352 episodes
Providence Financial Retirement Show with Anthony Saccaro Anthony A. Saccaro, ChFC, Esq.
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- Business
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4.5 • 13 Ratings
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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.
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5 Lessons and 5 Client Stories from 25 Years in Business
Last week marked 25 years since I got started in the financial planning business, on July 17, 1999. You know what they say about experience, right? It's something you don't get until just after you need it. Fortunately, with 25 years under my belt, I have plenty of it and for this week's show I've picked 5 lessons and 5 client stories to share with you; some of them are quite riveting, so hang on and 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/ -
How to Inflation-Proof Your Retirement
I've done quite a few interviews recently and the main questions always seem to be: where are we now when it comes to the economy, where are we going and how can we protect ourselves.
My answer usually starts with inflation which has been hot but is finally showing signs of cooling off - not by a lot but we'll take whatever we can get. I explain why we have inflation in the first place and also cover wage inflation and how those costs get passed on to the consumer.
As a retiree, how can you protect yourself against rising inflation as you move 10, 20 and 30 years into retirement? My number one tip is to start planning early - a good 10 years or more before you retire.
Listen in for more.
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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/ -
Q&A: Debt in Retirement, RMDs, Life Insurance
In today's show we're going to answer a few listener questions:
- Debt in retirement (the goal is to be debt-free, and that includes your mortgage)
- Required Minimum Distributions (how to avoid the largest tax in the IRS tax code)
- Life insurance (do you need it and how much do you need depending on your risk class)
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/ -
Retirement Income Sources
This week's show is a bird's eye view of various sources of income you can take advantage of during retirement as you strive to maximize your savings and make them last as long as you do. We cover:
- Social Security
- investing for contract
- real estate investment trusts
- preferred stocks
- bonds
We also take a few minutes to explain what being an income advisor as a specialty means and why working with an income advisor is a great idea once you exit the working years. 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/ -
Life and Long Term Care Insurance
How does Long Term Care insurance work? If you're in the camp that thinks, "I don't need it", you may simply not know enough about it yet, especially when it comes to the newer types of policies available.
Life Insurance on the other hand is thought of by most as a "necessary evil" - but as you'll find out after this show, it's actually a wise piece of the puzzle in any sound financial portfolio. 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/ -
Interest Rates - What Can We Expect and How Will It Impact Retirees
"What will the Federal Reserve do with interest rates in the near future and how will it affect my retirement?" This seems to be the question on everyone's mind lately, as news reports about the state of the economy come out seemingly weekly. The problem is, the leading authorities are great at spinning these reports in whatever way suits them best.
Apparently, the FED is getting inflation under control and GDP is slowing down to around 1%/year compared to 3.7% last year. The 10 year Treasury had been hovering around 4.6%, then dropped to 4.5%, then to. 4.4% just 2 days after the CCI report came.
This is important because when interest rates go up, the value of all financial assets tends to go down; the opposite is also true. So what's happening now is that everyone is speculating as to when the FED will start lowering interest rates. Listen in for my thoughts.
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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/
Customer Reviews
Invaluable information
This is by far the best short-to-medium length financial planning resource I’ve found online. I’ve learned more after a week listening than my whole life prior, no joke. Anthony Saccaro is a very personable, humble guy but you can tell he’s been around and really knows his stuff. Just ordered the book!
retirement planning advice you can actually understand
Anthony is a master at explaining complicated financial terms in words you can understand. Gives good analyses of what’s going on with the market and how it affects your investments.
Not helpful
You need to get to the Kay points sooner. 80% fluff and 20% content.
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