Ready, Set, Retire!

In this episode of the Ready, Set, Retire Podcast, Steve discusses the evolving landscape of retirement planning, focusing on annuities, micro retirements, and the importance of financial advice. He emphasizes the need for individuals to explore various retirement options, including sabbaticals and alternative living arrangements, while also addressing the misconceptions surrounding annuities. The conversation highlights the significance of understanding one's financial situation and making informed decisions to maximize retirement income. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

In this episode of the Ready, Set, Retire Podcast, Steve discusses the realities of retirement savings, emphasizing that only a small percentage of retirees have saved over a million dollars. They explore the importance of managing debt, share real-life success stories of retirement planning, and address the future of Social Security, including its potential solvency issues. The conversation also highlights alternative retirement income solutions, such as annuities, and encourages listeners to take control of their retirement planning without succumbing to societal pressures or comparisons. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

In this episode of The Ready, Set, Retire Podcast, Steve discusses the current market volatility and the increasing odds of a recession. He emphasizes the importance of understanding economic indicators and personal finance strategies to navigate these uncertain times. The conversation also covers various income sources for retirement, including 401ks, social security, and annuities, highlighting the need for diversification in retirement planning. Additionally, Steve explains how individuals can refinance their annuities to take advantage of higher interest rates, providing a tax-efficient way to enhance their financial situation. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

On this episode of The Ready, Set, Retire podcast, Steve Anzuoni discusses the critical implications of tax cuts, the complexities surrounding Social Security taxation, and the realities of 401(k) plans as a replacement for pensions. He emphasizes the importance of proactive financial planning, especially as tax season approaches, and offers insights into strategies like Roth conversions and income planning for retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

Steve discusses the misconceptions surrounding annuities, drawing parallels between canned goods and financial products. He emphasizes the importance of understanding the benefits of annuities for retirement income planning and the need for independent financial advice. The conversation also touches on the cerebral approach to success exemplified by Tom Brady, the significance of building a financial team, and the discipline required for effective saving and investing. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

In this episode Steve discusses the impact of the new administration on financial planning, focusing on tax strategies, social security changes, and the importance of guaranteed income in retirement. He emphasizes the need for long-term planning amidst short-term uncertainties and explores various investment options, including annuities, to secure financial stability for retirees. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

Steve and Jessica discuss the critical aspects of retirement planning, emphasizing the importance of understanding personal financial needs and the necessity of having a clear plan. They explore how retirement is not just about financial security but also about finding purpose and fulfillment in this new phase of life. The conversation highlights the need for proactive planning and the value of seeking professional guidance to navigate the complexities of retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

Steve discusses the relevance of annuities in today's financial landscape, particularly in light of fluctuating interest rates. He explains the different types of annuities, their benefits for guaranteed income, and the importance of considering them for financial security in retirement. The conversation also highlights outdated retirement strategies, emphasizing the need for modern approaches to ensure a sustainable income in retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

In this episode of the Ready, Retire radio podcast, Steve discusses the implications of new leadership on financial planning, particularly focusing on tax changes, social security, and guaranteed income options for retirement. He emphasizes the importance of long-term planning amidst short-term uncertainties and explores various strategies to secure financial stability in retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! See omnystudio.com/listener for privacy information.

In this episode Steve discusses the importance of understanding annuities and guaranteed income, the concept of micro retirements, and the significance of financial planning for retirement. They explore how individuals can diversify their assets, drawing lessons from celebrities like John Legend, and provide insights into what to expect during a financial consultation. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

In this episode, Steve discusses the critical differences between tax filing and tax planning, emphasizing the importance of proactive financial strategies. They explore how recent political changes may affect financial decisions, stressing the need to focus on controllable factors. The conversation also delves into the often misunderstood world of annuities, explaining their types, benefits, and how they can serve as a reliable income source in retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

In this episode of the Ready, Set, Retire, Steve discusses essential end-of-year planning strategies for retirement, focusing on market predictions, the role of 401k as an income source, the importance of building a personal pension, and the benefits of Roth conversions. He emphasizes the need for guaranteed income in retirement and provides insights into navigating the complexities of financial planning. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! See omnystudio.com/listener for privacy information.

