『Ready, Set, Retire!』のカバーアート

Ready, Set, Retire!

Ready, Set, Retire!

著者： Steve Anzuoni
無料で聴く

このコンテンツについて

Your host, Steve Anzuoni, a local retirement income certified professional at Fairway Financial talks about some of the challenges and opportunities related to todays retirement planning . Steve has over 30 years of experience helping families protect their wealth, build income for life and leave a legacy for their loved ones. All part of your path towards greater financial confidence...



"Fairway Financial offers insurance products and services. We do not provide investment, tax or legal advice. Life insurance typically requires medical and often financial underwriting to qualify. Death benefits are tax free to a properly named beneficiary. Life insurance and annuities involve fees and charges including possible surrender penalties. LTC riders on insurance products are not a replacement for long term care insurance. Optional riders often require an additional annual fee. Annuity withdrawals are taxed as ordinary income and may incur an additional 10% IRS penalty before age 59-1/2. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company."


© 2025 Ready, Set, Retire! 個人ファイナンス 経済学
エピソード
  • Navigating Retirement: Annuities and Alternatives

    Navigating Retirement: Annuities and Alternatives
    2025/05/22

    In this episode of the Ready, Set, Retire Podcast, Steve discusses the evolving landscape of retirement planning, focusing on annuities, micro retirements, and the importance of financial advice. He emphasizes the need for individuals to explore various retirement options, including sabbaticals and alternative living arrangements, while also addressing the misconceptions surrounding annuities. The conversation highlights the significance of understanding one's financial situation and making informed decisions to maximize retirement income.

    SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

    Get a Copy of Steve's Book - Tee Up Your Retirement!

    Social Media: Facebook I LinkedIn I Instagram I YouTube

    続きを読む 一部表示
    16 分
  • Be proactive in Your Retirement Planning

    Be proactive in Your Retirement Planning
    2025/05/22

    In this episode of the Ready, Set, Retire Podcast, Steve discusses the realities of retirement savings, emphasizing that only a small percentage of retirees have saved over a million dollars. They explore the importance of managing debt, share real-life success stories of retirement planning, and address the future of Social Security, including its potential solvency issues. The conversation also highlights alternative retirement income solutions, such as annuities, and encourages listeners to take control of their retirement planning without succumbing to societal pressures or comparisons.

    SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

    Get a Copy of Steve's Book - Tee Up Your Retirement!

    Social Media: Facebook I LinkedIn I Instagram I YouTube


    続きを読む 一部表示
    17 分
  • Navigating Market Volatility

    Navigating Market Volatility
    2025/05/22

    In this episode of The Ready, Set, Retire Podcast, Steve discusses the current market volatility and the increasing odds of a recession. He emphasizes the importance of understanding economic indicators and personal finance strategies to navigate these uncertain times. The conversation also covers various income sources for retirement, including 401ks, social security, and annuities, highlighting the need for diversification in retirement planning. Additionally, Steve explains how individuals can refinance their annuities to take advantage of higher interest rates, providing a tax-efficient way to enhance their financial situation.

    SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

    Get a Copy of Steve's Book - Tee Up Your Retirement!

    Social Media: Facebook I LinkedIn I Instagram I YouTube

    続きを読む 一部表示
    16 分

Ready, Set, Retire!に寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。