
Retirement insights from Richard Pucciarelli of Charlotte, NC. This show taps into Richard's unique experiences in both the financial and medical sectors to merge the worlds of health & wealth. The goal is to provide you with thought provoking advice and helpful guidance, so you can lead a holistic retirement.
Episodes

Thursday Apr 01, 2021
Biggest Issues With Initial Financial Plan
Thursday Apr 01, 2021
Thursday Apr 01, 2021
When potential clients come in for the first time to sit down with an advisor, they usually have a lot of initial issues because of the lack of a plan. We talk about the 3 main issues that new clients often have and how to address them.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Version: 20221013
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