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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!

Oct 16, 2020

Once you retire, the paychecks stop – right? Yes, but, it’s important to remember that even after you leave the working world, you need income to replace the savings that you are now using. Would you rather have a plan that says “maybe the money will be there” or “the money is guaranteed?” Clearly,...


Oct 9, 2020

We’re all asking the same questions these days:  The first one is, “Who will be our next president – Trump or Biden?” And the second one is, “How will that affect me?”  But does our retirement future really depend on what happens in November, or is it more about the preparations that we’re either making...


Oct 2, 2020

Football is finally back!  And there’s an old saying, “Offense wins games, but defense wins championships.” Best-selling financial author Patrick Kelly says the same can be true for your retirement strategy. But how do we keep from “giving up points” when it comes to our nest egg?

Steve talks about his...


Sep 25, 2020

The #1 fear in retirement, is running out of money – how can we avoid this? One of the tricks to planning a successful retirement is to figure out how much money you can safely withdraw from your nest egg, without running out. One of the simpler ideas is to plan on taking out the equivalent of what your RMD’s...


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...