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 plan to ensure you have the optimal plan for you. Most folks on Medicare just stay on […]
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. In this week’s podcast, I laid out Seven mistakes […]
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 […]