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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.

Join us for a Q&A-style deep dive as we tackle the retirement planning questions you’ve been asking:

Inflation: Learn how rising prices slowly chip away at your purchasing power — what used to cover essential expenses now may fall short.

Interest Rates: Discover the ripple effect of rate changes on income streams and savings—whether you’re holding CDs or fixed-income investments.

Stock Market Volatility: Anthony explains why market swings shouldn’t derail your long-term retirement income plan and how to stay grounded.

4% Rule: Is it still reliable? We’ll revisit this classic withdrawal guideline and see how it's holding up in today’s environment.

Roth Conversions: Hear how moving funds to a Roth IRA can minimize future RMD pressure and provide tax-free income—plus advanced strategies like conversion “ladders.”

RMDs: What are they, when do they start, and why delaying them — or converting ahead of time — might help you save on taxes.

CDs: Unpack the benefits and pitfalls of certificates of deposit as safe, short-term income vehicles—plus why they may not keep pace with inflation.

Annuities: We'll cover when annuities make sense, what fees to look out for, and how they compare to other income sources.

Listen in.

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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

YouTube:

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

Radio:

https://www.providencefinancialradio.com

Yelp:

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

Facebook:

https://www.facebook.com/Providence.FinancialInc/

Twitter:

https://twitter.com/AnthonySaccaro

LinkedIN:

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

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417 episodes