Providence Financial Retirement Show with Anthony Saccaro

Because inflation has reached levels not seen in 20 years, a lot of retirees have asked us if they should change their portfolio allocation. The answer will depend on your personal situation. When the media talks about inflation, they are talking in general terms. However, inflation is very personal and yet, you don't hear a lot about this component of inflation. If you are wondering whether you s...

The guesses as to where this stock market is going to go is all over the place. There are some dire predictions and there are also some very positive predictions. The truth is that no one knows. However, what we do know is that there is a lot of uncertainty in our economic environment today. How are you supposed to deal with this? Take a listen to this episode for Anthony's thoughts. >>>>>>>>>>>>>...

Retirement can be categorized into three different phases. Unfortunately, if you're invested wrong for the phase of retirement that you're in, the results can be disastrous! In this show, we explain the three phases and what you need to know to be successful during each phase. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https...

If you are invested for income, does that mean you have to give up the opportunity for growth? NO! In this show, we discuss how to get growth through income producing investments and do it with less risk. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysac...

We talk a lot about income producing investments because we are income specialists. But what are some of these investments? In this episode, we give a brief rundown of the various income producing investments that yield between 3% and 8%. If you want to become further educated about what these investments are and why they are more conservative than stocks, listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>...

Retirement is a big shift and your entire life changes. A lot of retirees have even shared that they even felt a little lost the first day they woke up and didn't have to go to work. If you're invested properly though, you should have nothing to be anxious about. Take a listen to this episode and find out how to feel confident, not lost, in retirement. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNE...

Should you consider doing a Roth IRA conversion? You'll have to pay tax on the contributions up front but your future gains will be tax free forever! If you're wondering whether a Roth conversion is right for you, take a listen to this show. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Ge...

It's hard to believe that there are only two weeks left in this year! That means that if you want to do any last minute tax planning, you need to act quickly. Here are five strategies that may help you save money in taxes.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony:...

I've reviewed thousands of portfolios and most people who think they are diversified are wrong. What does it mean to be properly diversified and why is that so important? We answer these questions in this show. Plus, we give you a few examples of people who lost a ton of money after learning the hard way that they were not as well diversified as they thought they were. >>>>>>>>>>>>>>>>>>>>>>>>>>>>...

Have you ever made an emotional decision that hurt you?  We've all done that. When you're retired though, you can't afford to make a mistake just because you let you emotions dictate your next move. To learn how to make rational decisions and keep the emotions out of it, take a listen to this show. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast...

We've recently had a surge of calls from our listeners asking whether they should consider getting into the market. What do you think? If you want to know our thoughts, take a listen to this episode. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro....

If you're retired or on the brink of retirement, there are things you need to know. In this episode, we list 8 steps you need to have in place for a successful retirement. There are many traps that could cause you to lose sleep at night or worse, wreck your retirement. Listen in to find out how to avoid them. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinan...

If you're retired or on the brink of retirement, there are things you need to know. In this episode, we list 8 steps you need to have in place for a successful retirement. There are many traps that could cause you to lose sleep at night or worse, wreck your retirement. Listen in to find out how to avoid them. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinan...

If you've been paying attention to the news, it's no doubt that there's a labor shortage. But why? We cover four possible reasons in this podcast - 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://morelifethan...

At Providence Financial, we have five core beliefs that you should adopt to ensure a successful retirement. If you're like most, you probably have some sleepless nights worrying about whether you have enough money to last the rest of your life. If you'd like to sleep a little better, then listen to this show to learn what you need to know to ensure a successful retirement. >>>>>>>>>>>>>>>>>>>>>>>>...

In this episode, we answer questions from three callers: how to take Required Minimum Distributions portfolio allocation for someone who has a lot of money in stocks but is 10 years from retirement variable annuities- good or bad?  Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com...

Have you almost hit someone while changing lanes because they were in your blind spot? Everyone has done that. The reason they call it blind spot is because you can't see what's in it. The same is true in retirement. Here are three blind spots that can blindside you if you don't see them when planning for retirement. Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https:/...

Do you have "skeletons" in your financial closet? You might, and not even know it. These hidden skeletons can haunt you down the road if they "get out". What could they be? 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 b...

Do you know what the 5 important ages are when you're planning for retirement? If you don't know the answer, you may be missing out on some important benefits, or you may subject yourself to some needless and expensive penalties. Listen in to find out how to avoid that. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www....

Unfortunately, many retirees have never taken the time to plan out their retirement. Therefore, they don't really know if they're going to be okay through their golden years. You might be okay now, but what about in 20 years or more? In this episode, I discuss three critical components that every retiree needs to consider when mapping out their retirement. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S C...

You've probably heard of Bitcoin and Ether but if you're like most, you probably don't know much about them. In today's show, we cover the basics of cryptocurrencies so that the next time it comes up in conversation, you can sound like you know what you're talking about. Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at:...

What are some of the things you need to pay attention to during the fourth quarter of 2021? Some clues: Federal Reserve, inflation, interest rates and the stock market. To find out how these are going to affect your retirement - take a listen. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com...

You've probably heard that the debt ceiling is back in the news and will be in the news again as the outrageous political shannanigans continues. Stay tuned! But how might it affect your retirement? You might be surprised at the answer. If you're in or near retirement, you'll want to listen to this show. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialp...

The debt ceiling conversation has been engulfing a lot of Congress' time recently, but most people don't know what it is. Unfortunately though, not knowing about it doesn't eliminate the danger it may cause to your retirement. If you want to learn more about the dangers of the debt ceiling to your retirement, listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.prov...

Retirement can be divided into three phases: the go-go years, the slow-go years, and the no-go years. But there are different things to think about in each phase. If you miss something, you may not like the results. In this show, we discuss some of the things you need to be thinking about during each phase so you can be prepared when you get there. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT S...