In this episode, Steve discusses various strategies for retirement planning, focusing on tax strategies, the benefits of fixed index annuities, market trends, and the importance of balancing risk and income. He emphasizes the need for comprehensive planning to address longevity and healthcare costs, as well as the role of trusts in protecting assets.   SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

In this episode Steve discusses the retirement challenges faced by Generation X, emphasizing the importance of financial planning and the role of financial advisors. They explore tax strategies for retirement savings, the significance of learning from financial mistakes, and the value of persistence in achieving financial goals. The conversation highlights the need for proactive financial management and the benefits of seeking professional guidance. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!  See omnystudio.com/listener for privacy information.

In this episode Steve discusses the current state of national debt and interest rates, emphasizing the implications for retirement planning. They explore strategies for preparing for retirement, including the importance of understanding financial products like annuities and 401ks. The conversation also delves into the emotional aspects of transitioning into retirement, highlighting the need for planning not just financially but also in terms of how to spend one's time post-retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

In this episode of the Ready, Set, Retire podcast, Steve discusses the importance of retirement planning, the significance of guaranteed income, and effective tax strategies for retirees. He emphasizes the need for individuals to reflect on their financial goals and the value of annuities in providing a steady income stream during retirement. The conversation also touches on personal anecdotes and the impact of family on retirement planning.  SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

In this episode, Steve discusses the impact of political changes on financial futures, emphasizing that the market operates independently of political leadership. He highlights the importance of understanding market trends and economic realities, particularly in the context of retirement planning. Steve advocates for a diversified approach to retirement savings, moving beyond traditional 401k plans to include guaranteed income options like annuities. He also critiques the lottery mentality as a flawed strategy for retirement funding, urging listeners to focus on solid financial planning instead. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

In this episode, Steve discusses the pervasive misinformation in the financial world, drawing parallels to political discourse. He emphasizes the importance of proactive financial management, particularly in retirement planning, and the need for individuals to be informed and take action regarding their finances. The conversation covers strategies for managing required minimum distributions (RMDs), the significance of having a solid retirement income plan, and the role of lifestyle choices in retirement. Steve shares insights on how to navigate financial complexities and the importance of having a comprehensive approach to retirement planning.   SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!  See omnystudio.com/listener for privacy information.

In today's episode, Steve discusses the recent interest rate cuts by the Federal Reserve and their implications for the economy and individual financial planning. He emphasizes the importance of understanding market history, particularly the October effect, and how it can impact retirement savings. The conversation also covers the traditional 60/40 portfolio strategy and its current relevance, as well as the bucket approach to retirement planning, which helps individuals allocate their savings for income, inflation, emergencies, and enjoyment in retirement. Steve encourages proactive financial management to ensure a secure and fulfilling retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

Steve discusses the current economic landscape, focusing on interest rates, inflation, and the importance of long-term income planning for retirement. Steve emphasize the need for individuals to take control of their retirement plans, address common fears associated with retirement, and balance financial realities with personal dreams and goals. The conversation highlights the significance of annuities and guaranteed income streams in providing financial security during retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!  See omnystudio.com/listener for privacy information.

Steve discusses the challenges faced by retirees, particularly the financial pressures that lead many to continue working past retirement age. They explore the concept of financial literacy, the importance of understanding 401k plans, and the need for guaranteed income in retirement. The conversation emphasizes the significance of communication between partners regarding financial planning and the necessity of involving both parties in discussions about money management. Additionally, they address the fears surrounding retirement income and the potential solutions available to ensure financial stability in later years. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

Steve discusses various financial strategies and considerations for individuals worried about a recession. He emphasizes the importance of building up cash reserves, paying off high-interest debt, rebalancing investments, and staying calm during market fluctuations.  Additionally, he addresses the impact of elections on financial plans and encourages individuals to focus on what they can control.  SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

