Providence Financial Retirement Show with Anthony Saccaro

One of the most often asked questions from clients and listeners has to do with the relationship between bond values and interest rates. In this episode, we answer this question in detail:  why bond values go up when interest rates go down  what is the difference between direct and indirect ownership of a bond how does income investing work why you can still count on the income from your investmen...

Are you making one of these 7 mistakes as you're heading towards retirement? Find out - 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.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills...

Why is there a disparity between inflation, the FED and unemployment? Where will the stock market go from here? These are just a few of the questions we answered during our most recent client webinar. We'll replay it here and it's our longest episode yet, we hope you'll find it helpful.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: ht...

Just like a well-run music show, symphony or ballet, there are many moving parts that need to come together in a synchronized manner in order for your retirement plan to run without a hitch.  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 Y...

If you don't have the basics down, nothing in life works. Finances are no different. You have to start with a solid foundation before you can build anything of lasting value. In this episode, we get back to some of the basics of a well-planned financial portfolio. Listen in.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.yo...

Did you know there are different types of financial advisors? Choosing the right one for your particular situation and phase of life is an important decision. In this show, we cover the differences between financial advisors, the services they provide and the ways they get paid - listen in.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube...

When was the last time you made a reallocation within your portfolio? If you can't remember, chances are your investments are on autopilot. Here's why that's costing you money - 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.com Yel...

If you're invested the right way, you're winning even during the times when your balance is down. Here's how - 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.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-serv...

There are a number of reasons people get complacent in their retirement planning; one of them is when the stock market is doing well - they don't want to make any changes, as in "why mess with a good thing?" When portfolios start going down in value, they can get complacent because they don't know what to do - should they buy more, get out of the market, or realocate? If you tend to freeze and pro...

These three questions come from listeners who, just like you, are confused about the best way to go about their investments heading up to retirement. Can you relate? Find out - 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.com Yelp...

In this episode, we go through the main features of an IRA as opposed to a Roth IRA in order to help you determine which one better suits your individual needs and investment goals. 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.com...

Required Minimum Distribution, contribution and conversion deadlines - what are they and do you need to do anything about them? 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.com Yelp: https://www.yelp.com/biz/providence-financial-a...

"Am I invested correctly? Should I jump ship? Should I sell (or the opposite, buy more)?" Many of you are calling in worried about the current economic and socio-political situation. Like the proverbial song, this show may help ease some of your worries - listen in.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com...

We get quite a few calls these days from people who are scared of what's ahead for the economy, the stock market, their own retirement savings and security. Should we be scared? 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.com Yel...

Standard deductions, itemized deductions, tax bunching - how and when can you best utilize these strategies to save money in taxes? We cover it all in today's podcast - 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.com Yelp: https:/...

Between the war in Eastern Europe, the lingering effects of the pandemic, the roller coaster stock market, rising inflation and interest rates - it's certainly been an interesting year. Here are 8 financial moves you should consider making before the end of 2022.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/...

We dedicated this show to 3 of the top retirement planning questions we get from clients or listeners - listen in and see if any of them apply to you.  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...

Over the long run, history tends to repeat itself and life is generally predictable. The short run is of course a lot harder to predict. Here's how this applies to the stock market, investments and your retirement.   Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.provi...

Our very first podcast aired on September 29, 2020. Today's show is a special one - it's our 200th episode! To celebrate, I'm telling you my story, how I got started and got to where I am, why I do what I do and why I believe it really is true what they say, "if you love what you do, you'll never work a day in your life". Listen in and if you enjoy it, drop me a review or a message. Thank you for...

In this show, we cover 6 areas where you have to be proactive and calculated when it comes to retirement planning, and where you can't afford to be reactive and emotional. 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.com Yelp: htt...

If I asked you what the two biggest threats to your retirement are, what would you say? The answer lies in the title of today's show. Listen in to find out how to account for higher inflation and interest rates when you plan for retirement.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured...

As you get closer to retirement age, the focus of your investments should shift from growth to income. How do you do that while ensuring both principal growth and protection? 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.com Yelp: h...

With the market reaching new lows lately, you may wonder if it's best to pull out or stay in and wait for a rebound? Like everything else, it depends on your situation and your investment time horizon. 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.providen...

In this show we share two listener stories that couldn't be more different. One is full of despair, the other one is full of peace of mind. Listen in to find out if you identify with either one, and what to do in that case. Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://ww...

Have you ever asked yourself the question, "why am I investing? what is the purpose of my investments, and my ultimate goal?" In this show, we answer these questions and address the issue of how to take the emotion out of it - listen in.  Show website: https://www.providencefinancialpodcast.com Find us at: www.providencefinancialinc.com YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Ra...