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 importance of tax planning over guesswork, and why relying on workplace-only advice can lead to costly mistakes. Real-world examples show how small decisions can significantly affect long-term outcomes, emphasizing the value of education and informed strategies when approaching retirement.

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 

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 importance of tax planning over guesswork, and why relying on workplace-only advice can lead to costly mistakes. Real-world examples show how small decisions can significantly affect long-term outcomes, emphasizing the value of education and informed strategies when approaching retirement.
<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>

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!

The Roth IRA Rule Change That Could Reshape Your Plan

Are retirees rethinking the role of annuities in today's economy? Steve Anzuoni discusses why more financial advisors are incorporating annuities into retirement income strategies, how retirees can avoid emotional investment decisions during market volatility, and why a written retirement plan may matter more than reacting to headlines. Steve also explores common retirement regrets, the importance of creating reliable cash flow, and how to evaluate the fees you're paying for financial guidance. A conversation focused on income planning, long-term perspective, and making informed retirement decisions.

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 

Are retirees rethinking the role of annuities in today's economy? Steve Anzuoni discusses why more financial advisors are incorporating annuities into retirement income strategies, how retirees can avoid emotional investment decisions during market volatility, and why a written retirement plan may matter more than reacting to headlines. Steve also explores common retirement regrets, the importance of creating reliable cash flow, and how to evaluate the fees you're paying for financial guidance. A conversation focused on income planning, long-term perspective, and making informed retirement decisions.
<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 Are More Advisors Talking About Annuities?

What happens when chasing the latest market trend puts your retirement plan at risk? Steve Anzuoni explains why diversification, sustainable income, and long-term planning matter more than following investment hype. He discusses the importance of cash flow in retirement, Roth conversion strategies, the growing focus on income solutions, and common mistakes people make when preparing for longer life expectancies. Steve also shares his perspective on guaranteed income, retirement confidence, and building a plan designed to weather changing markets and economic uncertainty.

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 happens when chasing the latest market trend puts your retirement plan at risk? Steve Anzuoni explains why diversification, sustainable income, and long-term planning matter more than following investment hype. He discusses the importance of cash flow in retirement, Roth conversion strategies, the growing focus on income solutions, and common mistakes people make when preparing for longer life expectancies. Steve also shares his perspective on guaranteed income, retirement confidence, and building a plan designed to weather changing markets and economic uncertainty.
<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>

Can Your Retirement Plan Survive the Next Market Shock?

Will the retirement wave of baby boomers reshape the markets, or is the bigger challenge creating income that lasts? Steve Anzuoni discusses why retirement planning may be about more than market performance, including longevity, withdrawal strategies, inflation, risk management, and the importance of balancing growth with dependable income. They explore concerns surrounding the 4% rule, planning for longer lifespans, market volatility, and the value of reviewing retirement plans as life changes. The conversation focuses on building a retirement strategy designed to adapt through changing markets and changing personal circumstances.

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 

Will the retirement wave of baby boomers reshape the markets, or is the bigger challenge creating income that lasts? Steve Anzuoni discusses why retirement planning may be about more than market performance, including longevity, withdrawal strategies, inflation, risk management, and the importance of balancing growth with dependable income. They explore concerns surrounding the 4% rule, planning for longer lifespans, market volatility, and the value of reviewing retirement plans as life changes. The conversation focuses on building a retirement strategy designed to adapt through changing markets and changing personal circumstances.
<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>

The Roth IRA Rule Change That Could Reshape Your Plan

Ready, Set, Retire!

In 1 playlist(s)

Ready, Set, Retire!

Social links

Follow podcast

Recent clips