Ready, Set, Retire!

What's going on with your money? You can sit out the Corona Virus at home, but you can't sit out on what's happening with your money. Do you know how much risk you are taking in the market? Do you know how much you may have lost in the past week or so? Do you stay where you are?  Take your money out of the market? Reposition yourself into a better safe zone? Steve discusses these options and more...

The Corona Virus has taken our economy by storm causing lots of market volatility. Do you know how it is currently or will impact your money? Steve discusses ways to keep you and your money protected in a volatile market. Let Steve help you and be the calm to this storm. Call today to schedule a time to speak with Steve over the phone or set up a video call.  See omnystudio.com/listener for privac...

It's the biggest piece of retirement legislation in decades and could cost you BIG TIME! We're talking about The Secure Act President Trump signed into law in Jan. 2020. If you don't know how it will impact you and your finances, you could lose MAJOR CASH! Steve explains what changes you need to be aware of and most importantly, how to be most tax efficient and create a legacy for your heirs.     ...

70% of baby boomers say one of their top fears is the cost of healthcare, the #1 fear being running out of money in retirement.  According to a Motley Fool article, it's estimated that healthcare will cost the average healthy 65year-old couple today … OVER $387,000 throughout retirement.  That's a lot of money to shell out, especially since it DOESN’T account for long-term care.  Hear how Steve ca...

How can you reduce your anxiety of replacing that paycheck when you enter retirement? First, you need an income plan in writing, so you can see where you money is going. What if I told you there is a special tool in Steve’s financial toolbox that can allow you to NEVER run out of money for as long as you live? Oh, and yes you can still be invested in the market with this tool, the best part is you...

The #1 fear about planning for retirement is running out of money. Turns out, the best way to avoid this is to work with a professional. Meet Steve Anzuoni, of Fairway Financial ! Steve has over three decades of experience and can help you put the puzzle pieces to your retirement together.  Starting is the hardest part right? Steve makes it simple, stress free and calls it “the shoe box meeting.”...

Only 11% of baby boomers having over $500K saved for retirement, 31% of boomers say they’ll work past 70 and 25% of them have not calculated their retirement goals.  These numbers are staggering! In an attempt to warn baby boomers, Market Watch put together a list of the “7 Deadly Sins of Retirement Planning.”  In this episode, Steve takes a deep dive into this list of sins and mistakes, explains...

As we approach the end of the year, are there specific things we should be doing  now to have a better 2020?  Why it’s important to be proactive not reactive, when you should meet with your accountant and the most overlooked opportunities that Steve see’s and how he can help you avoid making this same mistake. Experience is priceless, with 32 years of experience, Steve’s successful strategies and...

For 32 years Cape Cod’s Retirement Income Specialist   Steve Anzuoni has helped many people just like you retire with confidence and lifetime income! Steve has developed a simple, easy to understand formula that uses more common sense and allows you to sit back and evaluate your situation.  Most importantly, you’ll actually understand it! Steve puts together every plan from scratch geared to the p...

A recent survey by TD Ameritrade found that 58% of Americans think $1 million will be enough to last through retirement. In this episode, Steve discusses an article from Barron’s magazine about a couple who planned to retire in their early 60s. They told their advisors that they’d saved a million dollars, so they felt that were in pretty good shape. The problem is, they were spending about $17K a...

At least once a year, all of us have that annoying uncle at the dinner table right? I’m talking about Uncle Sam! The Motley Fool says one of the most common retirement mistakes people make is forgetting about taxes. But won’t our tax obligations decrease when we quit working? The answer may shock you!  Plus, do you know the four types of money?  For three decades, Steve Anzuoni, Cape Cod’s Retirem...

In August of 1935, FDR signed the Social Security Act into law. Today, nearly half of all retirees take their benefits as early as they can, which is age 62. BUT, did you know that if you wait until you’re 70, you can almost double it? Social Security is the foundation of your retirement, you could be throwing hundreds of thousands of dollars out the window if you don’t claim right. With hundreds...

You have car insurance right? What about life insurance? What about insurance for your retirement plan? The #1 fear of planning for retirement is running out of money. In this episode, Steve explains how you can ensure your retirement plan, protect your nest egg from a volatile market and create lifetime income. See omnystudio.com/listener for privacy information.

Americans who are 55-64 have only saved 12% of what they need to fund a secure retirement – BIG MISTAKE! When planning for your retirement and creating that income plan, it’s important to “color in the lines,” and avoid mistakes. One small mistake, could cost you BIG! What is the biggest mistake one could make while planning for retirement? Steve explains and shares some of the most common mistake...

The #1 fear when it comes to retirement is running out of money, so how can you avoid this? On this episode, Steve explains his strategies on how he can turn your nest egg into lifetime income you can’t outlive. Plus, do you know the buckets and colors of money you need to retire?  Get more details at  www.fairwayfinancial.com ! See omnystudio.com/listener for privacy information.

Warren Buffett, chairman and CEO of Berkshire Hathaway is worth $84.2 billion dollars. If you’re like me, you’re thinking, “How did he do that? How can I do that?” It’s a question that many of us ask ourselves.  Steve sticks to his rule (and Buffett’s) of rule #1, don’t lose the money – rule #2, see rule #1!  See what separates the mega-wealthy from the rest of us and how Steve can help you have a...

The question most Americans ask Google is, “ How much money do I need to retire ?” We all wonder that, right? Here’s the deal, there’s not a “secret sauce” or a “secret number” that works overall because everyone’s retirement is different. Remember, retirement planning and income planning  is NOT cookie-cutter. The first step is to begin the conversation, see where you are today, where do you want...

Do you think your taxes will go up or down when you retire? If you’re thinking they’ll go UP – then you would be correct! If you’re ahead of the game and have a plan, it can help you plan for future taxes. You have to proactive when it comes to taxes or you may be in for a big (no so fun) surprise! The same process you use saving for retirement is the same process you should use for saving for tax...

Not having a plan is a plan to fail. The #1 fear of retirement is running out of money, so how can you avoid that? Many people think that just having a 401(k) or an IRA is a plan – NEGATIVE! A plan is the process of putting together the savings you’ve accumulated to reach a desired income.  The investment is a “holding pen” where the money is, a plan puts the money in action. As you get closer to...