Best Steve Anzuoni Podcasts (2024)

1
Maximizing Tax-Free Income with Roth Conversions 15:40

4d ago15:40

15:40

Consider doing Roth conversions if you are in the right tax situation and have other liquid assets to pay the taxes. Social Security is in trouble but unlikely to go away completely; it is important to be proactive and make informed decisions about when to start taking benefits. Have a mid-year financial checkup to re-evaluate retirement contributi…

1
Taking Action: Proactive Steps for Financial Success 19:51

25d ago19:51

19:51

The conversation discusses the opportunity to capitalize on high interest rates before and during retirement. Then, the importance of refinancing retirement plans to take advantage of higher rates. Steve shares examples of how individuals can benefit from refinancing annuities and highlights the need for proactive action. The conversation also addr…

1
The Negative Perception of Annuities 14:58

1M ago14:58

14:58

Takeaways: Many retirement savers are concerned about outliving their assets and are considering annuities as a source of guaranteed income. There is a lack of interest in annuities among clients, despite their desire for safer portfolios and income protection. The word 'annuity' has a negative connotation in the industry, but it offers stability a…

1
Unlocking Guaranteed Retirement Income 18:15

1M ago18:15

18:15

With many Gen Xers in their late 50s, it's critical to shift from potential savings to guaranteed income plans. Steve shares his old-school approach to stabilizing retirement income and explains why your current retirement plan might just be a paper promise. Discover how to create real, reliable cash flow, explore the surprising benefits of rolling…

1
DIY Home Repairs Gone Wrong & How to Safeguard Your Retirement 19:11

2M ago19:11

19:11

Steve draws parallels to retirement planning, emphasizing why it's crucial to get expert advice rather than going it alone. Steve shares valuable insights on navigating the complexities of retirement, including the benefits of income annuities as a hedge against potential Social Security shortfalls. Call Steve today at 508-544-0560 to learn how to …

1
DIY Home Repairs Gone Wrong: The Hidden Dangers and Smart Retirement Planning Tips 19:11

2M ago19:11

19:11

Transitioning from home safety to financial security, the episode dives into why retirement planning is not a DIY project. Steve discusses the complexities of retirement strategies, the challenges of navigating annuities online, and how to create a reliable income plan to ensure you don't outlive your savings. With insights on Social Security's unc…

1
Ensuring Your Retirement Funds Last 17:31

2M ago17:31

17:31

With many living well into their 90s and even celebrating 100th birthdays, the need for robust financial planning is more urgent than ever. Steve shares insights on the importance of reliable income streams, the role of Social Security, and innovative strategies to ensure your 401(k) doesn't fall short. Will your money last as long as you do? Find …

1
Steve Joins Howie Carr on the Meet Experts Podcast! 25:10

2M ago25:10

25:10

Steve recently had the opportunity to be a guest on Howie Carr's new podcast, " Meet The Expert Podcast". In this interview with radio legend Howie Carr, Steve sheds light on the ever-changing landscape of retirement planning. From navigating the pitfalls of inflation and taxation to optimizing Social Security benefits and legacy planning, Steve of…

1
Challenges of Retiring Early 16:43

3M ago16:43

16:43

Delve into the complexities of early retirement planning as the discussion unpacks its hurdles and intricacies. From the looming specter of boredom to the daunting realities of financial depletion and soaring healthcare expenses, no stone is left unturned. Emphasis is placed on the critical necessity of crafting a robust financial blueprint capable…

1
The Role of Annuities in Retirement Income Planning 17:30

3M ago17:30

17:30

Takeaways from todays episode: Focus on balance and living within your means in retirement planning. Income and cash flow are crucial in retirement, including Social Security and pensions. Avoid emotional reactions and focus on long-term strategies when investing in gold and the stock market. Consider annuities for retirement income planning. Take …

1
Securing Your Retirement: Strategies to Navigate Financial Literacy Gaps 18:11

3M ago18:11

18:11

In this episode, Steve takes a dive deep into the pressing issue of retirement savings in America. With staggering statistics revealing that one-third of Americans have no retirement savings and 40% don't contribute to any retirement fund, the hosts shed light on the importance of financial literacy. Steve, known as Cape Cod's retirement income spe…

1
The key to a proactive retirement plan 16:30

3M ago16:30

16:30

In this episode Steve discusses the importance of proactive retirement planning, especially in a politically charged environment. He addresses common concerns about the future of the economy and taxes, and explain why a "wait and see" approach can be risky. Here are some of the key takeaways you'll learn in this episode: The benefits of reviewing y…

