Providence Financial Retirement Show with Anthony Saccaro
By Anthony A. Saccaro, ChFC, Esq.
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Category: Investing
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Episodes: 450
Description
What you don't know CAN hurt you! Retirement is the most expensive purchase you'll ever make and, because you only get one shot, you better get it right. This show is dedicated to helping retirees and Baby Boomers learn what they need to know so they can make informed decisions and retire successfully. And best of all, we make it understandable! If you want to learn how to avoid some of the more common mistakes I've seen retirees and Boomers make over the last two decades, tune in; and if you like what you hear, kindly consider giving us a review. It helps our show reach more people like you.
| Episode | Date |
|---|---|
|
The Truth about Long Term Care, Annuities and Retirement Risk
|
Jun 01, 2026 |
|
Estate Planning Isn't Just for the Rich
|
May 25, 2026 |
|
How to Stop Draining Your Portfolio
|
May 18, 2026 |
|
Can Your Retirement Survive a Stress Test?
|
May 11, 2026 |
|
Why Retirement Is Harder than Ever - and How to Get It Right
|
May 04, 2026 |
|
How to Build a Retirement Plan You Can Trust in Any Market
|
Apr 27, 2026 |
|
Smart Moves or Costly Mistakes? Your Retirement Questions, Answered
|
Apr 20, 2026 |
|
The Ticking Time Bomb of Retirement Taxes
|
Apr 13, 2026 |
|
Retirement in Uncertain Times
|
Apr 06, 2026 |
|
War, Volatility and Your Retirement
|
Mar 30, 2026 |
|
The Everyday Guide to Financial Terms
|
Mar 23, 2026 |
|
The #1 Risk to Your Retirement
|
Mar 16, 2026 |
|
When Diversification Falls Short
|
Mar 09, 2026 |
|
Retire with Confidence - Q&A Edition
|
Mar 02, 2026 |
|
You Can't Retire on Assets - Only on Income
|
Feb 23, 2026 |
|
Social Security Mistakes to Avoid
|
Feb 16, 2026 |
|
Retirement Assumptions that Can Cost You
|
Feb 09, 2026 |
|
Retire with Confidence - Q&A Edition
|
Feb 02, 2026 |
|
Retirement Myths That Don't Survive in Real Life
|
Feb 02, 2026 |
|
Set It and Forget It? Not in Retirement
|
Jan 26, 2026 |
|
Rethinking the 3-Bucket Strategy in Retirement
|
Jan 19, 2026 |
|
The Paycheck Test
|
Jan 12, 2026 |
|
A New Year Doesn't Fix an Old Plan
|
Jan 05, 2026 |
|
From Nest Egg to Monthly Income
|
Dec 29, 2025 |
|
Emotional Wealth v. Financial Wealth
|
Dec 22, 2025 |
|
Retirement Decisions That Matter Most: A Q&A Deep Dive
|
Dec 15, 2025 |
|
The Hidden Threats to Your Retirement
|
Dec 08, 2025 |
|
Planning Ahead: A Thanksgiving Lesson for Retirement
|
Dec 01, 2025 |
|
Your December Financial Checklist
|
Nov 24, 2025 |
|
3 Keys to Smarter Retirement Tax Planning
|
Nov 17, 2025 |
|
Emotional Investing v. Intentional Planning
|
Nov 10, 2025 |
|
Estate Planning: It's Not Just for the Wealthy - It's for the Wise
|
Nov 03, 2025 |
|
8 Smart Tax Moves to Make Before 2025 Ends
|
Oct 27, 2025 |
|
It's not About the Assets - It's About the Paycheck
|
Oct 20, 2025 |
|
When the Music Changes: Shifting Your Strategy for Retirement
|
Oct 13, 2025 |
|
Decoding Your Advisor's Financial Jargon
|
Oct 06, 2025 |
|
Retirement Rules and Their Exceptions: When Breaking the Rules Pays Off
|
Sep 29, 2025 |
|
Your Money Questions Answered
|
Sep 22, 2025 |
|
Outdated Retirement Rules that Can Cost You - And What to Do Instead
|
Sep 15, 2025 |
|
How Fed Rate Cuts Could Impact Your Retirement
|
Sep 08, 2025 |
|
5 Ways to Fireproof Your Retirement
|
Sep 01, 2025 |
|
Trump's "Big Beautiful Bill" and Your Retirement
|
