Providence Financial & Insurance Services, Inc.

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Providence Financial & Insurance Services, Inc. Retirement is our Specialty. We specialize in conservative investment strategies for baby boomers and retirees. Anthony A. Cypress Creek Rd. Sec.gov

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Providence Financial & Insurance Services provides comprehensive financial, estate and tax planning education and services for clients in the greater Los Angeles area. Our “service-first” philosophy means we invest our time in you and listen to your situation before ever asking you to become a client. Saccaro, ChFC, J.D., Esq., is one of California’s financial leaders as awarded by Forbes magazine in 2013, 2015 and 2019. Born and raised in Los Angeles, Saccaro founded Providence Financial & Insurance Services in 1999 and has been helping thousands of individuals take control of their finances and prepare for retirement. Investment Advisory Services offered through Providence Financial and Insurances, Inc., an SEC Registered Investment Advisory Firm. Providence Financial and Insurances, Inc. and Sound Income Wealth, LLC are not associated entities. is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Wealth, LLC are associated entities. Securities offered through Sound Income Wealth LLC Member FINRA/SIPC Headquartered at 500 W. Suite 240 Fort Lauderdale, Florida 33309.

Is the fear of running out of money keeping you from enjoying retirement? In this Halloween edition of the Providence Fi...
11/02/2026

Is the fear of running out of money keeping you from enjoying retirement? In this Halloween edition of the Providence Financial Retirement Show, we take on five retirement “monsters”:

1. outliving your savings
2. market crashes
3. healthcare costs
4. Social Security uncertainty
5. inflation.

Learn why losses early in retirement can be especially damaging, how investing for income fits into our planning approach, and what to consider when preparing for long-term care. Along the way, we also answer listener questions and explore how focusing on what you can control can help turn retirement fears into a more confident plan.

Listen in.

https://podcasts.apple.com/ca/podcast/providence-financial-retirement-show-with-anthony/id1537924052

11/01/2026
10/28/2026

See Anthony Saccaro on OAN 10.27.26 as he discusses the current state of the economy and how AI is having an effect.

10/27/2026

Wondering what California Prop 43 is all about? Get an honest review from Attorney and Financial Expert Anthony Saccaro.

10/27/2026

Wondering what California Prop 40, 41, & 42 is all about? Get an honest review from Attorney and Financial Expert Anthony Saccaro.

10/27/2026

Wondering what California Prop 42 is all about? Get an honest review from Attorney and Financial Expert Anthony Saccaro.

Two investors can earn the same average return and end up with very different retirement outcomes. When you’re withdrawi...
10/26/2026

Two investors can earn the same average return and end up with very different retirement outcomes. When you’re withdrawing money, the timing of market gains and losses can make a significant difference in your ability to have a comfortable retirement.

In this episode of the Providence Financial Retirement Show, we explain what sequence of returns risk means and why relying on averages can leave a retirement plan vulnerable. Also today:

- the assumptions behind the 4% rule
- he differences between growth, yield, and cash flow
- when to begin shifting from accumulation toward retirement income

Plus: listener questions about how to weigh capital gains taxes against the risks of postponing portfolio changes as retirement approaches.

Listen in.

https://podcasts.apple.com/ca/podcast/providence-financial-retirement-show-with-anthony/id1537924052

Could paying more in taxes today help you keep more of your retirement savings tomorrow? In this week's podcast, we expl...
10/19/2026

Could paying more in taxes today help you keep more of your retirement savings tomorrow? In this week's podcast, we explore how a strategic Roth conversion plan could reduce your lifetime tax bill, and why the years between retirement and required minimum distributions may offer a valuable window of opportunity.

Find out how one couple earned a projected $742,000 in lifetime tax savings and how gradual conversions can put lower tax brackets to work. Also on the agenda: opportunities for those already taking RMDs, the often misunderstood pro rata rule, how conversions can affect Medicare premiums, and why this strategy isn’t right for everyone.

https://podcasts.apple.com/ca/podcast/providence-financial-retirement-show-with-anthony/id1537924052



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Address

6320 Canoga Avenue, Suite 600
Woodland Hills, CA
91367

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18188876443

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