Retirement planning usually revolves around how much do you have saved or how you are invested. Discussions incorporate Social Security, long term care, health care costs, and investments. Rarely, the conversation focuses on how to shape your retirement years: how will you spend your time; how will you contribute to society; what social networks will […]

In this episode of the Saving Yourself from Wall Street, we talk to Ron DeLegge, host of the Index Investing Radio show and founder of ETFGuide.com, where he discusses his new book, Habits of the Investing Greats. Ron profiles some remarkable investors in this podcast and the mental approach they took to achieve greatness. We also talk about passive […]

For this week’s podcast, we look at the SECURE Act that Congress is working to pass. I hate it. Take a listen to see why, and why I think you need to call your elected representative. Yes, it is that bad. I finish by discussing how AARP isn’t really the champion for the senior citizen […]

In this week’s episode, we are talking to Howard Stross, the Founder of the Stross Law Firm, an estate planning and real estate law firm in Oldsmar, Florida. I have known Howard for over 15 years, and I always learn something from him in every discussion. In this segment, Howard outlines the “Stress-Less Real Estate […]

In this episode of the Saving Yourself from Wall Street podcast, we look at a Bankrate.com study of the best (and worst) states for retirees. Also, we do a follow up to how Wall Street is compensated. I break down how much your commissioned planner is paid to sell products. Here is a link to […]

Did you know 15 million Americans suffer from some form of identity theft each year? We start off with a story of a man who was victimized, and you will be surprised who it is. Then, we get into the three top ways to protect your identity. I even identify what I do to protect […]

In this episode of the Saving Yourself From Wall Street podcast, we look at the Top 15 financial searches by Americans as well as the three major ways Wall Street makes money off of you. It might shock you. Here is a link to the Liberty Bank article on the most Googled financial terms: https://www.libertybank.com/blog/most-searched-financial-questions/

In this episode of the Saving Yourself from Wall Street podcast, we talk to Buddy Rushing, who serves our nation as a Major in the United States Marine Corp (insert your own Hoo-yah yell). Buddy grew up in tough economic environment where his family survived with food stamps and government assistance. Using this upbringing as […]

The first year of the new Trump tax laws is officially in the books. It was a brutal year for most people. It wasn’t brutal as far as total tax paid or annual tax liability. This went down for the vast majority of people. However, with the new changes, new IRS withholding tables, and alterations […]

The first year of the new Trump tax laws is officially in the books. It was a brutal year for most people. It wasn’t brutal as far as total tax paid or annual tax liability. This went down for the vast majority of people. However, with the new changes, new IRS withholding tables, and alterations […]