The Roth IRA Rule Change That Could Reshape Your Plan

Could your retirement plan be quietly costing you more than you realize? Steve Anzuoni breaks down the surprising pros and cons of moving retirement funds, including proposed changes to Roth IRA rules and what they could mean for your control and taxes. He highlights the hidden impact of fees, the …

Donald Trump Jr Has Retirement Advice for You

A conversation at Mar-a-Lago brings an unexpected takeaway: retirement success starts with one word—planning. Steve Anzuoni breaks down insights from Donald Trump Jr. on why early preparation, understanding the fundamentals, and staying adaptable matter at any income level. Steve explores how disci…

The 40-Year Retirement Problem Nobody Plans For

What if your retirement lasts 40 years—will your savings keep up? This episode breaks down why a large 401(k) balance isn’t the same as a reliable income plan and why longevity is reshaping retirement strategy. Steve Anzuoni explains how to turn scattered savings into a structured “paycheck,” the r…

The “A Word” Making a Comeback in Retirement Planning

Annuities are back in the spotlight, but not for the reasons you might expect. On this episode, Steve Anzuoni breaks down why more retirees and advisors are reexamining annuities as part of today’s retirement income conversations. He shares his long‑standing focus on cash flow, income stability, an…

The Hidden Gap Between Saving for Retirement and Living It

Market swings may grab headlines, but the real retirement risk often shows up quietly. On this episode, Steve Anzuoni explores why many near-retirees feel less confident despite strong markets, and why relying solely on a growing 401(k) can be misleading. The conversation covers shifting from accum…

Market Confidence vs. Real Retirement Planning

Is your retirement confidence built on real planning—or just a strong market streak? On this episode, Steve Anzuoni breaks down why rising market gains can create a false sense of security without a written income plan. He explains the difference between saving for retirement and planning real reti…

The Annuity Trap Most Retirees Don’t See Coming

Annuities don’t fail retirees—confusion does. On this episode, Steve Anzuoni breaks down why so many people misunderstand annuities and how that confusion can derail an otherwise solid retirement plan. Steve explains the difference between simple and complex income products, why goals matter more t…

The Retirement Reality Check Most Investors Need

Inflation is everywhere, yet many retirees say they’re doing just fine—so what’s really going on? On this episode, Steve Anzuoni breaks down how retirees are absorbing rising costs, why guaranteed income matters more than headlines, and how to think clearly about cash flow once the paycheck stops. …

When Market Swings Meet Retirement Reality

What happens when a lifetime of saving suddenly feels fragile? On this episode Steve Anzuoni breaks down the emotional shift from accumulation to retirement and why a “pile of money” isn’t the same as a plan. The conversation explores market volatility near retirement, assigning purpose to savings,…

When One Person Handles the Money—and Why That’s a Problem

One simple habit could quietly unravel a retirement plan—and most couples don’t realize it until it’s too late. Steve Anzuoni unpacks why treating one partner as “the money person” creates unnecessary risk, especially when life changes fast. The conversation moves through shared financial awareness…