Steve Joins Howie Carr on the Meet Experts Podcast!
Steve recently had the opportunity to be a guest on Howie Carr's new podcast, " MeetThe Expert Podcast". In this interview with radio legend Howie Carr, Stevesheds light on the ever-changing landscape of retirement planning. From navigating the pitfalls of inflation and taxation to optimizing Socia…
Challenges of Retiring Early
Delve into the complexities of early retirement planning as the discussion unpacks its hurdles and intricacies. From the looming specter of boredom to the daunting realities of financial depletion and soaring healthcare expenses, no stone is left unturned. Emphasis is placed on the critical necessi…
The Role of Annuities in Retirement Income Planning
Takeaways from todays episode: Focus on balance and living within your means in retirement planning. Income and cash flow are crucial in retirement, including Social Security and pensions. Avoid emotional reactions and focus on long-term strategies when investing in gold and the stock market. Consi…
Securing Your Retirement: Strategies to Navigate Financial Literacy Gaps
In this episode, Steve takes a dive deep into the pressing issue of retirement savings in America. With staggering statistics revealing that one-third of Americans have no retirement savings and 40% don't contribute to any retirement fund, the hosts shed light on the importance of financial literac…
The key to a proactive retirement plan
In this episode Steve discusses the importance of proactive retirement planning, especially in a politically charged environment. He addresses common concerns about the future of the economy and taxes, and explain why a "wait and see" approach can be risky. Here are some of the key takeaways you'l…
Inside the Fairway Family: Financial Planning & Emotional Investing Insights
Discover what it means to be part of the Fairway family and how Steven's blue-collar roots shape his white-collar financial strategies. From managing emotions in market fluctuations to decoding retirement complexities, Steve shares invaluable insights honed over three decades in the industry. Learn…
Demystifying Tax Returns: What You Need to Know
In this episode, we unravel the mystery surrounding tax returns and shed light on common misconceptions. Join us as we dive into a recent case where a celebrity guest found himself in hot water for neglecting to file his tax returns. Discover why ignorance of tax laws is no excuse and why assuming…
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…