As we step into a new year, it’s the perfect time to pause and reflect on your retirement journey. Take a moment to look back at last year — did you achieve the financial milestones you set? What worked well, and what could have been better? Reflecting on these experiences is key to making more informed decisions moving forward.

Now, shift your focus to this year. What are your top priorities? This is what our first podcast of 2025 (and of season 6, would you believe it?) is all about — focusing on setting clear, actionable steps to secure your financial future: 

- health care planning - tax strategies - reviewing your investments - creating a bucket list - emergency fund - lifestyle considerations - estate planning 

Listen in. 

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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/

What if some of the beliefs guiding your retirement and investment decisions aren’t true? In this episode, we dive into the critical difference between opinions—ideas that can’t be proven—and facts, which are backed by evidence. Just as humanity once believed the Earth was flat or the center of the universe, we may be holding onto outdated assumptions about money, retirement, and investing.

Join us as we question the “truths” we take for granted and explore how shifting your perspective can lead to smarter financial choices and a more secure retirement. We’ll also dive into the seven main risks of retirement and how to prepare for them. Listen in. 

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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/

With a triple-red government ahead, one of the most common questions I hear is, "How should we invest now?" The truth is, the answer remains the same—your investment strategy should align with the phase of life you’re in, regardless of who’s in office.

In this episode, we break down the three key life phases for investing: accumulation, protection, and distribution. Learn how to identify your phase, align your investments with your goals, and create a plan that ensures you can retire on schedule—no matter what happens in the world of politics. Listen in to gain peace of mind and clarity as we head into 2025.

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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/

Retirement is meant to be a time of freedom and enjoyment, but are you truly in charge of your financial future, or is it controlling you? Too often, I talk to retirees who are letting fear or indecision shape their retirement. Whether it’s trying to avoid taxes, delaying Roth conversions, or ignoring the need to plan for long-term care, these choices can lead to worry and stress — even in retirement.

When your retirement plan is set up the right way, you can enjoy life without stressing about the economy or politics. In this episode, we dive into strategies to help you take back the reins and ensure your retirement plan works for you so you can enjoy it fully — no matter what comes your way. Tune in to learn how to make your retirement truly yours.

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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/

As the year comes to a close, it’s the perfect time to review your financial plan and ensure you’re set up for a successful retirement. In this episode, we walk through a 10-point checklist to help you maximize savings, optimize taxes, and fine-tune your retirement strategy before the new year begins.

1. Required Minimum Distributions  2. Roth conversions  3. tax-loss harvesting  4. tax bunching  5. Medicare  6. charitable contributions  7. evaluating your estate plan  8. budgeting and cash flow planning  9. evaluating your risk exposure  10. making sure you have the appropriate investments for your phase of life

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/

In this special Thanksgiving edition of our podcast, we’re counting blessings that retirees in the U.S. can truly be thankful for. We explore 7 surprising reasons to feel gratitude, from groundbreaking medical advances and the joy of friends, family, and hobbies to the ability to amass wealth, plan a legacy, and enjoy financial freedom. We also touch on how access to information, financial advisors, and a fair tax system contribute to a peaceful and stress-free retirement. Listen in for an uplifting reminder of why retirement in America is something to be truly thankful for.

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 

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/

When planning for retirement, one of the biggest challenges is ensuring your money lasts as long as you do. But what’s the best way to generate that income? Should you rely on interest and dividends, or sell off shares as needed? In this episode, we break down the key differences between the income method—earning from interest and dividends—and the withdrawal method, which involves selling shares to fund your expenses.

If you’re a regular listener, you probably know which strategy we strongly advocate. Tune in to learn why creating a sustainable income stream can provide more stability, protect your principal, and give you greater financial peace of mind throughout retirement.

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 

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/

In this episode, we take a comprehensive look at the diverse income sources available to help you make the most of your retirement savings and ensure they last as long as you do. Tune in as we explore key strategies, including:

• Maximizing Social Security benefits
• Contract-based investments
• Real estate investment trusts (REITs)
• Preferred stocks for steady returns
• Bonds as a foundation for income stability

Whether you're planning for retirement or already enjoying it, this episode is packed with insights to help you build a sustainable financial future.

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/

This week's podcast is an inside look at the four guiding principles that shape our financial planning approach at Providence Financial. Discover how these principles can help you build a strong financial foundation, navigate economic changes, and reach your goals with confidence.

We will discuss each principle in detail, exploring how they drive smart investment strategies, income security, risk management, and long-term growth. Whether you’re just starting your financial journey or looking to refine your retirement strategy, this show is 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/

In this show, we're taking a higher level look at retirement than we normally do. We'll climb to the highest peak and look down, surveying the landscape. 

What is your ultimate goal for retirement? Is it to pursue your favorite hobbies or pick up new ones? Is it to stay active hiking or biking? Is it travel? And if so, where will you go? How long will you stay? Will it be a 5-star resort or the cheapest place possible? Maybe your goal is to volunteer at your favorite church or charity. It's also not uncommon to want to work but just part-time at a place you enjoy. 

Regardless of what your ultimate retirement looks like, you need to be cautious of the risks standing in the way. 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/