Ready, Set, Retire!
Your host, Steve Anzuoni, a local retirement income certified professional at Fairway Financial talks about some of the challenges and opportunities related to todays retirement planning . Steve has over 30 years of experience helping families protect their wealth, build income for life and leave a legacy for their loved ones. All part of your path towards greater financial confidence...
"Fairway Financial offers insurance products and services. We do not provide investment, tax or legal advice. Life insurance typically requires medical and often financial underwriting to qualify. Death benefits are tax free to a properly named beneficiary. Life insurance and annuities involve fees and charges including possible surrender penalties. LTC riders on insurance products are not a replacement for long term care insurance. Optional riders often require an additional annual fee. Annuity withdrawals are taxed as ordinary income and may incur an additional 10% IRS penalty before age 59-1/2. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company."
Episodes
19 episodes
Life Changing Events To Let Your Advisor Know About
In this conversation, Steve Anzuoni discusses the importance of financial planning during significant life events such as marriage, divorce, and retirement. He emphasize the need for couples to be involved in financial discussions and plann...
Five for Five... A Checklist For Retirement
In this conversation, Steve Anzuoni discusses essential steps for preparing for retirement, emphasizing the importance of understanding financial needs, tracking expenses, and assessing retirement savings. He also highlights the role of wor...
Wait For It, What's Your "Magic Number"
In this episode, Steve Anzuoni discusses the critical aspects of retirement planning, focusing on Social Security, debt management, and the importance of financial education. He emphasizes the need for individuals to understand their financial ...
A Plan to be Together Forever
In this episode of Ready, Set, Retire, Steve discuss the nuances of spousal relationships, particularly the little irritations that can arise over time. He emphasizes the importance of having a togetherness plan for retirement, as couples trans...
Can Inflation be Good for Your Retirement?
In this conversation, Steve discusses the complexities of retirement planning, emphasizing the importance of understanding inflation, interest rates, and the need for a long-term financial strategy. She highlights the necessity of having guaran...
Old 401Ks Could Pay!
In this conversation, Steve discusses the importance of financial guidance, especially during retirement. He emphasizes the need for individuals to reassess their financial strategies as they transition into retirement, highlighting the signifi...
Why Jim Carey Allegedly Can't Afford to Retire
In this conversation, Steve Anzuoni discusses the financial challenges faced by even the wealthiest individuals, highlighting the importance of proper retirement planning and income management. The discussion emphasizes the need for creating in...
Navigating Retirement: Annuities and Alternatives
In this episode of the Ready, Set, Retire Podcast, Steve discusses the evolving landscape of retirement planning, focusing on annuities, micro retirements, and the importance of financial advice. He emphasizes the need for individuals to explor...
Be proactive in Your Retirement Planning
In this episode of the Ready, Set, Retire Podcast, Steve discusses the realities of retirement savings, emphasizing that only a small percentage of retirees have saved over a million dollars. They explore the importance of managing debt, share ...
Navigating Market Volatility
In this episode of The Ready, Set, Retire Podcast, Steve discusses the current market volatility and the increasing odds of a recession. He emphasizes the importance of understanding economic indicators and personal finance strategies to naviga...
Tax Cuts and Retirement: What You Need to Know
On this episode of The Ready, Set, Retire Podcast, Steve Anzuoni discusses the critical implications of tax cuts, the complexities surrounding Social Security taxation, and the realities of 401(k) plans as a replacement for pensions. He emphasi...
Canned Goods and Annuities: Unlikely Comparisons
Steve discusses the misconceptions surrounding annuities, drawing parallels between canned goods and financial products. He emphasizes the importance of understanding the benefits of annuities for retirement income planning and the need for...
Understanding Tax Strategies and Social Security Changes
In this episode Steve discusses the impact of the new administration on financial planning, focusing on tax strategies, social security changes, and the importance of guaranteed income in retirement. He emphasizes the need for long-term plannin...
Proactive Planning and Finding Purpose in Retirement
Steve and Jessica discuss the critical aspects of retirement planning, emphasizing the importance of understanding personal financial needs and the necessity of having a clear plan. They explore how retirement is not just about financial securi...
Understanding Annuities and Their Benefits
Steve discusses the relevance of annuities in today's financial landscape, particularly in light of fluctuating interest rates. He explains the different types of annuities, their benefits for guaranteed income, and the importance of considerin...
Navigating Financial Uncertainty with New leadership
In this episode of the Ready, Retire radio podcast, Steve discusses the implications of new leadership on financial planning, particularly focusing on tax changes, social security, and guaranteed income options for retirement. He emphasizes the...
Navigating Annuities: the key to guaranteed income
In this episode Steve discusses the importance of understanding annuities and guaranteed income, the concept of micro retirements, and the significance of financial planning for retirement. They explore how individuals can diversify their asset...