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Why do so many women manage daily finances but hesitate to take charge of long-term wealth? In this episode of Next Chapter Living, host Steven sounds the alarm on women and wealth, exploring the confidence gap, the realities of widowhood, and how to ask the right questions—even if you’re starting from scratch. They share practical steps for building financial clarity, navigating advisor relationships, and trusting your intuition. Whether you’re newly single, supporting a loved one, or ready to take the lead, this conversation empowers women to own their financial future.

 

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:
Tailored financial planning to match your lifestyle
Smart Investment strategies for income you can’t outlive
Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

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Why do so many women manage daily finances but hesitate to take charge of long-term wealth? In this episode of Next Chapter Living, host Steven sounds the alarm on women and wealth, exploring the confidence gap, the realities of widowhood, and how to ask the right questions&mdash;even if you&rsquo;re starting from scratch. They share practical steps for building financial clarity, navigating advisor relationships, and trusting your intuition. Whether you&rsquo;re newly single, supporting a loved one, or ready to take the lead, this conversation empowers women to own their financial future.
&nbsp;
At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.
Let us guide you through:
<ul>
<li>Tailored financial planning to match your lifestyle</li>
<li>Smart Investment strategies for income you can&rsquo;t outlive</li>
<li>Legacy planning to protect your loved ones</li>
</ul>
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
<a href="https://www.facebook.com/profile.php?id=100057582665665">Facebook</a> | <a href="https://www.youtube.com/@ExecutiveFinancialGroup">YouTube</a>

Wake-Up Call: Why Women Need to Lead Their Wealth

Is the American dream still within reach, or has it become a financial mirage? In this episode of Next Chapter Living, host Steven Sabo breaks down the headlines and hard truths behind today’s retirement realities. From the daunting “$5 million” price tag to the real-life budgets of everyday families, they explore why one-size-fits-all numbers don’t tell the whole story. Discover how personalized planning, honest conversations, and clear priorities can help you navigate healthcare costs, support loved ones, and write your own next chapter—no matter what the headlines say.

 

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:
Tailored financial planning to match your lifestyle
Smart Investment strategies for income you can’t outlive
Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

Facebook | YouTube

Is the American dream still within reach, or has it become a financial mirage? In this episode of Next Chapter Living, host Steven Sabo breaks down the headlines and hard truths behind today&rsquo;s retirement realities. From the daunting &ldquo;$5 million&rdquo; price tag to the real-life budgets of everyday families, they explore why one-size-fits-all numbers don&rsquo;t tell the whole story. Discover how personalized planning, honest conversations, and clear priorities can help you navigate healthcare costs, support loved ones, and write your own next chapter&mdash;no matter what the headlines say.
&nbsp;
At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.
Let us guide you through:
<ul>
<li>Tailored financial planning to match your lifestyle</li>
<li>Smart Investment strategies for income you can&rsquo;t outlive</li>
<li>Legacy planning to protect your loved ones</li>
</ul>
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
<a href="https://www.facebook.com/profile.php?id=100057582665665">Facebook</a> | <a href="https://www.youtube.com/@ExecutiveFinancialGroup">YouTube</a>

The $5 Million Myth: Rethinking the American Dream

What if the biggest obstacle to retirement isn’t money, but fear? In this episode, financial advisor Steven Sabo unpacks “plutophobia”—the fear of money—and how it quietly shapes retirement decisions. From anxiety about spending savings to the emotional challenges of leaving a steady paycheck, discover why mindset matters as much as math. Learn how phased retirement, personal identity, and open conversations can help ease the transition and turn fear into confidence. If you or someone you know is nervous about retirement, this episode shines a light on the emotional side of planning your next chapter.

