The Radio Archives

of David D. Holland

 

Personal Finance

  • 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: Cary Carbonaro, CFP®, MBA, Author of The Money Queen's Guide
  • Guest: Bud Hebeler, Former President of Boeing Aerospace in Seattle, on Realities of Retirement Planning
  • Guest: Kelli Grant, Personal Finance and Consumer Spending Reporter at CNBC
  • Guest: Janet Bodnar, Editor of Kiplinger Personal Finance Magazine, on Women and Money
  • Guest: Kimberly Foss, CFP, CPWA, Author of Wealth by Design on ROTH IRA's
  • 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: 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: Kimberly Lankford, The "Ask Kim" Columnist for Kiplinger's Personal Finance
  • Guest: Lisa Blythe, Director of Marketing for Southern Title, Scams to Avoid When Buying a Home
  • 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: 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: Mike Pepin, Pepin Realty, Listing a Home at the Holidays and More About Selling Your Home
  • Guest: Karen Wallace, Senior Editor for Morningstar, Capital Gains Taxes from Mutual Funds
  • Guest: John Wasik, Author of The Debt-Free Degree
  • Guest: Kimberly Foss, Founder of Empyrian Wealth Management, "Three Components of Investing"
  • Guest: Danielle Kunkle, Co-Founder of Boomer Benefits, Medicare Issues
  • Guest: Wade Pfau, Ph.D, CFA, Professor of Retirement Income at The American College, Recent Changes to Social Security Filing Strategies
  • David Holland: Addressing Concerns about China/Other Nations Holding Our Debt, U.S. Government Seizing Your 401(k), and Social Security Becoming Insolvent.
  • Guest: Steve Tacinelli, Holland Financial Controller and Vice President, Tax Services, Year-End Tax Planning
  • Guest: Laura Scharr-Bykowsky, CFP®, Her Article "Retirement 'Rules of Thumb' May Point in Wrong Direction"
  • Guest: Robert Laura, President of Synergos Financial Group, How Retirement is Changing
  • Guest: Craig Israelsen, Ph.D., Author of 7Twelve: A Diversified Investment Portfolio with a Plan
  • David Holland: Looking for Financial Advice in All the Wrong Places! More “Top 10 Mistakes People Make with their Money”
  • Guest: Chris Miles, the “Cash Flow Expert”
  • Guest: Robert Klein, Retirement Healthcare Advisor
  • Guest: Barbara Ruggero, Personal Lines Manager, Capital Partners Insurance
  • Guest: Pegi Burdick, "The Financial Whisperer", Raising Financially Responsible Children
  • Guest: Neale Godfrey, Author and CEO of Green$treet Commons, Mobile Apps that Teach Kids about Money
  • David Holland: More Retirement Planning Mistakes - Bad Advice, High Fees, and Reverse Dollar-Cost Averaging
  • Guest: Ryan Ochipa, State Farm, on Flood Insurance, Citizens Property Insurance Changes, Sinkholes, and More
  • Guest: Betty Doll, Long Term Care Specialist
  • Guest: John Adams, President of Adams Cameron & Company, Update on the Real Estate Market
  • David Holland: Emotional Investing; Inadequate Investment Diversification; and Inadequate Adviser Due Diligence
  • Guest: Anne Liebgott, CEO of "Where Americans Are Welcome", on Swiss Bank Accounts
  • Guest: Mike Kelly, VP of USAA's Military Affairs Advocacy Group, on Connecting Veterans with Civilian Jobs
  • Guest: Neal Macneale III, Owner of 2 for 1 Index®, on Stock Splits and Portfolio Strategy
  • David Holland: When to Start Drawing Social Security and Optimizing Benefits
  • Guest: Josh Peters, CFA, Editor, Morningstar Dividend Investor on Dividend-Paying Stocks
  • Guest: George Sisti, CFP®, Founder of On Course Financial Planning
  • David Holland: The Healthy Financial Adviser Relationship
  • Guest: Sumit Desai, CFA and Senior Analyst at Morningstar®
  • David Holland: Questions on Tax Shelters within IRAs, Annuities vs. CDs, and More.
  • Guest: Terry Savage, Winner of Two Emmys and Author of The Savage Truth on Money
  • Guest: J.J. Montanaro, CFP®, USAA, National Life Insurance Awareness Month
  • David Holland: Does the "Perfect" Investment Exist?
  • Guest: Lili Vasileff, Author of The Ultimate Divorce Organizer. Pros and Cons of Re-marrying vs. Staying Single
  • David Holland: Pullbacks, Corrections, and Bear Markets
  • Guest: Bruce McClary, National Foundation of Credit Counseling Financial Preparedness for Hurricanes, Student Loan and Credit Card Debt Issues
  • Guest: Daniel Weber, Association of Mature American Citizens Proposed Early Retirement Account (ERA) to Supplement Social Security
  • Guest: Chris Markowski, The Watchdog on Wall Street Media Hype and the Markets, China, and More.
  • Guest: Art Markman, Ph.D., Author of Smart Change on How Short-term Thinking can be Detrimental when Investing in the Stock Market.
  • Guest: Ky Trang Ho, Contributor to Forbes Magazine, Gold is an Age-Old Currency. Why is its Value Falling and What are its Prospects?
  • Guest: Thomas Corley, CPA, CFP®, Myths About the Wealthy
  • David Holland: Retirement and Roulette. How Much Risk Are You Willing to Take?
