338 episodes

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.

Providence Financial Retirement Show with Anthony Saccaro Anthony A. Saccaro, ChFC, Esq.

    • Business
    • 4.5 • 11 Ratings

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.

    How to Find the Right Financial Advisor

    How to Find the Right Financial Advisor

    If I blew out my knee, I certainly wouldn't trust myself to fix it. I'm not a doctor, I'm a financial advisor. I'd try my hardest to find the best doctor who could diagnose and fix my knee. 
    When you're younger, you can afford to make mistakes because you have more time to overcome them. When you're older, you can't afford to mess up anymore; you may have done a great job of growing your portfolio but, when you get to retirement, the strategy shifts. 
    So if you think you may benefit from the advice of a financial advisor after years of DIY, how can you find one? What should you look for in an advisor? What different types of advisors are there, and which one is appropriate for you? 
    Listen in to find out.
    >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 
    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/

    • 49 min
    Are You Taking Too Much Investment Risk?

    Are You Taking Too Much Investment Risk?

    Are you taking too much risk within your investment portfolio depending on the stage of life you find yourself in? 
    In this week's podcast, we talk about good risk and bad risk and the difference between left and right brain investing (sounds a bit woo-woo but stick with me). Good risk is the risk of volatility. Bad risk is the risk of loss and it usually occurs when you're not diversified enough - not just within an asset class, but among different asset classes. 
    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/

    • 54 min
    Life Insurance and Long Term Care

    Life Insurance and Long Term Care

    Is permanent life insurance a good investment? 
    Do I really need long term care and is it a good idea? 
    What can I do if I'm starting to invest for retirement late in life? 
    We'll tackle these questions, plus a few more from your listeners, during this show. 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/

    • 52 min
    Strategies for Maximizing Your Social Security

    Strategies for Maximizing Your Social Security

    Our mission for this show is to help you live a stress-free retirement; and few things create more stress and confusion for pre-retirees than Social Security. Since they don't know whom to turn to for advice, they often make hasty decisions that cost them tens of thousands over their lifetime. When should you take Social Security and what is the best way to take it? We'll give answers and strategies in the first part of this show.
    In the second part, we'll talk about the best ways to invest during your accumulation years, as you're heading towards retirement, versus your retirement years. Finally, we'll answer some listener questions about these topics. 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/

    • 50 min
    Mutual Funds and ETFs

    Mutual Funds and ETFs

    If you're retired, you may be wondering if mutual funds and ETFs are appropriate for you to invest in retirement. You may also wonder what the difference is between them (hint: there are more similarities than there are differences). 
    Mutual funds are actively managed by fund managers who make decisions about which assets to buy and sell within the fund. Investors buy shares directly from the fund company at the end-of-day net asset value.
    ETFs are passively managed funds that typically track an index or a specific sector. They are traded on exchanges like stocks, and their prices fluctuate throughout the trading day. Investors buy and sell ETF shares on the open market.
    In today's podcast, we give a bird's eye view of how mutual funds and ETFs work, along with the main advantages of each. 
    As usual, we'll end the show by answering a few of your questions. 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/
     
     

    • 49 min
    It's not How Much You Earn, but How Much You Keep That Matters

    It's not How Much You Earn, but How Much You Keep That Matters

    My dad used to often say to me, "It's not what you earn, but what you keep that matters." In this show, we'll talk about several strategies that can help you maximize how much you keep of what you earn. 
    We'll then go on to discuss potential pitfalls of investing in mutual funds and the benefits of individual bonds, particularly as you approach retirement.
    We'll also explain the difference between fee-based and commission-based advisors, with the former being held to a fiduciary standard which requires them to make the best recommendations for their clients. 
    For our weekly listener question, we'll address indexed funds and municipal bonds. 
    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/

    • 45 min

Customer Reviews

4.5 out of 5
11 Ratings

11 Ratings

VW James ,

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!

faithandstitches ,

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.

eureka homesteader ,

Not helpful

You need to get to the Kay points sooner. 80% fluff and 20% content.

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