Next Chapter Living
Are you ready for the next chapter in your life? Whether you’re approaching retirement, already retired, or just thinking about your future, Next Chapter Living is here to give you timely and relevant information to help you navigate the financial challenges and opportunities that come with this transition. Join your host Steve Sabo of Executive Financial Group every week as he dives deep into the need-to-know topics surrounding modern retirement, detailing helpful tips and practices that can help you work towards achieving your financial goals. Next Chapter Living is your newest resource for on-the-go, informative, and entertaining financial content that can help you get closer to the next chapter in your retirement story.
- Update frequency
- every 13 days
- Average duration
- 15 minutes
- Episodes
- 30
- Years Active
- 2024 - 2025
Stable market options during this unpredictable tariff game
Steven Sabo of Executive Financial Group discusses the dizzying game of “on again, off again” with the Trump tariff policy and how that makes relying on the stock market very difficult. So, Steven su…
Don’t delay the mid-year check-in with your advisor
Steven Sabo of Executive Financial Group talks about the MLB trade deadline (and his beleaguered Pittsburgh Pirates) and relates that to people checking in with their advisors mid-year. Steven discus…
3 Doors Down and a lesson on fear
Steven Sabo talks about 3 Doors Down lead singer Brad Arnold's state four cancer diagnosis and hear him talk about his lack of fear. Steven discusses how rear can be crippling for people and their fi…
Time moves quickly, plan for it
Steven Sabo talks about the speed of time. He responds to audio from an interview with NASCAR driver Erik Jones, who recently made his 300th Cup Series start – he is still under 30 – and how Jones is…
Overcoming analysis paralysis in this volatile market
Steven Sabo discusses Gen-Z’s stress over having to pick clothes to wear to work and compare that to the stress people have in making choices for their portfolio during this crazy stock market. Steve…
Two underestimated retirement obstacles: long-term care and taxes
Steven Sabo discusses the underreported numbers for distracted driving and relate that to what retirees under-consider. Steven shares how people often underestimate the need for long-term care, both …
What annuities and "Florida Man" do not have in common
Steven Sabo talks about the “Florida Man Games” and the bad rep that “Florida Man” has – and then compare that to how annuities’ reputation has changed in the last few years. Steven explains how annu…
Springing forward in financial prep
Steven Sabo talks about his distaste for having to change their clocks twice a year, but then discuss the benefits of getting ahead of the curve in finances. Steven shares how procrastinating with RM…
Why the “dad bod” of financial planning is the most effective strategy
Steven Sabo discusses how “sexy” does not always sell in financial planning. Steven explains the pitfalls of following financial fads and relates that to the erroneous assumption that a flabby NFL QB…
The golden age of fixed income
Steven Sabo discusses why the last couple of years have been a great time to pivot to fixed income strategies. He lays out the benefits of annuities since 2022 and how had investments like that were …
Estate planning - what it is and the pitfalls of doing it poorly
Steven Sabo shares several stories of estate planning and succession plans gone wrong. He then describes the different ways that an advisor can help someone setup the right processes to grant a decea…
How billions of dollars over decades go unclaimed and what people can do to get their money
Steven Sabo discusses an astonishing amount of money in New York that goes unclaimed and how far it dates back. He explains the types of accounts with which this happens, and the steps people should …
Longevity Risks of Retirement and the 5 ways to Fight It
Steven Sabo explains to listeners what longevity risk is and five different ways it shows up. He also describes five methods to fight it, with the bottom line being that everyone needs a plan sooner …
Understanding 401(k) Contribution Limits for 2025
Steven Sabo discusses changes to 401(k) regulations that allow many workers, especially those of a certain age, to contribute more money annually. Steven breaks down the amounts and the age group tha…
Factors hurting the United States' retirement grade
Steven Sabo talks about a recent index's assigning of a C+ grade on the U.S. retirement system. He goes over the factors that make retirement difficult, but also why people should not be overcome wit…
Election results and retirement decisions
Steven Sabo goes over what the market has been doing in the early offing since the election results and how people should be cautious about what they assume will happen. Steven also explains how peop…
2025 Changes to Certain Retirement Accounts
Steven Sabo breaks down five changes in laws and rules for 2025: super-size contributions to 401(k)s, 401(k) auto-enrollment, SIMPLE IRAs and catch—up contributions, 10-year stretches for IRAs, and i…
Financial to-do list for Q4 in 2024
Steven Sabo discusses some items people should consider in the last three months of the year: October – college spending accounts, November – insurance, and December – generous contributions and RMDs…
Election Cycles and Market Behavior
In this episode, Steven discusses the intersection of politics and financial planning, particularly in the context of upcoming elections. He emphasizes the emotional impact of political events on cli…
Mastering Your Retirement Budget
In this episode, Steven discusses the intricacies of retirement planning, focusing on budgeting, fixed expenses, common mistakes, and necessary adjustments in retirement spending.
The conversation em…