Steve Interviews Tim Allen and Richard Karn from "Home Improvement!"

Steve debunks common misconceptions surrounding retirement savings targets and Social Security concerns while emphasizing the importance of personalized financial strategies. From debt reduction to exploring alternative retirement solutions, they empower listeners to take control of their financial future with confidence and clarity.

As the political landscape shapes economic policies and retirement prospects, Steve  urges listeners to stay informed and engaged. He sheds light on overlooked financial opportunities and lesser-known retirement products that can provide security and stability in uncertain times.

For those seeking comprehensive financial guidance tailored to their unique circumstances, visit fairwayfinancial.net to explore personalized solutions and schedule a consultation with Steve or call 508-544-0560 today! 

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Steve and Fairway Financial are heavily involved in the community. One of Steve's favorite charities is Heroes in Transition. Today, Steve welcomes special guest Cindy Jones, the founder of Heroes in Transition. Celebrating its 15th year of service, Heroes in Transition has been dedicated to supporting local veterans and service members on Cape Cod through a variety of impactful programs.

Learn about the 13 unique programs offered by Heroes in Transition, all aimed at helping veterans and their families reintegrate into civilian life and cope with the challenges they face. Cindy shares touching stories of transformation and resilience, highlighting the profound impact these programs have had on individuals and families in the community.

Join the movement and make a difference in the lives of those who have served our country. Visit heroesintransition.org to learn more and get involved today. 

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Learn why having multiple sources of income is essential for weathering economic fluctuations and safeguarding your financial future. Steve emphasizes the pitfalls of relying solely on traditional retirement accounts like 401(k)s and underscores the importance of creating diverse income streams to mitigate risks.

Furthermore, explore the disconnect between the need for financial planning and the lack of professional guidance. Steve offers valuable advice on selecting the right financial advisor, emphasizing experience, independence, and a comprehensive approach to retirement planning.

With over 37 years of experience, Steve advocates for a holistic approach to retirement planning, collaborating with specialists to provide clients with tailored solutions. He discusses the benefits of working with independent professionals who offer a wide range of options to suit individual needs and goals.

Call Steve today for your Complimentary Income Review! Call Now 508-544-0560! 

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Discover how Babe Ruth's forward-thinking decision to purchase an annuity in 1923 paved the way for financial security during his retirement, offering valuable insights for today's investors.

Steve explores the enduring relevance of annuities as a source of guaranteed income, drawing parallels between Babe Ruth's investment strategy and modern retirement planning. From the stability and strength of insurance companies to the importance of securing a lifelong income stream, learn how annuities can play a vital role in building a resilient financial future.

With anecdotes and expertise spanning over 37 years in the industry, Steve and Zoni shed light on common misconceptions surrounding annuities and emphasize their potential to provide peace of mind in an uncertain world. Whether you're a baseball enthusiast or a savvy investor, this episode offers valuable lessons and practical advice to help you navigate the complexities of retirement planning.

Call Steve today at 508-544-0560 for your custom income plan! 

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Discover startling statistics about Americans' lack of awareness regarding their 401K fees and investment risks. Steve sheds light on common misconceptions surrounding retirement planning, including the myth that a 60/40 investment split guarantees safety for your retirement savings.

In this episode, you'll also learn about the power of annuities in providing guaranteed lifetime income during retirement. With insights from annuity advocate Cheryl Moore, Steve explains why considering annuities in your 50s could be a game-changer for your retirement strategy.

Call Steve today for your complimentary portfolio review! 

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In this episode, inspired by insights from Jordan Belfort, the real "Wolf on Wall Street," the hosts explore the futility of trying to trade based on news and predictions. As we enter 2024 with ominous forecasts of a market crash, Steve emphasizes the unpredictability of the future. They share valuable advice on diversification, especially for those approaching retirement, and caution against putting all your eggs in one basket. Discover why focusing on income planning, not just accumulating wealth, is crucial for a secure retirement. 

Call Steve today 508-544-0560 for you complimentary customized income plan! 

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In this episode, the hosts unravel the complexities of the Trump tax cuts signed into law in 2017, shedding light on the impending changes set to take effect at the end of next year. With potential shifts in individual tax rates, standard deductions, and estate tax exemptions, the hosts emphasize the need for proactive planning during this two-year warning period. Steve provides valuable insights into strategic moves, including the option of Roth conversions to secure tax-free growth for the future.

Discover how to navigate the uncertainties of tax hikes and make informed decisions to protect your hard-earned money. Learn about changes in standard deductions, estate taxes, and the critical importance of income planning in retirement. Don't miss out on this episode that empowers you to take control of your financial future. For more details, visit fairwayfinancial.net.

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Steve Anzuoni, a seasoned financial professional, shares his passion for instilling confidence in clients as they approach retirement. Learn how Fairway Financial goes above and beyond to ensure clients feel like family, providing unparalleled service and assistance. Steve emphasizes the significance of a comprehensive financial plan, echoing the importance of confidence in retirement. 

Explore the unique approach Fairway Financial takes, working as a team with other independent financial professionals to offer a holistic view of clients' financial landscapes. Steve reflects on his 37 years of experience, from the days of knocking on doors for John Hancock to becoming a trusted advisor dedicated to helping clients navigate the complexities of retirement planning.

Call Steve today, 508-544-0560, for your complimentary Comprehensive Financial Plan! 

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Ever felt like life is on autopilot, going through the motions without a clear plan? In this episode Steve explores the concept of autopilot in our daily lives and its significant impact on retirement planning. Did you know the average American spends about 10 years of their life on autopilot?

Steve discusses the crucial transition from accumulating assets in a 401K to strategically planning for retirement. Discover why hitting the reset button on your financial strategy, especially within five years of retirement, is essential. Steve sheds light on the shift from having a pile of money that fluctuates to assigning a purpose, creating stability and a sustainable income stream for your golden years.

For your personalized retirement strategy - call Steve today 508-544-0560! 

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Steve breaks down the concept of "reasonable optimism," emphasizing the importance of not just expecting a bright future but preparing for inevitable setbacks and market challenges. They share real-life examples, highlighting the significance of having a robust retirement strategy that focuses on long-term goals.

Discover how to make the most of windfalls, such as the proceeds from selling a home, and redirect them strategically into retirement plans. Steve's practical advice, delivered at a New England pace, guides listeners on maximizing contributions to a 401K and taking advantage of pre-tax options for significant write-offs.

Ready to take control of your financial future? Call Steve today  - 508-544-0560! 

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