Oct 26, 2024
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...
205: Medicare Essentials and How to Protect Yourself from Severe Weather Scams with Alexandra Abadie
Oct 19, 2024
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,...
Oct 12, 2024
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...
Oct 5, 2024
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...