Aug 25, 2025 |
|
Mutual Funds, ETFs and Your Retirement Income
|
Aug 18, 2025 |
|
Paychecks in Retirement: How to Invest for Steady Income
|
Aug 11, 2025 |
|
Halftime Check-In: Smart Money Moves for the Rest of the Year
|
Aug 04, 2025 |
|
Retiring Right: How to Prepare Financially and Emotionally
|
Jul 28, 2025 |
|
Smart Retirement Strategies: How to Maximize Income and Minimize Taxes
|
Jul 21, 2025 |
|
Long Term Care - The Hidden Risk
|
Jul 14, 2025 |
|
Mastering Retirement Accounts: IRAs, Roths, Conversions & Tax Strategies
|
Jul 07, 2025 |
|
Retirement Q&A (Roth Conversions, Annuities, 4% Rule + More)
|
Jun 30, 2025 |
|
The Price of Waiting
|
Jun 23, 2025 |
|
Retirement in a Shifting Economy
|
Jun 16, 2025 |
|
How to Retire and Make Your Money Last
|
Jun 09, 2025 |
|
7 Warning Lights Retirees Miss
|
Jun 02, 2025 |
|
RMDs and Roth Conversions - Navigating the Tax Maze of Retirement
|
May 26, 2025 |
|
Annuities: Weighing Stability Against Flexibility
|
May 19, 2025 |
|
Tariffs and Your Retirement: Navigating Economic Uncertainty
|
May 12, 2025 |
|
Mastering Emotions: The Key to a Fulfilling Retirement
|
May 05, 2025 |
|
Navigating Retirement Risks: Roth Conversions, Inflation, Sequence of Returns, and Bonds
|
Apr 28, 2025 |
|
Retirement Planning: Illusion vs. Reality
|
Apr 21, 2025 |
|
Planning for Volatility: Why Your Portfolio Needs a Fire Drill
|
Apr 14, 2025 |
|
Avoiding Unseen Pitfalls: Proactive Steps for a Secure Retirement
|
Apr 07, 2025 |
|
Retirement: Expectations vs. Reality
|
Mar 31, 2025 |
|
Beware One Size Fits All Retirement Planning
|
Mar 24, 2025 |
|
How to Choose Your Retirement Income Strategy
|
Mar 17, 2025 |
|
Redefining Retirement: Finding Purpose and Fulfillment
|
Mar 10, 2025 |
|
Winning the Retirement Game: Your Strategic Playbook
|
Mar 03, 2025 |
|
Your Retirement Questions Answered: RMDs, LTC, Annuities, and More
|
Feb 24, 2025 |
|
8 Retirement Concepts You Can't Afford to Ignore
|
Feb 17, 2025 |
|
10 Key Milestones on Your Journey to Retirement
|
Feb 10, 2025 |
|
The New Approach to Long Term Care: What You Need to Know
|
Feb 03, 2025 |
|
5 Ways to Emergency-Proof Your Retirement
|
Jan 27, 2025 |
|
Retirement Under a Trump Presidency: What to Expect
|
Jan 17, 2025 |
|
Answering Your Questions: Taxes, Annuities, Reverse Mortgages, Fixed Income + More
|
Jan 13, 2025 |
|
New Year, New Priorities
|
Jan 06, 2025 |
|
Debunking Retirement Myths: Assumptions, Risks, and Realities
|
Dec 30, 2024 |
|
Investing for Your Life Phase: Strategies for Any Political Landscape
|
Dec 23, 2024 |
|
Take Control: Who's Really Managing Your Retirement?
|
Dec 16, 2024 |
|
Year-End Retirement Planning: 10 Essential Checklist Items
|
Dec 09, 2024 |
|
Thankful in Retirement: 7 Reasons to Celebrate This Thanksgiving
|
Dec 02, 2024 |
|
Why Generating Income Beats Selling Shares in Retirement
|
Nov 25, 2024 |
|
Exploring Retirement Income Streams
|
Nov 18, 2024 |
|
Financial Foundations: Our 4 Guiding Principles
|
Nov 11, 2024 |
|
The Ultimate Goal of Retirement
|
Nov 04, 2024 |
|
How to Avoid the 10 Haunting Pitfalls of Retirement
|
Oct 28, 2024 |
|
Q&A: Investing for Income, Gold, Roth IRAs, Social Security
|
Oct 21, 2024 |
|
8 Year-End Tax-Saving Strategies
|
Oct 14, 2024 |
|
Building a Healthy Retirement: 7 Core Principles
|
Oct 07, 2024 |
|
6 Key Steps to a Stress-Free Retirement
|
Sep 30, 2024 |
|
The Disciplined Investor
|
Sep 23, 2024 |
|
Retirement Stability: Harris vs. Trump – What's the Future?
|
Sep 16, 2024 |
|
Who's in Control of Your Retirement?
