Providence Financial Retirement Show with Anthony Saccaro

If you have an IRA, you are probably familiar with Required Minimum Distributions. The IRS has recently changed a few rules regarding RMDs, and it's very important you stay up to date. Listen in to find out if these new rules apply to you. For in-depth information, join us at one of our in-person seminars coming up:  Thursday, July 28, 2022, 6-7:30 PM, Agoura Hills Recreation Center  Click here to...

Interest rates are rising and we are in bear market territory. What now? Do we need to change how we approach saving for retirement, considering that the ability to retire stands and falls on one thing: income. Listen in.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www...

Recently, the 10 year treasury has shot up significantly. How does this affect retirees or those preparing for retirement? We can't answer that without also talking about the FED Funds Rate - if you don't know what that is, listen in.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio...

The old adage, "fail to plan and you plan to fail", is perhaps never more true when it comes to retirement. But how do you go about setting up a proper retirement plan that will give you enough income and peace of mind during your golden years? Listen in.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonyS...

Continuing our mini series on Retirement Risks, we discuss the role that liquidity, longevity and diversification play in saving for retirement. Many people take unnecessary risks when it comes to how much money they keep liquid (and for how long), as well as how well (or little) diversified they are.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc....

In simple terms, "risk" may be defined as the likelihood of suffering loss; whereas "volatility" is the variation in the value of a security. What's the relationship between the two? Listen in.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.co...

It's no secret that we're navigating murky waters when it comes to inflation, interest rates and the stock market. Here's our forecast as to what may happen in the next few months.   Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: http...

What are some of the risks you can encounter in retirement, and how can you avoid them? Take a listen to this show to find out.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insuranc...

With rising inflation, interest rates, health care costs and life expectancies, do you tend to overcompensate in order to mitigate these risks? Whether it's by staying too conservative with their investments, being too aggressive or simply procrastinating, many people try to course-correct as they go and forget the long-term view. Here's how to stay level-headed as the tides rise.  Show website: h...

What do farming and finances have in common? A lot more than you may think, and many lessons to be applied. Don't miss our latest podcast as the analogies we give will help you understand saving for retirement in a new way.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://w...

California is a community property state and this makes estate planning complicated. If you're married, will your spouse automatically get everything you own? If you think the answer is yes, your spouse may be in for a big surprise if you predecease them! For the right answer, take a listen to this show as Anthony discusses community property laws and other important aspect of estate planning. >>>...

This is part three of our special, four-part, estate planning series. Even if you've never done any estate planning, if you are over the age of 18, you must have an Advanced Health Directive. If you're wondering why this may be the most important document in your estate plan, take a listen to this show. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpo...

When it comes to probate, you want to do what you can to avoid it, at least if you live in California where Anthony is licensed to practice as an estate planning attorney. In this episode, we discuss why a living trust may just be the best probate avoidance tool in existence! Take a listen to this show to learn how a trust works and why you also need a pour-over will to complement it. >>>>>>>>>>>>...

When you die, are you going to leave your loved ones with an easy situation to deal with or are you going to leave them a mess? If you have not done any estate planning, leaving them a mess becomes the default. Because estate planning is so critical to the completion of a financial plan, we're going to go in depth in this 4 part series of what you need to know to make it easy for your beneficiarie...

Due to market volatility, we've received a lot of calls asking about indexed annuities, which are safe but still allow you to participate in the stock market. Is an indexed annuity right for you? Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthony...

Interest rates are on the rise in a big way. The 10 year treasury just had the biggest one-month increase since 2009! What does this mean to you? Take a listen to this show to find out. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: h...

In this episode, Kerry Lutz of the Financial Survival Network interviews Anthony about current market conditions and inflation as we answer the question, "where should you put your money today to fight inflation?". >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://...

This is part 2 to the episode that aired on May 2. You may want to listen to that show before listening to this one. Are you wondering what to do with all of this volatility? If so, join the crowd! It's unarguably a tough investing environment and many financial advisors will likely avoid answering this question head on. Not Anthony though! Take a listen to this show as he gives his insight as to...

Inflation is running rampant but when you hear the media talk about it, they always leave out some important information. For the rest of the inflation story, take a listen to this show. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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...

Are you wondering what to do with all of this volatility? If so, join the crowd! It's unarguably a tough investing environment and many financial advisors will likely avoid answering this question head on. Not Anthony though! Take a listen to this show as he gives his insight as to how to protect yourself in these tumultuous conditions. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website:...

You probably remember this phrase from the classic film, "The Wizard of Oz". What does it have to do with retirement and investments you ask? Take a listen to this show 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...

You've heard it said that you have to be invested for the long run; but what does that mean exactly? Why is being invested for the long run so important? Because we get this question a lot, Anthony dedicates this entire episode to answer it! >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Ge...

You may not know the phrase "disparity of outcomes" but this concept is crucial to understanding the level of risk you should take with your investments. Find out more by listening to this show.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com...

We often get the question, "if investing for income is the best way to go, why doesn't everyone do it?" That's a great question. The answer is because it's not easy to do it yourself. But why? If you are curious about the answer, take a listen to this show and pay attention to the four reasons Anthony discusses as he answers this question. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show websi...

Everyone wants the perfect investment but what is that? Where do you find it? In this show, Anthony will answer that question. And his answer will probably surprise you. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  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://mo...