Saving With Steve

Steve Sexton
  • 5.0 (2)
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  • WEEKLY SERIES
Saving With Steve

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.

  1. 001: What’s Happening with the Economy and the Real Estate Market in 2021 with Jonathan “JJ” Jerotz and Alan Nevin

    12/03/2020

    001: What’s Happening with the Economy and the Real Estate Market in 2021 with Jonathan “JJ” Jerotz and Alan Nevin

    Welcome to the inaugural episode of Saving With Steve, a show that’s dedicated to helping you have a healthier and happier relationship with money!   Today, host Steve Sexton is joined by Jonathan “JJ” Jerotz of Synergy One Lending and nationally known economist, Alan Nevin, to talk about where interest rates are now and where they’re headed, the best way to lock in a great rate, and how to prepare for a refinance.   They also discuss what’s happening with the real estate market, how the new administration will affect people economically, and what we can look forward to in 2021.   Learn more about the show at www.SavingWithSteve.us

    57 min
  2. 002: Lowering Taxes, Diversifying Investments, and Harnessing the Unlimited Power of Courage with Ali Hashemian and Ken D. Foster

    12/16/2020

    002: Lowering Taxes, Diversifying Investments, and Harnessing the Unlimited Power of Courage with Ali Hashemian and Ken D. Foster

    In this episode of Saving With Steve, host Steve Sexton is joined by Certified Financial Planner, author, and President at Kinetic Investment Management, Ali Hashemian, and Business Strategist, best-selling author, and syndicated radio host of the Voices of Courage Show, Ken D. Foster.   Ali Hashemian, ChFC®, MBA, CFP®, helps high net-worth clients and advanced financial advisors achieve their true potential through diligent planning, prioritized implementation, and consistent monitoring.    Being a second-generation advanced financial planner, as well as having extensive education and experience in finance and financial planning, gives him the ability to offer comprehensive, customized, concierge financial planning services to retail and wholesale clients.    Ali has a proven track record of delivering results based on his holistic approach and innovative designs. ‍ Today, he chats about his book, Overtaxed: Six Powerful Tax-Free Investment Strategies and How to Use Them to Lower Taxes, what we can do now before years end to reduce taxation, and the best way to diversify or position investments in 2021.   Ken D. Foster, is a keynote speaker, business strategist, best-selling author, and the host of “Voices of Courage,” syndicated in over 162 countries.    He is a change-maker who pushes the envelope and challenges people to think differently: to see the unseeable, know the unknowable, and do the impossible.    Ken specializes in working with people who are committed to leveling up their lives, maximizing their highest potential, and contributing to making the world a better place.   Today, he discusses his new book, The Courage to Change Everything: Daily Strategies and Essential Wisdom to Awaken Your Inner Genius, which features 365 daily lessons that instill wisdom and wealth principles deeply into your consciousness, and shares his best tips for meeting challenge, change, and opportunity with courage.   Learn more about the show at www.SavingWithSteve.us

    55 min
  3. 003: How to Achieve Big Savings on Travel in a COVID World and What You Need to Know About Reverse Mortgages with Wayne Dunlap and Bruce McPherson

    02/11/2021

    003: How to Achieve Big Savings on Travel in a COVID World and What You Need to Know About Reverse Mortgages with Wayne Dunlap and Bruce McPherson

    In this episode of Saving With Steve, host Steve Sexton is joined by top travel influencer and author, Wayne Dunlap, and Reverse Mortgage Advisor, Bruce McPherson.   Wayne Dunlap is a former Economics professor who, along with his wife, Pat, has visited 100 countries and 46 U.S. states.    TripAdvisor chose Wayne as one of the Top 25 Travel Bloggers in the world and also as Best Baby Boomer and Top Couple Travel Blogger to follow.    He is a top travel influencer with over 265,000 social media followers, a featured speaker at large travel shows, and the author of the 5-star rated travel book, Plan Your Escape®: Secrets of Traveling the World for Less Than the Cost of Living at Home.   Wayne’s powerful travel ideas and unique tips have been written up in Wall Street Journal, U.S. News & World Report, Entrepreneur Magazine, ABC News, and many other media sources.   Today, Wayne shares what travel destinations are worth seeing, how to achieve big savings on travel in a COVID world, and how to travel for less than half the cost for all types of travel, from luxury to budget, by using his ‘Follow the Disaster’ travel-planning model.   Bruce McPherson is a Reverse Mortgage Advisor at Mutual of Omaha Mortgage who has specialized in reverse mortgages exclusively since 2003.    He earned the Certified Reverse Mortgage Professional designation in 2014.   Bruce is a frequent guest speaker at events for bankers, financial advisors, elder law attorneys, realtors, in-home care providers, and other professionals who work with seniors.    He has also appeared on the Mr. Credit radio show, Craig Sewing radio show, and American Dream TV show.   Today, Bruce discusses the most important things to know and understand about reverse mortgages and also shares some things that all reverse mortgages have in common.   Learn more about the show at www.SavingWithSteve.us