 

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:
Tailored financial planning to match your lifestyle
Smart Investment strategies for income you can’t outlive
Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

Facebook | YouTube

What if the biggest obstacle to retirement isn&rsquo;t money, but fear? In this episode, financial advisor Steven Sabo unpacks &ldquo;plutophobia&rdquo;&mdash;the fear of money&mdash;and how it quietly shapes retirement decisions. From anxiety about spending savings to the emotional challenges of leaving a steady paycheck, discover why mindset matters as much as math. Learn how phased retirement, personal identity, and open conversations can help ease the transition and turn fear into confidence. If you or someone you know is nervous about retirement, this episode shines a light on the emotional side of planning your next chapter.
&nbsp;
At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.
Let us guide you through:
<ul>
<li>Tailored financial planning to match your lifestyle</li>
<li>Smart Investment strategies for income you can&rsquo;t outlive</li>
<li>Legacy planning to protect your loved ones</li>
</ul>
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
<a href="https://www.facebook.com/profile.php?id=100057582665665">Facebook</a> | <a href="https://www.youtube.com/@ExecutiveFinancialGroup">YouTube</a>

Retirement’s Hidden Fear: Are You Afraid of Money?

Did you know there are over 500 ways to claim Social Security—and the choice you make could shape your retirement for decades? In this episode, financial advisor Steven Sabo breaks down the complexities of Social Security, from claiming strategies and income planning to the impact of working in retirement and spousal benefits. Discover why Social Security is no longer a one-size-fits-all solution and how personalized planning can help you bridge the gap to a secure future. If you’re nearing retirement or want to make smarter financial decisions, tune in for practical insights and real-world advice.

 

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:
Tailored financial planning to match your lifestyle
Smart Investment strategies for income you can’t outlive
Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

Facebook | YouTube

Did you know there are over 500 ways to claim Social Security&mdash;and the choice you make could shape your retirement for decades? In this episode, financial advisor Steven Sabo breaks down the complexities of Social Security, from claiming strategies and income planning to the impact of working in retirement and spousal benefits. Discover why Social Security is no longer a one-size-fits-all solution and how personalized planning can help you bridge the gap to a secure future. If you&rsquo;re nearing retirement or want to make smarter financial decisions, tune in for practical insights and real-world advice.
&nbsp;
At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.
Let us guide you through:
<ul>
<li>Tailored financial planning to match your lifestyle</li>
<li>Smart Investment strategies for income you can&rsquo;t outlive</li>
<li>Legacy planning to protect your loved ones</li>
</ul>
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
<a href="https://www.facebook.com/profile.php?id=100057582665665">Facebook</a> | <a href="https://www.youtube.com/@ExecutiveFinancialGroup">YouTube</a>

Retirement Reality Check: What You Don’t Know About Social Security

Would you get paid to taste-test dog food or build Lego sculptures in retirement? This episode explores the quirky world of retiree side hustles—and the surprising ways extra income can impact your taxes, Social Security, and Medicare premiums. Host and Investment Advisor Representative, Steven Sabo breaks down what every retiree should know before jumping into part-time work, from earnings limits to tax-efficient income strategies. Tune in for practical tips, real-life examples, and a few laughs as you plan your next chapter.

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:
Tailored financial planning to match your lifestyle
Smart Investment strategies for income you can’t outlive
Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

Facebook | YouTube

Would you get paid to taste-test dog food or build Lego sculptures in retirement? This episode explores the quirky world of retiree side hustles&mdash;and the surprising ways extra income can impact your taxes, Social Security, and Medicare premiums. Host and Investment Advisor Representative, Steven Sabo breaks down what every retiree should know before jumping into part-time work, from earnings limits to tax-efficient income strategies. Tune in for practical tips, real-life examples, and a few laughs as you plan your next chapter.
At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.
Let us guide you through:
<ul>
<li>Tailored financial planning to match your lifestyle</li>
<li>Smart Investment strategies for income you can&rsquo;t outlive</li>
<li>Legacy planning to protect your loved ones</li>
</ul>
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
<a href="https://www.facebook.com/profile.php?id=100057582665665">Facebook</a> | <a href="https://www.youtube.com/@ExecutiveFinancialGroup">YouTube</a>

How Extra Income Can Cost You: Retirement Jobs and Hidden Pitfalls

Ever wondered how losing money on stocks might help you at tax time? In this episode, Registered Investment Advisor Representative Steven Sabo discusses tax loss harvesting—a strategy that can reduce your federal tax bill. Discover when to use it, how the wash sale rule works, and why ongoing financial conversations matter. Whether you’re a DIY investor or just curious about smarter tax moves, this episode offers practical tips and real-world examples to help you make informed decisions. Tune in and take the next step toward writing your own financial story!

