Ready, Set, Retire!

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...