    1h 9m
  4. 004: How to Protect Your Identity and Reputation From Scammers and Prevent Your Money From Falling Through the Cracks When Selling Your Home with Eran Sinai and Glen Henderson

    02/11/2021

    004: How to Protect Your Identity and Reputation From Scammers and Prevent Your Money From Falling Through the Cracks When Selling Your Home with Eran Sinai and Glen Henderson

    In this episode of Saving With Steve, host Steve Sexton is joined by CEO of IDSeal, Eran Sinai, and Real Estate Expert, Glen Henderson.   Eran Sinai has dedicated more than 25 years of his life to safeguarding people and their reputations.    As CEO of IDSeal, a premier identity theft protection company, he oversees all company operations, directing the North Carolina based company in providing exceptional and affordable identity protection solutions through cutting-edge technologies, with integrity and commitment to customer service.    Eran actively strives to raise public awareness about identity theft, privacy, scams, fraud, and other related issues by serving on the Experian Partner Solutions Advisory Board; the ID Cyber Center Board, a Southern California IDTPS company founded in 2008; and the OCCAM (Organization of Compliant Credit Account Managers) Board.    Today, he shares how to protect your identity and reputation from scammers, discusses what can be done if your ID is stolen, and covers the best way to purchase ID theft protection.   Real Estate Expert, Glen Henderson, attended San Diego State University, where he majored in Business Administration with an emphasis in Finance.    Upon graduation in 2003, he began his career in real estate and mortgages. During the first years of his career, Glen worked full time as a REALTOR® and Mortgage Banker.   His background in finance, coupled with his experience in both real estate and mortgages, has helped him excel in his real estate career. In 2009, Glen obtained his broker’s license and became a partner in Silvercrest Realty Group.   Today, Glen manages his real estate business, is the broker of Silvercrest Realty Group, has authored the book “Avoiding Foreclosure; How NOT To Go Broke Saving Your Home”, co-hosts a weekly real estate show on KCBQ and KPRZ, and has become a trainer/coach.   In this episode, Glen gives a rundown on the real estate market in 2021, shares how to prevent your money from falling through the cracks when selling your home, and provides his 5 components for selling your house for top dollar.   Learn more about the show at www.SavingWithSteve.us

    1 hr
  5. 005: Managing and Protecting Your Income-Producing Assets, Reducing Tax Burdens, and Having More Control Over Your Money with John Eickhoff

    02/11/2021

    005: Managing and Protecting Your Income-Producing Assets, Reducing Tax Burdens, and Having More Control Over Your Money with John Eickhoff

    In this episode of Saving With Steve, host Steve Sexton is joined by the Founder and CEO of Hoffman Associates, John Eickhoff.   John Eickhoff is a former farmer who tried to find a way to reduce taxes on the sale of his farm.    When the CPA’s could not, or did not know how, to help him, he found out how to do it himself.    For the last 33 years, John has helped 1,000 farmers in 48 states reduce, eliminate, or defer the taxes on the sale of their farm, other business, and highly appreciated assets.    As global estate planning advisers, Hoffman Associates brings value in several ways to those they serve, through the information, training, consultation, products, and services they offer.   Today, John discusses managing and protecting your income-producing assets in ways that reduce tax burdens and increase cash flow, allowing you to have more control over your money.   Learn more about the show at www.SavingWithSteve.us

    1 hr
  6. 006: The Ins and Outs of Internet Marketing and How to Enjoy Safe Travel Amidst COVID Restrictions with Christopher Van Buren and Wayne Dunlap

    02/11/2021

    006: The Ins and Outs of Internet Marketing and How to Enjoy Safe Travel Amidst COVID Restrictions with Christopher Van Buren and Wayne Dunlap

