The Ultimate Goal of Retirement
Providence Financial Retirement Show with Anthony Saccaro
Release Date: 11/04/2024
Redefining Retirement: Finding Purpose and Fulfillment
Providence Financial Retirement Show with Anthony Saccaro
Retirement isn’t just about leaving work — it’s about stepping into a new chapter of life with purpose and intention. But too many retirees find themselves feeling lost once they’re no longer defined by their careers. Who are you now, and what will you do to stay fulfilled? In this episode, we’ll discuss how to be proactive in shaping a meaningful retirement. We’ll cover: ✔️ The importance of staying active and setting clear personal goals ✔️ How to redefine your identity and purpose beyond your job ✔️ Making the crucial shift from the accumulation phase to the...
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Winning the Retirement Game: Your Strategic Playbook
Providence Financial Retirement Show with Anthony Saccaro
Just like sports, retirement requires a solid game plan. Are you ready for the biggest game of your life? In this episode, we’ll walk you through the Retirement Playbook — a strategic guide to ensure all the components of your retirement work together seamlessly so you can win the retirement game. But what does “winning” in retirement actually mean? It’s about having financial security, peace of mind, and the freedom to enjoy life on your terms. Just as no sports team relies on a single play, your retirement shouldn’t depend on just one strategy. We’ll discuss how to build a...
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Your Retirement Questions Answered: RMDs, LTC, Annuities, and More
Providence Financial Retirement Show with Anthony Saccaro
Got questions about retirement? You’re not alone! In this special Q&A episode, we’re tackling some of the most common questions we’ve received, including: 🔹 Required Minimum Distributions (RMDs) – How do they work, and how can you prepare to avoid costly penalties? 🔹 Long-Term Care (LTC) – What are your options, and how can you protect your assets from the high costs of care? 🔹 Annuities – Are they the right choice for guaranteed income, or should you consider other alternatives? 🔹 Estate Planning – Why it’s essential to have a solid plan to protect your legacy...
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8 Retirement Concepts You Can't Afford to Ignore
Providence Financial Retirement Show with Anthony Saccaro
A secure and stress-free retirement doesn’t happen by chance — it requires understanding key financial concepts that can make or break your retirement plan. In this episode, we’re covering eight crucial retirement principles that every retiree and pre-retiree should know, including: ✅ Sequence of Returns Risk – Why market downturns early in retirement can be devastating ✅ The 4% Rule – Is it still a reliable withdrawal strategy? ✅ Longevity Risk – How to make sure your money lasts as long as you do ✅ Bond Laddering – A smart way to generate steady income ✅ Required...
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10 Key Milestones on Your Journey to Retirement
Providence Financial Retirement Show with Anthony Saccaro
Retirement isn’t just a single event — it’s a journey with important milestones along the way. There are specific ages when you become eligible for certain benefits, gain new financial opportunities, or face new restrictions. Knowing these key moments can help you maximize your savings, avoid penalties, and make smarter decisions about your retirement future. In this episode, we’ll break down 10 crucial retirement milestones, including: ✔️ age 50 (catch up contributions) ✔️ age 55 (401k early withdrawal exception) ✔️ age 59 1/2 (take money out of IRAs without any penalty,...
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The New Approach to Long Term Care: What You Need to Know
Providence Financial Retirement Show with Anthony Saccaro
Long-term care (LTC) insurance has changed, and it may not be as expensive or complicated as you think. In this episode, we break down asset-backed long-term care insurance—how it works, why it’s different from traditional LTC policies, and whether it’s the right solution for you. We’ll also discuss what long-term care actually is, who might need it, and the common misconception that Medicare will cover these costs. While Medicare does provide some assistance, coverage is extremely limited—leaving many retirees exposed to significant out-of-pocket expenses. For example, after just 20...
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5 Ways to Emergency-Proof Your Retirement
Providence Financial Retirement Show with Anthony Saccaro
The recent devastating fires in Southern California have been a harsh reminder of how quickly life can change. Many losses were irreplaceable—personal memorabilia, sentimental items, and even lives, in some cases, because warnings weren’t heeded. Just as it's crucial to prepare for physical emergencies, the same applies to your retirement. In this episode, we discuss five essential steps to safeguard your financial future, no matter what lies ahead: 1️⃣ Building an emergency fund 2️⃣ Minimizing debt 3️⃣ Creating a sustainable withdrawal strategy 4️⃣ Preparing for healthcare...
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Retirement Under a Trump Presidency: What to Expect
Providence Financial Retirement Show with Anthony Saccaro
Starting this week, we have a new President. With this transition, many retirees are wondering: How will the Trump Presidency impact my retirement over the next four years? In this episode, we break it down into two key areas: taxes and the economic environment. We’ll discuss potential tax changes, how they could affect your retirement income, and what steps you can take to prepare. We’ll also explore the broader economic outlook, including interest rates, market trends, and inflation, and what they mean for your investments and financial security. No matter what changes lie ahead, the key...
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Answering Your Questions: Taxes, Annuities, Reverse Mortgages, Fixed Income + More
Providence Financial Retirement Show with Anthony Saccaro
This week’s show is a little different! Over the holidays, we received a flood of great questions, and today we’re dedicating the episode to answering as many as possible. We’ll cover a range of topics, including taxes, annuities, reverse mortgages, and how fixed-income portfolios might react if the FED lowers interest rates. Listen in. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> LET’S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at:...
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New Year, New Priorities
Providence Financial Retirement Show with Anthony Saccaro
As we step into a new year, it’s the perfect time to pause and reflect on your retirement journey. Take a moment to look back at last year — did you achieve the financial milestones you set? What worked well, and what could have been better? Reflecting on these experiences is key to making more informed decisions moving forward. Now, shift your focus to this year. What are your top priorities? This is what our first podcast of 2025 (and of season 6, would you believe it?) is all about — focusing on setting clear, actionable steps to secure your financial future: - health care...
info_outlineIn this show, we're taking a higher level look at retirement than we normally do. We'll climb to the highest peak and look down, surveying the landscape.
What is your ultimate goal for retirement? Is it to pursue your favorite hobbies or pick up new ones? Is it to stay active hiking or biking? Is it travel? And if so, where will you go? How long will you stay? Will it be a 5-star resort or the cheapest place possible? Maybe your goal is to volunteer at your favorite church or charity. It's also not uncommon to want to work but just part-time at a place you enjoy.
Regardless of what your ultimate retirement looks like, you need to be cautious of the risks standing in the way. Listen in.
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LET’S CONNECT
Show website:
https://www.providencefinancialpodcast.com
Find us at:
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