Shows
The Consumer Finance PodcastNew York's FAIR Act: A Game-Changer for Consumer and Business LitigationIn this crossover episode of The Consumer Finance Podcast and Regulatory Oversight, Chris Willis is joined by Joseph DeFazio, Bill Foley, and Michael Yaghi to discuss the implications of New York's pending FAIR Act, a significant amendment to the state's UDAAP statute. The FAIR Act aims to broaden consumer protection by lowering the threshold for legal action against unfair and abusive business practices, impacting the ability of consumers, small businesses, and nonprofits to pursue litigation. With expanded enforcement powers for the state and a private right of action, this legislation could dramatically increase litigation risks for financial services companies...2025-08-0722 minThe Consumer Finance PodcastHarnessing the Power of eDiscovery: The Revolution of AI and Technology in Litigation and InvestigationsIn this episode of The Consumer Finance Podcast, Chris Willis is joined by Troutman Pepper Locke Partners Joseph DeFazio and Jason Manning, along with Alison Grounds, founder and managing partner of Troutman Pepper Locke's award-winning eDiscovery subsidiary, eMerge to discuss the evolving capabilities and advantages of eDiscovery. This episode highlights the significance of efficient processes in streamlining document review to enhance legal strategies, including setting clear policies for electronically stored information (ESI) and analyzing vast volumes of digital data with accuracy. As the use of AI becomes more prevalent across the consumer financial services industry, the speakers underscore the...2025-05-0823 min
Perennial PrideUnderstanding Taxes with Joseph DeFazio - Part 3In today's final episode of this mini series with Joe DeFazio, we continue to explore the tax system and how it can be leveraged to build wealth and support our families. We discuss the often overlooked positive aspects of the tax code and how understanding it can open doors to financial opportunities. From business incentives to investing in energy and real estate, we delve into the strategies that allow you to legally reduce your tax burden while contributing to society. Whether you're just getting started or looking to deepen your knowledge, this episode is packed with insights to help...2024-09-0557 min
Perennial PrideUnderstanding Taxes with Joseph DeFazio - Part 2In today's episode, we welcome back our friend Joe DeFazio, an enrolled agent and financial advisor, as we continue part two of our journey into understanding the tax code. We're on a mission to demystify taxes and show how the system can work for you, not against you. In this episode, we focus on the individual employee and families, laying the groundwork for how the tax code impacts everyday life. We dive into how taxes are used as incentives by the government and explore the key deductions, adjustments, and credits available to help you save as well as 529 plans...2024-08-2940 min
Perennial PrideUnderstanding Taxes with Joseph DeFazio - Part 1Welcome to the first episode of our mini-series on personal finance, where we delve into the essential topics that impact your financial freedom. In this kickoff episode, we explore the complex world of taxes with expert Joseph DeFazio, an enrolled agent with deep knowledge of the tax code. Together, we'll demystify the tax system, starting with the basics and gradually uncovering strategies to help you legally mitigate your tax burden. Whether you're an employee, self-employed, a business owner, or an investor, this series will provide valuable insights to help you maximize your wealth and achieve the financial freedom you...2024-08-2230 min
Perennial PrideUnlocking Financial Power with Whole Life Insurance: Featuring Joseph DeFazioIn this episode of the Perennial Pride podcast, Tom welcomes Joseph DeFazio, founder of 10th Street Capital. They dive into the powerful potential of whole life insurance, explaining how it can serve as a "family bank" or "infinite bank" throughout different life stages. Learn more about the guaranteed cash value, the role of dividends, and the steady growth designed into these policies. Join Tom and Joseph for a concise breakdown of how whole life insurance can provide control, security, and growth for your financial future. Highlights 01:12 - Importance of taxes in financial planning. 04:56 - Joe’s...2024-07-1856 min
The Money Advantage PodcastLifetime Annuity IncomeBy popular demand, we will be continuing our conversations from last week on annuity strategies! This time, we are joined by special guest Joseph DeFazio! Joe is a seasoned financial educator and will bring a fresh perspective on lifetime annuity income and how annuities can benefit your financial life!
https://www.youtube.com/watch?v=YtZbQx8qVXc
If you're interested in guaranteed lifetime income, then this video is for you! We'll discuss the different types of annuities and explain the basics of lifetime annuity income.
Annuities: Risk TransferHow to Structure Your AnnuityWhat is a SPIA? Who Should Consider Annuities?Lifetime A...2023-09-111h 06
The SmorgShow Podcast (Smorgasbord Radio)130. It's a Wonderful Life (A Tribute to Domenico De Fazio) This episode is dedicated to Domenico DeFazio (1948-2021) To close out the year, we are proud to look back on our archives and present once again, our radio adaptation of Frank Capra's "It's a Wonderful Life". We apologize for being absent for the past couple of months. We had a death in our immediate family. My stepdad, Domenico DeFazio passed away unexpectedly while on a business trip in Italy. We thought that it would be...2021-12-1259 min
SmorgShow Theater (Recreated Radio Dramas from the Golden Age of Radio)SmorgShow Theater: It's a Wonderful LifeSmorgShow Theater is proud to present Frank Capra's classic, "It's a Wonderful Life" on the 65th anniversary of the original release. The main cast includes:
Chris Bockay - George Bailey
Ally Bockay - Narrator, The Bailey Kids, Tilly, Mrs. Hatch
Kim Bockay - Mary Hatch-Bailey
Geoff Wells - Clarence
Dave Jackson - Joseph, Burt the Cop, Nick the Bartender, Bridgekeeper
Jerry Malauskas - Mr. Potter
Daryl Woltman - Mr. Gower, Uncle Billy
Chase Woltman - Young George Bailey
Peet McCain - Harry Bailey
Baba Gonesh - Ernie the Cab Driver
Domenico DeFazio - Martini
Terrylynn DeFazio - Ma Bailey
Larry Co...2011-12-1855 min
The SmorgShow Podcast (Smorgasbord Radio)066. SmorgShow Theater: It's a Wonderful Life SmorgShow Theater is proud to present its latest radio play production. This time, we bring you Frank Capra’s classic, “It’s a Wonderful Life” on the 65th anniversary of the original release. We had an absolute blast creating this! We had a cast of dozens out to the SmorgShow studio this past month to lay down their tracks. The main cast includes: Chris Bockay – George Bailey Ally Bockay – Narrator, The Bailey Kids, Tilly, Mrs. Hatch Kim Bockay – Mary Hatch-Bailey Geoff Wells – Clarence Dave Jackson – Joseph, Burt the Cop, Nick the Bartender, Bridgekeeper Jerry Malauskas – Mr. Potter Da...2011-12-181h 08