Saving Yourself From Wall Street
Saving Yourself From Wall StreetEpisodes
Best Episodes of Saving Yourself From Wall Street
Mark All
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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 t
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
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 bui
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 work
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
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 yea
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 (Coff
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 a
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 Excha
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 t
In this episode of the Saving Yourself from Wall Street podcast, we bring back Dan David, the founder and CEO of Wolfpack Research. If you missed my first interview with Dan, I highly recommend you go back and listen. Dan and I go way back…al
So are we experiencing a blizzard, a typical winter, or an Ice Age when it comes to the economy and the markets. We talk amongst ourselves. Kirk Kinder, CFP® started Picket Fence Financial, www.picketfencefinancial.com, with the goal of saving
Wondering how the government bailout, also known as the CARE law, will impact you? Do you understand all the ramifications of the bill? We are digging into the government program that includes the rebate check, unemployment insurance changes, t
This is a webinar I did for my clients recently. I thought you might like to watch it. I hope to keep info flowing during these turbulent times.
Wondering what to do with your portfolio with the coronavirus wreaking havoc on the markets? Looking for ideas on where this is headed? That is what we will address in this episode of the podcast.
In today’s episode of the Saving Yourself from Wall Street podcast, we talk to Sean O’Hara of Pacer Financial. We discuss the history of Exchange Traded Funds (ETF) and how ETFs are being unfairly characterized as the next weapon of financial m
In this week’s podcast, we chat with Matt Hougan, the Global Head of Research, for Bitwise Asset Management. Have you wondered what a crypto currency is? How does Bitcoin work? Why would you want to invest in a crypto asset? Matt answers these
We are entering the 11th year of this bull market. This bull charged so long that many investors – talking to you Millennials – have never experienced a down market or real bear market. Last year’s huge gain has many people looking to add stock
The open enrollment period for Medicare began on October 15th and runs through December 7th – Pearl Harbor Day. Why is this important? Well, unbeknownst to most Medicare recipients, you can switch your Medicare Advantage or Medicare Supplement
We have hit that time of the year where parents are frantically filling out the FAFSA hoping for financial aid to cut the costs of college. If you really want to save money on college, you need to be strategic in the selection of the college.
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 r
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 remarkab
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 r
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 ev
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 pla
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