  • Guest: Jeff Cutter, CPA, Cutter Financial Group, Running a Household is Like Running a Business
  • Guest: Mary Beth Franklin, Investment News, Medicare “Hold Harmless Provision” Effects on Benefits for 2016
  • Guest: Katie Kuehner-Hebert, Aging Issues - Conversations ith Adult Children; Legal Documents to Have in Place; and Funding Long-term Care.
  • Guest: Robert Laura, The "Dark Side" of Retirement
  • David Holland: Trusts - David Answers Your Questions
  • Guest: Doug Goldstein, CFP®, Dually Licensed Adviser in U.S. and Israel, Good Financial Habits vs. Goals
  • David Holland: 401(k) Questions
  • Guest: Nate Purpura, EHealth, Latest on the Affordable Care Act
  • Guest: Jeff Motske, CFP®, CEO of of Trilogy Financial and author of The Couples’ Guide to Financial Compatibility
  • David Holland: Clues You Might Need a Second Opinion on Your Finances.
  • Guest: Dennis Miller, Author of Retirement Reboot, Robo-Advisers
  • Guest: Bart Astor, Author of AARP Roadmap for the Rest of Your Life: Smart Choices about Money, Health, Work, Lifestyle, and Pursuing Your Dreams
  • Guest: Andrew Zatlin, Moneyball Economics and the "Underground Economy"
  • Guest: Lynette Cox, CEO of TheMoneyCoach.net
  • Guest: Christine Benz, Director of Personal Finance for Morningstar. Index funds, exchange-traded funds, bonds, and active vs. passive investing.
  • Guest: Wade Pfau, Professor of Retirement Income at the American College. "Have you set up multiple sources of income for flexibility in retirement?"
  • Guest: Daisy Maxey, Wall Street Journal Columnist. Active Shares and Mutual Fund Management
  • Guest: Robert Laura, President of SYNERGOS, Retirement isn't only about your finances!
  • David Holland: Understanding Annuites.
  • Guest: Ruth King, Profitability Master, entrepreneur, and author. Keeping your business on track and financially sound.
  • David Holland Answers Questions from Readers of His Newspaper Column
  • Guest: Kelly Campbell, Author of Fire Your Broker
  • Guest: Doug Goldstein, CFP®, Radio Show Host in Israel and columnist forThe Jerusalem Post
  • Guest: Patricia Aburdene, Author of Conscious Money and Megatrends 2010
  • David Holland, Is Your Financial Adviser "Agnostic"?
  • Guest: Mark Cook, Author of Prepare Now and Survive the Coming Bear Market: This Time Is Not Different
  • Guest: Trevor Hunnicutt, Investment News, Investor Trends and Possible New Regulations for Financial Advisers
  • Guest: Andrew Zatlin, The Moneyball Economist
  • Guest: Erin Botsford, Author of The Big Retirement Risk
  • David Holland, "Stay on the Trail"
  • Guest: Bruce McClary, National Foundation for Credit Counseling, Student Loan Debt, Taxes and Credit Card Debt
  • Guest: David Weidner, Wall Street Journal Market Watch Columnist, "Why You Shouldn't Trust Wall Street Ratings"
  • Guest: Jonathan Clements, Wall Street Journal Columnist, Author of Jonathan Clements Money Guide 2015
  • Guest: Ric Lager, Author of Forget the Pie: Recipe for a Healthier 401(k), on pending legislation regarding fiduciary role.
  • Guest: Leo Haviland, "Negative Creep: The Global Economy"
  • Guest: Ellen Rogin, CPA, CFP™, Abundance Activist, Author of Picture Your Prosperity
  • David Holland: Investing - A Good Time to Review your Portfolio
  • Guest: Leslie Tayne, Attorney and Debt Therapist, Author of Life & Debt: a fresh approach to achieving financial wellness
  • Guest: Robert Laura, "Being Overweight Can Be Good For Retirement Income"
  • Guest: Philip Van Doorn, Investment Analyst for WSJ MarketWatch on American Express and CostCo, Twitter, Energy Sector, Effects of Rising Dollar
  • Guest: Ron Lieber, New York Times Money Columnist, Author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money
  • David Holland: Roth IRAs Can Be Powerful Financial Tools
  • Guest: Lynette Cox, Author of College Secrets: How to Save Money, Cut College Costs and Graduate Debt Free
  • Guest: Christine Benz, Director of Personal Finance for Morningstar. "5-Point Retirement Portfolio Checkup"
  • David Holland: Clues You Might Need a Second Opinion
  • Guest: Abby Kohut, President of Staffing Symphony and Author of Absolutely Abby's 101 Job Search Secrets
  • Guest: Mary Hunt, Author of The Financially Confident Woman
  • Guest: Maribeth Healey, Project Director with Working America, Working America Health Care Program
  • Guest: Sandy Botkin, New ABLE accounts for children with disabilities. Financial reasons to adopt solar panels.
  • Guest: Wade Pfau, Wall Street Journal article "The Case for Reverse Mortgages"
  • Guest: Robert Laura, Author of Naked Retirement and Forbes Article "Women Often Betrayed By Spouse's Retirement Decisions"
  • Guest: Matthew Hoesly, Important Financial Items to Evaluate When Expanding a Family
  • Guest: Michael Farkas, CEO and Co-Founder of CarCharging Group
  • Guest: David Gurwitz, Managing Director, Charles Nenner Research
  • Guest: Morgan Housel, Columnist at Wall Street Journal and The Motley Fool, "How Investors Sabotage Their Own Performance"
