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Ready, Set, Retire!

Sep 16, 2019

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...


Sep 9, 2019

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.


Aug 19, 2019

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...


Aug 12, 2019

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 


Aug 5, 2019

There are so many decisions to make when you decide to retire; when do I take my social security? What do I do with my 401k? What about my pension?  Plus, did you know that Steve has tools and strategies where you can be invested in the market BUT, you are protected when the market goes down? (Yes, you read that...