Ready, Set, Retire!
235 episodes - English - Latest episode: 4 days ago - ★★★★★ - 1 ratingPlanning 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!
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Episodes
Securing Your Retirement: Strategies to Navigate Financial Literacy Gaps
April 23, 2024 08:00 - 18 minutes - 16.7 MBIn this episode, Steve takes a dive deep into the pressing issue of retirement savings in America. With staggering statistics revealing that one-third of Americans have no retirement savings and 40% don't contribute to any retirement fund, the hosts shed light on the importance of financial literacy. Steve, known as Cape Cod's retirement income specialist, shares invaluable insights into proactive financial management, emphasizing the significance of understanding retirement options beyond t...
The key to a proactive retirement plan
April 16, 2024 08:00 - 16 minutes - 15.2 MBIn this episode Steve discusses the importance of proactive retirement planning, especially in a politically charged environment. He addresses common concerns about the future of the economy and taxes, and explain why a "wait and see" approach can be risky. Here are some of the key takeaways you'll learn in this episode: The benefits of reviewing your current financial situation, including interest rates on bank accounts and fees in your 401(k). How annuities can provide guaranteed income...
Inside the Fairway Family: Financial Planning & Emotional Investing Insights
April 09, 2024 08:00 - 9 minutes - 9.15 MBDiscover what it means to be part of the Fairway family and how Steven's blue-collar roots shape his white-collar financial strategies. From managing emotions in market fluctuations to decoding retirement complexities, Steve shares invaluable insights honed over three decades in the industry. Learn why keeping emotions in check is key to successful investing and how to navigate the ups and downs of financial planning with confidence. Get your Complimentary Retirement Income Plan! See om...
Demystifying Tax Returns: What You Need to Know
April 02, 2024 08:00 - 9 minutes - 9.03 MBIn this episode, we unravel the mystery surrounding tax returns and shed light on common misconceptions. Join us as we dive into a recent case where a celebrity guest found himself in hot water for neglecting to file his tax returns. Discover why ignorance of tax laws is no excuse and why assuming someone else will handle your taxes is a risky gamble. Learn the crucial differences in tax obligations between employees and self-employed individuals, and uncover the proactive steps you can ta...
Maximizing Retirement Wealth: Should You Rollover Your 401K to an IRA?
March 26, 2024 08:00 - 9 minutes - 8.6 MBJoin Steve as he delves into the crucial decision of whether to rollover your 401K to an IRA. With insights from financial experts like T Rowe Price's Roger Young, discover the benefits and considerations of this pivotal retirement move. Learn how an IRA offers greater investment flexibility and control over distributions, while also exploring the potential advantages of keeping funds in a 401K. Steve shares valuable strategies for helping clients navigate this decision, including the little...
Overcoming Retirement Spending Fear: Strategies for Financial Peace of Mind
March 19, 2024 08:00 - 6 minutes - 5.99 MBIn this enlightening episode, Steve shares insights from their decades of experience, emphasizing the importance of diversifying income streams and creating a guaranteed peace of income. Learn how innovative financial products can provide lifelong income security, offering retirees the confidence to enjoy their golden years without financial worry. Discover practical strategies to navigate retirement spending, including optimizing Social Security benefits and exploring new avenues for guara...
Overcoming Retirement Spending Fear
March 19, 2024 08:00 - 6 minutes - 5.99 MBIn this enlightening episode, Steve shares insights from their decades of experience, emphasizing the importance of diversifying income streams and creating a guaranteed peace of income. Learn how innovative financial products can provide lifelong income security, offering retirees the confidence to enjoy their golden years without financial worry. Discover practical strategies to navigate retirement spending, including optimizing Social Security benefits and exploring new avenues for guara...
Cracking the Code: Understanding the New Middle Class Dilemma
March 12, 2024 08:00 - 7 minutes - 7.28 MBSteve 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...
15 Years of Service: Heroes in Transition's Impact on Local Veterans
March 05, 2024 09:00 - 15 minutes - 14.4 MBSteve 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 t...
Diversifying Income Streams: Building Your Financial Future
February 27, 2024 09:00 - 11 minutes - 10.3 MBLearn 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 adv...
Babe Ruth's Annuity: Lessons in Financial Legacy
February 14, 2024 09:00 - 7 minutes - 6.9 MBDiscover 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 annuiti...