  • Guest: Ric Lager, Getting Investment Advice for Your 401(k)
  • Guest: Kathy Kristof, Author of Investing 101
  • Guest: Cliff Goldstein, NerdWallet
  • Guest: Greg Melia, President of Melia Advisory Group, Senior Citizens Owe $18B in Student Loan Debt
  • Guest: Dennis Miller, What is the Right Age to Start Social Security?
  • Guest: Robert Scharar, Investing in Australia and New Zealand
  • Guest: Scott Schweighauser, Debunking Hedge Fund Myths
  • Guest: Dennis Miller, In a World Where 26 is the New 18, Make Home Less Welcoming
  • Guest: James Lineweaver, CFP®, of Lineweaver Financial Group, a registered representative of Sigma Financial Corporation
  • Guest: Mary Beth Franklin, Contributing Editor to Investment News, "2015 COLA will be 1.7%"
  • Guest: Janice L. Green, Author of Divorce After 50: Your Guide to the Unique Legal and Financial Challenges
  • Guest: Liz Skinner, Investment News Reporter, "Forget the empty nest, parents now fear the cost of a full one"
  • Guest: Houston Harrison, Capital Resource Group, Economic Forecasting and Funding Your Child's College Education
  • Guest: Linda Koco, InsuranceNewsNet Blogger,Latest Buzz on Annuities
  • Guest: Patricia Oey, Morningstar Senior Analyst Manager Research Team, Emerging Markets
  • Guest: Jeff Cutter, Cutter Financial Group, Back Door Roth IRAs
  • Guest: Lili Vasileff, Owner of Divorce and Money Matters, LLC
  • Guest: Gail Cunningham, NFCC Holiday Financial Reality Check-up
  • Guest: Cindy Hounsell, President of WISER, The Women's Institute for a Secure Retirement
  • Guest: Pegi Burdick, Author of It's Never About the Money...Even When It Is
  • Guest: Angie Hallier, Author of The Wiser Divorce: Positive Strategies for Your Next Best Life
  • Guest: Christine Mathieu, Author of From Wisdom to Wealth
  • Guest: Jeff Benjamin, Investment News Senior Columnist
  • Guest: Thomas Corley, Author of Rich Kids - How to Raise Our Children to be Happy and Successful in Life
  • Guest: Elizabeth Collins, Author of Why Moats Matter: The Morningstar Approach to Stock Investing
  • Guest: Craig Lack, CEO of ENERGI, Performance-Based Health Care Plans
  • Guest: Christine Benz, Director of Personal Finance for Morningstar
  • Guest: Trevor Hunnicutt, Investment News
  • Guest: John Sileo, Identity Theft and Online Security
  • Guest: Dennis Miller, Investing in a Crisis Environment
  • Guest: Dr. April Benson, Author of To Buy or Not to Buy: Why We Overshop and How to Stop
  • Guest: Wesley Wood, Investments and Tax Planning
  • Guest: Don Blandin, Investor Protection Trust, Elder Investment Fraud
  • Guest: Janna Shearman-Perret, 1031 Exchanges
  • Guest: Craig Israelsen, Developer of the 7Twelve Portfolio
  • Guest: Nate Purpura, EHealth, What Makes Medicare ODD?
  • Guest: Mary Hunt, Author of Debt-Proof Living: How to Get Out of Debt & Stay That Way
  • Guest: Molly Mettler, Senior Vice President of Healthwise, Spending Too Much on Healthcare
  • Guest: Anthony Saccaro, President of Providence Financial and Insurance Services
  • Guest: Steve Vernon, President of Rest-of-Life Communication
  • Guest: Michael Carr, CMT, Editor of "Absolute Profits"
  • Guest: Jon Sanchez, CEO of Sanchez Wealth Management
  • Guest: Don Ganguly, CEO of HomeUnion
  • Guest: Matt Oldroyd, What to Do About Rising Interest Rates
  • Guest: Scott Skyrm, The Repo Market
  • Guest: Richard Lewis, What to Do After You Get the Job
  • Guest: Jae Oh, What to Do If Your Medicare Advantage Plan Goes Under
  • Guest: Michael Sincere, MarketWatch columnist, Danger Signs in the Market
  • Guest: James Lange, CPA/Attorney, Author of Retire Secure!: for Same Sex Couples
  • Guest: Danielle Barbieri, CEO of Pirc.com
  • Guest: Michael Baughman, Author of Money Sucks
  • Guest: Diane Francis, Author of Merger of the Century: Why Canada and America Should Become One Country
  • Guest: Derek Pilecki, Founder of Gator Capital Management, Mutual Fund Investing
  • Guest: Kelly Whalen, Author of The Censtible Life blog
  • Guest: Judy McNary, Author of Coin: The Irreverent Yet Practical Guide to Money Management for Recent College Graduates
  • Guest: Robb Hill, Author of Ask the Right Questions...
  • Guest: Dennis Miller, Long Term Care
  • Guest: Larry Kelly, General Manager of Ritchey Cadillac Buick GMC, How to Buy a Car
  • Guest: Gary Foreman, Editor and Founder of The Dollar Stretcher
  • Guest: Lyle Trachtman, Seabreeze Fine Jewelry, How to Buy an Engagement Ring
  • Guest: Trang Ho, Author of ETF Myths That Can Trip You Up
  • Guest: Richard Lewis, Author of Why Hire Jennifer?
  • Guest: Michael Sincere, WSJ MarketWatch Columnist, "8 Ways to Save Your Portfolio from this Toppy Market"
  • Guest: Sean Hyman, Editor of Ultimate Wealth Report,
  • Guest: Maxwell Murphy, Senior Editor of WSJ CFO Journal, "Venezuelan Bolivar Plunge Stings Multinationals"
  • Guest: Jonathan Burton, WSJ MarketWatch Columnist, "10 Things Your Real Estate Agent Won't Tell You"
