Inflation can pose an enormous risk to any retirement plan and many people fail to factor this risk in. Richard discusses the problems people face when they fail to plan for inflation and some potential strategies that can potentially protect your plan.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Many pre-retirees wonder if they should pay off their house before they go into retirement, or if it’s okay to still carry a mortgage in this phase of life. Richard will give us some considerations when making this important decision and some common situations he sees with his clients.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
We have heard for years how important it is to invest in the stock market. But some people don't know the exact reasoning to do this. Richard will talk to us about the different risks you may be able to minimize by putting money in the stock market and how impactful it can be in a retirement plan.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
On the last episode, we discussed retirement blind spots that many people don't see coming. We continue this conversation today with a focus on medical costs and taxes.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Most retirees and pre-retirees have blind spots in their retirement plan—things that they never knew they needed to be thinking about. Richard will explain how each of these blind spots can be problematic if you do not plan accordingly.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. As with any piece of news media, it's important that we take a step back and look at what's actually going on to see if it should be a top concern.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Taxes are a big focal point for retirees and this will likely continue into the future. So can a Roth be a good choice for you? Can a conversion be a useful tool for you? This week we discuss the conversion conversation.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Emotions are prevalent in our everyday lives, so it is not surprising that some people will invest their money emotionally. Richard will discuss why we should try to avoid emotional investing and the importance of keeping the course of a plan.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
We talk all the time on the podcast about how a financial plan should be comprehensive. It's no use to have a plan that only tackles a few areas, but leaves a lot of key items out. We focus on the 4 key items that any financial plan should address and why they are so significant.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
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
There are a number of unexpected events that can take a real toll on your portfolio. Richard helps highlight a few of those events and how you can better prepare for them before they happen.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
If you're invested in the stock market, market corrections are inevitable. We start to feel emotional when we see our portfolio going down and this can cause us to act irrationally. Richard talks to us about what market corrections are and how you may be able to dampen the impact of them with proper planning.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Inflation risk is also called purchasing power risk and it is the chance that your income from your retirement income plan won't be worth as much or purchase fewer goods and services later in retirement because of changes in purchasing power due to inflation.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
This podcast was recorded on Inauguration Day 2021. We discuss what we might see in 2021, the market, and of course, the incoming administration.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
The financial world is certainly full of terms and jargon that most people don't understand. So we take time on this episode to discuss a few "key" terms we all hear and what they could mean for you and your plan.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Life is a series of risk vs return, isn't it? Certainly our finances and retirement are the same. As emotional beings, it is difficult to completely keep our emotions at bay, but learning to control them may contribute to our financial success.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
When it comes to retirement planning, there are many items you have to consider when putting together the plan that will work for you. But on today's show we discuss 4 key items that you may want to take a closer look at when assembling your plan.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Assuming you still have some form of income, tax planning does not end once you retire. The (IRS) will always expect you to pay taxes on your retirement income. For those who are well prepared to maintain their standard of living in retirement, many find their tax bills are similar to when they were working full time. Some of you may even find you are paying more in taxes; this is common for retiring business owners. As the saying goes, nothing is certain except death and taxes. How can you make the most of your retirement investments and keep more of your hard-earned retirement income from getting sucked up by taxes?
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Today we address 5 concerns we often hear from retirees. Richard will discuss each of these points and offer possible solutions so you can take these concerns off your list.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
It can feel scary going from working to retirement. Most people worry about how they will pay for their expenses. That's why on today's show we discuss a few ideas for reducing our lifestyle costs in retirement that gives you more flexibility with your money.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
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.