|
Sep 09, 2024 |
|
Today's Economy, Tomorrow's Retirement
|
Sep 02, 2024 |
|
Retirement Reality Check: 4 Reasons It's Tougher Now Than for Your Parents
|
Aug 26, 2024 |
|
Q&A: Social Security, Junk Bonds, Fixed Income
|
Aug 19, 2024 |
|
Simple vs. Complex: Finding the Right Balance in Retirement Planning
|
Aug 12, 2024 |
|
401(k)s and IRAs - To Roll or not to Roll
|
Aug 05, 2024 |
|
Annuities Unveiled - Pros, Cons and Pitfalls
|
Jul 29, 2024 |
|
5 Lessons and 5 Client Stories from 25 Years in Business
|
Jul 22, 2024 |
|
How to Inflation-Proof Your Retirement
|
Jul 15, 2024 |
|
Q&A: Debt in Retirement, RMDs, Life Insurance
|
Jul 08, 2024 |
|
Retirement Income Sources
|
Jul 01, 2024 |
|
Life and Long Term Care Insurance
|
Jun 24, 2024 |
|
Interest Rates - What Can We Expect and How Will It Impact Retirees
|
Jun 17, 2024 |
|
The Income Method v. the Withdrawal Method
|
Jun 10, 2024 |
|
3 Tips for Thriving in Retirement
|
Jun 03, 2024 |
|
The Perils of Procrastination: Why Delaying Retirement Planning Can Sabotage Your Future
|
May 27, 2024 |
|
Behind the Bias - A Closer Look at Financial Advice
|
May 20, 2024 |
|
Legacy Matters - Your Guide to Estate Planning
|
May 13, 2024 |
|
Early Retirement Account Withdrawals
|
May 06, 2024 |
|
The Final Countdown: Pre-Retirement Planning Essentials
|
Apr 29, 2024 |
|
Are You Making These Money-Wasting Mistakes in Retirement?
|
Apr 22, 2024 |
|
How to Find the Right Financial Advisor
|
Apr 15, 2024 |
|
Are You Taking Too Much Investment Risk?
|
Apr 08, 2024 |
|
Life Insurance and Long Term Care
|
Apr 01, 2024 |
|
Strategies for Maximizing Your Social Security
|
Mar 25, 2024 |
|
Mutual Funds and ETFs
|
Mar 18, 2024 |
|
It's not How Much You Earn, but How Much You Keep That Matters
|
Mar 12, 2024 |
|
Inflation Hedge Investments
|
Mar 04, 2024 |
|
The 411 on 401(k) Rollovers
|
Feb 26, 2024 |
|
Bonds and Bond Alternatives
|
Feb 19, 2024 |
|
Ballots & Portfolios: Navigating Retirement Investments in Election Years
|
Feb 12, 2024 |
|
3 Reasons to Invest for Income
|
Feb 05, 2024 |
|
Interest Rates - Where Do We Go From Here
|
Jan 29, 2024 |
|
IRA or Roth IRA - Which Is Better?
|
Jan 22, 2024 |
|
The "Make Your Millions Last" Formula
|
Jan 15, 2024 |
|
New Year's Financial Tune-Up - Part 2
|
Jan 11, 2024 |
|
New Year's Financial Tune-Up - Part 1
|
Jan 08, 2024 |
|
Retirement Planning Checklist - Part 2
|
Jan 04, 2024 |
|
Retirement Planning Checklist - Part 1
|
Jan 01, 2024 |
|
5 Strategies to Maximize Your Wealth in Retirement -Part 2
|
Dec 28, 2023 |
|
5 Strategies to Maximize Your Wealth in Retirement - Part 1
|
Dec 25, 2023 |
|
How to Embrace the Transition to Life Beyond the Working Years - Part 2
|
Dec 18, 2023 |
|
How to Embrace the Transition to Life Beyond the Working Years - Part 1
|
Dec 14, 2023 |
|
4 Marks of a Strong Economy
|
Dec 11, 2023 |
|
4 Reasons Why a Recession Is Still Possible
|
Dec 07, 2023 |
|
5 Reasons Why Investing for Income Can Keep the Stress Away in Retirement
|
Dec 04, 2023 |
|
Why Investing for Income Is More Conservative
|
Nov 30, 2023 |
|
Tax Implications of Retirement Accounts
|
Nov 23, 2023 |
|
Love and Money - How to Retire Without Losing Both
|
Nov 20, 2023 |
|
5 Year-End Tax Tips
|
Nov 16, 2023 |
|
Should You Hire a Financial Advisor?
|
Nov 13, 2023 |
|
Is an Annuity Upgrade Right for You?
|
Nov 09, 2023 |
|
Farming v. Investing for Income
|
Nov 06, 2023 |
|
Tackling the Unknown for a Stress-Free Retirement
|
Nov 02, 2023 |
|
Financial Ghost Stories
|
Oct 30, 2023 |
|
Old Money v. New Money
|
Oct 26, 2023 |
|
Stressing Out Right Before Retirement
|
Oct 23, 2023 |
|
Investing in Real Estate for Retirement
|
Oct 19, 2023 |
|
What Not to Do When You Plan to Retire
|
Oct 16, 2023 |
|
The Magic Word for a Worry-Free Retirement - Episode #300
|
Oct 12, 2023 |
|
The Psychology of Retirement
|
Oct 09, 2023 |
|
Winning No Matter What
|
Oct 05, 2023 |
|
9 Strategies for Safeguarding Your Retirement Nest Egg
|
Oct 02, 2023 |
|
Top 7 Ways to Outlive Your Money
|
Sep 28, 2023 |
|
4 Listener Questions: Annuities, CDs, Reverse Mortgages, Roth IRA Conversions
|
Sep 25, 2023 |
|
5 Common Retirement Mistakes
|
Sep 21, 2023 |
|
Why You Should Care About Long Term Care
|
Sep 18, 2023 |
|
Client Webinar Q&A - Part 2
|
Sep 14, 2023 |
|
Knowledge is Power
|
Sep 11, 2023 |
|
Quarterly Client Q&A - Part 1
|
Sep 07, 2023 |
|
What Are You So Afraid Of?