    In this episode of Saving With Steve, host Steve Sexton is joined by renowned internet marketer, Christopher Van Buren, and top travel influencer and author, Wayne Dunlap.   Christopher Van Buren has worked in online marketing and media for over 20 years as a publisher, marketing director, campaign manager, and launch strategist.    He is an expert in content marketing, affiliate marketing, and online strategies.    Chris has written numerous books in the technology, travel, and self-help markets, and spent eight years as a literary agent, helping authors get their books published.   He is the President and Founder of LaunchMoxie, Inc. Since 2011, LaunchMoxie helps small and medium businesses build their digital marketing platforms and drive traffic to their product offers.    Today, Chris discusses the ins and outs of internet marketing, how people should look at it, and what questions to ask, and also shares tips for growing your income in our current times.   Wayne Dunlap is a former Economics professor who, along with his wife, Pat, has visited 100 countries and 46 U.S. states.    TripAdvisor chose Wayne as one of the Top 25 Travel Bloggers in the world and also as Best Baby Boomer and Top Couple Travel Blogger to follow.    He is a top travel influencer with over 265,000 social media followers, a featured speaker at large travel shows, and the author of the 5-star rated travel book, Plan Your Escape®: Secrets of Traveling the World for Less Than the Cost of Living at Home.   Wayne’s powerful travel ideas and unique tips have been written up in Wall Street Journal, U.S. News & World Report, Entrepreneur Magazine, ABC News, and many other media sources.   Today, Wayne shares ideas for how concerned travelers can enjoy a safe and affordable travel experience while COVID restrictions are still imposed by choosing to travel locally.   Learn more about the show at www.SavingWithSteve.us

    1 hr
  7. 007: Estate Planning During a Pandemic and How to Protect Your Identity and Reputation From Scammers with Ali Hashemian and Eran Sinai

    02/11/2021

    007: Estate Planning During a Pandemic and How to Protect Your Identity and Reputation From Scammers with Ali Hashemian and Eran Sinai

    In this episode of Saving With Steve, host Steve Sexton is joined by Certified Financial Planner, author, and President at Kinetic Investment Management, Ali Hashemian, and CEO of IDSeal, Eran Sinai.   Ali Hashemian, ChFC®, MBA, CFP®, helps high net-worth clients and advanced financial advisors achieve their true potential through diligent planning, prioritized implementation, and consistent monitoring.    Being a second-generation advanced financial planner, as well as having extensive education and experience in finance and financial planning, gives him the ability to offer comprehensive, customized, concierge financial planning services to retail and wholesale clients.    Ali has a proven track record of delivering results based on his holistic approach and innovative designs. ‍ Today, he discusses estate planning during a pandemic and covers what estate planning is, who it affects, what probate is and how it works, and what the components of a proper estate plan are.   Eran Sinai has dedicated more than 25 years of his life to safeguarding people and their reputations.    As CEO of IDSeal, a premier identity theft protection company, he oversees all company operations, directing the North Carolina based company in providing exceptional and affordable identity protection solutions through cutting-edge technologies, with integrity and commitment to customer service.    Eran actively strives to raise public awareness about identity theft, privacy, scams, fraud, and other related issues by serving on the Experian Partner Solutions Advisory Board; the ID Cyber Center Board, a Southern California IDTPS company founded in 2008; and the OCCAM (Organization of Compliant Credit Account Managers) Board.    Today, he shares how to protect your identity and reputation from scammers, discusses what can be done if your ID is stolen, and covers the best way to purchase ID theft protection.   Learn more about the show at www.SavingWithSteve.us

    1 hr
  8. 008: Real Estate Tax Strategies, Maximizing Social Security, and Alleviating Your Debt Hangover with Bill Exeter

    02/11/2021

    008: Real Estate Tax Strategies, Maximizing Social Security, and Alleviating Your Debt Hangover with Bill Exeter

    In this episode of Saving With Steve, host Steve Sexton is joined by Trust, Fiduciary, and Custody Services Executive, William “Bill” Exeter, who is the Founder, President, and Chief Executive Officer of Exeter 1031 Exchange Services, LLC, Exeter Trust Company, and their affiliate companies.   Bill Exeter has been in the fiduciary services industry since 1980. He began specializing in real estate tax strategies in 1986 with a specialty emphasis in 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs, and Alternative Investment custody accounts.   Bill has administered in excess of 125,000 1031 Exchange transactions during his 35-year career in the 1031 Exchange industry.   Bill also serves as an industry consultant, advisor, trainer, instructor and expert witness.  His work as an expert witness focuses on matters related to 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs and Title Holding Trusts or Land Trusts.  His expert witness work has included testimony at numerous depositions, arbitrations and trials.   Bill has written, lectured, taught, and trained investors extensively on 1031 Exchanges, 1033 Exchanges, Tenant-In-Common (TIC) and Delaware Statutory Trust (DST) investment properties as like-kind replacement property solutions for 1031 and 1033 Exchanges, Self-Directed IRAs, and Title Holding Trusts or Land Trusts.   In addition, he is a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO, on the "BizTalk Radio" on Business Talk Radio AM 1000 KCEO San Diego, and numerous other radio and television appearances.    Today, he discusses 1031 exchanges, how they can help individuals defer taxes on real estate, how self-directed IRAs work and who uses them, and alternative investments.   We also talk about how you can maximize social security and alleviate your debt hangover.   Learn more about the show at www.SavingWithSteve.us

    1 hr
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Ratings & Reviews

5
out of 5
2 Ratings

About

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.

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