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:
Tailored financial planning to match your lifestyle
Smart Investment strategies for income you can’t outlive
Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

Facebook | YouTube

Ever wondered how losing money on stocks might help you at tax time? In this episode, Registered Investment Advisor Representative Steven Sabo discusses tax loss harvesting&mdash;a strategy that can reduce your federal tax bill. Discover when to use it, how the wash sale rule works, and why ongoing financial conversations matter. Whether you&rsquo;re a DIY investor or just curious about smarter tax moves, this episode offers practical tips and real-world examples to help you make informed decisions. Tune in and take the next step toward writing your own financial story!
At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.
Let us guide you through:
<ul>
<li>Tailored financial planning to match your lifestyle</li>
<li>Smart Investment strategies for income you can&rsquo;t outlive</li>
<li>Legacy planning to protect your loved ones</li>
</ul>
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
<a href="https://www.facebook.com/profile.php?id=100057582665665">Facebook</a> | <a href="https://www.youtube.com/@ExecutiveFinancialGroup">YouTube</a>

Turning Investment Losses into Tax Wins: The Truth About Tax Loss Harvesting

Steven Sabo of Executive Financial Group discusses the dizzying game of “on again, off again” with the Trump tariff policy and how that makes relying on the stock market very difficult. So, Steven suggests people at least explore if a fixed index annuity is right for them and the potential preservation that those tools have. Steven explains how people can personalize an annuity and how it works like a pension does. And Steven emphasizes the importance of checking one’s portfolio and making sure it is set properly for these uncertain times – not just leaving it in cruise control.

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

Facebook

YouTube

Steven Sabo of Executive Financial Group discusses the dizzying game of &ldquo;on again, off again&rdquo; with the Trump tariff policy and how that makes relying on the stock market very difficult. So, Steven suggests people at least explore if a fixed index annuity is right for them and the potential preservation that those tools have. Steven explains how people can personalize an annuity and how it works like a pension does. And Steven emphasizes the importance of checking one&rsquo;s portfolio and making sure it is set properly for these uncertain times &ndash; not just leaving it in cruise control.
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
<a href="https://www.facebook.com/profile.php?id=100057582665665">Facebook</a>
<a href="https://www.youtube.com/@ExecutiveFinancialGroup">YouTube</a>

Stable market options during this unpredictable tariff game

Steven Sabo of Executive Financial Group talks about the MLB trade deadline (and his beleaguered Pittsburgh Pirates) and relates that to people checking in with their advisors mid-year. Steven discusses why Q2 and Q3 conversations are crucial for tax planning purposes, so people can start planning when to take RMDs, make QCDs, or even prepare for certain tax bills. And Steven walks through the process of what a first call for a complimentary review is like and the different things people can learn.

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

Facebook

YouTube

Steven Sabo of Executive Financial Group talks about the MLB trade deadline (and his beleaguered Pittsburgh Pirates) and relates that to people checking in with their advisors mid-year. Steven discusses why Q2 and Q3 conversations are crucial for tax planning purposes, so people can start planning when to take RMDs, make QCDs, or even prepare for certain tax bills. And Steven walks through the process of what a first call for a complimentary review is like and the different things people can learn.
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
<a href="https://www.facebook.com/profile.php?id=100057582665665">Facebook</a>
<a href="https://www.youtube.com/@ExecutiveFinancialGroup">YouTube</a>

Don’t delay the mid-year check-in with your advisor

Steven Sabo talks about 3 Doors Down lead singer Brad Arnold's state four cancer diagnosis and hear him talk about his lack of fear. Steven discusses how rear can be crippling for people and their finances but how a well-balanced and thought out plan can help people curb that emotion.  Steven notes how he sees retirement portfolios again and again, so he can give an objective look at something that normally draws a big emotion out of someone. And Steven talks about his back-to-back tropical trips this summer and his wedding in October.