|
Sep 04, 2023 |
|
Investing by Direct Contract v. Indirect Contract
|
Aug 31, 2023 |
|
Your Retirement Flight Plan
|
Aug 28, 2023 |
|
Overcoming Fear of Spending in Retirement
|
Aug 24, 2023 |
|
5 Reasons Why Being Impatient Can Hurt Your Retirement
|
Aug 21, 2023 |
|
Q&A - Long Term Care, Annuities and Investing for Income
|
Aug 17, 2023 |
|
7 Essential Steps for Peace of Mind in Retirement
|
Aug 14, 2023 |
|
Are You Taking Too Much Investment Risk?
|
Aug 10, 2023 |
|
Are You Playing It Too Safe?
|
Aug 07, 2023 |
|
6 Proactive Moves to Secure Your Retirement
|
Aug 03, 2023 |
|
Investing for Income V. Growth
|
Jul 31, 2023 |
|
How to Build a Solid Financial Future in Your 20s and 30s
|
Jul 27, 2023 |
|
Dividend Investing - Not Just for Your Grandparents
|
Jul 24, 2023 |
|
Perils of Market Timing
|
Jul 20, 2023 |
|
Recession or Recovery
|
Jul 17, 2023 |
|
Growth Stocks v. Value Stocks
|
Jul 13, 2023 |
|
How to Handle Market Volatility
|
Jul 10, 2023 |
|
Suitability v. Fiduciary Standard for Financial Advisors
|
Jul 06, 2023 |
|
5 Considerations for Choosing a Financial Advisor
|
Jul 03, 2023 |
|
Fedcoin and FedNow Basics
|
Jun 29, 2023 |
|
Swinging into Retirement: How Golf Compares to Life's Next Chapter
|
Jun 27, 2023 |
|
Gold, Silver and Stocks - The Inflation Hedge Dilemma
|
Jun 22, 2023 |
|
Shielding Your Finances: 8 Proactive Steps to Prepare for a Recession
|
Jun 19, 2023 |
|
2 Listener Questions about Estate Planning
|
Jun 15, 2023 |
|
3 Things Retirees Do - But Shouldn't
|
Jun 12, 2023 |
|
Bond Values and Interest Rates
|
Jun 08, 2023 |
|
How to Recession-Proof Your Portfolio
|
Jun 05, 2023 |
|
How Do You Qualify for Long Term Care Insurance Benefits?
|
Jun 01, 2023 |
|
How Confident Are You with Your Retirement Plan?
|
May 29, 2023 |
|
Back Door Roth IRA Conversions
|
May 25, 2023 |
|
Q&A: Dollar Devaluing, Social Security Spousal Benefit, Inherited IRAs
|
May 22, 2023 |
|
Are You More Loyal to Your Investments or to Your Family?
|
May 18, 2023 |
|
Why Is It so Difficult to Retire Today?
|
May 15, 2023 |
|
3 Reasons Against Roth Conversions
|
May 11, 2023 |
|
Whose Retirement Account Is It Anyway?
|
May 08, 2023 |
|
Client Q&A
|
May 04, 2023 |
|
Certainties We Can Count on in an Uncertain World
|
May 01, 2023 |
|
ESG Investing, FedNow, Fedcoin
|
Apr 27, 2023 |
|
Reverse Dollar Cost Averaging Dangers
|
Apr 24, 2023 |
|
IRAs v. Annuities
|
Apr 20, 2023 |
|
3 Common Retirement Fears
|
Apr 17, 2023 |
|
Qualified Charitable Distributions
|
Apr 13, 2023 |
|
Knowledge Is Power for a Successful Retirement
|
Apr 10, 2023 |
|
4 Reasons Why Your Annuities Are Safe
|
Apr 06, 2023 |
|
3 April Fools about Investing for Income
|
Apr 03, 2023 |
|
Are Annuities a Good Retirement Savings Vehicle?
|
Mar 30, 2023 |
|
Q&A - Roth IRA Conversions, Inflation and Annuities
|
Mar 27, 2023 |
|
How Do Income Investments Keep Pace with Inflation?
|
Mar 23, 2023 |
|
Dreaming Again
|
Mar 20, 2023 |
|
How to Succeed in Retirement
|
Mar 16, 2023 |
|
Stock Market Cheerleaders
|
Mar 13, 2023 |
|
Are You Invested Too Aggressively?
