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 97 - The Pandemic: A Dress Rehearsal for Retirement?

Brian Quaranta discusses how the pandemic has impacted his clients' financial priorities, lifestyles, and overall mindset about retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Sep 24, 202036 min

Episode 96 - How to Maintain Your Lifestyle in Retirement

Brian Quaranta discusses six strategies to help you work toward maintaining your lifestyle during retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Sep 17, 202036 min

Episode 95 - How the Presidential Election Affects Your Retirement

While you can’t control the outcome of the election, or how the stock market reacts to a new president, you can control your plan and how you follow through on it. Learn more on how to protect your retirement in this week's podcast from Brian Quaranta. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Sep 10, 202036 min

Episode 94 - Tax Planning Tips in Retirement

Brian Quaranta discusses some common tax planning mistakes to avoid in order to keep more of your hard earned retirement income. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Sep 03, 202036 min

Episode 91 - 5 Things to Avoid in Retirement

Brian Quaranta discusses how to protect principal investments, determine rate of returns, and minimize risk in order to win the game of retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jul 20, 202036 min

Episode 90 - The Upsides of a Down Market

Brian Quaranta discusses the financial upsides in a "down market" and how to apply them to your retirement portfolio. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jun 25, 202036 min

Episode 86 - The Top 20 Hard Truths About Retirement

Brian Quaranta discusses the downsides of the asset allocation model and the 4% withdrawal rule and how to overcome them through Secure Money Advisors' modern-day retirement strategies. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

May 29, 202036 min

Episode 85 - New Rules for a Post-Pandemic Retirement

Brian Quaranta explains how Secure Money Advisors' "Am I on the Right Track" virtual discovery meetings have given his clients peace-of-mind during the COVID-19 pandemic. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

May 14, 202036 min

Episode 84 - Active and Passive Retirement Strategies

Brian Quaranta shares his strategies on how to invest in a recession while navigating and competing in today's bear market. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

May 08, 202036 min

Episode 83 - Retirement Recovery Planning

Brian Quaranta discusses how to create a "do it yourself pension plan" so that you can protect yourself from market volatility and generate consistent revenue streams in retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 30, 202036 min

Episode 82 - Tips to Help Maximize the Stimulus Package

Brian Quaranta discusses the Coronavirus Aid, Relief, and Economic Security (CARES) Act and some tips for retirees to consider when they receive their stimulus check. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 16, 202036 min

Episode 81 - Major Decisions for Retirees to Consider

Brian Quaranta discusses how to generate monthly revenue streams and protect your retirement accounts from the devastating impacts of COVID-19. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 10, 202036 min

Episode 80 - Insights to Ensure Your Portfolio is Protected

Brian Quaranta shares strategies and insights on how to quarantine your retirement account through the COVID-19 pandemic. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Apr 03, 202036 min

Episode 78 - Retirement Answers to Your Nonfinancial Questions

Brian Quaranta addresses the recent stock market volatility and provides advice for common nonfinancial questions that most retirees have. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Mar 13, 202036 min

Episode 77 - How Little Mistakes Lead to Big Headaches

Brian Quaranta discusses the most common retirement mistakes and how to avoid them as you approach retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Feb 20, 202036 min

Episode 75 - Income is the Foundation of Retirement

Brian Quaranta discusses the SECURE Act, how retirees can generate additional income sources, and what happens to your 401(k) after you retire. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Feb 06, 202036 min

Episode 74 - 401(k) Mistakes for Baby Boomers to Avoid

Brian Quaranta discusses common 401(k) mistakes and strategies for Baby Boomers to consider as they approach retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jan 30, 202036 min

Episode 73 - 2020 Financial Checkup

Brian Quaranta discusses the SECURE Act's impact on retirement and how to ensure you're aligned with your goals to avoid paying unnecessary taxes in 2020. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jan 23, 202036 min

Episode 72 - 2020 Cost of Living Adjustments to Social Security

Brian Quaranta discusses the cost of living allowances for Social Security, the impact on Medicare, and what to expect in 2020. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Jan 03, 202036 min

Episode 71 - 4 Steps To Ensure You're Ready For Retirement

Brian Quaranta discusses how to create a checklist to ensure you understand where you need to be mathematically before retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Dec 20, 201936 min

Episode 70 - 10 Tips For Managing Finances Throughout Retirement

Brian Quaranta shares his top 10 tips on how to manage lifestyle expenses, debt payments, and disposable income throughout retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Dec 05, 201936 min

Episode 69 - Money Moves to Make Before 2020

Brian Quaranta discusses how to maximize contributions for 401(k), Social Security, and Health Savings accounts before the end of the year. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Nov 14, 201936 min

Episode 68 - Top 7 Retirement Planning Tips

Brian Quaranta discusses the importance of understanding risks, capital preservation, and other key retirement planning strategies for a successful retirement. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

Oct 31, 201936 min
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