Bonds and Bond Alternatives
Providence Financial Retirement Show with Anthony Saccaro
by Anthony A. Saccaro, ChFC, Esq.
5d ago
What should you keep in mind about if you're considering Bonds as an investment option?  How can you use them as a capital appreciation play?  What are some alternatives if you think bonds might be too conservative for you?  These are the 3 points of interest we'll focus on during this show.   For our weekly listener questions segment, we'll talk about how to use an annuity for income and we'll explain the difference between saving for retirement and saving in retirement. Listen in.  >>>>>>>>>>>>>>>>>>>>>&g ..read more
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Ballots & Portfolios: Navigating Retirement Investments in Election Years
Providence Financial Retirement Show with Anthony Saccaro
by Anthony A. Saccaro, ChFC, Esq.
1w ago
Today we're diving into a timely topic: how your retirement investments may perform in this election year, when many investors find themselves wondering how political changes might impact their portfolios. Will the outcome of the election send markets soaring or plummeting? What strategies should retirees consider to safeguard their financial future amidst the political uncertainty? Election years can indeed be volatile for the markets due to the uncertainty surrounding potential policy changes. However, I always emphasize to my clients the importance of staying focused on their long-term fina ..read more
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3 Reasons to Invest for Income
Providence Financial Retirement Show with Anthony Saccaro
by Anthony A. Saccaro, ChFC, Esq.
2w ago
In this episode, we'll cover the three main reasons to invest for income. The first one is quite obvious - you need income from your portfolio. The other two may surprise you, so listen in.  What if you don't need income from your portfolio because you have enough income from other sources? We'll answer this question in the second part of the show.  We'll also touch on value stocks and growth stocks and uncover some of the differences between them.  Finally, we'll end with a listener question about Medicare. Listen in.  >>>>>>>>>>>>>&g ..read more
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Interest Rates - Where Do We Go From Here
Providence Financial Retirement Show with Anthony Saccaro
by Anthony A. Saccaro, ChFC, Esq.
3w ago
"Where are interest rates going to go from here and how will they affect my investments?"  This is one of the most common questions I've been receiving since the beginning of the year.  There's no shortage of news when it comes to interest rates and this is what networks seem to talk about almost every time I'm asked to do an interview. The FED has been given two mandates: to control unemployment (the labor market); and to control price stability (inflation/deflation). In this show, we'll talk about how these two variables influence interest rates. We'll also tackle a couple of liste ..read more
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IRA or Roth IRA - Which Is Better?
Providence Financial Retirement Show with Anthony Saccaro
by Anthony A. Saccaro, ChFC, Esq.
1M ago
The choice between a Traditional IRA (Individual Retirement Account) and a Roth IRA depends on your financial goals, current tax situation, and future expectations. Here are some key differences we'll touch on during this show:  - Tax Treatment: Traditional IRA: Contributions are often tax-deductible, meaning you can reduce your taxable income in the year you make the contribution. However, withdrawals in retirement are taxed as ordinary income. Roth IRA: Contributions are made with after-tax dollars, so there's no immediate tax deduction. However, qualified withdrawals (after age 59½ and ..read more
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The "Make Your Millions Last" Formula
Providence Financial Retirement Show with Anthony Saccaro
by Anthony A. Saccaro, ChFC, Esq.
1M ago
Welcome to this week's show - you'll notice it's twice as long as usual. With recent topics requiring more air time, rather than breaking up the topic into two shows, we're switching to one weekly podcast which will be released every Monday at 5 AM PST. Reach out to info@providencefinancialinc.com and let us know what you think about this change. We hope you find it helpful.  And now - on with this week's podcast. Did you know there's an actual financial formula that can help you make your millions (or hundreds of thousands, or however much you have) last throughout your retirement years ..read more
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New Year's Financial Tune-Up - Part 1
Providence Financial Retirement Show with Anthony Saccaro
by Anthony A. Saccaro, ChFC, Esq.
1M ago
There's no better time than the beginning of the year (and just a few months before tax time) to take an overview of your financial picture and make any necessary tweaks and tune-ups. In this show and the next, we cover 8 areas you may want to take a look at:  1. review your retirement goals  2. review your investment portfolio 3. tax planning 4. income planning 5. health care expenses 6. budgeting and spending  7. optimizing your Social Security benefits strategy  8. estate planning Listen in. >>>>>>>>>>>>>>>>>>>> ..read more
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Retirement Planning Checklist - Part 2
Providence Financial Retirement Show with Anthony Saccaro
by Anthony A. Saccaro, ChFC, Esq.
1M ago
When do I take Social Security? How do I handle Required Minimum Distributions? Do I need Long Term Care Insurance? Should I position myself more towards income rather than growth as I get closer to retirement? These are just some of the retirement topics we'll cover during this show and the next. Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET’S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https ..read more
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Retirement Planning Checklist - Part 1
Providence Financial Retirement Show with Anthony Saccaro
by Anthony A. Saccaro, ChFC, Esq.
1M ago
When do I take Social Security? How do I handle Required Minimum Distributions? Do I need Long Term Care Insurance? Should I position myself more towards income rather than growth as I get closer to retirement? These are just some of the retirement topics we'll cover during this show and the next. Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET’S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https ..read more
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5 Strategies to Maximize Your Wealth in Retirement -Part 2
Providence Financial Retirement Show with Anthony Saccaro
by Anthony A. Saccaro, ChFC, Esq.
2M ago
Increasing the wealth effect in retirement involves optimizing your financial strategies and making informed decisions to maximize your resources. In this show and the next, we cover several ways to do that: 1. develop clear goals for your retirement   2. establish an investment strategy  3. plan for healthcare expenses  4. prepare for loss of income  5. have an estate plan in place Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET’S CONNECT Show website: https://www.providen ..read more
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