Episode Takeaways: Don't panic during market swings and focus on long-term indicators Diversify investments and avoid having all your eggs in one basket Consider lifetime income annuities for guaranteed income in retirement Manage debt and eliminate high-interest debt Create a retirement plan tailored to your individual needs Seek guidance and education from a financial advisor SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

Episode Takeaways:  Diversify retirement savings and avoid having all your eggs in one basket. Create a plan for retirement income to replace the paycheck. Consider guaranteed income annuities as a source of lifetime income. Take advantage of the current opportunity to lock in high payout rates. Be aware of inflation, taxes, and market volatility when planning for retirement. Consult with a financial advisor to explore retirement income options. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

The conversation discusses the stock market's performance in the first 100 days of the year and its potential impact on the rest of the year. It emphasizes the importance of diversification and having a plan to protect retirement savings. Steve suggests the use of lifetime income annuities as a way to create a personal pension and provides information on how to set up these annuities.  Get your FREE Income Analysis NOW!  See omnystudio.com/listener for privacy information.

Interest rates are high, but that doesn't mean it's all doom and gloom. Annuities can be a good option for those who need more income, want income from guaranteed sources, or seek peace of mind. Guaranteed income can protect against market downturns and provide a stable source of cash flow. It's important to diversify retirement savings and consider a transition from being a saver to a retiree.   SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!See omnystudio.com/listener for privacy information.

Today we talk about the opportunity to refinance retirement savings through annuities. Steve explains that with interest rates being high, it is a good time to take advantage of the benefits of annuities. He emphasizes the importance of being proactive and asking questions about retirement savings.   Get your Complimentary Portfolio Review! See omnystudio.com/listener for privacy information.

Consider doing Roth conversions if you are in the right tax situation and have other liquid assets to pay the taxes. Social Security is in trouble but unlikely to go away completely; it is important to be proactive and make informed decisions about when to start taking benefits. Have a mid-year financial checkup to re-evaluate retirement contributions, withholding amounts, investment allocations, and estate plans.  Schedule your Complimentary Retirement Review NOW! Call Steve at 508-544-0560! See omnystudio.com/listener for privacy information.

The conversation discusses the opportunity to capitalize on high interest rates before and during retirement. Then, the importance of refinancing retirement plans to take advantage of higher rates. Steve shares examples of how individuals can benefit from refinancing annuities and highlights the need for proactive action. The conversation also addresses the eligibility and benefits of lifetime income annuities and accumulation products.  Take advantage of your financial future and call Steve today 508-544-0560 for your complimentary Portfolio Review!    See omnystudio.com/listener for privacy information.

Takeaways: Many retirement savers are concerned about outliving their assets and are considering annuities as a source of guaranteed income. There is a lack of interest in annuities among clients, despite their desire for safer portfolios and income protection. The word 'annuity' has a negative connotation in the industry, but it offers stability and income in retirement. Investment houses are realizing the benefits of annuities and are trying to capture and keep clients in-house. It is important to have a balanced approach to retirement savings and not rely solely on one investment vehicle. Get your FREE Annuity Stress Test TODAY!  See omnystudio.com/listener for privacy information.

With many Gen Xers in their late 50s, it's critical to shift from potential savings to guaranteed income plans. Steve shares his old-school approach to stabilizing retirement income and explains why your current retirement plan might just be a paper promise. Discover how to create real, reliable cash flow, explore the surprising benefits of rolling over your 401(k) into an IRA, and understand the often-overlooked opportunities to minimize taxes and maximize your financial security in retirement.   Get your FREE Portfolio Review TODAY!  See omnystudio.com/listener for privacy information.

Steve draws parallels to retirement planning, emphasizing why it's crucial to get expert advice rather than going it alone. Steve shares valuable insights on navigating the complexities of retirement, including the benefits of income annuities as a hedge against potential Social Security shortfalls. Call Steve today at 508-544-0560 to learn how to secure a stable, worry-free retirement. For more details, visit fairwayfinancial.net. See omnystudio.com/listener for privacy information.

