When Bills Collide with Retirement
About this episode
Steve Anzuoni discusses the importance of managing everyday expenses in relation to retirement savings and explores various financial strategies.
When everyday expenses start competing with your future, where should the line be drawn? On this episode Steve Anzuoni breaks down why tapping retirement accounts can be a costly move and why separating money by purpose matters more than ever. The conversation explores “bucket” strategies for income, emergencies, inflation, and fun, along with real-world examples of using existing assets to manage debt. The episode also dives into new retirement contribution rules, lesser-known planning options for high earners, and why protecting your finances from cyber fraud now belongs in every retirement discussion. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media : Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.
More episodes of Ready, Set, Retire!
- The Hidden Gap Between Saving for Retirement and Living It
- The Annuity Trap Most Retirees Don’t See Coming
- The Retirement Reality Check Most Investors Need
- When Market Swings Meet Retirement Reality
- When One Person Handles the Money—and Why That’s a Problem
- When Your Paycheck Retires Before You Do
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