|
Mar 09, 2023 |
|
How to Create an Income You Can't Outlive
|
Mar 06, 2023 |
|
Investing for Income
|
Mar 02, 2023 |
|
Should I Sell My Stocks?
|
Feb 27, 2023 |
|
What's a Good CD Alternative?
|
Feb 23, 2023 |
|
Investment Math - TR = I + G
|
Feb 20, 2023 |
|
The Number One Concern of Retirees - Interview on "Money Life with Chuck Jaffe"
|
Feb 16, 2023 |
|
3 Steps of a Solid Retirement Plan
|
Feb 13, 2023 |
|
Sharon's Story
|
Feb 09, 2023 |
|
"More Life Than Money" Book Launch - Sneak Peak - "What You Don't Know CAN Wreck Your Retirement"
|
Feb 06, 2023 |
|
Lump Sum or Annuity Payment as Pension Options
|
Feb 02, 2023 |
|
Correlation Between Stocks, Bonds and Cash
|
Jan 30, 2023 |
|
Are You Invested Properly for Retirement?
|
Jan 26, 2023 |
|
Even Minor Mistakes Can Cost Big
|
Jan 23, 2023 |
|
Secure Act 2.0 Implications for Retirement Plans
|
Jan 19, 2023 |
|
Overview of Retirement Accounts
|
Jan 16, 2023 |
|
Social Security - The Spousal Benefit
|
Jan 12, 2023 |
|
What You Need to Know When You Think You Know It All
|
Jan 09, 2023 |
|
SMART Financial Goal Setting
|
Jan 05, 2023 |
|
5 New Years Resolutions for Finances
|
Jan 02, 2023 |
|
Why Bond Values Fluctuate Opposite of Interest Rates
|
Dec 29, 2022 |
|
7 Things That Can Wreck Your Retirement
|
Dec 26, 2022 |
|
Client Q&A Webinar Replay
|
Dec 22, 2022 |
|
The Choreography of Retirement
|
Dec 19, 2022 |
|
Getting Back to Basics
|
Dec 15, 2022 |
|
Choosing the Right Financial Advisor
|
Dec 13, 2022 |
|
Why Investing on Autopilot Is Not a Good Idea
|
Dec 08, 2022 |
|
Winning While Losing
|
Dec 05, 2022 |
|
Complacency and Retirement Planning - What to Do When Portfolios Are Down
|
Dec 01, 2022 |
|
Three Listener Questions
|
Nov 28, 2022 |
|
IRA vs. Roth IRA
|
Nov 24, 2022 |
|
Retirement Account Deadlines
|
Nov 21, 2022 |
|
Don't Worry, Be Happy
|
Nov 17, 2022 |
|
Should You Be Scared?
|
Nov 14, 2022 |
|
Tax Saving Strategies
|
Nov 10, 2022 |
|
8 Tips for a Year-End Financial Checklist
|
Nov 07, 2022 |
|
Retirement Q&A
|
Nov 03, 2022 |
|
Predicting the Predictable
|
Oct 31, 2022 |
|
A Special Milestone - Episode #200
|
Oct 27, 2022 |
|
Reactive vs. Proactive Retirement Planning
|
Oct 24, 2022 |
|
Inflation and Interest Rates
|
Oct 20, 2022 |
|
Income vs. Growth
|
Oct 17, 2022 |
|
Stock Market Timing
|
Oct 13, 2022 |
|
2 Contrasting Listener Stories
|
Oct 10, 2022 |
|
Emotional v. Goal-Based Investing
|
Oct 06, 2022 |
|
Investing for Income Overview
|
Oct 03, 2022 |
|
A Blueprint for Retirement
|
Sep 29, 2022 |
|
Retiring in a Recession
|
Sep 26, 2022 |
|
Too Much Money in the Market Q&A
|
Sep 22, 2022 |
|
Closing the Year Strong
|
Sep 19, 2022 |
|
How Important Is It to Understand Your Risk Tolerance?
|
Sep 15, 2022 |
|
The Truth Behind the Inflation Reduction Act
|
Sep 12, 2022 |
|
How to Stop the Bleeding in a Downward Market
|
Sep 08, 2022 |
|
Investing for the Short and Long Run
|
Sep 05, 2022 |
|
Investing for Retirement - Procrastination vs. Patience
|
Sep 01, 2022 |
|
5 Mistaken Assumptions about Retirement
|
Aug 29, 2022 |
|
Fighting Inflation in the Short Run
|
Aug 25, 2022 |
|
Financial Advice - the Good, the Bad and the Ugly
|
Aug 22, 2022 |
|
Are We in a Recession?
|
Aug 18, 2022 |
|
Overlooked Retirement Considerations
|
Aug 15, 2022 |
|
What is the Purpose of an Emergency Fund?
|
Aug 11, 2022 |
|
Cash Is King (Or Is It?)
|
Aug 08, 2022 |
|
3 Bad Reasons to Sell (and 3 Good Ones)
|
Aug 04, 2022 |
|
Should I Stay or Should I Go?
