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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!

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...


Aug 7, 2020

They're calling 2020, "the year of cancelled." Graduations, weddings, vacations and even professional sports! Even with all of that, you're retirement is NOT cancelled! 

Did you know that roughly 68 million Americans are changing their retirement plans because of COVID-19?

According to a new Edward Jones and Age Wave