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
Jul 25, 2022 • 21min
3 Principles for Winning in Retirement
Are you on track for retirement? Heres's a short checklist of 3 principles you should keep in mind when it comes to securing your financial future into your golden years. 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/
Jul 21, 2022 • 22min
Resetting Expectations
If your portfolio is down right now, does that mean you've lost money? Actually, no. You don't lose money until you sell an investment or the company goes bankrupt. This is the perfect time to reset your expectations for the longer haul. Here's how. 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/
Jul 18, 2022 • 22min
How to Maximize Your Social Security Income
Without Social Security, around 40% of retirees would live in poverty. Yet Social Security has become increasingly complicated. When is the best time to take it, and what's the best strategy? 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/
Jul 14, 2022 • 23min
Stock Market Update
How will inflation, the FED and a possible recession impact the stock market in the near future? Our predictions in today's podcast. 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/
Jul 11, 2022 • 19min
7 Things You Should Expect From Your Financial Advisor
When it comes to choosing a financial advisor, making sure your investing philosophies align is just the beginning. A good advisor should take a holistic approach to handling your finances. Here are 7 things you should look for as you interview advisors. 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/
Jul 7, 2022 • 13min
Required Minimum Distributions - New Rules for 2022
If you have an IRA, you are probably familiar with Required Minimum Distributions. The IRS has recently changed a few rules regarding RMDs, and it's very important you stay up to date. Listen in to find out if these new rules apply to you. For in-depth information, join us at one of our in-person seminars coming up: Thursday, July 28, 2022, 6-7:30 PM, Agoura Hills Recreation Center Click here to RSVP: https://providencefinancialinc.com/event/required-minimum-distribution-seminar-july/ Tuesday, August 2, 2022, 2-3:30 PM, Agoura Hills Recreation Center Click here to RSVP: https://providencefinancialinc.com/event/required-minimum-distribution-seminar-august/ 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/
Jul 4, 2022 • 22min
It's a Bear Market - What Now?
Interest rates are rising and we are in bear market territory. What now? Do we need to change how we approach saving for retirement, considering that the ability to retire stands and falls on one thing: income. 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/
Jun 30, 2022 • 34min
How Does the 10 Year Treasury Affect You?
Recently, the 10 year treasury has shot up significantly. How does this affect retirees or those preparing for retirement? We can't answer that without also talking about the FED Funds Rate - if you don't know what that is, 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/
Jun 27, 2022 • 20min
Developing a Retirement Plan
The old adage, "fail to plan and you plan to fail", is perhaps never more true when it comes to retirement. But how do you go about setting up a proper retirement plan that will give you enough income and peace of mind during your golden years? 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/
Jun 23, 2022 • 29min
Liquidity, Longevity, Diversification in Retirement
Continuing our mini series on Retirement Risks, we discuss the role that liquidity, longevity and diversification play in saving for retirement. Many people take unnecessary risks when it comes to how much money they keep liquid (and for how long), as well as how well (or little) diversified they are. 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/
