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 67 - How Retirement Planning is Like Running a Business

Brian Quaranta discusses how you can become the CEO of your retirement plan with Secure Money Advisors' projection models and workflow charts to help give you peace-of-mind in the future. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Oct 24, 201936 min

Episode 66 - 4 Startling Statistics About Retirement

Brian Quaranta shares some insightful statistics about retirement and how to plan for worst case scenarios such as losing a spouse, the rising cost of living, and the future of Social Security. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Oct 03, 201936 min

Episode 65 - 10 Money Pits of Retirement and How to Avoid Them

Brian Quaranta discusses retirement's top money pits such as dental costs, bank service charges, and monthly subscriptions and how to avoid them to help increase your cash flow. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Sep 26, 201936 min

Episode 64 - How a 401(k)Works After Retirement

Brian Quaranta discusses early retirement, withdrawal, and rollover strategies to help maximize your 401(k) plan after retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Sep 12, 201936 min

Episode 62 - One Size Does Not Fit All in Retirement

Brian Quaranta discusses how Secure Money Advisors creates unique plans for each client and ways to redirect funds to generate more cash flow in retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Aug 29, 201936 min

Episode 61 - 6 Signs That Mean You're Ready To Retire

Brian Quaranta discusses the importance of creating a retirement plan, the impact of healthcare, and how to redirect money to pay off debts. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Aug 22, 201936 min

Episode 59 - How to Withdrawal Money From Retirement Accounts

Brian Quaranta discusses how to build a claiming strategy and 5 things you should not be doing when withdrawing money from your retirement accounts. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jul 11, 201936 min

Episode 58 - 401(k) Retirement Management Strategies

Brian Quaranta discusses how to build a sustainable 401(k) income plan and strategies for taking risks with money that you can afford to lose. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jun 16, 201936 min

Episode 57 - Tips to Live Your Best Retirement Life

Brian Quaranta shares tips on how to monitor your lifestyle and expenses to help your nest egg last throughout your retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jun 07, 201936 min

Episode 55 - 8 Mistakes Retirees Make and How to Avoid Them

Brian Quaranta discusses the most common mistakes retirees make and how to create a written plan to generate cash flow on a monthly basis to succeed in retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

May 09, 201936 min

Episode 54 - The Differences of Why and When Most People Retire

Brian Quaranta discusses the differences between retirement plans and investment plans and the 5 things you should do before you retire. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

May 02, 201936 min

Episode 53 - Retirement: One Year Later

Brian Quaranta discusses how to revisit retirement and ensure that you are properly structuring your social security plans, filing strategies, and spousal benefits. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 21, 201936 min

Episode 52 - 7 Ways You Can Have a Retirement Worthy of Celebrating

Brian Quaranta discusses how to reduce payment obligations and generate monthly income streams to ensure you have a stress-free, successful retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 12, 201936 min

Episode 51 - How to Keep Your Money Safe as You Approach Retirement

Brian Quaranta discusses strategies to ensure your money is safe no matter what happens in the market and how to re-frame the way you look at retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 04, 201936 min

Episode 50 - Required Minimum Distributions

Brian Quaranta provides an overview about Required Minimum Distributions (RMDs) and best practices that you should consider before you hit the age of 70 and 1/2. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 01, 201936 min

Episode 49 - Retirement for Couples and What That Means

Brian Quaranta discusses how couples can develop a plan and work together to ensure they're on the same page as they approach retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Mar 22, 201936 min

Episode 46 - Understanding Your Employer's Retirement Plan Process

Brian Quaranta discusses the how your employer can hurt (rather than help) with your retirement planning, formal phase retirement programs, and the modern pension crisis. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Feb 28, 201936 min

Episode 44 - The Dos and Dont's of Retirement in 2019

Brian Quaranta discusses a list of the things we should and shouldn't do when approaching in retirement for 2019. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Feb 11, 201936 min

Episode 43 - Retirement Regrets

Brian Quaranta discusses how to create a financial plan to avoid regrets in retirement, results from new research studies, and the upcoming release of his new book. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Feb 05, 201936 min

Episode 42 - Understanding IRAs and Early Withdrawal Penalties

Brian Quaranta discusses the ins and outs of retirement accounts, inherited IRAs for beneficiaries, and the affects of improper planning. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jan 24, 201936 min

Episode 40 - How to Cope With the Ever-Changing Down Market

Brian Quaranta discusses how Secure Money Advisors provides retirees with simple, safe, and effective strategies in the ever-changing down market. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jan 10, 201936 min

Episode 39 - Most Common FAQs About 401(k) Retirement Plans

Brian Quaranta discusses the most common FAQs about 401k retirement plans and how to manage your contributions to fit into your everyday lifestyle. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Nov 16, 201836 min

Episode 38 - How to Spend During Retirement

Brian Quaranta discusses how to spend during retirement without feeling like you're "living on a budget" so you can enjoy the things you really want to do. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Nov 08, 201836 min
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