Retirement

SECURE Act and AARP’s hidden agenda

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 […]

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Real Estate

Creating a Stress Free Real Estate Transaction

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 […]

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Ethics Podcast Retirement

Top States for Retirement

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 […]

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Tax

Navigating the Trump Tax Code Part II

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 […]

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Tax

Navigating the Trump Tax Law Part 1

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 […]

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Personal Finance Podcast

Paying Wholesale for College

Getting into, and paying for college, is one of the biggest stressors for kids AND parents today. And, overpaying for school can have a material impact on a parent’s retirement as well as the start of a student’s financial life. Today’s guest helps students and parents bring order to the college chaos.  Andy Lockwood, owner […]

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Ethics Investing Podcast

Interview with Dan David

You are in for another treat this week. We recently interviewed Dan David, the V.P. of GeoInvesting. Dan has had an interesting path from his school days in Flint, Michigan to running a hedge fund to being profiled in the award winning movie, “The China Hustle”, to running for Congress. Dan brings his no b.s. […]

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