Transitioning from home safety to financial security, the episode dives into why retirement planning is not a DIY project. Steve discusses the complexities of retirement strategies, the challenges of navigating annuities online, and how to create a reliable income plan to ensure you don't outlive your savings. With insights on Social Security's uncertain future, learn how to protect your retirement with the right tools and expert advice.   Call Steve today for your FREE Income Review! See omnystudio.com/listener for privacy information.

With many living well into their 90s and even celebrating 100th birthdays, the need for robust financial planning is more urgent than ever. Steve shares insights on the importance of reliable income streams, the role of Social Security, and innovative strategies to ensure your 401(k) doesn't fall short.  Will your money last as long as you do? Find out with a complimentary Income Review! See omnystudio.com/listener for privacy information.

Steve recently had the opportunity to be a guest on Howie Carr's new podcast, " Meet The Expert Podcast". In this interview with radio legend Howie Carr, Steve sheds light on the ever-changing landscape of retirement planning. From navigating the pitfalls of inflation and taxation to optimizing Social Security benefits and legacy planning, Steve offers invaluable insights gained from over 35 years of financial experience. Learn about innovative solutions such as guaranteed lifetime income annuities and Roth conversions, and how they can provide financial security amidst uncertain times. Steve's expertise transcends mere investment advice; he's committed to empowering individuals to make informed decisions tailored to their unique circumstances. Call Steve TODAY for your FREE Retirement Review!   Can't tune in to the show? Stream Ready, Set, Retire whenever and wherever on iTunes and Spotify!

Delve into the complexities of early retirement planning as the discussion unpacks its hurdles and intricacies. From the looming specter of boredom to the daunting realities of financial depletion and soaring healthcare expenses, no stone is left unturned. Emphasis is placed on the critical necessity of crafting a robust financial blueprint capable of withstanding the test of time. Furthermore, the dialogue sheds light on the invaluable role of a retirement coach and the significance of cultivating fulfilling pastimes and pursuits to enrich the retired years.  Call Steve today for your FREE Retirement Income Review! See omnystudio.com/listener for privacy information.

The conversation revolves around retirement planning and the idea of focusing on a specific savings number. Steve emphasizes the importance of balance and living within one's means, rather than fixating on a specific savings goal. He highlights the significance of income and cash flow in retirement, including the benefits of Social Security and pensions. The conversation also touches on the topic of investing in gold and the stock market, cautioning against emotional reactions and emphasizing the importance of long-term strategies. Steve discusses the role of annuities in retirement income planning and the current economic and political climate's impact on retirement planning.  Call Steve today for your FREE Annuity X-Ray! See omnystudio.com/listener for privacy information.

In this episode, Steve takes a dive deep into the pressing issue of retirement savings in America. With staggering statistics revealing that one-third of Americans have no retirement savings and 40% don't contribute to any retirement fund, the hosts shed light on the importance of financial literacy. Steve, known as Cape Cod's retirement income specialist, shares invaluable insights into proactive financial management, emphasizing the significance of understanding retirement options beyond traditional 401(k) plans. Steve dispels common myths surrounding Social Security's future, highlighting actionable strategies for maximizing benefits tailored to individual needs. From debunking misconceptions to providing practical advice on optimizing retirement income, this episode serves as a beacon of financial education. Get your CUSTOM Income Review TODAY! See omnystudio.com/listener for privacy information.

In this episode Steve discusses the importance of proactive retirement planning, especially in a politically charged environment. He addresses common concerns about the future of the economy and taxes, and explain why a "wait and see" approach can be risky. Here are some of the key takeaways you'll learn in this episode: The benefits of reviewing your current financial situation, including interest rates on bank accounts and fees in your 401(k). How annuities can provide guaranteed income for life, even if the market performs poorly. The impact of the expiring Trump tax cuts on retirement income and strategies to potentially lessen the impact. The importance of getting a second opinion on your retirement plan from a qualified professional.  Get your FREE Income Plan Review!  See omnystudio.com/listener for privacy information.

