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2016 Show Archives

Guest: Michael Schreiber, Chief Content Editor at

Guest: Bruce Kasanoff, Author of How to Self- Promote Without Being a Jerk

Guest: Morgan Housel, Columnist for the Motley Fool and the Wall Street Journal, on Stock Market Volatility

Guest: Brad Breeding, President My LifeSite, on Continuing Care Retirement Communities

Guest: Sarah Halzack, National Retail Reporter for the Washington Post, Latest News in Retail E-commerce

Guest: Suleman Din, Managing Editor, Source Media’s Investment Advisor’s Group

Guest: Jack Tatar, Author of Having the Talk

Guest: Tom Hegna, Author of Don’t Worry, Retire Happy on his Seven Steps to Retirement Security

Guest: Robert Pater, Founder of MoveSMART® on Safe and Productive Workplace Culture

Guest: Andrea Coombes, Worried About Retiring in a Bear Market?

Guest: Daniel Crosby, Ph.D., Author of The Laws of Wealth on Reasons for Erratic Investor Behavior

Guest: Mary Beth Franklin, Contributing Editor to Investment News on Reverse Mortgages

Guest: Dorian Mintzer, MSW, Ph.D. , You know what you are retiring from –  but, do you know what you are retiring to?

Guest: Dennis Miller, You can’t be too busy to get your finances in order!

Guest: Sarah Newcomb, Behavioral economist with Morningstar and HelloWallet, Author of LOADED: Money, Psychology, and How to Get Ahead Without Leaving Your Values Behind

Guest: Steve Tacinelli, Taxation and Retirement Income Planning

Guest: Sandy Asch, Organizational Excellence and the San Diego Zoo

Guest: Eric Dietrich, Candidate for Volusia County Sheriff

Guest: Bonnie Friedman, Author of Hospital Warrior - Healthcare Advocacy for Your Loved Ones

Guest: Kathleen Burke, Personal Finance Reporter for MarketWatch - Self-driving Vehicles

Guest: Meredith Elliott Powell, Author of Own It: Redefining Responsibility

Guest: Kathy Fettke, Author of Retire Rich with Rentals - Real Estate Update

Guest: Margarida Correia, Associate Editor of Bank Investment Consultant Magazine, Understanding Social Security: Ex-spousal Benefits, Reasons to Claim Early, and More

Guest: Maggie Flowers, Associate Director for the National Council on Aging, NCOA initiatives – the Benefits Check-up and the Economic Check-up

Guest: Craig Israelsen, Ph.D, How Much Do You Need to Retire? "A Magic Formula"

Guest: Mark Geallis, Halifax Urban Ministries Homelessness Intervention Services

Guest: Dr. Karen Weisgerber, Psychologist on Planning for Successful Legacy Transfer

Guest: Dr. Marc Agronin, Geriatric psychiatrist and author of How We Age, A Doctor's Journey Into The Heart of Growing Old

Guest: Randy Long, JD, CFP®, CExP™, Author of The BraveHeart Exit for Business Owners Thinking of Selling

Guest: Naney Pandit, Managing Director with JP Morgan Chase, Chase’s “Fun Deficit Survey” Sparked a New Rewards Program

Guest: Cary Carbonaro, CFP®, MBA, Author of The Money Queen's Guide

Guest: Carol Sanford, Author of The Responsible Entrepeneur and Responsible Business

Guest: Bud Hebeler, Former President of Boeing Aerospace in Seattle, on Realities of Retirement Planning

Guest: Kimberly Palmer, Author of Smart Mom, Rich Mom

Guest: Kelli Grant, Personal Finance and Consumer Spending Reporter at CNBC

Guest: Leon Shapiro, Author of The Power of Peers

Guest: Janet Bodnar, Editor of Kiplinger Personal Finance Magazine, on Women and Money

Guest: Art Markman, Professor of Psychology and Marketing at the University of Texas, Breaking Bad Habits.

Guest: Greg O'Brien, Author of On Pluto: Inside the Mind of Alzheimers

Guest: Andrea Riquier, WSJ MarketWatch Reporter on the Housing Market

Guest: Kimberly Foss, CFP, CPWA, Author of Wealth by Design on ROTH IRA's

Guest: Terrance Odean, Financial Risks of Cognitive Decline and Memory Loss

Guest: Janine Mori, Founder of Panoramic Living on Longevity Secrets from the Blue Zones.