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:
Tailored financial planning to match your lifestyle
Smart Investment strategies for income you can’t outlive
Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

Facebook

YouTube

Steven Sabo talks about 3 Doors Down lead singer Brad Arnold's state four cancer diagnosis and hear him talk about his lack of fear. Steven discusses how rear can be crippling for people and their finances but how a well-balanced and thought out plan can help people curb that emotion.&nbsp; Steven notes how he sees retirement portfolios again and again, so he can give an objective look at something that normally draws a big emotion out of someone. And Steven talks about his back-to-back tropical trips this summer and his wedding in October.
At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.
Let us guide you through:
<ul>
<li>Tailored financial planning to match your lifestyle</li>
<li>Smart Investment strategies for income you can&rsquo;t outlive</li>
<li>Legacy planning to protect your loved ones</li>
</ul>
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
<a href="https://www.facebook.com/profile.php?id=100057582665665">Facebook</a>
<a href="https://www.youtube.com/@ExecutiveFinancialGroup">YouTube</a>

3 Doors Down and a lesson on fear 

Steven Sabo talks about the speed of time. He responds to audio from an interview with NASCAR driver Erik Jones, who recently made his 300th Cup Series start – he is still under 30 – and how Jones is aware the next 300 starts will come even more quickly. Steven shares how retirement planning can never start too early, but even people that begin at an older age are never to late to do some good. And Steven notes how legacy planning can sneak up on people who think they are decades away from death.

At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.

Let us guide you through:
Tailored financial planning to match your lifestyle
Smart Investment strategies for income you can’t outlive
Legacy planning to protect your loved ones

Don’t wait – start preparing for the retirement you deserve today. Contact us here: https://executivefinancialgroup.com/contact/ or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.

Facebook

YouTube

Steven Sabo talks about the speed of time. He responds to audio from an interview with NASCAR driver Erik Jones, who recently made his 300th Cup Series start &ndash; he is still under 30 &ndash; and how Jones is aware the next 300 starts will come even more quickly. Steven shares how retirement planning can never start too early, but even people that begin at an older age are never to late to do some good. And Steven notes how legacy planning can sneak up on people who think they are decades away from death.
At Executive Financial Group, we specialize in helping retirees and those nearing retirement create strategies to enjoy a comfortable and worry-free retirement.
Let us guide you through:
<ul>
<li>Tailored financial planning to match your lifestyle</li>
<li>Smart Investment strategies for income you can&rsquo;t outlive</li>
<li>Legacy planning to protect your loved ones</li>
</ul>
Don&rsquo;t wait &ndash; start preparing for the retirement you deserve today. Contact us here: <a href="https://executivefinancialgroup.com/contact/">https://executivefinancialgroup.com/contact/</a> or at 724-283-2806 to schedule your no obligation consultation so that we can create your personalized retirement roadmap so you can begin Living your Next Chapter today.
<a href="https://www.facebook.com/profile.php?id=100057582665665">Facebook</a>
<a href="https://www.youtube.com/@ExecutiveFinancialGroup">YouTube</a>

Time moves quickly, plan for it 

Are you ready for the next chapter in your life? Whether you’re approaching retirement, already retired, or just thinking about your future, Next Chapter Living is here to give you timely and relevant information to help you navigate the financial challenges and opportunities that come with this transition. Join your host Steve Sabo of Executive Financial Group every week as he dives deep into the need-to-know topics surrounding modern retirement, detailing helpful tips and practices that can help you work towards achieving your financial goals. Next Chapter Living is your newest resource for on-the-go, informative, and entertaining financial content that can help you get closer to the next chapter in your retirement story.

Are you ready for the next chapter in your life? Whether you’re approaching retirement, already retired, or just thinking about your future, Next Chapter Living is here to give you timely and relevant information to help you navigate the financial challenges and opportunities that come with this transition. Join your host Steve Sabo of Executive Financial Group every week as he dives deep into the need-to-know topics surrounding modern retirement, detailing helpful tips and practices that can help you work towards achieving your financial goals. Next Chapter Living is your newest resource for on-the-go, informative, and entertaining financial content that can help you get closer to the next chapter in your retirement story.

Next Chapter Living

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