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
Jun 20, 2022 • 20min
Risk vs. Volatility
In simple terms, "risk" may be defined as the likelihood of suffering loss; whereas "volatility" is the variation in the value of a security. What's the relationship between the two? 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 16, 2022 • 26min
Forecast - Stock Market, Inflation, Interest Rates
It's no secret that we're navigating murky waters when it comes to inflation, interest rates and the stock market. Here's our forecast as to what may happen in the next few months. 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 13, 2022 • 20min
6 Risks of Retirement
What are some of the risks you can encounter in retirement, and how can you avoid them? Take a listen to this show to find out. 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 9, 2022 • 24min
Overcompensation to Mitigate Risks
With rising inflation, interest rates, health care costs and life expectancies, do you tend to overcompensate in order to mitigate these risks? Whether it's by staying too conservative with their investments, being too aggressive or simply procrastinating, many people try to course-correct as they go and forget the long-term view. Here's how to stay level-headed as the tides rise. 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 6, 2022 • 22min
Farming and Finances - What Do They Have in Common?
What do farming and finances have in common? A lot more than you may think, and many lessons to be applied. Don't miss our latest podcast as the analogies we give will help you understand saving for retirement in a new way. 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 3, 2022 • 23min
Estate Planning - Community Property - Part 4 of 4
California is a community property state and this makes estate planning complicated. If you're married, will your spouse automatically get everything you own? If you think the answer is yes, your spouse may be in for a big surprise if you predecease them! For the right answer, take a listen to this show as Anthony discusses community property laws and other important aspect of estate planning. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 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/
May 30, 2022 • 24min
Estate Planning: Powers of Attorney, Advanced Health Directives and Guardianship - Part 3 of 4.
This is part three of our special, four-part, estate planning series. Even if you've never done any estate planning, if you are over the age of 18, you must have an Advanced Health Directive. If you're wondering why this may be the most important document in your estate plan, take a listen to this show. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 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/
May 26, 2022 • 16min
Estate Planning: Living Trusts/Pour-Over Wills - Part 2 of 4
When it comes to probate, you want to do what you can to avoid it, at least if you live in California where Anthony is licensed to practice as an estate planning attorney. In this episode, we discuss why a living trust may just be the best probate avoidance tool in existence! Take a listen to this show to learn how a trust works and why you also need a pour-over will to complement it. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 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/
May 23, 2022 • 24min
Estate Planning: Probate Law v. Contract Law - Part 1 of 4
When you die, are you going to leave your loved ones with an easy situation to deal with or are you going to leave them a mess? If you have not done any estate planning, leaving them a mess becomes the default. Because estate planning is so critical to the completion of a financial plan, we're going to go in depth in this 4 part series of what you need to know to make it easy for your beneficiaries. Pull up a chair, relax, and enjoy as you learn how to make life easy for your beneficiaries once you're gone. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 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/
May 22, 2022 • 18min
An In-Depth Look at Indexed Annuities
Due to market volatility, we've received a lot of calls asking about indexed annuities, which are safe but still allow you to participate in the stock market. Is an indexed annuity right for you? 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/