|
Aug 01, 2022 |
|
The Universe of Income-Producing Investments
|
Jul 28, 2022 |
|
3 Principles for Winning in Retirement
|
Jul 25, 2022 |
|
Resetting Expectations
|
Jul 21, 2022 |
|
How to Maximize Your Social Security Income
|
Jul 18, 2022 |
|
Stock Market Update
|
Jul 14, 2022 |
|
7 Things You Should Expect From Your Financial Advisor
|
Jul 11, 2022 |
|
Required Minimum Distributions - New Rules for 2022
|
Jul 07, 2022 |
|
It's a Bear Market - What Now?
|
Jul 04, 2022 |
|
How Does the 10 Year Treasury Affect You?
|
Jun 30, 2022 |
|
Developing a Retirement Plan
|
Jun 27, 2022 |
|
Liquidity, Longevity, Diversification in Retirement
|
Jun 23, 2022 |
|
Risk vs. Volatility
|
Jun 20, 2022 |
|
Forecast - Stock Market, Inflation, Interest Rates
|
Jun 16, 2022 |
|
6 Risks of Retirement
|
Jun 13, 2022 |
|
Overcompensation to Mitigate Risks
|
Jun 09, 2022 |
|
Farming and Finances - What Do They Have in Common?
|
Jun 06, 2022 |
|
Estate Planning - Community Property - Part 4 of 4
|
Jun 03, 2022 |
|
Estate Planning: Powers of Attorney, Advanced Health Directives and Guardianship - Part 3 of 4.
|
May 30, 2022 |
|
Estate Planning: Living Trusts/Pour-Over Wills - Part 2 of 4
|
May 26, 2022 |
|
Estate Planning: Probate Law v. Contract Law - Part 1 of 4
|
May 23, 2022 |
|
An In-Depth Look at Indexed Annuities
|
May 22, 2022 |
|
What Impact Will Rising Interest Rates Have on You?
|
May 16, 2022 |
|
Investing to Fight Inflation - Interview with Kerry Lutz from the Financial Survival Network
|
May 12, 2022 |
|
Preparing for Retirement in Today's Uncertain Environment - Part 2
|
May 10, 2022 |
|
Inflation - the Hard Truth
|
May 05, 2022 |
|
Preparing for Retirement in Today's Uncertain Environment
|
May 02, 2022 |
|
Lions, Tigers, and Bears... Oh My!
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Apr 30, 2022 |
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What Does It Mean to Invest for the Long Term and Why Is It So Important?
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Apr 25, 2022 |
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Disparity of Outcomes: How Much Risk Are You Willing to Take?
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Apr 21, 2022 |
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Why Is Investing for Income Difficult to DIY?
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Apr 18, 2022 |
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What Is the "Perfect" Investment?
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Apr 14, 2022 |
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5 Mistakes to Avoid in Retirement
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Apr 11, 2022 |
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8 Steps for a Successful Retirement
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Apr 07, 2022 |
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Is Your Portfolio as Diversified as You Think? Probably Not!
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Apr 04, 2022 |
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3 Listener Questions about Annuities
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Mar 31, 2022 |
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How to Avoid Procrastination during Retirement
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Mar 28, 2022 |
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What Exactly Is "Risk Tolerance"?
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Mar 24, 2022 |
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The Most Important Character Trait of a Successful Investor
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Mar 21, 2022 |
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Annuities - Good or Bad?
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Mar 17, 2022 |
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Oil v. the FED - Who's Going to Win?
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Mar 14, 2022 |
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Investing for Income as a Safety Net
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Mar 11, 2022 |
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How to Handle Your Finances in Times of Crisis
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Mar 07, 2022 |
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Why Investing in Hindsight Doesn't Work
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Mar 04, 2022 |
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Foundations - the Key to a Successful Retirement
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Feb 28, 2022 |
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Growing Your portfolio or Growing Your Income - What's More Important?
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Feb 25, 2022 |
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Are These 5 Common Retirement Beliefs True?
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Feb 21, 2022 |
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The #1 Retirement Killer
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Feb 18, 2022 |
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Getting Back to Basics
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Feb 14, 2022 |
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How Does the Rise in 10 Year Treasury Yields Affect You?
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Feb 10, 2022 |
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How to Combat Market Volatility
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Feb 07, 2022 |
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Are You Prepared for 30 Years in Retirement?
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Feb 04, 2022 |
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Should You Max Out Your Retirement Plan?
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Jan 31, 2022 |
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How to Handle an Uncertain Economic Environment
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Jan 28, 2022 |
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Are the 4% and the 60/40 Rules Still Valid?
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Jan 24, 2022 |
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The Importance of Retirement Goal Setting
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Jan 20, 2022 |
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3 Components of a Retirement Plan
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Jan 17, 2022 |
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Should High Inflation Cause You to Change Your investment Strategies?
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Jan 13, 2022 |
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How to Have Certainty in an Uncertain World
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Jan 10, 2022 |
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How to Succeed in the 3 Phases of Retirement
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Jan 06, 2022 |
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Stocks - Can You Have Your Cake and Eat It Too?
