The Saving With Steve Show, hosted by best-selling author, financial trendsetter, and renowned personal finance consultant Steve Sexton, will explore the ins and outs of money and help you to make informed financial decisions that support the goals and objectives most important to you. In addition to talking about financial issues that could be costing you thousands of dollars and keeping you up at night, Steve shares tips and strategies for tax reduction, saving, how to spend less and get more, 401k’s, risk management, retirement, and everything under the sun that relates to you having a healthier, happier relationship with money.
In this episode of Saving With Steve, host Steve Sexton is joined by Al Caicedo, the President and Owner of CKS Summit Group, and a trusted financial educator and industry expert who serves clients nationwide. They discuss key market insights, money strategies, and financial moves to make before the end of the year. Al dives into timely topics — from positioning your portfolio amid market shifts to maximizing year-end tax opportunities and strengthening your retirement plan. He shares actionable ways to finish the year strong and set yourself up for financial confidence in 2026. Whether you're preparing for retirement, reassessing your investments, or simply looking to make smarter financial decisions before year-end, this conversation is filled with practical advice and expert perspective. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Tami Cannizzaro, a small business expert at Thryv, where she supports over 100,000 businesses across the country with the tools and strategies needed to thrive in a competitive market. They discuss why more people are starting their own businesses than ever before, the challenges they're facing — from tariffs to labor shortages — and smart strategies that can help get a new business off the ground or grow an existing one. Tami also shares budgeting tips and reveals the areas where small businesses waste the most money. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Catherine Collinson, an expert on longevity, retirement, and market trends, and the founding CEO and President of nonprofit Transamerica Institute and its division Transamerica Center for Retirement Studies. They discuss how Social Security works, the best time to file for Social Security, how divorce, widow, and Social Security disability benefits work (and what to know if planning), what women should consider when filing for Social Security, and more. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Hannah Bartlett, The Christmas Insider and founder of Jolly Festive, a leading blog dedicated to all things Christmas. She shares tips for making this holiday season more joyful and less stressful, with practical insights on balancing spending, managing gift expectations, and planning meaningful travel without breaking the bank. From imperfect Christmases to thoughtful traditions and smart travel planning, Hannah shares information to help you focus on what truly matters this season: connection, presence, and purpose. Whether you're hosting, gifting, or getting away, this conversation is filled with festive inspiration and real-world advice for having a more intentional holiday. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Shane Mahoney, founder of Lugos Travel and a leading voice on creating meaningful luxury travel experiences without breaking the bank. They discuss practical insights on investing in experiences that bring connection, presence, and clarity — without overspending. Whether you're a busy professional, planning family getaways, or simply looking to make your travel more meaningful, this is a must-watch conversation packed with ideas and inspiration. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Billy F. Spencer, a Certified Financial Planner™ professional, Certified Financial Behavior Specialist®, and Director & Wealth Manager at Crestwood Advisors. They discuss how psychology and financial planning intersect — and why understanding your money mindset is the key to long-term financial success. They also dive into practical, approachable steps to start Financial Planning Month with confidence, how to align your goals with your behavior, and the common mistakes people make when they separate money from life. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Lily Vittayarukskul, CEO and Co-Founder of Waterlily, a company that uses AI to make long-term care planning more sustainable and affordable for caregivers and aging loved ones. Lily discusses closing the retirement gap and the future of long-term care planning in the age of AI. She shares how technology, data, and smarter planning can transform how families prepare for aging, long-term care, and retirement security, why preparedness matters, and how innovation can make a difference. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Geoff Hoatson, CEO and Founding Attorney of Family First Firm -- Florida's largest elder law firm -- and a leading expert on helping seniors and their families navigate the challenges of aging. They discuss smart strategies for long-term care planning and probate protection. Geoff shares how to avoid common pitfalls, safeguard your legacy, and ensure peace of mind for you and your loved ones. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Dr. La Keita D. Carter, a licensed psychologist, trauma specialist, and founder of the award-winning Institute for HEALing (iHEAL). They discuss recognizing and managing unhealthy relationship patterns, setting healthy boundaries without guilt, protecting your mental health during holidays and gatherings, and practical ways to reduce stress and nurture meaningful connections. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Rod Griffin, senior director of consumer education and advocacy for Experian, where he manages the award-winning national consumer education and advocacy program in North America. They discuss: Smart ways to travel to major destinations without breaking the bank The biggest money mistakes people make when traveling with friends How groups or singles can split expenses fairly without tension Some of the hidden costs that travelers often overlook when planning a holiday or winter trip home How travelers can use credit wisely (like leveraging points or rewards) without getting into debt How people can balance travel goals with other financial priorities like saving, debt repayment, or improving their credit score What tools and resources Experian recommends for budgeting and tracking travel expenses Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Founder & CEO of Simply Do It, Dani Beit-Or, a real estate investment expert and educator who helps investors strategically build wealth through rental properties and smart portfolio planning. They discuss how to properly use your retirement accounts (like IRA, 401k, etc.) to invest in real estate, what to look for in a rental property, how to know if a property has good bones for a rental (and if it's in the right area), how a property pencils out to profitability, and more. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Catherine Collinson, an expert on longevity, retirement, and market trends, and the founding CEO and President of nonprofit Transamerica Institute and its division Transamerica Center for Retirement Studies. They discuss how Social Security works, the best time to file for Social Security, how divorce, widow, and Social Security disability benefits work (and what to know if planning), what women should consider when filing for Social Security, and more. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Dr. Stephan Shipe, Ph.D., CFA, CFP®, a finance professor at Wake Forest University and the founder of Scholar Financial Advising, a fiduciary firm serving clients in 39 states. They discuss how you can make smarter money decisions with practical tips and real-world strategies that work. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Certified Tax Resolution Specialist, Michael Rozbruch, a nationally recognized entrepreneur, coach, and founder of Roz Strategies™, an eLearning and mentoring services company. They discuss ways people can get into trouble with the IRS, the consequences of not paying tax debt, steps for resolving tax debt, and more. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by, Paige Harley, an accomplished mediator, and coach who specializes in helping individuals navigate divorce, post-loss adjustment, and the complex realities of solo-parenting and co-parenting. They discuss how to rebuild financial stability after divorce or spousal loss, legal risks and housing issues often overlooked during major life transitions, strategies for de-escalating conflict and avoiding expensive legal battles, and more. Paige shares realistic and empowering guidance for anyone looking to rebuild their financial footing after a profound loss, because healing your finances is often the first step in healing your future. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Gordon Stein, an international keynote speaker, personal finance expert, and author of Cashflow Cookbook. They discuss how to build wealth and financial freedom with minimal effort and sacrifice. Gordon shares some creative techniques and practical ideas for how to improve your financial present and future, one dollar at a time. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Kevin Quinn, the founder and president of Legacy Counsellors, P.C., an estate and business planning law firm serving successful individuals and families throughout Massachusetts and Connecticut. They discuss the value of building a new set of routines and habits that help the whole family develop shared values and a better culture of communication that can be passed down and improved upon generation after generation. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Dr. Lisa Marie Bobby, a licensed family therapist, psychologist, and bestselling author of Exaholics: Breaking Your Addiction to an Ex Love. They discuss what people go through when they lose someone or go through a divorce. Dr. Bobby explains the steps for healing, rebuilding your identity, restoring your peace, and redesigning your life with clarity and purpose after the heartbreak of divorce. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Trae Bodge, an accomplished BIPOC lifestyle journalist and broadcast commentator who has specialized in smart shopping and money-saving for over a decade. They discuss how to travel for less - from flights and hotels, to cruises and more, Trae provides tips and insights to help you save and get the most value for your money. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Howard Dvorkin, a CPA, Founder, and Chairman of Debt.com, Personal Finance Strategist, Author, and Financial Literacy Advocate. They discuss tariffs and their impact on everyday living, how to spot financial red flags, what to do when you feel financially overwhelmed, steps for getting out of debt, and more. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Natalia Brown, a certified debt specialist and the Chief Compliance and Consumer Affairs Officer at National Debt Relief (NDR). They discuss the emotional impact of debt, especially in the current economic climate. Natalia talks about the key signs it's time to ask for help and what to do, explains how the National Debt Relief program works, and provides practical money management tips for families trying to make smart financial decisions under pressure. