In this episode, Steve discusses various strategies for retirement planning, focusing on tax strategies, the benefits of fixed index annuities, market trends, and the importance of balancing risk and income. He emphasizes the need for comprehensive planning to address longevity and healthcare costs, as well as the role of trusts in protecting assets.  

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

In this episode, Steve discusses various strategies for retirement planning, focusing on tax strategies, the benefits of fixed index annuities, market trends, and the importance of balancing risk and income. He emphasizes the need for comprehensive planning to address longevity and healthcare costs, as well as the role of trusts in protecting assets.  
<a href="https://calendly.com/golf18/bulletproof-retirement-plan">SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!</a>

Planning for retirement is not a guessing game.  Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market?   When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? 

For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.  

Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation.

Tune into Steve's weekly radio show, "Ready Set Retire"  Saturdays @ 6am on WXTK!

Ready, Set, Retire!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.

Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation. Tune into Steve's weekly radio show, "Ready Set Retire" Saturdays @ 6am on WXTK!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.
Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation. Tune into Steve's weekly radio show, "Ready Set Retire" Saturdays @ 6am on WXTK!

Navigating Tax Strategies for Retirement

A tax refund can be more than a windfall—it can become a turning point. On this episode Steve Anzuoni breaks down how recent tax law changes may impact retirees and near retirees, then explores smarter ways to put that money to work. The conversation covers legacy planning, retirement income versus account balances, and the real difference between retirement and financial freedom. Steve explains why having a pile of money isn’t the same as having a plan—and how clarity around income, taxes, and purpose can reshape what retirement actually looks like.

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

Get a Copy of Steve's Book - Tee Up Your Retirement! 

Social Media: Facebook I  LinkedIn I Instagram I YouTube 

A tax refund can be more than a windfall&mdash;it can become a turning point. On this episode Steve Anzuoni breaks down how recent tax law changes may impact retirees and near retirees, then explores smarter ways to put that money to work. The conversation covers legacy planning, retirement income versus account balances, and the real difference between retirement and financial freedom. Steve explains why having a pile of money isn&rsquo;t the same as having a plan&mdash;and how clarity around income, taxes, and purpose can reshape what retirement actually looks like.
<a href="https://calendly.com/golf18/bulletproof-retirement-plan">SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!</a>
Get a Copy of Steve's Book&nbsp;-&nbsp;<a href="https://fairwayfinancial.net/book/">Tee Up Your Retirement!&nbsp;</a>
Social Media:&nbsp;<a href="https://www.facebook.com/Retirementroadmap/">Facebook</a>&nbsp;I&nbsp;&nbsp;<a href="https://www.linkedin.com/company/fairwayfinancial">LinkedIn</a>&nbsp;I<a href="https://www.instagram.com/fairwayfinancialcapecod/">&nbsp;Instagram</a>&nbsp;I&nbsp;<a href="https://www.youtube.com/channel/UC66ALTCLsJaqji78XYZYocA">YouTube&nbsp;</a>

A Bigger Refund Is Just the Beginning

One spouse does the dishes, the other does the money—until retirement makes that division risky. On this episode Steve Anzuoni unpacks why both partners must understand the full financial picture. The conversation covers shared responsibility, Social Security’s role in retirement income, strategies that address longevity and market swings, and a simple “bucket” framework for organizing income, savings, and future goals. Along the way, real-life examples—from long marriages to pro athletes—highlight how preparation and clarity can ease stress and support long-term financial confidence.

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

Get a Copy of Steve's Book - Tee Up Your Retirement! 

Social Media: Facebook I  LinkedIn I Instagram I YouTube 

One spouse does the dishes, the other does the money&mdash;until retirement makes that division risky. On this episode Steve Anzuoni unpacks why both partners must understand the full financial picture. The conversation covers shared responsibility, Social Security&rsquo;s role in retirement income, strategies that address longevity and market swings, and a simple &ldquo;bucket&rdquo; framework for organizing income, savings, and future goals. Along the way, real-life examples&mdash;from long marriages to pro athletes&mdash;highlight how preparation and clarity can ease stress and support long-term financial confidence.
<a href="https://calendly.com/golf18/bulletproof-retirement-plan">SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!</a>
Get a Copy of Steve's Book&nbsp;-&nbsp;<a href="https://fairwayfinancial.net/book/">Tee Up Your Retirement!&nbsp;</a>
Social Media:&nbsp;<a href="https://www.facebook.com/Retirementroadmap/">Facebook</a>&nbsp;I&nbsp;&nbsp;<a href="https://www.linkedin.com/company/fairwayfinancial">LinkedIn</a>&nbsp;I<a href="https://www.instagram.com/fairwayfinancialcapecod/">&nbsp;Instagram</a>&nbsp;I&nbsp;<a href="https://www.youtube.com/channel/UC66ALTCLsJaqji78XYZYocA">YouTube&nbsp;</a>

Why Letting One Person “Do the Money” Can Backfire in Retirement

What if the next financial shock isn’t a market crash—but your own personal debt? On this episode, Steve Anzuoni breaks down rising credit card interest rates, the national debt debate, and why managing your personal finances matters more than predicting the next “black swan.” He dives into market uncertainty, political gridlock, luxury habits of the ultra‑rich, and how everyday consumers can create consistency, stability, and smarter retirement income strategies. From debt control to guaranteed income planning, this episode delivers real‑world insight wrapped in candid, entertaining conversation.

SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!

Get a Copy of Steve's Book - Tee Up Your Retirement! 

Social Media: Facebook I  LinkedIn I Instagram I YouTube 

What if the next financial shock isn&rsquo;t a market crash&mdash;but your own personal debt? On this episode, Steve Anzuoni breaks down rising credit card interest rates, the national debt debate, and why managing your personal finances matters more than predicting the next &ldquo;black swan.&rdquo; He dives into market uncertainty, political gridlock, luxury habits of the ultra‑rich, and how everyday consumers can create consistency, stability, and smarter retirement income strategies. From debt control to guaranteed income planning, this episode delivers real‑world insight wrapped in candid, entertaining conversation.
<a href="https://calendly.com/golf18/bulletproof-retirement-plan">SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!</a>
Get a Copy of Steve's Book&nbsp;-&nbsp;<a href="https://fairwayfinancial.net/book/">Tee Up Your Retirement!&nbsp;</a>
Social Media:&nbsp;<a href="https://www.facebook.com/Retirementroadmap/">Facebook</a>&nbsp;I&nbsp;&nbsp;<a href="https://www.linkedin.com/company/fairwayfinancial">LinkedIn</a>&nbsp;I<a href="https://www.instagram.com/fairwayfinancialcapecod/">&nbsp;Instagram</a>&nbsp;I&nbsp;<a href="https://www.youtube.com/channel/UC66ALTCLsJaqji78XYZYocA">YouTube&nbsp;</a>

Navigating Tax Strategies for Retirement

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