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
May 31, 2021 • 21min
Questions about Social Security? When should you file for benefits?
Social Security is one of the most important sources of income for most retirees. And yet, many recipients take it lightly when it comes to filing. If you're about to take social security and haven't filed yet, you'll want to listen to this show to learn several strategies to maximize your benefits!
May 26, 2021 • 21min
How do you know you're going to be okay in retirement?
Are you going to be okay in retirement? How do you know? Most people don't have a game plan or any way to measure what "okay" means. In this episode, Anthony gives you three keys to consider when asking yourself whether or not you're going to be okay!
May 21, 2021 • 17min
Where is the market going to be in 5 years? Listen to Jake's story to find out!
Jake is a 33 year old single man who has saved $100,000 and wants to know if he should invest it in the stock market. What do you think? Take a listen as Anthony discusses Jake's story!
May 17, 2021 • 20min
Three mistakes that PRE-RETIREES often make!
We spend a lot of time on this show talking about mistakes that RETIREES make; but what are some of the mistakes that people often make BEFORE they retire? In this episode, Anthony talks about three common mistakes that he has seen people make before they retire. If you plan on retiring within the next decade, you'll want to listen to this show!
May 13, 2021 • 29min
Was your living trust drafted before 2012? If so, you must listen to this show!
If the answer to the question in the title is "yes", then this show will be an eye opener! Anthony discusses why your surviving spouse may have some severe unintended consequences if your trust was drafted over a decade ago! (Hint: The surviving spouse may lose a lot of control and not have access to all of the money once the first spouse passes away).
May 10, 2021 • 20min
How do you know if you're going to have a successful retirement?
Anthony has been helping folks develop successful retirement plans for over two decades. But how do you know if you're positioned properly for this to happen? How much do you need to retire? In this show Anthony answers these questions as he shares three things that he believes you need to do in order to have a successful retirement!
May 6, 2021 • 22min
Do you think your spouse will get your assets when you die? You may be dead wrong!
Most people believe that their spouse will automatically receive their assets when they're gone. Unfortunately, this may not be true! If you haven't planned properly and you live in California, your surviving spouse may be very upset when they learn that your assets may go somewhere else once you're gone. If you want to learn how make sure that your estate gets distributed the way you actually want them to, you need to listen to this show.
May 3, 2021 • 17min
Is your financial plan worthless? YES!
If you have a financial plan, here's the bad news...It's worthless! But there is a very valuable reason to have one. In this show, Anthony discusses why!
Apr 29, 2021 • 25min
Unraveling the Mysteries of Medicare!
Are you confused about Medicare? If so, you need to listen to this show as Anthony walks through the basics of this all important component of retirement planning! You will learn about the difference between Medicare Part A & B along with whether a Medicare Advantage plan may be a better option for you.
Apr 26, 2021 • 19min
An all too common story where Judy's investments were conflicting with her goals.
Every day, we receive calls from individuals who want to know if they are invested properly for their phase of life. And often times, the answer is no. In this episode, we talk about Judy, a registered nurse, whose investments were actually conflicting with her retirement goals! Take a listen to this show to learn what Anthony shared with Judy to get back on track.