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Certified Financial Planner and Certified Divorce Financial Analyst, Melissa Murphy Pavone, a highly respected financial expert specializing in collaborative divorce, with over a decade of experience guiding clients through the complexities of financial transitions. They discuss breaking up smarter, how CDFAs help navigate the divorce process, and making informed financial decisions during one of life's most challenging transitions. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Renee Bauer, a divorce attorney and founder of Happy Even After Family Law, located in CT. They discuss life after loss and divorce, including things like how to find the right divorce attorney, how to avoid going to court, what to do if someone is hiding money, and more! Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Sahara Rose De Vore, the Founder and CEO of The Travel Coach Network, a global community of travel coaches. She shares some budget-friendly travel tips for this summer. Sahara also discusses what led her to become a travel coach and start the Travel Coach Network, and guides us through the process of becoming a travel coach. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Christopher Klesh, a Travel Guru, Corporate Wellness Expert, and leading expert on vacation ownership systems, knowing the best travel deals available and utilizing that knowledge for maximum customer benefit. They discuss unique, relevant, and actionable insider tips and tricks for low-cost air travel and going on dream vacations without breaking the bank, providing websites for traveling to highly sought-after travel locations for up to 90% off. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Jesse Neugarten to discuss the most affordable travel destinations for your next getaway. He shares the most affordable international and domestic destinations and explains how Dollar Flight Club works, which is a travel membership service that helps more than 3 million people save on flight costs. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Kimberly Sutherland to discuss unmasking online scams and frauds. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Maddi Bourgerie to discuss the rise of passion-driven travel and gig-tripping. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Craig Kirsner to discuss tax-savvy strategies, write-offs, and tax season dos and don'ts. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Thomas J. Cryan to discuss what the IRS layoffs by Trump mean for filing taxes this Spring, what the DOGE Dividend means for taxpayers filing taxes, what the Tax Cuts and Jobs Act of 2017 extension in 2025 could mean for taxpayers, and what the new tax brackets mean for taxpayers. Learn more about the show at www.SavingWithSteve.us
Many people get tired of the tenants, maintenance, etc., in their rental properties, and they want to find a way to continue getting that wonderful rent but deal with far fewer headaches. In this episode of Saving With Steve, host Steve Sexton is joined by Jeffrey Katz and Jared Stape from 1031 Max, who will help us navigate the 1031 Exchange process. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Thomas J. Cryan to discuss what the IRS layoffs by Trump mean for filing taxes this Spring, what the DOGE Dividend means for taxpayers filing taxes, what the Tax Cuts and Jobs Act of 2017 extension in 2025 could mean for taxpayers, and what the new tax brackets mean for taxpayers. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by professional dating coach, author, and founder of two dating companies, Andrea McGinty, to discuss online dating, reinventing romance after age 50, and finding meaningful connections later in life. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by CFP and CPA, Elizabeth Buffardi, to discuss what you need to know about Roth Conversions. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Mike Hajjar, a trusted mortgage loan officer and a leader at Landmark Mortgage Planners. They discuss what to expect in the mortgage market in 2025, steps for refinancing, getting your first mortgage, wisdom for current mortgage holders, and more! Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Real Estate Expert Glen Henderson. They discuss the state of real estate and what to expect in 2025. Glen also provides his 5 components for selling your house for the most amount of money possible. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Jennifer C. Surmacz, founder of Posterity Legal Services, LLC, is an estate planning attorney dedicated to helping families avoid Probate Court and build generational wealth. They discuss understanding the legal intricacies of Estate Planning and how to avoid Probate Court. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by AI/Deepfake expert and Senior Fraud Specialist at Entrust, Simon Horswell. They discuss the 12 most prominent scams of the year. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by financial pioneer, travel expert, author, and veteran media personality, Adriane Berg. They discuss insights and strategies for lifelong travel and how individuals, particularly retirees and those on fixed incomes, can enjoy fulfilling travel experiences without letting financial constraints hold them back. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Mitchell Morrison, the founder and creator of Eyeballs Financial LLC, a fintech application that is the first to provide up-to-date information pairing trusted advisor intelligence and artificial intelligence, delivering convenient, automatic, and secure insight into financial investments. They discuss the consequences of financial instability on personal well-being and relationships, the need for a structured plan with actionable advice to overcome debt and gain financial independence, how AI tools can help people get organized, and how AI paired with advisor Intelligence creates a roadmap for financial independence. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Peter Lovenheim, an author and journalist whose articles and essays have appeared in the New York Times, New York Magazine, The Los Angeles Times, Parade, Politico, The Washington Post, and other publications. They discuss Peter's book, Gift Shop of Gratitude: A Journal to Explore the Journey of Your Life, a book that will surprise and delight you with the memories it evokes. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Kristin Bruce who taught in the public education system for over 20 years. She saw students could not concentrate on academics because emotional issues and low self-esteem got in the way, so she decided to write a curriculum that helped students get out of this struggle. Kristin is currently a school counselor and her curriculum is being used in the school system, and she also works with teens online to help them find their happiness. Kristin and Steve discuss how to empower teens to unlock their happiness and true potential. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Joseph Lombardi, the Managing Partner at Ironhawk Financial and a leading expert in financial planning for blue-collar professionals and business owners. They discuss tools for financial control, tax savings, and lasting security. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Peter Lovenheim, an author and journalist whose articles and essays have appeared in the New York Times, New York Magazine, The Los Angeles Times, Parade, Politico, The Washington Post, and other publications. They discuss Peter's book, Gift Shop of Gratitude: A Journal to Explore the Journey of Your Life, a book that will surprise and delight you with the memories it evokes. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Gretchen Salyer, the Founder & CEO of The June Care Company, a platform connecting families who need childcare with trusted moms and recommended sitters who can care for their kids. They discuss the stress and difficulties facing modern parents today. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Jennifer C. Surmacz, founder of Posterity Legal Services, LLC, is an estate planning attorney dedicated to helping families avoid Probate Court and build generational wealth. They discuss understanding the legal intricacies of Estate Planning and how to avoid Probate Court. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Alexandra Abadie, a Senior Broker of HCAG Medicare Insurance Agency, based out of Southern California. They discuss what to know about Medicare, including the Medicare enrollment period, the difference between Original Medicare and Medicare part C, what people who are at the age of Medicare should be doing, how coverages affect your wallet, how to pick the right drug coverage, and more. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by David Kessler, the world's foremost expert on grief whose experience with thousands of people on the edge of life and death has taught him the secrets to living a fulfilled life, even after life's tragedies. They discuss the tools for releasing pain and remembering with love, and talk about David's new book, Finding Meaning: the Sixth Stage of Grief Workbook: Tools for Releasing Pain and Remembering with Love. Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by, Kaitlyn Laney, a certified financial planner who has had the privilege of helping individuals and families craft financial plans that align with their unique goals and dreams. They discuss retiring with dignity, tax mitigation, designing a tax-efficient income stream from your investments in a way that is going to keep you in the lowest tax bracket possible, social security, and more! Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Evan Nierman, who is a crisis management expert who serves as the Founder and CEO of Red Banyan, a globally-renowned public relations firm, and coach and stress management expert, Janice Livtin, who is the author of the Banish Burnout Toolkit, a workbook designed to help you learn how to change your reactions to stress from the inside out. They discuss: Navigating the threat of cancel culture in the workplace What business owners or employees should do if they find themselves a target What to do and what not to do in the midst of a workplace scandal Two things that every employee can do right now to sidestep disaster and avoid a future crisis How pressing versus telling the truth can help protect your reputation The importance of identifying our stress response and unpacking our emotional baggage What a stress audit is, why we need one, and how to conduct it How anyone can build habits for optimal wellness, performance, and focus Three proven tips for banishing burnout during uncertain times Learn more about the show at www.SavingWithSteve.us
In this episode of Saving With Steve, host Steve Sexton is joined by Isabel Leong, a full-time travel blogger, digital nomad, and Consultant and Mentor, Thomas Michael Hogg, who has more than 20 years of market and work experience in Germany, Mexico, Switzerland, and the USA, and is Founder and Managing Director of TMH Consulting & Investment Group. They discuss financial savvy tips for how to travel smarter, longer, and more affordably, how to be flexible with your dates and destination when traveling, how to research your travel destinations accordingly and follow the recommendations of the locals, and strategies and success formulas of companies with high profitable growth that can help transform our business mindset, overcome a current crisis, and grow our business. Learn more about the show at www.SavingWithSteve.us
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