In this episode of the Saving Yourself from Wall Street podcast, we talk to Nick McCallum of Passiv.com. Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Essentially, Passiv provides individual investors a tool […]

In this episode of the Saving Yourself from Wall Street podcast, we talk to Cindy Stevens of Personal Financial Solutions. Cindy is a Daily Money Manager. You might not know what a DMM is…most Americans don’t. However, it is becoming a critical service with the Baby Boomers aging and many sons/daughters living far from their […]

In this week’s episode of the Saving Yourself from Wall Street podcast, we talk to Rocky Lalvani of Profit Comes First. Rocky breaks through the traditional paradigms that business owners use to manage cash flow to show entrepreneurs how to build their wealth faster. Even if you aren’t a business owner, the principles that Rocky […]

In this episode, we talk to one of the nation’s top Medicare experts, Danielle Kunkle Roberts, of Boomer Benefits. Danielle is the author of 10 Costly Medicae Mistakes You Can’t Afford to Make. Danielle provides an overview of how Medicare works as well as outlining the biggest mistakes retirees make with Medicare.

In this week’s episode of Saving Yourself from Wall Street, you get backstage access to my bi-monthly webinar to financial planning clients. These client webinars usually focus on questions I receive from clients. A couple weeks back I received tons of questions on Gamestop. Was it really about the establishment protecting hedge funds? Was Robinhood […]

This is part two of our look at the economic trends that will play out over the coming years. In part one, we looked at the banking sector and how money is created. We did that as I feel it will dictate our economic trends over the next ten years as we see the dollar […]

In this week’s episode of the Saving Yourself from Wall Street Podcast, we examine the recently passed Stimulus Law. What are the major facets that affect most Americans? How will you be impacted? This was taken from my bi-monthly webinar (Coffee with Kirk) presented to financial planning clients. If you are interested in attending these […]

In this week’s episode of the Saving Yourself from Wall Street podcast, we are taking a look at my longer term outlook for the economy. This will take place over two session, and this is the first session. In this session, we focus on banking and how it will play a role in the future […]

In this week’s Saving Yourself from Wall Street podcast, we talk to Stan Kiang of Aberdeen Standard Investments about gold. Why should you own gold? How much should you own? How should you own it? We also dig into Aberdeen’s low cost gold Exchange Traded Fund (ETF).

In today’s podcast, we talk to Matt Hougan, the VP of Research for Bitwise Asset Management. Bitwise has developed some creative indices for cryptocurrencies and plan to launch their first investment trust for their Cryptocurrency 10 index in the coming weeks. Today, Matt and I discuss why you should think about investing in bitcoin and […]