Sleeping on Savings: Napping, 401Ks, and Annuities Explained
February 07, 2024 09:00 - 12 minutes - 11.4 MBDiscover 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 annuit...
Decoding Financial News: Why You Can't Trade on Predictions
January 30, 2024 09:00 - 8 minutes - 7.62 MBIn 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...
Decoding the Trump Tax Cuts: Strategies to Safeguard Your Retirement Income
January 23, 2024 09:00 - 8 minutes - 7.98 MBIn 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...
Confidence in Retirement: Building a Solid Financial Plan with Steven Anzuoni
January 17, 2024 09:00 - 8 minutes - 7.48 MBSteve 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 p...
Breaking Free from Autopilot: A Retirement Planning Guide
January 09, 2024 09:00 - 9 minutes - 8.91 MBEver 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 ...
Savings Strategies for the Future: Balancing Pessimism and Optimism
January 03, 2024 09:00 - 5 minutes - 5.13 MBSteve 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 ...
2024 Tax Changes: Unveiling the New IRS Brackets and Proactive Retirement Strategies
December 26, 2023 09:00 - 7 minutes - 6.91 MBSteve discusses the latest updates on the IRS tax brackets for 2024, shedding light on the significant 5.4% increase in income thresholds across various brackets due to inflation. As the retirement income specialist, Steve dives into the implications of these changes, emphasizing the importance of proactive planning in the current low-tax environment. Steve explores the evolving landscape of retirement accounts, touching on rules changes for 401Ks, Roth versus pre-tax options, and potential...
Decoding Wealth: Does Being a Millionaire Make You Feel Rich?
December 19, 2023 18:59 - 7 minutes - 6.6 MBDiscover surprising insights as only 8% of Americans with a million dollars or more consider themselves wealthy. Steve emphasizes the importance of avoiding comparisons on social media and focusing on your own financial journey. Steve shares stories of individuals with varying net worth, highlighting the diverse perspectives on wealth and retirement. Steve stresses the significance of assessing where you are financially, setting realistic goals, and creating a plan tailored to your unique s...
Ramsey is Wrong: Debunking Dangerous Retirement Advice
December 12, 2023 09:00 - 8 minutes - 7.5 MBIn this episode, hosts Steve digs deep into the recent controversial advice from financial guru Dave Ramsey. Ramsey suggests retirees remain 100% invested in stocks throughout their lifetime and withdraw 8% of their portfolio annually without concerns. Renowned financial author David McKnight joins the discussion, exposing the flaws in Ramsey's approach. The hosts emphasize the unrealistic annual market return assumption of nearly 12%, highlighting the potential dangers of relying on such o...
Unlocking Retirement Income: Demystifying Annuities for Financial Security
December 05, 2023 09:00 - 8 minutes - 8.02 MBIn a recent survey, 70% of pre-retirees expressed concern about running out of money, highlighting the urgency of effective retirement planning. Join Steve in todays episode where he unravels the mystique surrounding annuities, a powerful tool often misunderstood in retirement planning. Steve explains how annuities, essentially the modern version of pensions, offer a guaranteed income for life—an invaluable asset given the dwindling availability of pensions. Steve discusses the shift in cor...
Unlocking Retirement Wealth Secrets: Why Gen Xers Shouldn't Overlook Life Insurance Strategies
November 28, 2023 09:00 - 4 minutes - 3.72 MBIn this episode, Steve explores a crucial aspect of retirement planning for Generation X—those in their late 50s. Astonishingly, only 40% of Gen Xers work with financial advisors. Steve delves into a significant tax change set for 2026 that will impact those earning over $145,000, requiring them to opt for a Roth 401K. He highlights the importance of staying informed and diligent in navigating these financial intricacies. However, he emphasizes that Gen Xers might be missing out on altern...
Year-End Financial Checklist: Maximizing Your Retirement Contributions
November 20, 2023 09:00 - 5 minutes - 4.96 MBIn this episode, the hosts discuss Morningstar's Christine Benn's advice on maximizing 401K contributions, especially for those over 50, where the limit can reach $30,000 in 2023. Discover why revisiting your retirement plan contributions is crucial and how making adjustments can have a significant impact. Steve share's real-life stories, including a client who, after a simple conversation, realized the untapped potential in maximizing her 401K contributions. Learn why the end of the year i...