Discover what it means to be part of the Fairway family and how Steven's blue-collar roots shape his white-collar financial strategies. From managing emotions in market fluctuations to decoding retirement complexities, Steve shares invaluable insights honed over three decades in the industry. Learn why keeping emotions in check is key to successful investing and how to navigate the ups and downs of financial planning with confidence.   Get your Complimentary Retirement Income Plan! See omnystudio.com/listener for privacy information.

In this episode, we unravel the mystery surrounding tax returns and shed light on common misconceptions. Join us as we dive into a recent case where a celebrity guest found himself in hot water for neglecting to file his tax returns. Discover why ignorance of tax laws is no excuse and why assuming someone else will handle your taxes is a risky gamble. Learn the crucial differences in tax obligations between employees and self-employed individuals, and uncover the proactive steps you can take to stay compliant with the IRS. Whether you're a W-2 employee or a self-employed entrepreneur, understanding your tax responsibilities is essential for financial success. Explore strategic tax planning strategies to minimize your tax burden and maximize your savings. From quarterly estimated taxes to leveraging retirement accounts for tax-free growth, we'll guide you through the intricacies of tax optimization. Call Steve today for your CUSTOM TAX PLAN 508-544-0560!   See omnystudio.com/listener for privacy information.

Join Steve as he delves into the crucial decision of whether to rollover your 401K to an IRA. With insights from financial experts like T Rowe Price's Roger Young, discover the benefits and considerations of this pivotal retirement move. Learn how an IRA offers greater investment flexibility and control over distributions, while also exploring the potential advantages of keeping funds in a 401K. Steve shares valuable strategies for helping clients navigate this decision, including the little-known option of in-service distributions and the importance of diversification for retirement income. Uncover the hidden tax implications of leaving a large IRA inheritance and explore tax-efficient alternatives for building a lasting legacy. Whether you're nearing retirement or planning for the future, this episode provides essential guidance for maximizing your retirement wealth while minimizing tax burdens.  Call Steve today for you customized 401K X-Ray! See omnystudio.com/listener for privacy information.

In this enlightening episode, Steve shares insights from their decades of experience, emphasizing the importance of diversifying income streams and creating a guaranteed peace of income. Learn how innovative financial products can provide lifelong income security, offering retirees the confidence to enjoy their golden years without financial worry. Discover practical strategies to navigate retirement spending, including optimizing Social Security benefits and exploring new avenues for guaranteed income. Whether you're approaching retirement or already enjoying it, this episode offers invaluable advice to ensure financial peace of mind in your golden years. For personalized guidance tailored to your retirement goals, visit fairwayfinancial.net or call 508-544-0560! See omnystudio.com/listener for privacy information.

Steve debunks common misconceptions surrounding retirement savings targets and Social Security concerns while emphasizing the importance of personalized financial strategies. From debt reduction to exploring alternative retirement solutions, they empower listeners to take control of their financial future with confidence and clarity. As the political landscape shapes economic policies and retirement prospects, Steve  urges listeners to stay informed and engaged. He sheds light on overlooked financial opportunities and lesser-known retirement products that can provide security and stability in uncertain times. For those seeking comprehensive financial guidance tailored to their unique circumstances, visit fairwayfinancial.net to explore personalized solutions and schedule a consultation with Steve or call 508-544-0560 today! See omnystudio.com/listener for privacy information.

Steve and Fairway Financial are heavily involved in the community. One of Steve's favorite charities is Heroes in Transition. Today, Steve welcomes special guest Cindy Jones, the founder of Heroes in Transition. Celebrating its 15th year of service, Heroes in Transition has been dedicated to supporting local veterans and service members on Cape Cod through a variety of impactful programs. Learn about the 13 unique programs offered by Heroes in Transition, all aimed at helping veterans and their families reintegrate into civilian life and cope with the challenges they face. Cindy shares touching stories of transformation and resilience, highlighting the profound impact these programs have had on individuals and families in the community. Join the movement and make a difference in the lives of those who have served our country. Visit heroesintransition.org to learn more and get involved today. See omnystudio.com/listener for privacy information.

