Steve takes a deep dive into the topic of recession-proofing your retirement savings. With economic uncertainty looming, Steve discusses strategies for safeguarding your financial future. From discussing the potential of an impending recession to exploring the ways annuities can provide financial security, this episode provides expert advice for navigating these challenging times. 

As Steve, a seasoned retirement planner, points out, retirees often value the security of a steady paycheck, just as they did during their working years. He explains how annuities can serve as a replacement paycheck, offering the peace of mind that retirees desire.

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Steve delves into the concept of a "soft landing" and its implications for the economy. Discover why the chance of a soft landing is on the rise and how this affects jobs, incomes, and consumer habits. Steve emphasizes the importance of focusing on actionable steps to secure your financial future, regardless of economic fluctuations.  Remember, securing your retirement requires informed decisions and a customized plan designed to weather economic changes. 

#retirement #financialplanner #financialliteracy #wealth #fyp #podcast #economy 

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Barbie's journey from a role model with 200 jobs to a reality check in the "real world" sparks comparisons to life's financial challenges. Discover how the movie mirrors the experiences of college graduates stepping into adulthood and individuals transitioning into retirement.

Steve, the retirement income specialist, emphasizes the importance of safeguarding your financial future, just as Barbie protects her world-saving aspirations.  Hear Steve talk about the implications of having multiple 401K accounts from past jobs. Steve shares how rolling over old 401Ks into IRAs can grant you more control, better options, and improved fee transparency.

Barbie's story serves as a reminder of the changing landscape of pensions and retirement planning. Learn how Steve helps individuals navigate these challenges, ensuring they have a tailored strategy for their unique situations.

Whether you're a Barbie fan or looking for actionable financial advice, this episode offers a wealth of knowledge and entertainment. Join the conversation and explore strategies to maximize your retirement savings while enjoying a healthy dose of pop culture! 

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In this episode hear Steve discuss a crucial strategy for tax planning and financial growth: Roth IRA conversions. Steve takes a deep into the world of Roth IRAs and how they offer an ideal solution for tax planning. Discover the benefits of taking the tax hit on your contributions now and watching your gains grow tax-free. But what if you're told you make too much to contribute to a Roth? 

Steve breaks down the misconceptions around saving using pre-tax dollars and reveal why it's essential to act NOW especially given the current lowest marginal tax brackets. Learn how to reposition your money, convert pre-tax IRAs to Roth, and disinherit the IRS !

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Steve discusses the importance of a mid-year financial check-up for retirement planning. The importance of having a solid income plan, especially for those nearing retirement or already retired. Drawing from his 35 years of experience, Steve explains how relying solely on market performance can be risky and lead to potential income shortages during retirement. 

By focusing on creating a dependable income stream to supplement Social Security, you can safeguard your financial future and enjoy a worry-free retirement. If you're seeking a more stable retirement plan and a guaranteed income for life, tune in to this insightful episode and learn how to protect your financial well-being. 

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Worried about running out of money in retirement? In this week’s episode, Cape Cod’s Retirement Income Specialist,Steve Anzuoni, shares how his bucket planning approach can help provide income for life!

Then, with three decades of experience helping people just like you plan for retirement, hear what makes him different from other financial planners!

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There’s an old saying in the news business: “If it bleeds it leads.”  It’s because tragic and splashy headlines often get our attention.  In the financial world, market declines are the splashy headlines.  But a new study from a Fidelity analyst says, we get too wrapped up in the topic of market risk and we don’t focus enough on two of the other big risks of retirement:

1. Expensive health care needs 

2. Living into your 90s. 

Would you agree?

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Reliable monthly income is a big concern for retirees.  Yahoo Finance looked at the pros and cons of annuities in that role.  Two of the objections they site are: 

1) Every annuity comes with high fees

2) No access to principle in an emergency

Can you speak to those points?

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The latest polls are showing Americans are not feeling good about the economy.  One survey (by CBS News/YouGov) found 64% of adults would rate the economy as “bad.”  Another poll (by F&G) shows 80% of Americans over age 50 are worried about the impact of inflation on their retirement, with many facing the prospect of having to keep working.  Concern about the economy can turn into anxiety about retirement.  If you're concerned about the market, the economy and want to protect your money - hear how Steve can help! 

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The financial headlines have been talking about a recession for months. Market analyst Eddie Ghabour tells Fox Business we are already there. Hear Steve give his opinion and if he see's a significant market pull back this year and should people look for a more protective stance with their retirement money! 

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