Navigating Retirement: Strategies for Financial Freedom
November 14, 2023 09:00 - 8 minutes - 7.36 MBIn this episode, Steve explores the concept of retirement, drawing inspiration from entrepreneur Naval Ravikant's unique perspective. While financial independence is a common goal, the hosts discuss various paths to retirement, including managing burn rates, passive income, and the importance of doing what you love. Steve emphasizes his own approach to retirement, sharing insights from his 36 years in the industry. The conversation delves into annuities, a key component of a secure retiremen...
The Charles Feeney Legacy: Balancing Wealth and Generosity
November 07, 2023 09:00 - 6 minutes - 5.59 MBOn today's episode, Steve shares the incredible story of Charles Feeney. Charles, a multi-billionaire, chose to give away his vast wealth, emphasizing the joy of giving while being alive. The episode explores the pros and cons of this philanthropic approach and delves into the importance of achieving a balance between generosity and self-preservation. Steve discusses the complexities of leaving a financial legacy to your loved ones and the IRS, highlighting the recent changes in beneficiary...
Maximizing Your Annuity: Is It Time for an Upgrade?
October 31, 2023 02:49 - 7 minutes - 6.8 MBIn today's episode, we're tackling an intriguing question: Can you trade in your older annuity for a newer, more advantageous one? With interest rates on the rise, now is a particularly opportune time to consider upgrading your annuity. Steve discusses the nuances of this decision, emphasizing that while it can be a favorable move in some cases, it may come with certain costs. As the discussion unfolds, Steve shares remarkable rates and opportunities available with certain annuity products...
Why Only 35% of Americans Use Financial Advisors
October 24, 2023 08:00 - 7 minutes - 7.11 MBIn this episode, we explore the surprising statistic that only 35% of Americans utilize the services of a financial advisor. Steve, a renowned retirement income specialist with over 30 years of experience, helps us unravel the reasons behind this. Many Americans primarily store their wealth in their 401(k) accounts, assuming they can manage their retirement funds independently. However, as Steve emphasizes, there's a significant distinction between wealth management and income planning. He...
Enhancing Retirement Income with Annuities
October 17, 2023 08:00 - 8 minutes - 8.19 MBThis week, we delve into one of the most pressing retirement questions on everyone's minds: how do you ensure a steady income stream when you retire, without the fear of running out of money? Steve, Cape Cod's Retirement Income Specialist, shares his expertise on the significance of annuities in retirement planning. He emphasizes the value of annuities in protecting your money and securing a stable stream of income during your golden years. The conversation expands to different types of an...
Cash is King Again: Rethinking Investment Strategies
October 10, 2023 08:00 - 8 minutes - 8.16 MBThe financial world is experiencing a shift where cash is offering higher returns than ever before, surpassing even the S&P 500. As Yahoo Finance's Jared Blicker notes, a staggering $925 billion has flowed into money markets this year alone. Traditionally, when stocks dipped, investors had few alternatives and often kept plowing money back into stocks, especially those with lower yields but high growth potential. Now, with cash yielding better returns, the approach is different. Steve sh...
Secure 2.0 Act: The Changing Landscape of Retirement Planning
October 03, 2023 08:00 - 10 minutes - 9.43 MBUnder this new measure, starting next year, older workers earning more than $145,000 will be required to use an after-tax Roth 401(k) rather than the traditional pre-tax 401(k). However, since many employers do not offer Roth 401(k)s, the IRS has extended the deadline to 2026. Steve breaks down what this means for you and your retirement strategy. He also emphasizes the importance of diversifying your retirement savings to reduce dependency on government-controlled plans. With the governme...
Demystifying Retirement Planning: Your Path to Clarity
September 26, 2023 08:00 - 7 minutes - 6.87 MBIn a recent survey of 2,000 individuals, conducted by a Harris Poll, a staggering 70% found retirement planning unnecessarily complicated. That's a sentiment many of us can relate to. So, where are people turning for information? The survey revealed that 43% rely on their own research, while 39% look to their employers, 27% seek advice from family members, and only 10% attend retirement planning classes or seminars. Steve recognizes the challenges of navigating this complex landscape. He a...
Retiring with Confidence: How to Create an Income Plan
September 19, 2023 08:00 - 9 minutes - 8.67 MBIn this episode of the Retire Ready Radio podcast, Steve (Cape Cod's Retirement Income Specialist) talks about the importance of having an income plan in retirement. Steve discusses the different types of income streams available to retirees, and how to create a plan that meets your individual needs. He also talks about the importance of considering factors such as inflation, taxes, and healthcare costs when planning for retirement. Whether you're just starting to think about retiremen...
