Providence Financial Retirement Show with Anthony Saccaro
Anthony A. Saccaro, ChFC, Esq.
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.
Episodes
Mentioned books
Dec 13, 2022 • 21min
Choosing the Right Financial Advisor
Did you know there are different types of financial advisors? Choosing the right one for your particular situation and phase of life is an important decision. In this show, we cover the differences between financial advisors, the services they provide and the ways they get paid - listen in. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com 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/
Dec 8, 2022 • 21min
Why Investing on Autopilot Is Not a Good Idea
When was the last time you made a reallocation within your portfolio? If you can't remember, chances are your investments are on autopilot. Here's why that's costing you money - listen in. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com 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/
Dec 5, 2022 • 19min
Winning While Losing
If you're invested the right way, you're winning even during the times when your balance is down. Here's how - listen in. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com 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/
Dec 1, 2022 • 15min
Complacency and Retirement Planning - What to Do When Portfolios Are Down
There are a number of reasons people get complacent in their retirement planning; one of them is when the stock market is doing well - they don't want to make any changes, as in "why mess with a good thing?" When portfolios start going down in value, they can get complacent because they don't know what to do - should they buy more, get out of the market, or realocate? If you tend to freeze and procrastinate for this reason, here's what you need to do - listen in. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com 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/
Nov 28, 2022 • 22min
Three Listener Questions
These three questions come from listeners who, just like you, are confused about the best way to go about their investments heading up to retirement. Can you relate? Find out - listen in. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com 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/
Nov 24, 2022 • 18min
IRA vs. Roth IRA
In this episode, we go through the main features of an IRA as opposed to a Roth IRA in order to help you determine which one better suits your individual needs and investment goals. Listen in. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com 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/
Nov 21, 2022 • 22min
Retirement Account Deadlines
Required Minimum Distribution, contribution and conversion deadlines - what are they and do you need to do anything about them? Listen in. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com 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/
Nov 17, 2022 • 22min
Don't Worry, Be Happy
"Am I invested correctly? Should I jump ship? Should I sell (or the opposite, buy more)?" Many of you are calling in worried about the current economic and socio-political situation. Like the proverbial song, this show may help ease some of your worries - listen in. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com 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/
Nov 14, 2022 • 23min
Should You Be Scared?
We get quite a few calls these days from people who are scared of what's ahead for the economy, the stock market, their own retirement savings and security. Should we be scared? Listen in. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com 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/
Nov 10, 2022 • 23min
Tax Saving Strategies
Standard deductions, itemized deductions, tax bunching - how and when can you best utilize these strategies to save money in taxes? We cover it all in today's podcast - listen in. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com 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/
