The Holistic Retirement Podcast

6 Tax Mistakes That Could Ruin Your Retirement

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

Retirement Concerns

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

4 Ways To Slash Expenses In Retirement

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

2020 Election Year

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

Football & Financial Planning

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

Paying For Long Term Care

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

10 Questions To Ask Before Buying An Annuity

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

Don’t Pass Off A Ticking Tax Time Bomb

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

Coronavirus Is Just Another Reason To Skip The Nursing Home

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

Ep 13: Precious Metals

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

Ep 12: Early Retirement

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

Ep 11: Emergency Care For Your Retirement, Part 2

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

Ep 10: Emergency Care For Your Retirement, Part 1

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

Ep 9: How To Protect Your Retirement From The Coronavirus

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

Ep 8: The Coronavirus Can’t Stop This Retirement Income Strategy

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

Ep 7: Seven Retirement Investing Mistakes To Avoid At All Costs

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

Ep 6: Coronavirus Update

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

Ep 5: Tax Planning, Part 2

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

Ep 4: Tax Planning, Part 1

It's that time of the year when taxes are everyone's radar. We begin our 2 part podcast on taxes with strategies Uncle Sam won't tell you about.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

Ep 3: Reverse Mortgages

What is it? What are some of the guideline? Could it work for me? Well we discuss some of the basics about reverse mortgages the pros, cons and myths.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

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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.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carolina Retirement Resources are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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