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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!

Mar 13, 2023

The Federal Reserve just raised interest rates.  And it will likely not be the last time - what does that mean for you, your money and your retirement? How concerned should be about the Fed? Hear Steve explain how he can help you grow and protect your income despite the Fed, record high inflation and big tax changes...

Feb 27, 2023

We know that when you draw up a retirement plan, you certainly include Social Security in the income picture.  For those who are on the verge of taking it, what steps can they take to maximize their benefits?

Then, annuities are insurance contracts that are designed to help protect you from outliving your retirement...

Jan 30, 2023

Wall Street is famous for saying, “The market always comes back.”  And it usually does.  The question is how long it will take?  Amid the ups and downs, hear how Steve can you help limit the losses and cut down on recovery time! 

Call Steve today for your complimentary Portfolio Review!  

Jan 16, 2023

The Social Security Administration has announced its cost-of-living adjustment (COLA) for 2023.  It’s 8.7% - the highest in 40 years.  Is that something you warn clients about?

Then, there’s a guy in Brazil who can count all the companies he’s worked for on one finger.  Walter Orthmann is 100 years old and...

Jan 2, 2023

Let’s pretend that time travel was possible.  What decade of your life would you choose to experience all over again?  A new survey of seniors found their number one answer was their 30s.  Many described that decade as their best and happiest.  So, what financial advice would you tell your younger self? 


Call Steve...