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Welcome to  "Ready, Set, Retire" - The Podcast! 

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Join Steve every week for strategies you can use. Discover how you can have added financial confidence today – listen to Ready, Set, Retire Radio Saturdays at 6 a.m. on WXTK!

Jun 18, 2021

Kiplinger says Roth accounts are a “no-brainer” for young people.  But for those of us who are a little older, it says we should “slow our roll” and get some advice from a professional.  What sorts of things do you consider when you’re helping a client decide whether a Roth rollover makes sense for...

Jun 11, 2021

If you’re serious about your financial well-being, there are certain things you need to have taken care of, by certain ages.  And MSN Money says – by the time you’re in your 60s – you need to have an estate plan in place.  But if I’m not Bill Gates or Elon Musk, why do I need an estate plan – can’t I just...

Jun 4, 2021

Over the course of your lifetime, how much money would you guess you’ll have paid in taxes?  USA Today says – if you add it all up – the average American pays Federal, state, and local governments more than half-a-million dollars!  Now, imagine if you could somehow save just a little more on your taxes each...