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Content provided by Anthony A. Saccaro, ChFC, Esq. and Anthony A. Saccaro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony A. Saccaro, ChFC, Esq. and Anthony A. Saccaro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

This episode delivers a deep-dive Q&A on the choices that shape a secure retirement. We break down whether to roll a 401(k) into an IRA, when Roth conversions are worth it, and why bonds, when used correctly, can provide essential income.

Discover how to build a portfolio that withstands loss, inflation, and the risk of running out of money, and learn a smarter way to rebalance using a function-based approach to investing.

We also unpack the heavy topic of spousal caregiving and how proactive planning protects dignity while easing the burden on family members.

A must-listen for anyone preparing for the realities of retirement.

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LET'S CONNECT

Show website:

https://www.providencefinancialpodcast.com

Find us at:

https://www.providencefinancialinc.com

Get to know Anthony:

https://anthonysaccaro.com

Anthony's book:

https://morelifethanmoneybook.com

Amazon Author Page:

https://amazon/author/anthonysaccaro

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https://www.youtube.com/c/AnthonySaccaro/featured

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https://www.providencefinancialradio.com

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https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills

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https://www.linkedin.com/in/anthonysaccaro/

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425 episodes