40 episodes

Welcome to Saving Yourself from Wall Street. We are glad you are here, and we hope to guide you past Wall Street's sales tactics, high costs, and conflicted advice so you can master your financial life.

Saving Yourself From Wall Street Saving Yourself From Wall Street

    • Business

Welcome to Saving Yourself from Wall Street. We are glad you are here, and we hope to guide you past Wall Street's sales tactics, high costs, and conflicted advice so you can master your financial life.

    Interview With Brad Gortno, Founder and President of iCLAT Solutions, LLC.

    Interview With Brad Gortno, Founder and President of iCLAT Solutions, LLC.

    In today's episode of Saving Yourself From Wall Street, we will discuss a strategy that can help you save thousands of dollars in taxes called a Reversionary Charitable Lead Trust.

    We have Brad Gornto with us, who has practiced law in Florida for over 21 years in complex estate and charitable planning, business law, probate, trust administration, and income tax planning.

    In addition to his law practice, Brad is also the Founder and President of iCLAT Solutions LLC which specializes in the design, drafting, and consulting services of Reversionary Charitable Lead Trusts.

    • 1 hr 2 min
    Interview With Kevin Carter, Founder and Chief Investment Officer of EMQQ Global

    Interview With Kevin Carter, Founder and Chief Investment Officer of EMQQ Global

    In this episode of Saving Yourself From Wall Street, we talk with Kevin Carter, the Founder and Chief Investment Officer of EMQQ Global. 

    We discuss the macro-backdrop for EMQQ's Emerging Market funds and how Emerging and Frontier Markets may be a timely investment right now for long-term investors.

    • 1 hr 18 min
    Interview with Cale Smith of Islamorada Investment Management

    Interview with Cale Smith of Islamorada Investment Management

    In this episode of the Saving Yourself from Wall Street podcast, we talk to Cale Smith, the founder and managing partner of Islamorada Investment Management, where he also manages a fund called the Tarpon Folio.

    From this episode, you will get a good understanding of the oil and energy sector and if there is still any upside opportunity, as well as U.S. capital expenditures in the oil sector and how those will play out going forward.

    • 1 hr 41 min
    Interview with Darren Schuringa of Asymmetric ETFs

    Interview with Darren Schuringa of Asymmetric ETFs

    In this episode of the Saving Yourself from Wall Street podcast, we talk to Darren Schuringa of Asymmetric ETFs. Darren manages a unique ETF that can actually short the S&P 500 when its price and volatility metrics dictate. This ETF offering allows investors to realize the market’s upside while protecting their principal when the market declines substantially.

    Darren explains how Asymetric ETFs can lower the risk while improving portfolio performance.

    • 27 min
    Let's Talk About Ibonds.

    Let's Talk About Ibonds.

    In this episode of Saving Yourself From  Wall Street, I discuss the uniqueness of iBonds and their role in a portfolio that looks to get a safe return that adjusts for inflation.

    • 15 min
    Trade Your Portfolio like a Professional with Nick McCallum

    Trade Your Portfolio like a Professional with Nick McCallum

    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 the click of a button, and seamlessly manage multiple accounts. Essentially, Passiv provides individual investors a tool that institutional money managers pay thousands of dollars for each year. And, they do it for a low cost.

    Nick explains how Passiv came about and how it works for the individual investor.

    • 19 min

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