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 Jan 07, 2021
Thursday Jan 07, 2021
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
Thursday Dec 17, 2020
Thursday Dec 17, 2020
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
Thursday Dec 03, 2020
Thursday Dec 03, 2020
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
Thursday Nov 05, 2020
Thursday Nov 05, 2020
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
Thursday Oct 22, 2020
Thursday Oct 22, 2020
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
Thursday Oct 08, 2020
Thursday Oct 08, 2020
We are currently in a volatile election year for many reasons, but we will put the political talk to the side today. Instead, let's look at taxes, the market, and the economy during an election year.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Sep 24, 2020
Thursday Sep 24, 2020
Football is back in most parts of the country, so it seems like a good time to see what we can learn about financial planning from the boys on the gridiron.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Sep 03, 2020
Thursday Sep 03, 2020
For many people, paying for long-term care services will have to come from personal savings and personal assets, either because they did not purchase a long-term care policy, or they do not qualify for Medicaid. We discuss a few other options this week.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Aug 20, 2020
Thursday Aug 20, 2020
This episode offers 10 great questions to work through before getting into an annuity. Richard breaks it down for us to help us better prepare should an annuity be on our radar.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Aug 06, 2020
Thursday Aug 06, 2020
The SECURE Act eliminated the Stretch IRA, so now we have to be a little more thoughtful on how to pass along an IRA to our heirs without a big tax consequence. Richard will talk us through a few strategies we should consider and why implementing a tax-efficient strategy is so crucial when passing along assets.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Jul 16, 2020
Thursday Jul 16, 2020
There is no question that nursing homes have been a hotspot for the Coronavirus throughout this pandemic. People are in such close proximity to each other and diseases can spread quickly. In reality, nobody wants to end up in a nursing home, but what other options are there? Richard will discuss some alternative options and how you can plan for long term care on today's show.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Jul 02, 2020
Thursday Jul 02, 2020
It's easy to name off stocks and bonds when looking at investments, but what about precious metals? Today Richard will talk about why you should consider adding in precious metals and will also provide some historical data.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Jun 18, 2020
Thursday Jun 18, 2020
Have you been forced into early retirement by the Coronavirus? Or maybe an early retirement is something you have been heavily considering for a while now. Today, Richard will give us some items to consider for an early retirement.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Jun 04, 2020
Thursday Jun 04, 2020
We continue the second part of our conversation on different methods you can use in order to get through this pandemic. Richard will talk about the importance about not cashing in your losses and a couple ways you may be able to go about it. He will also discuss the road to recovery and the steps to take in order to get there.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday May 21, 2020
Thursday May 21, 2020
Today we start two part series on the different possibilities you can use in order to get through this pandemic. On this episode, Richard talks about how you can take advantage of some of components of the CARES Act and different strategies to consider.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday May 07, 2020
Thursday May 07, 2020
On today's show, we look at some of the strategies that have the potential to help your portfolio sustain a drop in the market like we have seen since the Coronavirus outbreak. Richard will also give us a historic rundown on bull and bear markets.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Apr 23, 2020
Thursday Apr 23, 2020
We have talked about reverse mortgages here on the show previously, but today we focus in on how this strategy can be useful when markets are down. Richard will give us a refresher on what this strategy is, who qualifies for it, and how it can be a great benefit to your portfolio when markets get rocky.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Apr 02, 2020
Thursday Apr 02, 2020
When it comes to investing for retirement, there are all kinds of important decisions to make. What you choose to do could either set you up for a bountiful retirement, or send you down a path towards disaster. Richard will give us some important tips on seven common pitfalls that you should be aware of, and the steps you can take to avoid them altogether.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Mar 19, 2020
Thursday Mar 19, 2020
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Though it can be rough getting through times of uncertainty, there are also some opportunities that have been presented to us. Richard will explain what those opportunities are and why now is a great time to start looking into those strategies.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
Thursday Mar 05, 2020
Thursday Mar 05, 2020
Wrapping up our conversation about taxes we take a look at avoiding higher brackets, taxes being on sale and how planning BEFORE you retire can be a big help.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996