Guest: Dr. David Simonsen, Ph.D., Author of When Parenting Backfires

Guest: Lisa Bedford, Author of Survival Mom

Guest: Joseph Mannarino, Economic Director for the City of Ormond Beach

David Holland: Icarus, the Invisible Man, and a Cowboy

Guest: Bruce McClary, National Foundation for Credit Counseling, on Credit Counseling and Student Loan Debt Relief

Guest: Richard Hunt, President of Consumer Bankers Association

Guest: Christine Benz, Director of Personal Finance for Morningstar, on Health Savings Accounts and High Deductible Health Plans

Guest: Jonathan Clements, Author of Jonathan Clements Money Guide 2016, on New Department of Labor Fiduciary Standards

David Holland: Top 20 Tips from the Last 20 Years as a Financial Adviser

Guest: Brian Gordon, CLTC, President of MAGA Long-Term Care Planning

Guest: Steve Forbes, Editor-in-Chief of Forbes Magazine and Author of Reviving America: How Repealing Obamacare, Replacing the Tax Code and Reforming the Fed will Restore Hope and Prosperity

Guest: Emily Brandon, Senior Editor for U.S. News and World Report and Author of Pensionless.

Guest: Deborah Williams, Flagler County Education Foundation Executive Director

Guest: Dr. Robi Ludwig, Psychotherapist, TV Commentator, and Author of Your Best Age Is Now. Rebelling Against Society's Brainwashing of "Youth-superiority".

Guest: Steve Rizzo, Author of Get Your Shift Together

Guest: Ginger Dean, Licensed Psychotherapist, Financially Abusive Relationships

Guest: Lisa Lieberman-Wang, Author of "FINE to FAB"

Guest: Teresa Mears,, Home Improvement Projects

Guest: Steve Tyler, Tyler Property Management, Benefits of Using a Property Management Company for Rental Properties

Guest: Greg Snell, Commercial Litigation Attorney with Foley & Lardner, LLP, Trade Secret Theft

Guest: Jayne O’Donnell, Healthcare and Safety Reporter for USA TODAY

Guest: Cary Siegel, Author of Why Didn’t They Teach Me this in School?

Guest: Hollie Fagan, Head of BlackRock’s Dedicated Registered Investment Advisor Business, Speaking Plain English and Working from Established Financial Plans to Bring Value to Clients.

Guest: Kathleen Rehl, PhD, CFP®, Author of Moving Forward on Your Own

Guest: Kimberly Lankford, The "Ask Kim" Columnist for Kiplinger's Personal Finance

Guests: Bethany and Scott Palmer, Authors of The 5 Money Personalities: Speaking the Same Love and Money Language

Guest: Dr. Jack Singer, Stress and How to Manage It by Personality Type, Author of several Ultimate Stress Mastery Guides

Guest: Lisa Blythe, Director of Marketing for Southern Title, Scams to Avoid When Buying a Home

Guest: Cynthia Ramirez, Executive Director of FUTURES Foundation for Volusia County Schools

Guest: Steve Odland, CEO of the Committee for Economic Development, Making Capitalism Sustainable

David Holland, What to Expect When the Stock Market Gyrates

Guest: Steve Tacinelli, CPA, Holland Financial VP of Tax Services, Commonly Overlooked Tax Deductions

Guest: Shannon Hicks, President of Reverse Focus, Misconceptions about Reverse Mortgages (HECMs)

Guest: Heidi Richardson, Global Investment Strategist for BlackRock, Investing in Japan

Guest: Catherine Falk, Daughter of the Late Actor Peter Falk "Columbo", Advocate for Elder Abuse Prevention

Guest: Dana Anspach,'s MoneyOver55 Writer

Guest: Ellie Ismailidou, MarketWatch Reporter, Influence of Other Economies (China, Russia, Greece) on US Markets

Guest: Doug Goldstein CFP®, What You Can & Can't Control When Investing in the Market

Guest: Keith Barnhardt, VP of College Planning at Fidelity Investments on the Benefits of 529 Plans

Guest: Chris Martenson, PhD, How Greece & Other Unstable EU Economies Could Affect Your Investments

Guest: Paul Rice, Rice & Rose Law Firm, The Gray Divorce Revolution

Guest: Maria LaMagna, MarketWatch Reporter, Latest Trends in Consumer Technology

Guest: John Sileo, Online Scams, SMiShing & Identity Theft

Guest: Anne Tergesen, Wall Street Journal Reporter, Fed Rate Increases & Target Date Retirement Funds, Financial Misconceptions About "Retiring Abroad"

Guest: David Marquet, Former Submarine Captain and Author of Turn the Ship Around!

Guest: Shelley Giordano, Funding Longevity Task Force Chair and Author of What’s the Deal with Reverse Mortgages?

Guest: Brian Lofrumento, Author of Wantrepreneur to Entrepreneur

Guest: Jonathan Clements, Author of Money Guide 2016

Guest: Andrea Coombes, Personal Finance Writer for Wall Street Journal and MarketWatch

Guest: Cliff Hoppman, Financial Coach at Armed Services Corporation

Guest: Bob Johnson, President and CEO of the American College, and author of Invest with the Fed, Effects of Recent Rate Increase on the Markets

Guest: Catey Hill, MarketWatch Consumer Reporter and Author of Shoo, Jimmy Choo!



Link to 2015 Show Archives