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Jan 03, 2022 |
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10 Conservative Investments that Yield 3%-8%
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Dec 30, 2021 |
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Lost in Retirement
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Dec 27, 2021 |
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Roth IRA - Short Term Pain for Long Term Gain
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Dec 20, 2021 |
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5 Strategies to Minimize Taxes
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Dec 16, 2021 |
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Is Your Portfolio Properly Diversified?
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Dec 13, 2021 |
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How to Keep Emotions out of Investment Decisions
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Dec 06, 2021 |
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2022 Market Predictions
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Nov 29, 2021 |
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8 Steps to a Successful Retirement - Part B
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Nov 25, 2021 |
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8 Steps to a Successful Retirement - Part A
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Nov 22, 2021 |
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Why Is There a Labor Shortage?
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Nov 18, 2021 |
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5 Core Beliefs for a Successful Retirement
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Nov 15, 2021 |
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3 Listener Questions - RMDs, Too Much Money in Stocks, Variable Annuities
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Nov 11, 2021 |
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Blind Spots in Retirement
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Nov 08, 2021 |
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What Are the Skeletons in Your Financial Closet?
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Nov 04, 2021 |
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5 Important Ages to Be Aware in Planning for Retirement
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Oct 28, 2021 |
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3 Important Components of Your Retirement Plan
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Oct 25, 2021 |
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Uncovering Cryptocurrencies
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Oct 21, 2021 |
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4th Quarter Outlook and What It Means for Your Retirement
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Oct 18, 2021 |
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How Will the Debt Ceiling Debacle Affect Your Retirement?
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Oct 14, 2021 |
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The Dangers of the Debt Ceiling
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Oct 11, 2021 |
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The Go-Go Years, the Slow-Go Years and the No-Go Years
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Oct 07, 2021 |
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Are There "Mice" in Your Portfolio?
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Oct 04, 2021 |
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3 Listener Questions that Pertain to Most Retirees
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Oct 01, 2021 |
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Is a 30% Stock Market Correction Bad?
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Sep 27, 2021 |
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Tax Savings Strategies for Retirement
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Sep 23, 2021 |
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What Do Military Planning and Retirement Planning Have in Common?
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Sep 20, 2021 |
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Homeless and Hungry
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Sep 20, 2021 |
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Are You Taking Responsibility for Your Retirement?
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Sep 14, 2021 |
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How Will Inflation Impact the Stock Market?
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Sep 09, 2021 |
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How to Choose Mutual Funds Wisely
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Sep 06, 2021 |
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Client Case Story - False Assumptions
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Aug 30, 2021 |
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Is your goal for your retirement helping or hurting you?
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Aug 26, 2021 |
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Grown Up Bullies!
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Aug 23, 2021 |
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How do you know when you can retire?
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Aug 19, 2021 |
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Reflation! What it is and how it may affect you.
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Aug 16, 2021 |
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When is this stock market rally going to end?
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Aug 12, 2021 |
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Judy's Story illustrates how important it is to know what the purpose of your money is!
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Aug 09, 2021 |
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Retirement planning is not as complicated as you think!
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Aug 02, 2021 |
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Is the stock market gambling? The answer may surprise you!
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Jul 23, 2021 |
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Are you moving forward in reverse? If so, you need to STOP!
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Jul 19, 2021 |
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What does auto racing and your investments have in common? More than you think!
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Jul 15, 2021 |
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The dangers of emotional investing!
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Jul 12, 2021 |
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Do you have a plan? Are you going to be okay? This woman wasn't!
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Jul 09, 2021 |
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Are you collecting rent on your portfolio?
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Jul 05, 2021 |
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Are you prepared for the coming inflation?
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Jun 30, 2021 |
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Do you have control of your income & expense? Or do they have control of you?
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Jun 24, 2021 |
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Three common gaps in retirement plans...and how to fix them.
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Jun 21, 2021 |
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Are you goals realistic? Or are you letting your optimism cloud your judgment?
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Jun 17, 2021 |
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Are you thinking about getting into the stock market? Here are 5 things to think about before buying!
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Jun 14, 2021 |
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Are your investments supporting or conflicting with your goals?
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Jun 07, 2021 |
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Six real life mistakes that cost these retirees a lot of money!
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Jun 04, 2021 |
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Questions about Social Security? When should you file for benefits?
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May 31, 2021 |
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How do you know you're going to be okay in retirement?
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May 26, 2021 |
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Where is the market going to be in 5 years? Listen to Jake's story to find out!
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May 21, 2021 |
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Three mistakes that PRE-RETIREES often make!
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May 17, 2021 |
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Was your living trust drafted before 2012? If so, you must listen to this show!
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May 13, 2021 |
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How do you know if you're going to have a successful retirement?
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May 10, 2021 |
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Do you think your spouse will get your assets when you die? You may be dead wrong!