  • Guest: Tara Powers, CEO of Powers Resource Center
  • Guest: Jeff Benjamin, Senior Columnist for Investment News
  • Guest: Leo Haviland, "The Money Jungle"
  • Guest: David Scranton, Author of Financial Insanity: How to Keep Wall Street's Cancer from Speeding to Your Portfolio
  • Guest: Dennis Miller, Miller's Money
  • Guest: Brian Kessens, CFA, Tortoise Capital - Investing in the Energy Sector
  • Guest: Dr. Lori V, Star Antiques Appraiser on the Discovery Channel showAuction Kings The Latest on IRAs
  • David Holland: Funding Long-Term Care
  • David Holland: Maximizing Social Security Benefits
  • Guest: Ed Slott, The Slott Report The Latest on IRAs
  • Guest: Liz Skinner, Investment News Reporter
  • Guest: Ricky Brava, Investing in Distressed Mortgage Debt
  • Guests: Sam Willett and Leslie LaRue, Volusia County Half Cent School Tax Extension
  • Guest: Kathy Fettke, CEO of Real Wealth Network
  • Guest: Sean Hyman, Editor of Ultimate Wealth Report
  • Guest: Shelley Giordano, Reverse Mortgages
  • Guest: Enis Taner, Understanding Equity Options, Puts and Calls
  • Guest: Mary Beth Franklin, Contributing Editor to Investment News, The Best Age to Start Collecting Social Security Benefits
  • Guest: Robert Gignac, Author of Rich is a State of Mind
  • David Holland: U.S. and Global Market Commentary
  • Guest: Doug Johnson, Student Loan Debt Problems
  • Guest: David DeLong, Author of Graduate to a Great Job
  • Guest: Kimberly Foss, Author of Wealthy by Design: A 5-Step Plan for Financial Security
  • Guests: Catherine Drake and Jennifer Harris, Brookdale Senior Living Solutions
  • David Holland, Market and Financial News Commentary
  • Guest: Martin Shenkman, Estate Planning for those with Chronic Illness or Disability
  • Guest: David Gurwitz, Charles Nenner Research
  • Guest: Sharon Hollander, Author of Medical Billing Horror Stories
  • Guest: Lisa Farrah, Farrah Benefits, Health Insurance Update
  • Guest: Mark Duffey, CEO Everest Funeral Planning and Concierge Service
  • Guest: Ryan Ochipa, State Farm Insurance Agent
  • Guest: Dan Steinhart, Questions about President Obama's MyRA Proposal
  • David Holland: Market and Financial Commentary
  • Guest: Gail Cunningham, National Foundation for Credit Counseling
  • Guest: Gail Lawley, Author of It's Your Move: Choices for Senior Living
  • Guest: Fran Goldstein, Financial Mistakes When Divorcing
  • Guest: Harold Seigel, Rare Colored Diamonds
  • Guest: James Tarpey, founder of Donate for a Cause
  • Guest: Jae Oh, Author of Maximize Your Medicare
  • Guest: Dr. Aaron Kipnis, Author of The Midas Complex
  • Guest: Dr. Richard Orlando, Author of LEGACY
  • Guest: Annie Logue, Author of Day Trading for Dummies
  • Guest: Larry LaGrotta, Realty Pros Assured, Update on the Real Estate Market
  • Guest: Liz Skinner, Reporter Investment News
  • David Holland: The Taper, Treasury Bond Yields and Interest Rates
  • Guest: Attorney Robert Mara, Bankruptcy
  • Guest: Dr. Mark Davis, Author of Obama Care: Dead on Arrival...
  • Guest: Thomas Corley, Author of Rich Habits
  • Guest: Dr. K. C. Ma, Roland George Program at Stetson University
  • Guest: Brenda Campbell, Importance of Planning Ahead for Final Arrangements
  • Guest: Murray Holland, Author of A Nation in the Red
  • Guest: L. Todd Wood, Author of Currency and Sugar
  • Guest: Maxwell Murphy, Wall Street Journal CFO Journal Senior Editor, Stock Splits
  • Guest: Zachary Cohen, Disability Insurance
  • Guest: Powell Brown, Brown & Brown Update
  • Guest: Kirby Wood, Chief Marketing Officer for American Equity
  • Guest: Robert Scharar, Commonwealth Funds, Investing in Africa and other frontier markets
  • David's Topic: More on Annuities
  • David's Topic: Deferred Annuities
  • Guest: Jan Cullinane, Author of The Single Woman's Guide to Retirement
  • Guest: Gary Belsky, Author of Why Smart People Make Big Money Mistakes and How to Correct Them
  • Guest: Tom Cloud: Investing in precious metals
  • David Holland answers questions about stock portfolios, mutual funds, 401k taxation, and client-adviser relationships.
  • Guest: Ed Connor, Vice President of Volusia Tax Reform
  • Guest: John Bevacqua: Retirement Income Planning and Analysis
  • David Holland Answers Reader and Listener Questions. Topics: Conservative Investments, Estate Taxes, HELOCs
  • Guest: Nate Purpura, Ehealth.com: Medicare Annual Enrollment and Obamacare
  • David's Topic: Eight Prudent Steps to Take Before You Invest
  • David Answers Questions from Listeners and Readers of his Column
  • David's Topic: Required Minimum Distributions from IRAs
  • David's Topic: $14,000 Not Really a Gift Limit
  • Guest: Kathleen Paris, Author of Bringing Your Strategic Plan to Life; David's Topic: Sailing and Investing
  • Guest: Scott Halliwell, The Importance of Life Insurance; David's Topic: "What do I do if I need to invest safely?"
  • Guest: Dr. Wade Pfau, Professor of Retirement Income, The American College

