Tax Changes in 2026 (Radio)
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After over a decade of broken promises and rising costs, our need for a more sustainable tax system is acutely felt.

Health Insurance: How Did We Get Here?
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After over a decade of broken promises and rising costs, our need for a more sustainable healthcare system is acutely felt.

Radio: Best Practices For Using Credit Cards
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On Tuesday, April 11, 2023, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about best practices for using credit cards.

Radio: The Debt Ceiling (2023)
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On Tuesday, January 10, 2023, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about the current debt ceiling discussions.

Radio: Projecting Your Own Longevity
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On Tuesday, January 10, 2023, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about how long we should plan on living in retirement projections.

Radio: Inflation in December 2022
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On Tuesday, December 13, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about the causes of inflation.

How to Spend: Buy More (Podcast)
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In this two-part mini-series, we discuss the two sides of learning how to shop more effectively. This time, we discussed how to buy more value by being aware of where you are spending money.

How to Spend: Spend Less (Podcast)
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In this two-part mini-series, we discuss the two sides of learning how to shop more effectively. This week, we talk about how to spend less money.

Radio: Dangers of Seeking Utopia
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On Tuesday, April 12, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about dangers of seeking utopia and the sinfulness of humanity.

How to Spend: Slow Down Spending (Podcast)
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Walking away from tempting purchases is particularly difficult, especially for those who regularly shop, but by training yourself to slow down in your spending, you can concentrate your dollars towards the purchases that create the most joy.

How to Spend: Avoid Advertising (Podcast)
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In this podcast, we discuss the hazard of advertising for your budget and how to not fall prey to marketing tactics.

How to Spend: Align With Your Goals (Podcast)
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In this podcast, we discuss why spending is the core of your financial plan, how to align your spending with your goals, and how to use Core Values Budgeting to identify budgeting changes.

Radio: How The United States Ruined Its Own Fiscal Health
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On Tuesday, March 8, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about “How The United States Ruined Its Own Fiscal Health.”

Radio: A Review of Freedom in the United States (2022)
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On Tuesday, February 8, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about “The Failure of Government.”

Design Your 2022 Savings Waterfall (Podcast)
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In this podcast, I discuss my recent article “Account Funding Priorities for 2022” and describe a savings waterfall for 2022. The idea is when new money flows your way, which one of these buckets is it going to land in?

Setting Your Children Up for Financial Success (Podcast)
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On the podcast, I share my experiences from my own parenting and how we can set ourselves and our children up for financial success.

Introduction to Freedom Investing (Podcast)
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On Friday, November 5, 2021, Megan Russell was interviewed by Michael Morton of Financial Planning for Entrepreneurs podcast to discuss Freedom Investing.

Radio: Health Insurance Subsidies and Inflation
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On Tuesday, November 9, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about health insurance subsidies and inflation.

Radio: Systemic Inequality in the Social Security Rules
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On Tuesday, August 10, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about Systemic Inequality in the Social Security Rules.

Radio: Elder Abuse Scams
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On Tuesday, July 13, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about Elder Abuse Scams and how to protect yourself.

How to Use a Roth IRA for a Minor Child (Megan Russell on Financial Planning for Entrepreneurs Podcast)
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On Friday, May 14, 2021, Megan Russell was interviewed by Michael Morton of Financial Planning for Entrepreneurs podcast.

Radio: Biden’s Support of Unions
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On Tuesday, May 11, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about Biden’s support of unions.

Radio: Eliminate the Corporate Tax
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On Tuesday, April 13, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to discuss corporate tax rates.

Radio: Raising the Minimum Wages Hurts the Already Disadvantaged
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On Tuesday, March 9, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about raising the minimum wage.

Radio: Lessons From 2020 About Government Regulation
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On Tuesday, May 12, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to discuss government regulations which made it more difficult for the free markets to cope with COVID-19.

Radio: David Marotta on Real Estate Matters (December 2020)
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On December 19, 2020, David John Marotta appeared on Radio 1070 WINA’s Real Estate Matters with host Michael Guthrie.

Radio: Savings Waterfall for 2021
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Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.

Radio: The Haunting of Bob Cratchit
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On Tuesday, December 15, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to talk about his newly co-authored book, “The Haunting of Bob Cratchit.”

Roth IRAs, 529 Plans, and Financial Freedom (Megan Russell on FamVestor Podcast)
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On Monday, October 26, 2020, Megan Russell was interviewed by Sunny Burns and Sunmarie Burns of the FamVestor podcast.

Radio: How COVID-19 Changed Real Estate
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City real estate will be a little less expensive and suburbs and the countryside will be a little more expensive.

Radio: David John Marotta On ‘Real Estate Matters’ with Michael Guthrie
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On November 16, 2019, David John Marotta appeared on “Real Estate Matters” with Michael Guthrie.

Radio: The Markets in June 2020
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On Tuesday, June 9, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about the markets.

Radio: A Discussion on Welfare Hypocrisy
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On Tuesday, May 12, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to refute the hypocrisy of taking a tax credit while opposing the legislation.

Radio: Financial Peace in Days of Volatility
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As the stock market trends upward, this dip in market prices can be perceived as stocks being discounted and is likely a great time to buy low.

Radio: Celebrating The 50th Anniversary Of Financial Planning As A Profession
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To celebrate, David John Marotta and Courtney Fraser made guest appearances on a three different radio stations.

Looking Backward on Socialism: Liberal Control Of Academia
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The increasing monoculture within universities pushes, at least slightly, each graduating class more toward favoring socialism.

Looking Backward On Socialism: The Hypnotic Appeal Of Future Pacing
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Our first step is not “closing our eyes and imaging it.” We need our eyes wide open analyzing each idea for its own individual costs and benefits.

Looking Backward On Socialism: No Such Thing As Self-Sufficiency
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One common socialist assumption is that government collectivism is so essential for success that there is no such thing as self-sufficiency.

Looking Backward on Socialism: Fulfilled By Different Countries
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Edward Bellamy’s novel “Looking Backward” moved hearts and minds, ultimately moving nations and history.

Looking Backward On Socialism: A Radical Denial Of Human Nature
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One of the most common socialist assumptions is that it is possible to perfect society.

Looking Backward On Socialism: A False Appeal To Nordic Countries
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The appeal to the Nordic countries from socialists is a false one. Iceland, Denmark, Sweden, Finland, and Norway are examples of market economies, not socialism.

Looking Backward On Socialism: The Use Of Force To Bring About Utopia
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The unpleasant reality is that socialism quickly turns to the use of force to bring about their vision of society.

Radio: Success and Significance in Retirement
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On Tuesday, April 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to achieve success and significance in retirement by both adequately savings for retirement and finding fulfillment during that period of your life.

Radio: Checklist for Reviewing Your Tax Return
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On Tuesday, March 12, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to do your own tax review.

Radio: Best Time to Invest 2019
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There is always an excuse to delay doing something that involves risk. They close the show reminding you not to wait. Invest now.

Radio: The Market Crash of 2008
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Market corrections are so common as to be largely ignored by long term investors.

Radio: Seven Financial Resolutions for the 2019 New Year
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On Tuesday, January 8, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss financial resolutions for the 2019 new year.

Radio: Year-End Tax Saving Ideas
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On Tuesday, November 13, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss several tax saving ideas you can do before the year ends.

Radio: Freedom of Speech in 2018
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On Tuesday, August 14, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss the right to the freedom of speech in 2018.

Radio: Responsibility of Retirement Plan Sponsors
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If you run a retirement plan at your company, you are responsible for performing periodic reviews to ensure that the plan is the best it can be for participants.

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