Steven Sabo of Executive Financial Group discusses the dizzying game of “on again, off again” with the Trump tariff policy and how that makes relying on the stock market very difficult. So, Steven suggests people at least explore if a fixed index annuity is right for them and the potential preservation that those tools have. Steven explains how people can personalize an annuity and how it works like a pension does. And Steven emphasizes the importance of checking one’s portfolio and making sure it is set properly for these uncertain times – not just leaving it in cruise control.

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

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Steven Sabo of Executive Financial Group talks about the MLB trade deadline (and his beleaguered Pittsburgh Pirates) and relates that to people checking in with their advisors mid-year. Steven discusses why Q2 and Q3 conversations are crucial for tax planning purposes, so people can start planning when to take RMDs, make QCDs, or even prepare for certain tax bills. And Steven walks through the process of what a first call for a complimentary review is like and the different things people can learn.

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

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Steven Sabo talks about 3 Doors Down lead singer Brad Arnold's state four cancer diagnosis and hear him talk about his lack of fear. Steven discusses how rear can be crippling for people and their finances but how a well-balanced and thought out plan can help people curb that emotion.  Steven notes how he sees retirement portfolios again and again, so he can give an objective look at something that normally draws a big emotion out of someone. And Steven talks about his back-to-back tropical trips this summer and his wedding in October.

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:

• Tailored financial planning to match your lifestyle
• Smart Investment strategies for income you can’t outlive
• Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

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Steven Sabo talks about the speed of time. He responds to audio from an interview with NASCAR driver Erik Jones, who recently made his 300th Cup Series start – he is still under 30 – and how Jones is aware the next 300 starts will come even more quickly. Steven shares how retirement planning can never start too early, but even people that begin at an older age are never to late to do some good. And Steven notes how legacy planning can sneak up on people who think they are decades away from death.

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:

• Tailored financial planning to match your lifestyle
• Smart Investment strategies for income you can’t outlive
• Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

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Steven Sabo discusses Gen-Z’s stress over having to pick clothes to wear to work and compare that to the stress people have in making choices for their portfolio during this crazy stock market. Steven shares why making no decision is a bad decision, how an advisor can make the decision process easier, and what steps people can take to diversify amounts of risk and income. He also talks about the hockey legends he is going to see play and how he just missed witnessing a NHL milestone.

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:

• Tailored financial planning to match your lifestyle
• Smart Investment strategies for income you can’t outlive
• Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

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Steven Sabo discusses the underreported numbers for distracted driving and relate that to what retirees under-consider. Steven shares how people often underestimate the need for long-term care, both because it is overwhelming and abstract. He also explains how an advisor can help and why solutions are never “set it and forget it”. Steven also explains how taxes can unexpectedly bite people and the types of accounts that can leave people with tax bombs.

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:

• Tailored financial planning to match your lifestyle
• Smart Investment strategies for income you can’t outlive
• Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

Follow us on social media: Facebook | YouTube

See omnystudio.com/listener for privacy information.

Steven Sabo talks about the “Florida Man Games” and the bad rep that “Florida Man” has – and then compare that to how annuities’ reputation has changed in the last few years. Steven explains how annuities are principal-protected, but how they are not always the best fit for someone. And Steven is very thorough in explaining the rightful reasons that they got a bad rep in the past and how some advisors looked out more for themselves than their clients. Steven shares how he enjoys being a problem solver and is not just trying to sell products.

Click here to set up a complimentary personalized retirement roadmap session or call 724-283-2806.

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Steven Sabo talks about his distaste for having to change their clocks twice a year, but then discuss the benefits of getting ahead of the curve in finances. Steven shares how procrastinating with RMDs can be painful, why charting tax payment plans is a good idea, and why it’s best to not wait in planning financial strategies.

Click here to set up a complimentary personalized retirement roadmap session or call 724-283-2806.

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Steven Sabo discusses how “sexy” does not always sell in financial planning. Steven explains the pitfalls of following financial fads and relates that to the erroneous assumption that a flabby NFL QB is not athletic. Steven details the importance of steadier and less volatile money plans, such as annuities, that can bolster one’s chances of their money outliving them.

Set up a complimentary personalized retirement roadmap session at ExecutiveFinancialGroup.com or call 724-283-2806.

Hear past podcast episodes on YouTube: https://www.youtube.com/channel/UCdNgEvx2BX8ICl4YuxunPHg

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Steven Sabo discusses why the last couple of years have been a great time to pivot to fixed income strategies. He lays out the benefits of annuities since 2022 and how had investments like that were during the 2008 financial crisis. Steven also explains the advantages of annuities, including how taxes from their gains are deferred. He also showcases other fixed income accounts and makes the case for pursuing these strategies now, before interest rates lower again. And Steven shares his satisfaction about the Eagles’ Super Bowl win, even though he is a Steelers fan.

Set up a complimentary personalized retirement roadmap session at ExecutiveFinancialGroup.com or call 724-283-2806.

Hear past podcast episodes on YouTube: https://www.youtube.com/channel/UCdNgEvx2BX8ICl4YuxunPHg

See omnystudio.com/listener for privacy information.