Providence Financial Retirement Show with Anthony Saccaro

When you're uncertain about something, you're going to have stress.  In this show, we'll bring to the table 5 things that can cause more stress than necessary when preparing for retirement.  health care costs inadequate investment planning no retirement income plan longevity  unknown tax implications  Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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/    

Halloween is just around the corner and I couldn't pass up the chance to talk about 5 real life scary financial stories. These people didn't know they were in trouble and that's precisely what hurt them. Listen in to find out if you might unknowingly be making the same mistakes.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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/  

New money is money earned while you're still working and saving in your retirement accounts whenever you get paid.  Old money refers to the investments you already have.  One of the biggest mistakes I see as a retirement planner and financial advisor is not differentiating between how one invests new money compared to old money.  Because they should be invested differently. Listen in to find out how.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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/

Are you on the brink of retirement and maybe starting to get a little bit nervous? If so, it's important to know that you're not alone. I just recently spoke with a brand new client of ours that I had met three or four months ago. He decided to become a client based on our communications and the fact that we can help him retire and he's going to be retiring in December. And four months ago when we spoke, he was prepared, he was planned, he wanted us to help him. We set up a nice plan. We talked about everything that he needs to know so he could retire comfortably. That's the reason that he hired us because he knows that at Providence Financial, that's what we do. We help people retire and make sure that their investments are set up properly so they can get the income they need in retirement without having to worry about running out of money. And after bringing him on board and several conversations and meetings, everything was well. Well interestingly enough, I just recently got a frantic voicemail from him and the message was clear that he was actually just afraid to retire. Listen in to find out why that was and how we addressed his worries.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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/

Retiring well is all about having enough income. Here at Providence Financial we focus on investing for a lasting income you can count on, without any worry that it will ever run out. Once in a while we'll get questions about investing in real estate and how that might fit into one's retirement plan. We also get people who want out of the headaches which can come with investing in real estate, such as finding good renters and handling bad ones, property devaluing and so on. The good news, we can help those people create the same income by selling the real estate and investing the proceeds properly, even after accounting for any taxes that may need to be paid.  In this show, I give you 4 pros and 4 cons of real estate investments as a retirement strategy. Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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/  

In this show, we talk about 3 mistakes retirees make when setting up a retirement plan or following through with it.  1. they procrastinate too much  2. they make snap decisions about very important issues  3. they look at the bottom line too often Are you making these mistakes? Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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/

Here we are, episode #300 today! A special milestone that I wanted to mark by thanking all of you who have been loyal listeners over the past 4 seasons. I hope that you're finding value in this content and are using it to help you navigate your own retirement waters in a less stressful way.  I thought about what I'd like to share in this episode and the one word that came to mind was this: predictability. Why? Because it's the #1 way to ensure you don't live your retirement worried. If you don't know what's going to happen, where your income will come from, how your investments will weather the market storms, how long your savings will last, how you will be cared for if a serious illness comes along -- then retirement is far from worry-free.  So how do we make our retirement predictable? Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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/  

Depending on your mindset going into retirement, your golden years can be very fulfilling and full of excitement, or they can be stressful and full of anxiety.  In this podcast, I cover 7 points that will help you prepare for retirement so you can actually enjoy it rather than live year by year in fear of running out of money, out of health or both. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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/

As a financial advisor for over two decades, one of my core beliefs is that you need to put yourself in a position to win no matter what phase of life you're in or what cards you're dealt by the economy or the markets. What strategies can you implement to maximize your hard-earned dollars in the three main life phases?  the accumulation phase the pre-retirement phase the distribution phase Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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/

This show is geared towards those of you who are truly concerned about running out of money during retirement. From creating a budget to changing your investment strategy from growth to income, we cover 9 ways for you to maximize your savings to last through retirement. Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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/