60 episodes

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 Holistic Retirement Podcast Richard Pucciarelli

    • Business

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.

    4 Pillars Of Life Insurance

    4 Pillars Of Life Insurance

    There are many people that will buy life insurance early in their career, but do not think of it as a tool for retirement planning. Richard will discuss how life insurance can be used in a plan and some of the potential benefits.

    Show Notes:

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

    Website: http://carolinaretirementresources.com/

    Phone: 800-646-5996

    • 12 min
    Investing And The Market

    Investing And The Market

    The market has been pretty volatile lately and it has many people worried. Emotions are never a friend when it comes to investing in the market and they can cause us to make irrational decisions with heavy consequences. Richard will go over some of the history of the market and why these downturns are nothing to stress over.

    Show Notes:

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

    Website: http://carolinaretirementresources.com/

    Phone: 800-646-5996

    • 14 min
    10 Things To Consider When Preparing For Retirement

    10 Things To Consider When Preparing For Retirement

    Preparing for retirement can be intimidating and most people are not quite sure where to start. So we made a list of the top 10 items to consider when you are preparing for this next phase of life.

    Show Notes:

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

    Website: http://carolinaretirementresources.com/

    Phone: 800-646-5996

    • 14 min
    The Risk Multiplier

    The Risk Multiplier

    There are a lot of risks we have to consider when we are planning for retirement. However, one of the biggest risks is longevity risk. We will discuss why longevity can increase your risk in other areas of retirement if you are not proactive and some ways you may be able to protect your plan.

    Show Notes:

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

    Website: http://carolinaretirementresources.com/

    Phone: 800-646-5996

    • 16 min
    Tax Efficiency In Retirement

    Tax Efficiency In Retirement

    Taxes are one of the inevitable factors of life, so it's important that we have an efficient plan in this area. Richard will talk about some common strategies in this tax environment and how they can greatly affect your plan if carried out properly.

    Show Notes:

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

    Website: http://carolinaretirementresources.com/

    Phone: 800-646-5996

    • 18 min
    Are You Making These Classic Pre-Retiree Mistakes?

    Are You Making These Classic Pre-Retiree Mistakes?

    There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.


    Show Notes:


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


    Website: http://carolinaretirementresources.com/


    Phone: 800-646-5996

    • 15 min

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