Media
Follow Steven on your favorite social media platform to access all of his short, fun, and informative videos about retirement, Medicare, Social Security, and more!
Retirement & Tax Season: What Savers Need to Know This Year
Steven Lovell recently made a guest appearance on Fox54, where he shared practical insights on key retirement changes and tax-season tips to help viewers navigate what’s new this filing year. A highly respected financial professional in his community, Steven is often featured in local media for his clear, practical guidance—reflecting the strong trust his community places in him to help individuals make confident decisions about their financial futures.
Spring Cleaning Your Finances: Balancing Graduation Expenses & Retirement Goals
Steven Lovell discusses the financial challenges many families face during graduation season. He shared practical advice for parents trying to support their graduating students while still protecting their own long-term financial goals, emphasizing the importance of balancing generosity with retirement preparedness. Lovell encouraged families to have open conversations about budgeting, expectations, and financial independence to help graduates transition successfully into their next stage of life without placing unnecessary strain on parents’ retirement savings.
Americans Tapping into Retirement Funds Early: Know Before You Withdraw
Knowing when to tap into retirement savings is a critical part of a successful retirement strategy. In this segment, Steven Lovell breaks down the taxation of common retirement accounts, explains the unique benefits and considerations of each, and discusses how proper withdrawal timing can help retirees make the most of their hard-earned savings.
Senior Income & Retirement Solutions Official Podcast
Tune in to Steven Lovell’s official podcast for practical tips, proven strategies, and expert advice designed to help you take control of your financial future. Whether you’re looking to strengthen your habits or grow with confidence, Steven’s insights make improving your finances both approachable and actionable!
Maximizing Your Social Security Benefits
Learn about your Social Security time line so you can determine when to start drawing.
Ready, Set, Go: FIAs In a Nutshell
Learn the need-to-know basics of fixed indexed annuities (FIAs) in three and a half minutes.
401k vs Index Annuity
Learn how two potential strategies for retirement income compare in the face of market losses, longevity, inflation, and low rates.
Shifting from Risk to Safety
David, a retired engineer, talks about shifting his mindset and his money from risk to safety for his retirement nest egg.
*Not a client of Senior Income & Retirement Solutions.