1
Inside the Fairway Family: Financial Planning & Emotional Investing Insights 9:56

3M ago9:56

9:56

Discover what it means to be part of the Fairway family and how Steven's blue-collar roots shape his white-collar financial strategies. From managing emotions in market fluctuations to decoding retirement complexities, Steve shares invaluable insights honed over three decades in the industry. Learn why keeping emotions in check is key to successful…

1
Demystifying Tax Returns: What You Need to Know 9:49

4M ago9:49

9:49

In this episode, we unravel the mystery surrounding tax returns and shed light on common misconceptions. Join us as we dive into a recent case where a celebrity guest found himself in hot water for neglecting to file his tax returns. Discover why ignorance of tax laws is no excuse and why assuming someone else will handle your taxes is a risky gamb…

1
Maximizing Retirement Wealth: Should You Rollover Your 401K to an IRA? 9:20

4M ago9:20

9:20

Join Steve as he delves into the crucial decision of whether to rollover your 401K to an IRA. With insights from financial experts like T Rowe Price's Roger Young, discover the benefits and considerations of this pivotal retirement move. Learn how an IRA offers greater investment flexibility and control over distributions, while also exploring the …

1
Overcoming Retirement Spending Fear 6:29

4M ago6:29

6:29

In this enlightening episode, Steve shares insights from their decades of experience, emphasizing the importance of diversifying income streams and creating a guaranteed peace of income. Learn how innovative financial products can provide lifelong income security, offering retirees the confidence to enjoy their golden years without financial worry.…

1
Cracking the Code: Understanding the New Middle Class Dilemma 7:53

4M ago7:53

7:53

Steve debunks common misconceptions surrounding retirement savings targets and Social Security concerns while emphasizing the importance of personalized financial strategies. From debt reduction to exploring alternative retirement solutions, they empower listeners to take control of their financial future with confidence and clarity. As the politic…

1
15 Years of Service: Heroes in Transition's Impact on Local Veterans 15:41

5M ago15:41

15:41

Steve and Fairway Financial are heavily involved in the community. One of Steve's favorite charities is Heroes in Transition. Today, Steve welcomes special guest Cindy Jones, the founder of Heroes in Transition. Celebrating its 15th year of service, Heroes in Transition has been dedicated to supporting local veterans and service members on Cape Cod…

1
Diversifying Income Streams: Building Your Financial Future 11:15

5M ago11:15

11:15

Learn why having multiple sources of income is essential for weathering economic fluctuations and safeguarding your financial future. Steve emphasizes the pitfalls of relying solely on traditional retirement accounts like 401(k)s and underscores the importance of creating diverse income streams to mitigate risks. Furthermore, explore the disconnect…

1
Babe Ruth's Annuity: Lessons in Financial Legacy 7:29

5M ago7:29

7:29

Discover how Babe Ruth's forward-thinking decision to purchase an annuity in 1923 paved the way for financial security during his retirement, offering valuable insights for today's investors. Steve explores the enduring relevance of annuities as a source of guaranteed income, drawing parallels between Babe Ruth's investment strategy and modern reti…

1
Sleeping on Savings: Napping, 401Ks, and Annuities Explained 12:21

6M ago12:21

12:21

Discover startling statistics about Americans' lack of awareness regarding their 401K fees and investment risks. Steve sheds light on common misconceptions surrounding retirement planning, including the myth that a 60/40 investment split guarantees safety for your retirement savings. In this episode, you'll also learn about the power of annuities i…

1
Decoding Financial News: Why You Can't Trade on Predictions 8:16

6M ago8:16

8:16

In this episode, inspired by insights from Jordan Belfort, the real "Wolf on Wall Street," the hosts explore the futility of trying to trade based on news and predictions. As we enter 2024 with ominous forecasts of a market crash, Steve emphasizes the unpredictability of the future. They share valuable advice on diversification, especially for thos…

1
Decoding the Trump Tax Cuts: Strategies to Safeguard Your Retirement Income 8:39

6M ago8:39

8:39

In this episode, the hosts unravel the complexities of the Trump tax cuts signed into law in 2017, shedding light on the impending changes set to take effect at the end of next year. With potential shifts in individual tax rates, standard deductions, and estate tax exemptions, the hosts emphasize the need for proactive planning during this two-year…

