breaches and cybersecurity threats.

    - The real problem with plastic waste and how Nexus Fuels goes about breaking down plastic

    - The world's first 100% commercial circular waste plastic solution

    - How 3 million pounds of landfill-bound plastic was turned into high-grade oil that can be used for many things

    - What feedstock is and what it can be used for once it's recycled

    Learn more about the show at www.SavingWithSteve.us

    45 min
  • 067: Top 5 Tips to Start a Business + How Tax Fallout Affects Your Retirement Plan with Athan Slotkin and Denny Artache

    In this episode of Saving With Steve, host Steve Sexton is joined by serial entrepreneur and award-winning business plan strategist, Athan Slotkin, also known as "The Shadow CEO," and Financial Retirement Planner, author, mentor, speaker, and musician, Denny Artache. They discuss:

    - Top 5 tips for how to start a new business

    - The importance of understanding the underlying numbers and dynamics in your business

    - Some of the biggest mistakes that CEOS make and how to avoid them

    - What mistakes people should avoid making while awaiting the tax fallout

    - How sidestepping taxes could potentially lead to even greater losses in investment returns if a hasty, ill-informed decision is made

    - What experts are advising their clients to do during these times of financial turmoil

    Learn more about the show at www.SavingWithSteve.us

    45 min
  • 066: How to Travel in a Post-Pandemic World + 5 Steps to Profitable Growth for Companies with Isabel Leong and Thomas Hogg

    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 to travel in a post-pandemic world

    - How to travel smarter, longer, and more affordably

    - How to be flexible with your dates and destination when traveling

    - How to research your travel destinations accordingly and follow recommendations of the locals

    - Strategies and success formulas of companies with high profitable growth that can help transform our business mindset, overcome a current crisis, and grow our business

    Learn more about the show at www.SavingWithSteve.us

    50 min
  • 065: Protecting Your Assets in a High-Net-Worth Divorce + Everything You Need to Know About Reverse Mortgages with Brent Kaspar and Steve Sless

    In this episode of Saving With Steve, host Steve Sexton is joined by attorney and CPA, Brent Kaspar, who is Founder and Managing Partner of the Northern California family law firm, Kaspar & Lugay, LLP, and Steve Sless, President of The Steven J. Sless Group of Primary Residential Mortgage who is regarded as the "Go-To Housing Wealth Expert." They discuss:

    - What an individual needs to do to prepare themselves for getting a divorce

    - How to minimize attorney fees during a divorce

    - What needs to be changed the first tax season after a divorce

    - How to prevent a divorce from impacting your family business

    - How to prevent an employee's divorce from impacting your business

    - What the tax implications are if you have to give your spouse half of your IRA

    - Whether or not you have to move out of your house when filing for and waiting for a divorce to finalize

    - How to keep property separate if you choose to get remarried

    - The pros and cons of reverse mortgage loans

    - Strategic use of housing wealth in retirement planning

    - Stretching retirement savings/increasing cash flow

    - Leveraging housing wealth during economic uncertainty

    - How a reverse mortgage can fund a more comfortable retirement

    Learn more about the show at www.SavingWithSteve.us

    45 min
  • 064: 5 Ways to Save More Money in 2022 + How Americans with Chronic Pain Can Alleviate Cost Burdens with Lisa Thompson and Kevin Robertson

    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 goals for 2022

    - Tips and tricks for making the most of your money with the use of health benefits

    - How to save for healthcare costs now and in the future, using benefits accounts as a retirement savings tool

    - How Americans with chronic health conditions can alleviate cost burdens by pairing HSAs with a high deductible health plan for many medications and other expenses toward preventative care

    - How to best manage an HSA account to maximize savings

    - Why it is vital for Americans approaching Medicare age to pay attention to the confluence of Medicare Part A, Social Security, and Health Savings Accounts (HSAs)

    - How American workers can ensure that benefits don't become a burden with Medicare Part A, Social Security and HSAs with their employer

    - Ways that individuals can save for retirement, like taking advantage of retiree reimbursement arrangement (RRA) solutions

    - The benefits of utilizing an RRA and how to use it as a tool to save for now and during retirement

    - Proactive ways for Americans to take control of their health and wealth

    Learn more about the show at www.SavingWithSteve.us

    45 min
  • 063: 9 Tips to Help Seniors and Their Families Pay for Senior Living + Create a Sustainable Portfolio by Investing in Water with Ryan Majchrzak and Peter J. Klein

    In this episode of Saving With Steve, host Steve Sexton is joined by the owner of Assisted Living Locators Bel Air, Ryan Majchrzak, who is a Certified Senior Advisor®, and Dementia Care Certified®, which enables him to better serve his clients and navigate the many issues that our seniors face, along with Peter J. Klein, who is the Chief Investment Officer and Founder of ALINE Wealth, a wealth management firm that specializes in providing clients with financial planning advice for every stage of their lives. They discuss:

    - A no-cost referral and placement service to help seniors and families find the best assisted living, dementia care, or independent living communities

    - Navigating the senior care market and 9 ways to help seniors and families pay for senior living

    - What investors need to know about investing in the Water Sector

    - How Water Sector Investing fits into a clients portfolio

    - Tools and inspiration for creating a charitable foundation

    Learn more about the show at www.SavingWithSteve.us

    1 hr
  • 062: Grow Your Business by Becoming a Better Public Speaker + Why the New Year is the Perfect Time to Revamp Your Life with Arvee Robinson and Steve Cook

    In this episode of Saving With Steve, host Steve Sexton is joined by Arvee Robinson who is a Master Speaker Trainer, International Speaker, Author, and the CEO of the Arvee Robinson International, and Steve Cook, the author of Lifeonaire: An Uncommon Approach to Wealth, Success, and Prosperity.

    How would you like to learn how to speak persuasively to co-workers, your boss, a group, an executive team, or that potential new client whom you want to utilize your service? If you don't speak well and persuasively, the reality is that you might not get that promotion, onboard that new client, or get your project through the planning committee.

    Today's first guest, Arvee Robinson, is a Master Speaker Trainer, International Speaker, and Author. She joins us to share how to become a speaking superstar in your industry and use public speaking to market yourself so that you can generate unlimited leads, attract more clients, and grow your businesses!

    The typical American trades the vast majority of their time and energy for the hope that, someday, they will be free. Meanwhile, their intense pursuit of financial success is the very thing robbing them of their freedom. So, where do we find freedom? What should we pursue?

    Our second guest, Steve Cook, is the author of Lifeonaire: An Uncommon Approach to Wealth, Success, and Prosperity, which is a fictional story that shares how Americans blindly pursue financial wealth and why our heart's desire is about much more than money. He joins us to talk about the Great American Reset and how it's a great time to reshape your life down to its foundation and revamp everything. Steve also shares seven things that we should stop doing to improve our finances, relationships, success, and overall happiness.

    Learn more about the show at www.SavingWithSteve.us

    1 hr

About Saving With Steve

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The Saving With Steve Show, hosted by best-selling author, financial trendsetter, and renowned personal finance consultant Steve Sexton, will explore the ins and outs of money and help you to make informed financial decisions that support the goals and objectives most important to you.