loader from loading.io

215: Estate Planning 101 with Jennifer C. Surmacz

Saving With Steve

Release Date: 12/21/2024

242: Wealth, Wisdom, and Legacy: Creating a Family Culture of Communication with Kevin Quinn show art 242: Wealth, Wisdom, and Legacy: Creating a Family Culture of Communication with Kevin Quinn

Saving With Steve

In this episode of Saving With Steve, host Steve Sexton is joined by Kevin Quinn, the founder and president of , 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 

info_outline
241: From Heartbreak to Healing: Turning Divorce Into a Growth Opportunity with Lisa Marie Bobby show art 241: From Heartbreak to Healing: Turning Divorce Into a Growth Opportunity with Lisa Marie Bobby

Saving With Steve

In this episode of Saving With Steve, host Steve Sexton is joined by , a licensed family therapist, psychologist, and bestselling author of . 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 

info_outline
240: Save Big, Travel Far: Smart Ways to Explore for Less with Trae Bodge show art 240: Save Big, Travel Far: Smart Ways to Explore for Less with Trae Bodge

Saving With Steve

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 

info_outline
239: Tariff Talk: What it Means for Everyday Americans with Howard Dvorkin show art 239: Tariff Talk: What it Means for Everyday Americans with Howard Dvorkin

Saving With Steve

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 

info_outline
238: Budgeting for Real Life: Support, Strategy, & Self-Worth with Natalia Brown show art 238: Budgeting for Real Life: Support, Strategy, & Self-Worth with Natalia Brown

Saving With Steve

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 

info_outline
237: Breaking Up Smart: How CDFAs Help Navigate the Divorce Process with Melissa Murphy Pavone show art 237: Breaking Up Smart: How CDFAs Help Navigate the Divorce Process with Melissa Murphy Pavone

Saving With Steve

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 

info_outline
236: Rising Again: Life After Loss and Divorce with Renee Bauer show art 236: Rising Again: Life After Loss and Divorce with Renee Bauer

Saving With Steve

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 

info_outline
235: How to Become a Travel Coach with Sahara Rose De Vore show art 235: How to Become a Travel Coach with Sahara Rose De Vore

Saving With Steve

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 

info_outline
234: The Luxury Travel Blueprint: Making Dream Trips Affordable for Everyone with Christopher Klesh show art 234: The Luxury Travel Blueprint: Making Dream Trips Affordable for Everyone with Christopher Klesh

Saving With Steve

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 

info_outline
233: The Most Affordable Travel Destinations for Your Next Getaway with Jesse Neugarten show art 233: The Most Affordable Travel Destinations for Your Next Getaway with Jesse Neugarten

Saving With Steve

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 

info_outline
 
More Episodes

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