1
Confidence in Retirement: Building a Solid Financial Plan with Steven Anzuoni 8:07

6M ago8:07

8:07

Steve Anzuoni, a seasoned financial professional, shares his passion for instilling confidence in clients as they approach retirement. Learn how Fairway Financial goes above and beyond to ensure clients feel like family, providing unparalleled service and assistance. Steve emphasizes the significance of a comprehensive financial plan, echoing the i…

1
Breaking Free from Autopilot: A Retirement Planning Guide 9:41

7M ago9:41

9:41

Ever felt like life is on autopilot, going through the motions without a clear plan? In this episode Steve explores the concept of autopilot in our daily lives and its significant impact on retirement planning. Did you know the average American spends about 10 years of their life on autopilot? Steve discusses the crucial transition from accumulatin…

1
Savings Strategies for the Future: Balancing Pessimism and Optimism 5:33

7M ago5:33

5:33

Steve breaks down the concept of "reasonable optimism," emphasizing the importance of not just expecting a bright future but preparing for inevitable setbacks and market challenges. They share real-life examples, highlighting the significance of having a robust retirement strategy that focuses on long-term goals. Discover how to make the most of wi…

1
2024 Tax Changes: Unveiling the New IRS Brackets and Proactive Retirement Strategies 7:30

7M ago7:30

7:30

Steve discusses the latest updates on the IRS tax brackets for 2024, shedding light on the significant 5.4% increase in income thresholds across various brackets due to inflation. As the retirement income specialist, Steve dives into the implications of these changes, emphasizing the importance of proactive planning in the current low-tax environme…

1
Decoding Wealth: Does Being a Millionaire Make You Feel Rich? 7:10

7M ago7:10

7:10

Discover surprising insights as only 8% of Americans with a million dollars or more consider themselves wealthy. Steve emphasizes the importance of avoiding comparisons on social media and focusing on your own financial journey. Steve shares stories of individuals with varying net worth, highlighting the diverse perspectives on wealth and retiremen…

1
Ramsey is Wrong: Debunking Dangerous Retirement Advice 8:08

7M ago8:08

8:08

In this episode, hosts Steve digs deep into the recent controversial advice from financial guru Dave Ramsey. Ramsey suggests retirees remain 100% invested in stocks throughout their lifetime and withdraw 8% of their portfolio annually without concerns. Renowned financial author David McKnight joins the discussion, exposing the flaws in Ramsey's app…

1
Unlocking Retirement Income: Demystifying Annuities for Financial Security 8:42

8M ago8:42

8:42

In a recent survey, 70% of pre-retirees expressed concern about running out of money, highlighting the urgency of effective retirement planning. Join Steve in todays episode where he unravels the mystique surrounding annuities, a powerful tool often misunderstood in retirement planning. Steve explains how annuities, essentially the modern version o…

1
Unlocking Retirement Wealth Secrets: Why Gen Xers Shouldn't Overlook Life Insurance Strategies 4:01

8M ago4:01

4:01

In this episode, Steve explores a crucial aspect of retirement planning for Generation X—those in their late 50s. Astonishingly, only 40% of Gen Xers work with financial advisors. Steve delves into a significant tax change set for 2026 that will impact those earning over $145,000, requiring them to opt for a Roth 401K. He highlights the importance …

1
Year-End Financial Checklist: Maximizing Your Retirement Contributions 5:22

8M ago5:22

5:22

In this episode, the hosts discuss Morningstar's Christine Benn's advice on maximizing 401K contributions, especially for those over 50, where the limit can reach $30,000 in 2023. Discover why revisiting your retirement plan contributions is crucial and how making adjustments can have a significant impact. Steve share's real-life stories, including…

1
Navigating Retirement: Strategies for Financial Freedom 8:00

8M ago8:00

8:00

In this episode, Steve explores the concept of retirement, drawing inspiration from entrepreneur Naval Ravikant's unique perspective. While financial independence is a common goal, the hosts discuss various paths to retirement, including managing burn rates, passive income, and the importance of doing what you love. Steve emphasizes his own approac…

1
The Charles Feeney Legacy: Balancing Wealth and Generosity 6:04

9M ago6:04

6:04

On today's episode, Steve shares the incredible story of Charles Feeney. Charles, a multi-billionaire, chose to give away his vast wealth, emphasizing the joy of giving while being alive. The episode explores the pros and cons of this philanthropic approach and delves into the importance of achieving a balance between generosity and self-preservati…

