209: Money Matters That Matter: Tools for Financial Control, Tax Savings, and Lasting Security with Joseph Lombardi

In this episode of Saving With Steve, host Steve Sexton is joined by Joseph Lombardi, the Founder and Managing Partner at Ironhawk Financial and a leading expert in financial planning for blue-collar professionals and business owners.

Even with the euphoria of the new administration coming in markets at all times. Many people are anxious because what goes up – must... well, you know the rest. Today's guest, Joseph Lombardi, provides information about how you can control your financial future. He discusses alternatives to 401(k)s and how to create more control over your financial future through strategies like "being your own bank." Joseph also talks about risk management, practical tax-saving strategies, and financial planning for financial resilience and peace of mind.

Joseph Lombardi is the Managing Partner at Ironhawk Financial and a leading expert in financial planning for blue-collar professionals and business owners.

With a deeply personal connection to financial resilience, Joseph’s passion for his work stems from family tragedies that underscored the importance of robust financial protection.

Today, he specializes in strategies that help clients take control of their financial futures—whether through alternatives to 401(k)s, risk management, or tax-saving solutions.

Joseph is also the author of There’s a Better Way Than a 401(k) and Being Your Own Bank, and he’s been featured in International Business Times and 100 INC’s Top 40 Under 40.