 

Lifestyle

  • Guest: Mark Geallis, Halifax Urban Ministries Homelessness Intervention Services
  • Guest: Naney Pandit, Managing Director with JP Morgan Chase, Chase’s “Fun Deficit Survey” Sparked a New Rewards Program
  • Guest: Kimberly Palmer, Author of Smart Mom, Rich Mom
  • 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: Lisa Bedford, Author of Survival Mom
  • Guest: Steve Rizzo, Author of Get Your Shift Together
  • Guest: Lisa Lieberman-Wang, Author of "FINE to FAB"
  • Guest: Teresa Mears, LivingOnTheCheap.com, Home Improvement Projects
  • Guest: Kathleen Rehl, PhD, CFP®, Author of Moving Forward on Your Own
  • Guest: Dana Anspach, About.com's MoneyOver55 Writer
  • Guest: Maria LaMagna, MarketWatch Reporter, Latest Trends in Consumer Technology
  • Guest: Renny Roker, Entertainment Pioneer and Author of Positivity: Your Key to Success
  • Guest: Adam Taggart, Author of Prosper! and Co-founder of Peak Prosperity
  • Guest: Joel Fotinos, Failing to Make a Decision is Making a Decision to Fail. “Spiritual Businessman” and Author of My Life Contract
  • Guest: Holley Kelley, Author of Sunrises and Sunsets on Planning Your "Kick the Bucket" List
  • Guest: Alex Bratty, Life Coach and Author of From Chaos to Clarity
  • Guest: Tara Kennedy-Kline, Certified Family Parenting Expert, and author of Stop Raising Einstein.
  • Guest: Ellen Rogin, CPA, CFP®, Can You Really Become Rich By Giving More?
  • Guest: Robert Gignac, Author of Rich is a State of Mind on the "Ps & Qs" of Planning for Your Financial Future
  • Guest: Joseph McCormack, Author of Brief: Make a Bigger Impact by Saying Less on Engaging Listeners Without Causing "Information Overload."
  • Guest: Joel Fotinos, Author of My Life Contract on Goal-setting Strategies
  • Guest: Robert Pfister, Arcadia Home Care Staffing
  • Guest: Jeff Haden, Contributing Editor for Inc. Magazine, "You Don't Have to Be Rich to Retire Happy (In Fact, Far From It)"
  • Guest: Anne Tergesen, Journalist for the "Encore" section of the WSJ. Article "Grim News on Health Costs in Retirement"
  • Guest: Maddy Dychtwald, Home in Retirement: More Freedom New Choices, Age Wave study in partnership with Merrill Lynch
  • Guest: Dr. Kathy Gruver, Author of The Alternative Medicine Cabinet and Conquer Your Stress with Mind/Body Techniques
  • Guest: Miriam Goodman, Journalist and Author of Too Much Togetherness: Surviving Retirement as a Couple
  • Guest: Steve Berry, Internationally Bestselling Author of the Cotton Malone Adventures on the Release of His New Book The Patriot Threat
  • Guest: Laura Berman Fortgang, Author of Now What? 90 Days to A New Life Direction
  • Guest: Joel Fotinos, Author of My Life Contract: 90-Day Program for Prioritizing Goals, Staying on Track, Keeping Focused, and Getting Results
  • Guest: Beate Chelette, Author of The Women's Code Presents Happy Woman Happy World
  • Guest: Anne Tergesen, "Why Everything You Think About Aging May Be Wrong", Wall Street Journal Columnist, "The Wall Street Journal Sunday", and Contributor to "Encore", a MarketWatch.com Blog about Retirement
  • Guest: Dennis Miller, Questions to Ask When Your Financial Adviser Retires or Makes a Job Change
  • Guest: Angie Hallier, Author of The Wiser Divorce on Helping Divorced Couples with Children Keep Peace during the Holiday Season.
  • Guest: Rory Vaden, Bestselling Author on his upcoming book Procrastinate on Purpose; 5 Permissions to Multiply Your Time
  • Guest: Maddy Dychtwald, Age Wave, The Longevity Revolution
  • Guest: David L. Katz MD, Founding Director of Yale University Prevention Research Center, The NuVal System
  • Guest: Dr. Terry Wahls, Author of The Wahls Protocol: How I Beat MS Using Paleo Principles and Functional Medicine To Support
  • Guest: Natalie Caine, Life Transition Coach
  • Guest: Dr. Glenn Buckley, PetRescueRX.com Online Pharmacy that Donates Profits to Animal Shelters
  • Guest: Daniel Weber, Founder of Association of Mature American Citizens
  • Guest: Grant Cardone, Author of The 10X Rule
  • Guest: Terry Savage, Author of The New Love Deal
  • Guest: Steve Berry, Bestselling Author of The Lincoln Myth
  • Guest: Lindsay Dickinson, Wedding Planner, Lindsay Rachael Events
  • Guest: Dr. Laura Yard, Legalization of Medical Marijuana
  • Guest: Helene Naftali, Founder of One True Zone Career Discovery Academy
  • Guest: Shawn Shewchuk, Author of Change Your Results
  • Guest: Jonathan Pontell, Generation Jones a.k.a. The Lost Generation
  • Guests: Catherine Drake and Jennifer Harris, Brookdale Senior Living Solutions
  • Guest: Niem Green, Credit Score Dating
  • Guest: Andrea Bouchaud, Author of The Paris Diaries
  • Guest: Roberta Taylor, Pathmaking for Life
  • Guest: Dr. Jeffrey LaGrasso, Plastic and Reconstructive Surgery
  • Guest: Jon Keith, The Memory Trainer™
  • Guest: Jim Donovan, Author of What are you waiting for? It's YOUR life!
  • Guest: Scott Fox, Author of Click Millionaires
  • Guest: Amy Atcha, Author of How to Put Your Mother in a Home, Professional Skills for a Personal Journey
  • Guest: Connie Allen, Author of The Casino Through a Dealer's Eyes
  • Guest: Alan Allard, Author of Seven Secrets to Enlightened Happiness
  • Guest: Jennifer FitzPatrick, Jenerations Health Education
  • Guest: Marisel Aleman, Cruise Elite
  • Guest: Noel Colucco, Riviera Independent and Assisted Living
  • Guest: Robert Laura, Living a Happy, Healthy and Committed Retirement
  • Guest: Laura Stanley, Nurse Practitioner: Cosmetic Procedures - Options and Costs
  • Guest: Kathleen Paris, Author of Bringing Your Strategic Plan to Life; David's Topic: Sailing and Investing
  • Guest: Molly Mettler, Healthwise
  • Guest: Martha Zoller, Congress Getting a Pay Raise by Executive Order