1
Maximizing Your Annuity: Is It Time for an Upgrade? 7:24

9M ago7:24

7:24

In today's episode, we're tackling an intriguing question: Can you trade in your older annuity for a newer, more advantageous one? With interest rates on the rise, now is a particularly opportune time to consider upgrading your annuity. Steve discusses the nuances of this decision, emphasizing that while it can be a favorable move in some cases, it…

1
Why Only 35% of Americans Use Financial Advisors 7:44

9M ago7:44

7:44

In this episode, we explore the surprising statistic that only 35% of Americans utilize the services of a financial advisor. Steve, a renowned retirement income specialist with over 30 years of experience, helps us unravel the reasons behind this. Many Americans primarily store their wealth in their 401(k) accounts, assuming they can manage their r…

1
Enhancing Retirement Income with Annuities 8:55

9M ago8:55

8:55

This week, we delve into one of the most pressing retirement questions on everyone's minds: how do you ensure a steady income stream when you retire, without the fear of running out of money? Steve, Cape Cod's Retirement Income Specialist, shares his expertise on the significance of annuities in retirement planning. He emphasizes the value of annui…

1
Cash is King Again: Rethinking Investment Strategies 8:53

10M ago8:53

8:53

The financial world is experiencing a shift where cash is offering higher returns than ever before, surpassing even the S&P 500. As Yahoo Finance's Jared Blicker notes, a staggering $925 billion has flowed into money markets this year alone. Traditionally, when stocks dipped, investors had few alternatives and often kept plowing money back into sto…

1
Secure 2.0 Act: The Changing Landscape of Retirement Planning 10:16

10M ago10:16

10:16

Under this new measure, starting next year, older workers earning more than $145,000 will be required to use an after-tax Roth 401(k) rather than the traditional pre-tax 401(k). However, since many employers do not offer Roth 401(k)s, the IRS has extended the deadline to 2026. Steve breaks down what this means for you and your retirement strategy. …

1
Demystifying Retirement Planning: Your Path to Clarity 7:29

10M ago7:29

7:29

In a recent survey of 2,000 individuals, conducted by a Harris Poll, a staggering 70% found retirement planning unnecessarily complicated. That's a sentiment many of us can relate to. So, where are people turning for information? The survey revealed that 43% rely on their own research, while 39% look to their employers, 27% seek advice from family …

1
Retiring with Confidence: How to Create an Income Plan 9:26

10M ago9:26

9:26

In this episode of the Retire Ready Radio podcast, Steve (Cape Cod's Retirement Income Specialist) talks about the importance of having an income plan in retirement. Steve discusses the different types of income streams available to retirees, and how to create a plan that meets your individual needs. He also talks about the importance of considerin…

1
The Importance of Having Financial Conversations with Your Adult Kids 6:33

10M ago6:33

6:33

In today's show, we delve into a topic that's both practical and essential for securing your family's future: the importance of having open financial conversations with your adult children. It's surprising how many habits we carry from childhood into adulthood, and this extends to the way we manage our households. According to a recent poll, three …

1
Maximizing Retirement Income: Strategies for Tax-Efficient Withdrawals 7:23

11M ago7:23

7:23

Today we're diving into a crucial aspect of retirement planning that often gets overlooked: how to smartly withdraw your hard-earned savings to maximize your income while minimizing tax implications. Imagine this scenario: you've diligently saved for retirement, and you've got a solid plan in place. But now the question is, how do you start withdra…

1
Recession-Proof Your Retirement: Annuities and Financial Stability 9:11

11M ago9:11

9:11

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 na…

1
Mastering Retirement Conversations: Secure Your Financial Future 7:35

11M ago7:35

7:35

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, secu…

1
Barbie's Financial Makeover: 401K Strategies and Real-World Lessons 9:49

11M ago9:49

9:49

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 sa…

1
Unlocking Tax Benefits: The Power of Roth IRA Conversions for Financial Freedom 10:11

12M ago10:11

10:11

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 …

1
Retirement Planning and Guaranteed Income: Time for a Financial Check-Up 10:34

12M ago10:34

10:34

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…

1
If You're Worried about Running Out of Money - LISTEN NOW! 12:00

12M ago12:00

12:00

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 planner…

1
The Cost of Healthcare and Longevity 8:18

1y ago8:18

8:18

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 r…

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Steve Anzuoni Podcasts

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