Ready, Set, Retire!

著者： Steve Anzuoni
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  • サマリー

  • Your host, Steve Anzuoni, a local retirement income certified professional at Fairway Financial talks about some of the challenges and opportunities related to todays retirement planning . Steve has over 30 years of experience helping families protect their wealth, build income for life and leave a legacy for their loved ones. All part of your path towards greater financial confidence...



    "Fairway Financial offers insurance products and services. We do not provide investment, tax or legal advice. Life insurance typically requires medical and often financial underwriting to qualify. Death benefits are tax free to a properly named beneficiary. Life insurance and annuities involve fees and charges including possible surrender penalties. LTC riders on insurance products are not a replacement for long term care insurance. Optional riders often require an additional annual fee. Annuity withdrawals are taxed as ordinary income and may incur an additional 10% IRS penalty before age 59-1/2. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company."
    © 2025 Ready, Set, Retire!
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あらすじ・解説

Your host, Steve Anzuoni, a local retirement income certified professional at Fairway Financial talks about some of the challenges and opportunities related to todays retirement planning . Steve has over 30 years of experience helping families protect their wealth, build income for life and leave a legacy for their loved ones. All part of your path towards greater financial confidence...



"Fairway Financial offers insurance products and services. We do not provide investment, tax or legal advice. Life insurance typically requires medical and often financial underwriting to qualify. Death benefits are tax free to a properly named beneficiary. Life insurance and annuities involve fees and charges including possible surrender penalties. LTC riders on insurance products are not a replacement for long term care insurance. Optional riders often require an additional annual fee. Annuity withdrawals are taxed as ordinary income and may incur an additional 10% IRS penalty before age 59-1/2. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company."
© 2025 Ready, Set, Retire!
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エピソード
  • Recession Planning

    Recession Planning
    2025/05/02

    In this episode of Ready Set Retire! Steve discusses the importance of financial planning for retirement, emphasizing the need for diversification and preparation for economic downturns. He highlights the significance of passive income and explores various strategies, including lifetime income annuities, to ensure a steady cash flow during retirement. Steve also shares personal anecdotes and insights from his extensive experience in the financial industry, encouraging listeners to take proactive steps in managing their retirement funds.
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    15 分

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