Ready, Set, Retire!

One spouse does the dishes, the other does the money—until retirement makes that division risky. On this episode Steve Anzuoni unpacks why both partners must understand the full financial picture. The conversation covers shared responsibility, Social Security’s role in retirement income, strategies that address longevity and market swings, and a simple “bucket” framework for organizing income, savings, and future goals. Along the way, real-life examples—from long marriages to pro athletes—highlight how preparation and clarity can ease stress and support long-term financial confidence.

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What if the next financial shock isn’t a market crash—but your own personal debt? On this episode, Steve Anzuoni breaks down rising credit card interest rates, the national debt debate, and why managing your personal finances matters more than predicting the next “black swan.” He dives into market uncertainty, political gridlock, luxury habits of the ultra‑rich, and how everyday consumers can create consistency, stability, and smarter retirement income strategies. From debt control to guaranteed income planning, this episode delivers real‑world insight wrapped in candid, entertaining conversation.

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Get a Copy of Steve's Book - Tee Up Your Retirement! 

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When rising costs force tough financial choices, how do you protect your future without sacrificing your present? On this episode, Steve Anzuoni explores why Americans are cutting retirement savings, the real difference between needs and wants, and how spending habits matter as much as account balances. He breaks down the transition from building wealth to using it wisely, the hidden risks in political and market swings, and the crucial choices around Medicare and income planning. A clear, practical conversation for anyone wondering when they can retire—or whether they’ll have enough.

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Get a Copy of Steve's Book - Tee Up Your Retirement! 

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A surprising truth about your 401(k) could change the way you think about retirement. In this episode, Steve Anzuoni breaks down the hidden tax traps retirees face and reveals how proactive planning can help you keep more of what you’ve earned. From creating tax‑efficient income to understanding guaranteed lifetime payout options, Steve and Jessica dive into practical strategies that help retirees build confidence, clarity, and cash flow. Learn how to rethink your retirement buckets, protect your savings, and design a plan that supports the life you want.

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Get a Copy of Steve's Book - Tee Up Your Retirement! 

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A surprising retirement strategy could turn a required tax burden into a powerful wealth‑building opportunity. On this episode, Steve Anzuoni breaks down proactive tax planning, smart RMD moves, and a little‑known way retirees can create tax‑free legacy dollars for their families. Jessica Forkel guides the conversation as they explore why couples should tackle money decisions together, how Social Security really fits into retirement income, and where annuities may help fill long‑term income gaps. It's a practical, clear‑eyed look at building stability and confidence in retirement.

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

Get a Copy of Steve's Book - Tee Up Your Retirement! 

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See omnystudio.com/listener for privacy information.

What if one retirement decision could reshape your financial future? On this episode of Ready, Set, Retire Podcast, Steve Anzuoni breaks down the rising interest in Social Security bridging — what it is, who benefits, and why timing matters. Steve tackles myths, longevity planning, guaranteed income strategies, inflation concerns, and the real questions retirees are asking today. From delaying benefits to building lifelong income streams, this episode gives listeners clarity and confidence to evaluate their own retirement path.

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

Get a Copy of Steve's Book - Tee Up Your Retirement! 

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See omnystudio.com/listener for privacy information.

A simple lobster story turns into a revealing lesson about how retirement planning really works. In this episode, Steve Anzuoni breaks down why saving consistently is only half the battle — the real challenge begins when you shift from accumulation to creating sustainable income. Steve shares insights on 401(k) habits, common retirement missteps, and why specialized guidance matters when building an income plan that lasts. Through relatable stories and decades of experience, he helps listeners understand how to rethink their financial “envelopes” for life after work.

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

Get a Copy of Steve's Book - Tee Up Your Retirement! 

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See omnystudio.com/listener for privacy information.

A surprising retirement trend is reshaping financial plans—and it’s happening faster than many expect. In this episode, Steve Anzuoni digs into why so many Americans are accelerating their retirement timelines and how shifting from “autopilot saving” to intentional planning can make all the difference. Steve shares real client stories, the power of organizing your financial “buckets,” and why proactive reviews can help you navigate uncertainty, support aging parents, and protect your legacy with confidence. This conversation is all about clarity, practicality, and taking ownership of your future.

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

Get a Copy of Steve's Book - Tee Up Your Retirement! 

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See omnystudio.com/listener for privacy information.

What does a $102 million art heist have in common with your retirement plan? Both can be undone by a single, simple mistake. In this episode, Steve Anzuoni reveals the hidden pitfalls that threaten your financial future—from underestimating inflation and healthcare costs to the dangers of early withdrawals and credit card debt. Learn how to build a resilient income plan and avoid the traps that could sabotage your golden years.

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

Get a Copy of Steve's Book - Tee Up Your Retirement! 

Social Media: Facebook I  LinkedIn I Instagram I YouTube 

See omnystudio.com/listener for privacy information.

Are you unknowingly sabotaging your retirement with “spendophobia” or hidden Medicare costs? In this episode, Steve Anzuoni reveals the surprising traps retirees face, from the two-year Medicare premium lookback to the fear of spending hard-earned savings. Discover practical strategies like the “four buckets” approach, how to create your own pension, and why personalized advice beats one-size-fits-all plans. Whether you’re planning, retiring, or already retired, this episode delivers eye-opening insights to help you spend confidently and enjoy the retirement you deserve.

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

Get a Copy of Steve's Book - Tee Up Your Retirement! 

Social Media: Facebook I  LinkedIn I Instagram I YouTube 

See omnystudio.com/listener for privacy information.