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 23, 2020 • 21min
Does Dollar Cost Averaging need to end at retirement? Most people think so.
Dollar cost averaging is a great way to save for retirement. But when most people actually retire, they stop. Why? Because they probably aren't aware that this well touted strategy is available even if you're not working. Take a listen to find out the strategies that Anthony uses for his clients that allows investors to continue to use this strategy through retirement.
Dec 20, 2020 • 20min
Are your investments being controlled by your emotions?
In early 2020, the market dropped 37% in 37 days--the fast drop in the shortest period of time in U.S. history! And many investors and retirees got very uncomfortable very fast. And if you felt uncomfortable, it may be a sign that you are invested emotionally and not logically. And yet, emotional investing can be very dangerous and often leads to bad investment choices. How can you protect yourself from letting your emotions take over? Take a listen to this episodes as this is the question that Anthony answers.
Dec 13, 2020 • 20min
What are some of the income producing investments that we often talk about?
We talk a lot about investing for income with investments that yield between 4% - 8%. But what are these investments? What are the risks? These are the questions that Anthony answers as he takes you through a jet tour of the different income producing investments!
Dec 9, 2020 • 20min
Are your investments supporting your purpose? Or conflicting with it?
If you have never defined the purpose of your money, then how do you know if your investments are supporting it? Unfortunately, many retirees' investments are actually conflicting with their purpose and they don't even know it! Take a listen as Anthony helps you figure out what you want your money to do for you and how to tell if you're invested properly in light of your purpose.
Dec 8, 2020 • 20min
If you love your kids, don't let them go through probate when you're gone.
In this episode, Anthony discusses how a living trust can help you avoid probate. Plus, you'll learn about other vital documents that are a critical part of your financial and estate plans.
Dec 2, 2020 • 28min
What's better? A 6% Total Return or a 4% Yield?
The stock market has averaged over 6% annually over the last 20 years. So if you're only withdrawing 4% per year during that time, your portfolio will will have gotten bigger, right? Don't be so sure! During this episode, Anthony discusses the math behind investing for income and why a 4% yield may be better than a 6% total return! Take a listen to find out why!
Nov 29, 2020 • 21min
Why does everything seem to get better over time--except the financial services industry?
As technology improves, most things tend to get better and more efficient over time. But it this true of the financial industry? Or has the financial services industry actually gotten worse? Take a listen as Anthony provides his insight while answering this question.
Nov 25, 2020 • 25min
Want to pay more tax than you have to? Didn't think so!
I'm patriotic and pay my fair share of tax but I don't pay a dime more than I'm required to! In this show, I discuss different ways that you may be able to save taxes over the long run. And there's a twist...because how you've been saving all these years may be dead wrong! Take a listen to find out why!
Nov 22, 2020 • 19min
What does the market go from here? How to protect yourself regardless!
We all would like to think that the stock market will never crash again and that it will only be smooth sailing ahead. But we all know that this isn't likely. And if market calamity happens at the wrong time for you, it may cause you to not be able to retire, or to have to cut back on your lifestyle! In this episode, Saccaro talks about how you can position yourself so that you are protected regardless of where the market goes from here.
Nov 18, 2020 • 18min
What are the major changes that we may see under a Biden Presidency?
What changes may occur under a Biden presidency? He is going to raise taxes, increase the social security income threshold, push for more stimulus and more. In this episode, Anthony discusses some of the major change you may see under President Biden.
