On the Money with Secure Money - podcast cover

On the Money with Secure Money

Secure Money Advisors is a licensed fiduciary in Pittsburgh, PA that develops holistic approaches to retirement planning. From annuities to wealth management and basic retirement planning, we offer a broad array of financial products and services clients need to succeed.
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Episodes

Episode 37 - 8 Steps to Ensure That You're Really Ready To Retire

Brian Quaranta discusses 8 important steps to ensure that you're really ready to retire, which include where you want to live, finding a purpose in post-retirement, and much more. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Oct 25, 201836 min

Episode 36 - Important Questions to Consider When Approaching Retirement

Brian Quaranta reviews the Secure Money Advisors' philosophy and how it directly correlates with the important questions his clients should consider when approaching retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Oct 18, 201836 min

Episode 35 - 5 Things To Avoid In Your Retirement Plan

Brian Quaranta discusses how to guard yourself from market decline and how to maximize your minimum rate of return to be successful with your retirement plan. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Oct 10, 201836 min

Episode 34 - Increasing Your Financial IQ

Brian Quaranta discusses how to survive the bear market and avoid sequence risk as you approach retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Oct 09, 201836 min

Episode 33 - Longevity and the Impact on Your Retirement Portfolio

Brian Quaranta discusses how longevity impacts your retirement portfolio, issues with diversification, and how to avoid common financial mistakes. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Sep 24, 201836 min

Episode 32 - 10 Mistakes To Avoid On Your 401(k)

Brian Quaranta discusses 10 common mistakes to avoid with your 401(k), how to research investment options, and how to gauge interest rates. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Sep 06, 201836 min

Episode 31 - How To Manage Expenses Throughout Retirement

Brian Quaranta discusses how to manage expenses throughout the 4 phases of retirement as well as how to plan during pre-retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Aug 24, 201836 min

Episode 30 - What's On The Horizon When Approaching Retirement

Brian Quaranta discusses how to build a retirement plan by reducing credit card debt and generating monthly cash flow from different high income sources when approaching retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Aug 16, 201836 min

Episode 28 - How to Create a Financially Safe Retirement

Brian Quaranta explains how to create and maintain income streams for a financially safe retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Aug 03, 201836 min

Episode 27 - 4 Phases Of Retirement Planning

Brian Quaranta explains the the 4 phases of retirement planning and how to develop a cash flow model to budget for them. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jul 27, 201836 min

Episode 26 - Retirement Planning for the New Year

Brian Quaranta explains the difference between financial planning vs retirement planning and how to prepare for the new year. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Dec 11, 201752 min

Episode 25 - How to Win the Game of Retirement

Brian Quaranta explains "How to Win the Game of Retirement" by utilizing proper financial procedures to succeed in today's market. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Dec 06, 201752 min

Episode 24 - How to Review Your Financial Portfolio

Brian Quaranta discusses how to review your financial portfolio and the differences between investment plans and retirement plans. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Nov 16, 201752 min

Episode 22 - Planning Principles for Retirement Success

Brian Quaranta discusses important the essential planning principles for retirement and how to achieve financial retirement success. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Nov 14, 201752 min

Episode 21 - Preparing for Tax Liabilities Throughout Retirement

Brian Quaranta and featured guest, Joe Wise, discuss how retirees can prepare for the unexpected surprises with tax liabilities and their retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Oct 20, 201752 min

Episode 20 - Expectations and Results in Retirement Planning

Brian Quaranta discusses the psychological challenges of retirement planning, how the stock market impacts our decision-making, and how Secure Money Advisors is different than corporate financial planners. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Oct 20, 201752 min

Episode 19 - Addressing the Income Gaps

Brian Quaranta addresses the income gap issues with today's political environment as it pertains to your retirement living. He talks about filling your own personal income gap. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Sep 06, 201752 min

Episode 18 - Timing Your Retirement

In this episode, Brian Quaranta asks if you can truly "time" the market and time your retirement. f you can't, how do you protect your principal and still retire on your terms? It's not about timing the market, it's about winning the game. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Aug 22, 201752 min

Episode 17 - Planning For Your Retirement the Right Way

Brian Quaranta discusses how retirement planning has changed over the years, solving the common problems in retirement planning and why Secure Money Advisors does it better. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Aug 17, 201752 min

Episode 16 - Understanding Your 401(k)

Brian Quaranta discusses the benefits and disadvantages of having a 401(k) account, or what he refers to as the "grand experiment." Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jul 09, 201752 min

Episode 15 - Gaining Your Financial Independence

Brian Quaranta discusses how planning for your retirement starts with gaining your own financial independence by taking control of your savings, spending and investments. He shares a simple formula to make the right decisions to building a sound and informative retirement plan. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jun 30, 201752 min

Episode 14 - What to Do With Lazy Money

A lot of people have had a lot of money sitting on the sidelines for years. They want to keep money safe but, might be looking for some opportunity to make a little more return as well. Brian Quaranta discusses the options available to put your money to work based on your risk tolerance. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jun 23, 201752 min

Episode 13 - How to Take Control in Your Retirement Planning

Brian Quaranta discusses how gaining control of your retirement plan is critical in creating a plan that fits your lifestyle. Too many people don't take a measured approach in finding the right retirement products. Think you need to take control? Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

May 23, 201752 min

Episode 12 - What Questions Should You be Asking to Your Advisor?

Brian Quaranta discusses which retirement questions should pre-retirees and retirees should be asking their financial advisors. Should advisors follow and believe in the advice they are giving to their clients? Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 28, 201752 min

Episode 11 - The Role of Annuities

Brian Quaranta discusses the role of annuities in your retirement plan as it relates to life expectancy. He also talks about the pros and cons for your individual plan. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 20, 201752 min

Episode 10 - The Difference Between Wealth and Income

Brian Quaranta discusses the difference between generating wealth and income when it pertains to your retirement planning. What is most important? What works for your individual planning? Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 19, 201752 min

Episode 8 - 401(k) and Your Retirement

Brian Quaranta discusses employee retirement plans and how to avoid mistakes while saving for retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 13, 201752 min
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