 

Psychology

  • 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: 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: Dr. David Simonsen, Ph.D., Author of When Parenting Backfires
  • Guest: Dr. Robi Ludwig, Psychotherapist, TV Commentator, and Author of Your Best Age Is Now. Rebelling Against Society's Brainwashing of "Youth-superiority".
  • Guest: Ginger Dean, Licensed Psychotherapist, Financially Abusive Relationships
  • 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: Leslie Tayne, Attorney and Debt Therapist. Strategies to save money on holiday shopping.
  • Guest: Dr. Paul Chafetz, Clinical Psychologist, Planning Ahead for Transitioning into Retirement
  • Guest: Dr. Kathy Gruver, Author of Journey of Healing, on Stress, Mindfulness, and Your Fiscal Health
  • Guest: Peggy Sealfon, Author of Escape from Anxiety
  • Guest: Dr. Erica Kosal, Resilience Expert, Bounce to Resilience and Traveling Troubled Times
  • Guest: Christine Mathieu, "New and Empowered You" Program to Find True Wealth through Forgiveness
  • Guest: Ann Marsh, West Coast Bureau Chief of Financial Planning Magazine on Financial Stress and Military Suicide
  • Guest: Dr. Trevon Clow, Money Doesn’t Make Us Happy… But Debt Makes Us Miserable!
  • Guest: Art Markman, Author of Smart Change, Psychology of Decision-making
  • Guest: Jim Donovan, Author of Happy@Work
  • Guest: Art Markman, Author of Smart Change, Less stress and more joy in your life.
  • Guest: Gregg Levoy, Author of Vital Signs: The Nature and Nurture of Passion and Callings
  • Guest: Megan McArdle, Author of The Up Side of Down: Why Failing Well is the Key to Success
  • Guest: Margaret Lynch, Called "The Wealth Manifestation Authority" by the WSJ, Author of Tapping Into Wealth
  • Guest: Art Markman, Ph.D., Author of Smart Change: Five Tools to Create New and Sustainable Habits in Yourself and Others
  • Guest: Tim David, Author of Magic Words: The Science and Secrets Behind Seven Words That Motivate, Engage, and Influence
  • Guest: Joseph McCormack, Author of Brief
  • Guest: Carl Andrews, Interactive Mental Comedian
  • Guest: Dr. Claudia Luiz, Author of Where's My Sanity: Stories that Help
  • Guest: Ryan Mann, Certified Fraud Examiner, Deception Detection and Body Language
  • Guest: Victor Ricciardi, Co-Author of Investor Behavior: The Psychology of Financial Planning and Investing
  • Guest: Kim Ades, Frame of Mind Coaching
  • Guest: Dr. April Benson, Compulsive Shopping Disorder
  • Guest: Dr. Trevon Clow, Don't Trust Your Gut: Cognitive Bias and Investing
  • Guest: Dana Wilde, Training Your Brain
  • Guest: Stephen Lampkin, Learning RX, Brain Training
  • Guest: Victor Ricciardi, Author of Investor Behavior: The Psychology of Financial Planning and Investing
  • Guest: Dr. Kate Levinson, Author of Emotional Currency: A Woman's Guide to Building a Healthy Relationship with Money
  • Guest: Dr. Richard Peterson, Author of Inside the Investor's Brain; David's Topic: Financial Fraud
  • Guest: Dr. Robi Ludwig, Young Americans Living at Home Longer; David's Topic: Rising Interest Rates and Bonds
  • Guest: Dr. Timothy Fong, Gambling Addiction; David's Topic: Stock Indices and Indexed Funds

  • Guest: Lori Sackler, Author of The M Word

 