Learn why having multiple sources of income is essential for weathering economic fluctuations and safeguarding your financial future. Steve emphasizes the pitfalls of relying solely on traditional retirement accounts like 401(k)s and underscores the importance of creating diverse income streams to mitigate risks. Furthermore, explore the disconnect between the need for financial planning and the lack of professional guidance. Steve offers valuable advice on selecting the right financial advisor, emphasizing experience, independence, and a comprehensive approach to retirement planning. With over 37 years of experience, Steve advocates for a holistic approach to retirement planning, collaborating with specialists to provide clients with tailored solutions. He discusses the benefits of working with independent professionals who offer a wide range of options to suit individual needs and goals. Call Steve today for your Complimentary Income Review! Call Now 508-544-0560!   See omnystudio.com/listener for privacy information.

Discover how Babe Ruth's forward-thinking decision to purchase an annuity in 1923 paved the way for financial security during his retirement, offering valuable insights for today's investors. Steve explores the enduring relevance of annuities as a source of guaranteed income, drawing parallels between Babe Ruth's investment strategy and modern retirement planning. From the stability and strength of insurance companies to the importance of securing a lifelong income stream, learn how annuities can play a vital role in building a resilient financial future. With anecdotes and expertise spanning over 37 years in the industry, Steve and Zoni shed light on common misconceptions surrounding annuities and emphasize their potential to provide peace of mind in an uncertain world. Whether you're a baseball enthusiast or a savvy investor, this episode offers valuable lessons and practical advice to help you navigate the complexities of retirement planning. Call Steve today at 508-544-0560 for your custom income plan! See omnystudio.com/listener for privacy information.

Discover startling statistics about Americans' lack of awareness regarding their 401K fees and investment risks. Steve sheds light on common misconceptions surrounding retirement planning, including the myth that a 60/40 investment split guarantees safety for your retirement savings. In this episode, you'll also learn about the power of annuities in providing guaranteed lifetime income during retirement. With insights from annuity advocate Cheryl Moore, Steve explains why considering annuities in your 50s could be a game-changer for your retirement strategy. Call Steve today for your complimentary portfolio review! See omnystudio.com/listener for privacy information.

In this episode, inspired by insights from Jordan Belfort, the real "Wolf on Wall Street," the hosts explore the futility of trying to trade based on news and predictions. As we enter 2024 with ominous forecasts of a market crash, Steve emphasizes the unpredictability of the future. They share valuable advice on diversification, especially for those approaching retirement, and caution against putting all your eggs in one basket. Discover why focusing on income planning, not just accumulating wealth, is crucial for a secure retirement.  Call Steve today 508-544-0560 for you complimentary customized income plan! See omnystudio.com/listener for privacy information.

In this episode, the hosts unravel the complexities of the Trump tax cuts signed into law in 2017, shedding light on the impending changes set to take effect at the end of next year. With potential shifts in individual tax rates, standard deductions, and estate tax exemptions, the hosts emphasize the need for proactive planning during this two-year warning period. Steve provides valuable insights into strategic moves, including the option of Roth conversions to secure tax-free growth for the future. Discover how to navigate the uncertainties of tax hikes and make informed decisions to protect your hard-earned money. Learn about changes in standard deductions, estate taxes, and the critical importance of income planning in retirement. Don't miss out on this episode that empowers you to take control of your financial future. For more details, visit fairwayfinancial.net.See omnystudio.com/listener for privacy information.

Steve Anzuoni, a seasoned financial professional, shares his passion for instilling confidence in clients as they approach retirement. Learn how Fairway Financial goes above and beyond to ensure clients feel like family, providing unparalleled service and assistance. Steve emphasizes the significance of a comprehensive financial plan, echoing the importance of confidence in retirement.  Explore the unique approach Fairway Financial takes, working as a team with other independent financial professionals to offer a holistic view of clients' financial landscapes. Steve reflects on his 37 years of experience, from the days of knocking on doors for John Hancock to becoming a trusted advisor dedicated to helping clients navigate the complexities of retirement planning. Call Steve today, 508-544-0560, for your complimentary Comprehensive Financial Plan! See omnystudio.com/listener for privacy information.