The Importance of Having Financial Conversations with Your Adult Kids
September 12, 2023 08:00 - 6 minutes - 6.03 MBIn today's show, we delve into a topic that's both practical and essential for securing your family's future: the importance of having open financial conversations with your adult children. It's surprising how many habits we carry from childhood into adulthood, and this extends to the way we manage our households. According to a recent poll, three out of five individuals still follow their parents' example when it comes to cleaning the kitchen before bedtime or even washing dishes in the s...
Maximizing Retirement Income: Strategies for Tax-Efficient Withdrawals
September 05, 2023 08:00 - 7 minutes - 6.79 MBToday we're diving into a crucial aspect of retirement planning that often gets overlooked: how to smartly withdraw your hard-earned savings to maximize your income while minimizing tax implications. Imagine this scenario: you've diligently saved for retirement, and you've got a solid plan in place. But now the question is, how do you start withdrawing your funds? This is where things can get tricky, as improper withdrawals can lead to significant tax problems. We're delving deep into th...
Recession-Proof Your Retirement: Annuities and Financial Stability
August 29, 2023 08:00 - 9 minutes - 8.44 MBSteve takes a deep dive into the topic of recession-proofing your retirement savings. With economic uncertainty looming, Steve discusses strategies for safeguarding your financial future. From discussing the potential of an impending recession to exploring the ways annuities can provide financial security, this episode provides expert advice for navigating these challenging times. As Steve, a seasoned retirement planner, points out, retirees often value the security of a steady paycheck, ...
Mastering Retirement Conversations: Secure Your Financial Future
August 21, 2023 21:00 - 7 minutes - 6.97 MBSteve delves into the concept of a "soft landing" and its implications for the economy. Discover why the chance of a soft landing is on the rise and how this affects jobs, incomes, and consumer habits. Steve emphasizes the importance of focusing on actionable steps to secure your financial future, regardless of economic fluctuations. Remember, securing your retirement requires informed decisions and a customized plan designed to weather economic changes. #retirement #financialplanner #fi...
Barbie's Financial Makeover: 401K Strategies and Real-World Lessons
August 14, 2023 15:00 - 9 minutes - 9.01 MBBarbie's journey from a role model with 200 jobs to a reality check in the "real world" sparks comparisons to life's financial challenges. Discover how the movie mirrors the experiences of college graduates stepping into adulthood and individuals transitioning into retirement. Steve, the retirement income specialist, emphasizes the importance of safeguarding your financial future, just as Barbie protects her world-saving aspirations. Hear Steve talk about the implications of having multip...
Unlocking Tax Benefits: The Power of Roth IRA Conversions for Financial Freedom
August 07, 2023 18:00 - 10 minutes - 9.36 MBIn this episode hear Steve discuss a crucial strategy for tax planning and financial growth: Roth IRA conversions. Steve takes a deep into the world of Roth IRAs and how they offer an ideal solution for tax planning. Discover the benefits of taking the tax hit on your contributions now and watching your gains grow tax-free. But what if you're told you make too much to contribute to a Roth? Steve breaks down the misconceptions around saving using pre-tax dollars and reveal why it's essenti...
Retirement Planning and Guaranteed Income: Time for a Financial Check-Up
July 31, 2023 14:00 - 10 minutes - 9.7 MBSteve discusses the importance of a mid-year financial check-up for retirement planning. The importance of having a solid income plan, especially for those nearing retirement or already retired. Drawing from his 35 years of experience, Steve explains how relying solely on market performance can be risky and lead to potential income shortages during retirement. By focusing on creating a dependable income stream to supplement Social Security, you can safeguard your financial future and enjo...
If You're Worried about Running Out of Money - LISTEN NOW!
July 24, 2023 14:00 - 12 minutes - 11 MBWorried about running out of money in retirement? In this week’s episode, Cape Cod’s Retirement Income Specialist,Steve Anzuoni, shares how his bucket planning approach can help provide income for life! Then, with three decades of experience helping people just like you plan for retirement, hear what makes him different from other financial planners! Visit Fairway Financial TODAY and find out how Steve can help YOU Replace Your Paycheck in Retirement! Follow, like and share on social...
