Oct 25, 2025
In this episode of Saving With Steve, host Steve Sexton is joined by Brett Bernstein, Founder of XML Financial Group, and an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. They discuss budgeting for the holidays – simple ways to balance gifting,...
Oct 18, 2025
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...
Oct 11, 2025
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...
Oct 4, 2025
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...