Business

  • Guest: Randy Long, JD, CFP®, CExP™, Author of The BraveHeart Exit for Business Owners Thinking of Selling
  • Guest: Carol Sanford, Author of The Responsible Entrepeneur and Responsible Business
  • Guest: Leon Shapiro, Author of The Power of Peers
  • Guest: Andrea Riquier, WSJ MarketWatch Reporter on the Housing Market
  • 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: Steve Tyler, Tyler Property Management, Benefits of Using a Property Management Company for Rental Properties
  • Guest: Steve Odland, CEO of the Committee for Economic Development, Making Capitalism Sustainable
  • Guest: Ellie Ismailidou, MarketWatch Reporter, Influence of Other Economies (China, Russia, Greece) on US Markets
  • Guest: Bill Auxier, Ph.D., Author of To Lead, Follow
  • Guest: Suleman Din, Can “Robo-advisers” Measure up to “Human” Fiduciary and Suitability Standards?
  • Guest: Eric Engquist, Asst. VP, Military Transitions, USAA. Entrepreneurship and Career Opportunities for Veterans.
  • Guest: Madeline Bailey, QuickBooks Expert. Author of Radically Simple Accounting
  • Guest: Alicia Cramer, Mindset Expert and Author of The "Outside the Box" Entrepreneur
  • Guest: Kenneth Rapoza, Forbes, Just Back from "RUSSIA CALLING" Investment Forum in Russia
  • Guest: Gregory Zuckerman, Author, The Frackers on Why Gas Prices Are So Low
  • Guest: Joan Kingsley, CPA, Author of The Fear-Free Organization: Vital Insights from Neuroscience to Transform Your Business Culture
  • David Holland: Using Business Debt Wisely, Divorce Tips
  • Guest: Ruth King, Author of The Courage to be Profitable.
  • Guest: Leo Haviland, From Chinese Equity Instability to the Financial Crisis in Greece and the Nuclear Treaty with Iran.
  • Guest: Trevor Hunnicutt, Investment News, Ups and Downs of China's Stock Market, Financial Situation in Puerto Rico, and More
  • Guest: Brian Robertson, Co-founder of HolacracyOne Discusses the "Holocracy" Management System
  • Guest: Sean Hyman, Editor of the Ultimate Wealth Report,US Dollar, Oil and Precious Metals, Foreign Markets.
  • Guest: Ingrid Martine, Author of The Un-Game, "Catalyst" Approach to Creating a Safe Yet Challenging Work Environment
  • Guest: Kathy Fettke, CEO and co-founder of Real Wealth Network. "Ever considered buying rental property?"
  • Guest: Nancy Tedeschi, Creator of The SnapIt Screw™
  • Guest: Jeff Benjamin, Senior Columnist for Investment News, What could to happen to interest rates, unemployment and oil prices by year-end?
  • Guest: David Weidner, Wall Street Journal Market Watch Columnist, Will it be another Clinton/Bush showdown in the next election?
  • Guest: Richard Barrett, Author of The Values-Driven Organization
  • Guest: Maxwell Murphy, WSJ Senior Editor of CFO Journal, His Article "Investors Demand More Info on Board Skills"
  • Guest: Gerald Sparrow, President of Sparrow Growth Fund and Sparrow Capital Management
  • Guest: Gary Bronga, Author of Bringing a Product to Market from Home
  • Guest: Jeff Benjamin, Senior Columnist of Investment News on Financial Markets Beyond the Dow and S& P 500
  • Guest: Sean Hyman, Editor of the Ultimate Wealth Report on More Bitcoin Problems, Strong U.S. Dollar, Oil-related Stocks
  • Guest: Susan Packard, Co-Founder of Scripps Networks Interactive and Former COO of HGTV. Author of New Rules of the Game: 10 Strategies for Women in the Workplace
  • Guest: Philip van Doorn, Investment Analyst for WSJ MarketWatch, on Oil Stocks and Other Financial Market News
  • Guest: David Weidner, Wall Street Journal "MarketWatch" Columnist: Bitcoin, Peer-to-Peer Lending and the Sharing Economy
  • Guest: Kathy Fettke, Author of Retire Rich with Rentals
  • Guest: Charles Bilello, Director of Research for Pension Partners, LLC, on Performance of the Energy Sector
  • Guest: Nadine Lajoie, TV Host and Co-Founder of Teen CEO Reality TV Show
  • Guest: Heidi Richardson, Global Investment Strategist for BlackRock
  • Guest: David Long, Author of Built to Lead: 7 Management R.E.W.A.R.D.S. Principles for Becoming a Top 10% Manager
  • Guest: Maxwell Murphy, Senior Editor of CFO Journal at WSJ, on International Tax Issues/Profit Shifting, and Companies Using Charitable Programs as Recruiting Tools
  • Guest: David Weidner, WSJ MarketWatch Columnist
  • Guest: Mark Pfister, CEO of Integral Board Group
  • Guest: Frank Vernuccio, co-host of the Vernuccio/Allison Report, Hydrofracking
  • Guest: Greg Bustin, Author of Accountability: The Key to Driving a High-Performance Culture
  • Guest: Allen Jordan, The FarPoint Alliance, Digital Marketing
  • Guest: Cherif Medawar, Contributor to SuccessOnomics, author of article "12 Steps to Financial Freedom"
  • Guest: Scott Burnett, Protecting Business Assets and Choosing the Right Type of Business Entity
  • Guest: Daniel Burrus, Author of Flash Foresight
  • Guest: David Lafferty, CFA, Natixis Global Asset Management
  • Guest: Scott Skyrm, Author of Rogue Traders
  • Guest: Jim Cameron, Daytona Beach/Halifax Area Chamber of Commerce, New Projects Planned for Daytona Beach
  • Guest: Leo Haviland, Author of Word$ on the $treet
  • Guest: David Weidner, WSJ Market Watch Columnist
  • Guest: Janet Powers, CEO of WomensToolbox.com
  • Guest: Laura Kogen, Fidelity Institutional Wealth Services, Engaging Female Clients
  • Guest: Diane Darling, How to Navigate a Networking Event
  • Guest: Melissa Mitchell-Blitch, Addiction and Recovery in Family Businesses
  • Guest: Liz Scully, CEO of Rethink Retreats
  • Guest: Larry Doyle, Author of In Bed with Wall Street
  • Guest: Jim Beach, Co-Author of School for Startups
  • Guest: Heather Landy, Editor in Chief of American Banker Magazine, Pros and Cons of Breaking Up Big Banks
  • Guest: Daisy Maxey, Confusion about Adviser Fees and Regulation
  • Guest: Gary Bronga, Effects of the Affordable Care Act on Small Business
  • Guest: Adri Miller Heckman, Tips for Financial Advisers Working with Women Clients
  • Guest: Kathleen Burns Kingsbury, Author of How to Give Financial Advice to Couples; David's Topic: Bond Strategies
  • Guest: Meredith Elliott Powell, Author of Winning in the Trust and Value Economy: A Guide to Sales Success and Business Growth
  • Guest: Dennis Miller, Taking Charge of Your Own Retirement
  • Guest: Jacqui Dunne, Business Applications of Complementary Currencies
  • Guest: Jacqui Dunne, Award-winning Irish Journalist, Currency Expert, and Huffington Post Blogger; Bitcoin
  • Guest: Ed Brodow, Negotiation Boot Camp
  • Guest: Dr. Linda Elder, Using Critical Thinking to Improve Your Life
  • Guest: Bob Burg, Author of The Go-Giver
  • Guest: Kimberly Deas, Buying or Selling a Business
  • Guest: Gary Bronga, Bringing Your Product or Invention to Market
  • Guest: Ted Burbank, Secrets to Selling Your Business
  • Guest: Monica Wofford, From Buddy to Boss