The Cost of Healthcare and Longevity
July 17, 2023 14:00 - 8 minutes - 7.62 MBThere’s an old saying in the news business: “If it bleeds it leads.” It’s because tragic and splashy headlines often get our attention. In the financial world, market declines are the splashy headlines. But a new study from a Fidelity analyst says, we get too wrapped up in the topic of market risk and we don’t focus enough on two of the other big risks of retirement: 1. Expensive health care needs 2. Living into your 90s. Would you agree? Visit Fairway Financial TODAY and find o...
Annuities: Pros and Cons
July 03, 2023 15:00 - 8 minutes - 7.78 MBReliable monthly income is a big concern for retirees. Yahoo Finance looked at the pros and cons of annuities in that role. Two of the objections they site are: 1) Every annuity comes with high fees 2) No access to principle in an emergency Can you speak to those points? Visit Fairway Financial TODAY and find out how Steve can help YOU Replace Your Paycheck in Retirement! See omnystudio.com/listener for privacy information.
Why are Americans Pessimistic about Economy?
June 19, 2023 14:00 - 12 minutes - 11 MBThe latest polls are showing Americans are not feeling good about the economy. One survey (by CBS News/YouGov) found 64% of adults would rate the economy as “bad.” Another poll (by F&G) shows 80% of Americans over age 50 are worried about the impact of inflation on their retirement, with many facing the prospect of having to keep working. Concern about the economy can turn into anxiety about retirement. If you're concerned about the market, the economy and want to protect your money - he...
Are we in a Recession?
June 05, 2023 14:00 - 9 minutes - 9.09 MBThe financial headlines have been talking about a recession for months. Market analyst Eddie Ghabour tells Fox Business we are already there. Hear Steve give his opinion and if he see's a significant market pull back this year and should people look for a more protective stance with their retirement money! See omnystudio.com/listener for privacy information.
Taking a Break from the Market & Replacing Your Paycheck!
June 05, 2023 14:00 - 12 minutes - 11.2 MBIs the stock market trying to second-guess the Federal Reserve? Analyst Stephanie Pomboy thinks it is. What are you telling clients who say they wish they could just take a break from the market? You’ve told us many times about the benefits of annuities. They offer a guaranteed stream of income in retirement. But they can come with a lot of fine print. Do you explain all that to clients? See omnystudio.com/listener for privacy information.
Do the Old Retirement Rules Still Apply Today?
May 22, 2023 14:00 - 8 minutes - 7.63 MBSee omnystudio.com/listener for privacy information.
When Will You and CAN You Retire?
May 08, 2023 14:00 - 8 minutes - 7.82 MBAt what age do you think you’ll retire? Comedian Wanda Sykes says she probably never will retire! I bet a lot of people can relate – they don’t want to retire and maybe are already thinking of future opportunities. Do you work with clients like this? We’re seeing higher CD rates thanks to higher interest rates. But annuities are also based on interest rates. So, the higher the rate, the higher the annuity payments will be. Yet there are skeptics...are you seeing more interest in annui...
When Will You and CAN You Retire?
May 08, 2023 14:00 - 8 minutes - 11.7 MBAt what age do you think you’ll retire? Comedian Wanda Sykes says she probably never will retire! I bet a lot of people can relate – they don’t want to retire and maybe are already thinking of future opportunities. Do you work with clients like this? We’re seeing higher CD rates thanks to higher interest rates. But annuities are also based on interest rates. So, the higher the rate, the higher the annuity payments will be. Yet there are skeptics...are you seeing more interest in annui...
Is our money safe in the bank? What is considered a safe asset ?
April 24, 2023 14:00 - 7 minutes - 6.83 MBThe failure of Silicon Valley Bank is becoming a textbook case of poor risk management. It didn’t have enough ‘safe’ assets versus risky ones. So, let’s apply that to our 401(k). What’s considered a good safe asset? Call Steve today for your market protection plan and 401K analysis! See omnystudio.com/listener for privacy information.
Is our money safe in the bank? What is considered a safe asset ?
April 24, 2023 14:00 - 7 minutes - 10.2 MBThe failure of Silicon Valley Bank is becoming a textbook case of poor risk management. It didn’t have enough ‘safe’ assets versus risky ones. So, let’s apply that to our 401(k). What’s considered a good safe asset? Call Steve today for your market protection plan and 401K analysis!