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May 06, 2021 |
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Is your financial plan worthless? YES!
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May 03, 2021 |
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Unraveling the Mysteries of Medicare!
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Apr 29, 2021 |
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An all too common story where Judy's investments were conflicting with her goals.
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Apr 26, 2021 |
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7 ways to save taxes!
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Apr 23, 2021 |
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All about taxes! How to break up with the government.
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Apr 19, 2021 |
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Are you gambling with no potential to win?
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Apr 15, 2021 |
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Three Pillars to Properly Investing for Income
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Apr 12, 2021 |
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Are all dividends created equally? You may be surprised by the answer!
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Apr 07, 2021 |
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Are you considering investing in stocks? Anthony discusses 5 things to know before doing so.
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Apr 04, 2021 |
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Annuities: The good, bad and the ugly!
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Apr 01, 2021 |
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How much do you actually need to retire? The answer may surprise you!
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Mar 28, 2021 |
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Are you considering the effect of inflation and taxes on your retirement? You should be!
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Mar 24, 2021 |
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Why safe money really isn't so safe afterall!
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Mar 21, 2021 |
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Is it a good time to buy bonds? The answer may surprise you!
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Mar 17, 2021 |
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How does the dramatic rise in the 10 year treasury affect fixed income investors?
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Mar 15, 2021 |
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Do you have enough fuel to get you through retirement?
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Mar 10, 2021 |
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Do you have a clear retirement journey planned out? Or are you confused about retirement like most retirees?
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Mar 07, 2021 |
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Interest rates, Inflation, and the stock market and how they interact with each other.
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Mar 03, 2021 |
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Should you stay invested for growth if you're about to retire? Even if you can afford to?
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Feb 28, 2021 |
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Are you missing a Social Security benefit? A lot of people are!
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Feb 26, 2021 |
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Are all of the pieces of your retirement puzzle in the right place?
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Feb 21, 2021 |
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Are you feeling stress with your retirement? In this show, you'll learn how to destress your financial life!
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Feb 15, 2021 |
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Have you reached the Uncle Point yet?
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Feb 10, 2021 |
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Crying Uncle! Have you had enough yet?
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Feb 07, 2021 |
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Retirement Plans: Tool or Trap? Whose retirement plan is it really? Part 2
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Feb 03, 2021 |
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401K/403B: Tool or Trap? The answer may surprise you! Part 1
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Jan 31, 2021 |
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How will a blue political sweep affect the stock market?
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Jan 27, 2021 |
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What should you do if you're confused about the stock market?
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Jan 24, 2021 |
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Are you retired AND invested for growth? If so, there may be danger ahead.
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Jan 13, 2021 |
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Three ways to generate more income in your portfolio!
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Jan 10, 2021 |
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What is the difference between a growth stock and a value stock?
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Jan 06, 2021 |
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Growth or Income? Do you really have to choose? How to have your cake and eat it too!
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Dec 30, 2020 |
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Can you depend on your investments? Are you sure?
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Dec 27, 2020 |
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Does Dollar Cost Averaging need to end at retirement? Most people think so.
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Dec 23, 2020 |
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Are your investments being controlled by your emotions?
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Dec 20, 2020 |
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What are some of the income producing investments that we often talk about?
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Dec 13, 2020 |
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Are your investments supporting your purpose? Or conflicting with it?
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Dec 09, 2020 |
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If you love your kids, don't let them go through probate when you're gone.
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Dec 08, 2020 |
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What's better? A 6% Total Return or a 4% Yield?
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Dec 02, 2020 |
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Why does everything seem to get better over time--except the financial services industry?
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Nov 29, 2020 |
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Want to pay more tax than you have to? Didn't think so!
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Nov 25, 2020 |
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What does the market go from here? How to protect yourself regardless!
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Nov 22, 2020 |
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What are the major changes that we may see under a Biden Presidency?
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Nov 18, 2020 |
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One tax strategy that is only available in 2020: What is it? Listen to this show to find out!
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Nov 15, 2020 |
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Where is the stock market going to go from here?
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Nov 11, 2020 |
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Are you hoping that your retirement is successful or do you have a plan?
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Nov 08, 2020 |
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What is the difference between financial advisors?
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Nov 04, 2020 |
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The volatility is back! Is this like 2007 all over again?
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Nov 01, 2020 |
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What is the one thing that can wipe out an estate faster than anything else?
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Oct 28, 2020 |
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Where is your retirement headed?
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Oct 25, 2020 |
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Inflation: The Silent Killer Pt 2
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Oct 21, 2020 |
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Inflation: The Silent Killer Pt 1
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Oct 18, 2020 |
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Pandemics and Presidents!
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Oct 14, 2020 |
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What's Going to Happen Next with Economics and how to protect your retirement?
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Oct 11, 2020 |
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How to get out of highly appreciated stock? What if you don't need your RMD's?
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Oct 07, 2020 |
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A Foretaste of the Aftermath of COVID on the Economy
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Sep 30, 2020 |