 

Legal and Governmental

  • Guest: Joseph Mannarino, Economic Director for the City of Ormond Beach
  • Guest: Deborah Williams, Flagler County Education Foundation Executive Director
  • Guest: Greg Snell, Commercial Litigation Attorney with Foley & Lardner, LLP, Trade Secret Theft
  • Guest: Cynthia Ramirez, Executive Director of FUTURES Foundation for Volusia County Schools
  • Guest: Catherine Falk, Daughter of the Late Actor Peter Falk "Columbo", Advocate for Elder Abuse Prevention
  • Guest: Paul Rice, Rice & Rose Law Firm, The Gray Divorce Revolution
  • Guest: Margarida Correia, Associate Editor of Bank Investment Consultant Magazine. Privacy Issues with Helping Cognitively Impaired Clients
  • Guest: Steve DeAngelo, Leader in Cannabis Reform Movement. Author of The Cannibis Manifesto: A new Paradigm for Wellness
  • Guest: Donna Harris, Choosing Mediation Over Trial in Divorce and Family Law Cases
  • Guest: Liz Skinner, InvestmentNews Reporter on Legal Issues for Children Going Away to College
  • Guest: Kimberley Foss, Pre-nups
  • Guest: Raymond Donadio, Attorney, Donadio Law Offices: Wills, Trust, and Probate Administration
  • Guest: Sandy Upchurch, Candidate for Circuit Court Judge
  • Guest: Melissa Holland, Lobbyist with Southern Strategy Group
  • Guest: Donna Harris, Divorce Mediation
  • Guest: Kim Bouck, Rue & Ziffra Law Firm, Medical Malpractice Attorney
  • Guest: Paul Rice, Rice & Rose Law Firm, Changes to Alimony Laws
  • Guest: Jim Rose, Rice & Rose Law Firm, What To Do If You Are Sued
  • Guest: Scott Selis, Elder Law Attorney, Trusts and Protecting Assets
  • Guests: Attorneys Greg Snell and Lori Sandman, Steps to Take to Protect Your Intellectual Property, Continued
  • Guests: Attorneys Greg Snell and Lori Sandman, Patents and Intellectual Property Law

 

Security

  • Guest: John Sileo, Online Scams, SMiShing & Identity Theft
  • David Holland: "Don't Answer the Door...It Might Be an Adviser!"
  • Guest: Diane Francis, Author of Merger of the Century: Why Canada and America Should Become One Country
  • Guests: Joe Alton, M.D., and Amy Alton, A.R.N.P., Medical Disaster Preparedness
  • Guest: Brett Braaten, Author of Homeland Insecurity

 

Local

  • Guest: Florida Representative David Hood, Eliminating the Property Tax
  • Guest: Ben Johnson, Volusia County Sheriff, Medical Marijuana Ballot Initiative
  • Guest: Troy Kent, Ormond Beach City Commissioner
  • Guests: Jan Pittard and Nicole Pittard Lebron, Front Porch Pickings
  • Guest: Mark Chastain, Reunion Bank

 

David D. Holland, a CERTIFIED FINANCIAL PLANNER™ practitioner, hosts a weekday radio show. He has also authored two books in his Confessions of a Financial Planner series. Holland offers investment advice through Holland Advisory Services, Inc., a registered investment adviser in Ormond Beach. He can be contacted at (386) 671-7526. Email your financial questions to info@DavidHolland.com.