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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 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...


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,...