Maximizing Retirement Wealth: Should You Rollover Your 401K to an IRA?
Join Steve as he delves into the crucial decision of whether to rollover your 401K to an IRA. With insights from financial experts like T Rowe Price's Roger Young, discover the benefits and considerations of this pivotal retirement move. Learn how an IRA offers greater investment flexibility and co…
Overcoming Retirement Spending Fear
In this enlightening episode, Steve shares insights from their decades of experience, emphasizing the importance of diversifying income streams and creating a guaranteed peace of income. Learn how innovative financial products can provide lifelong income security, offering retirees the confidence t…
Cracking the Code: Understanding the New Middle Class Dilemma
Steve debunks common misconceptions surrounding retirement savings targets and Social Security concerns while emphasizing the importance of personalized financial strategies. From debt reduction to exploring alternative retirement solutions, they empower listeners to take control of their financial…
15 Years of Service: Heroes in Transition's Impact on Local Veterans
Steve and Fairway Financial are heavily involved in the community. One of Steve's favorite charities is Heroes in Transition. Today, Steve welcomes special guest Cindy Jones, the founder of Heroes in Transition. Celebrating its 15th year of service, Heroes in Transition has been dedicated to suppor…
Diversifying Income Streams: Building Your Financial Future
Learn why having multiple sources of income is essential for weathering economic fluctuations and safeguarding your financial future. Steve emphasizes the pitfalls of relying solely on traditional retirement accounts like 401(k)s and underscores the importance of creating diverse income streams to …
Babe Ruth's Annuity: Lessons in Financial Legacy
Discover how Babe Ruth's forward-thinking decision to purchase an annuity in 1923 paved the way for financial security during his retirement, offering valuable insights for today's investors. Steve explores the enduring relevance of annuities as a source of guaranteed income, drawing parallels bet…
Sleeping on Savings: Napping, 401Ks, and Annuities Explained
Discover startling statistics about Americans' lack of awareness regarding their 401K fees and investment risks. Steve sheds light on common misconceptions surrounding retirement planning, including the myth that a 60/40 investment split guarantees safety for your retirement savings. In this episo…
Decoding Financial News: Why You Can't Trade on Predictions
In this episode, inspired by insights from Jordan Belfort, the real "Wolf on Wall Street," the hosts explore the futility of trying to trade based on news and predictions. As we enter 2024 with ominous forecasts of a market crash, Steve emphasizes the unpredictability of the future. They share valu…
Decoding the Trump Tax Cuts: Strategies to Safeguard Your Retirement Income
In this episode, the hosts unravel the complexities of the Trump tax cuts signed into law in 2017, shedding light on the impending changes set to take effect at the end of next year. With potential shifts in individual tax rates, standard deductions, and estate tax exemptions, the hosts emphasize t…
Confidence in Retirement: Building a Solid Financial Plan with Steven Anzuoni
Steve Anzuoni, a seasoned financial professional, shares his passion for instilling confidence in clients as they approach retirement. Learn how Fairway Financial goes above and beyond to ensure clients feel like family, providing unparalleled service and assistance. Steve emphasizes the significan…