When Bills Collide with Retirement

From Ready, Set, Retire! by Steve Anzuoni

March 3, 2026 · 17 min

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.

People in this episode

Host: Steve Anzuoni

Topics covered

retirement planning
financial management
bucket strategies
debt management
cyber fraud

Keywords

retirement accounts
expenses
financial planning
income strategies
inflation
emergency funds
debt

Mentioned in this episode

Books & works: Tee Up Your Retirement!