Retirement Decisions That Matter Most: A Q&A Deep Dive

This episode delivers a deep-dive Q&A on the choices that shape a secure retirement. We break down whether to roll a 401(k) into an IRA, when Roth conversions are worth it, and why bonds, when used correctly, can provide essential income.

Discover how to build a portfolio that withstands loss, inflation, and the risk of running out of money, and learn a smarter way to rebalance using a function-based approach to investing.

We also unpack the heavy topic of spousal caregiving and how proactive planning protects dignity while easing the burden on family members.

A must-listen for anyone preparing for the realities of retirement.

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

LET'S CONNECT

Show website:

https://www.providencefinancialpodcast.com

Find us at:

https://www.providencefinancialinc.com

Get to know Anthony:

https://anthonysaccaro.com

Anthony's book:

https://morelifethanmoneybook.com

Amazon Author Page:

https://amazon/author/anthonysaccaro

YouTube:

https://www.youtube.com/c/AnthonySaccaro/featured

Radio:

https://www.providencefinancialradio.com

Yelp:

https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills

Facebook:

https://www.facebook.com/Providence.FinancialInc/

Twitter:

https://twitter.com/AnthonySaccaro

LinkedIN:

https://www.linkedin.com/in/anthonysaccaro/