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Welcome to  "Ready, Set, Retire" - The Podcast! 

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Join Steve every week for strategies you can use. Discover how you can have added financial confidence today – listen to Ready, Set, Retire Radio Saturdays at 6 p.m. on WXTK!

Sep 18, 2020

Have you heard of the "A" word when it comes to financial planning? ANNUITY! What is it? Can it help you? Can it hurt you? How do you know if an annuity is for you?   

As Cape Cod's Retirement Income Specialist, Steve uses his more than 3 decades of experience to create a solid income plan for you where you DON'T run...


Sep 4, 2020

Yes, all money is green but did you know you have to assign it a purpose/color? 

Steve explains the different colors of money that you need, what they mean and why you need it. Find out what part of your money is red, green, and blue.  

If you understand your money and how it works, you retire with confidence. First,...


Aug 28, 2020

If you have left a job, been laid off or furloughed, what do you do with your 401K? Steve discusses the best options available and the pros and cons of each. 

If you have questions about your 401K or planning for a successful financial future - contact Steve today! 


Aug 21, 2020

Sometimes, we talk about the “myths” of retirement.  And Forbes says one of the most common ones is that we’ll be in a lower tax bracket, when we quit working.  That certainly seems to make sense – why would it not be true?

• It makes sense why people believe this.  They don’t see themselves paying more in...


Aug 14, 2020

Sometimes, we talk about the “myths” of retirement.  And Forbes says one of the most common ones is that we’ll be in a lower tax bracket, when we quit working.  That certainly seems to make sense – why would it not be true?

 Then, how much weight do you put on your financial decisions based on who is in the...