The Holistic Retirement Podcast

Richard Pucciarelli

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. read less
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Don’t Fumble Your Retirement In The Financial Red Zone
Sep 1 2022
Don’t Fumble Your Retirement In The Financial Red Zone
In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Don’t Fumble Your Retirement In The Financial Red Zone
Sep 1 2022
Don’t Fumble Your Retirement In The Financial Red Zone
In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
You Need To Avoid These Portfolio Disasters
Aug 19 2022
You Need To Avoid These Portfolio Disasters
Between wildfires, hurricanes, tornadoes and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Cryptocurrency Part 2 - What Is It, How Does It Work, And Should You Own It?
Aug 4 2022
Cryptocurrency Part 2 - What Is It, How Does It Work, And Should You Own It?
This is the second installment of our cryptocurrency series. Today we will talk about how to buy cryptocurrency, what you can buy with it, and the risk associated with this investment.  Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Cryptocurrency Part 1 - What Is It, How Does It Work, And Should You Own It?
Jul 22 2022
Cryptocurrency Part 1 - What Is It, How Does It Work, And Should You Own It?
Today, we kick off a two part series focusing on cryptocurrency. On this episode, Richard will discuss the history of currency as a whole, what cryptocurrency is, and how it works. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Top 10 Things To Consider When Preparing For Retirement
Jul 7 2022
Top 10 Things To Consider When Preparing For Retirement
On this episode, Richard will run down the list of the top 10 things you should be doing in order to set yourself up for a successful retirement. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
4 Pillars Of Life Insurance
Jun 23 2022
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
Investing And The Market
Jun 2 2022
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
10 Things To Consider When Preparing For Retirement
May 19 2022
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
The Risk Multiplier
May 5 2022
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
Tax Efficiency In Retirement
Apr 21 2022
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
Are You Making These Classic Pre-Retiree Mistakes?
Apr 7 2022
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
Coming Disruptions
Mar 17 2022
Coming Disruptions
The retirement landscape has changed a lot in recent times. Pensions have gone away for the most part and retirees are now left to take income from their own nest egg. We will go over some issues that can pop up when doing this and offer potential solutions. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Market Volatility
Mar 3 2022
Market Volatility
The conflict between Russia and Ukraine has a lot of investors worried about volatility in the market. But there are ways to position your portfolio to lessen the impact of volatile times. Richard will discuss some of these strategies and why you should never try to time the market. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
The Financial Dictionary
Feb 24 2022
The Financial Dictionary
Let’s step into the classroom again to cover some financial buzzwords. Are these important to know? What are they? How do they impact you? We’ll answer those questions and more as we always look to educate you a little bit on the show. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Roth IRAs 101
Feb 3 2022
Roth IRAs 101
We'll go over the ins and outs of Roth IRAs, one of the most popular investment vehicles. Make sure that you're getting the most out of your Roth IRA account. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Inflation Update
Jan 20 2022
Inflation Update
Inflation continues to be a huge economic topic around the country, with no end in sight. We'll dive into the latest numbers and see how they could impact your retirement plan going forward. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Retirement Constants That Affect Everyone
Jan 6 2022
Retirement Constants That Affect Everyone
While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants? Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Inherited IRAs
Dec 16 2021
Inherited IRAs
This episode is all about inherited IRAs. We will go over the special rules for this investment and why it's a good idea to seek a financial advisor if you find yourself in this situation. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Mistakes That Responsible Retirees Might Be Making
Dec 2 2021
Mistakes That Responsible Retirees Might Be Making
Oftentimes, those who have been diligent savers and who consider themselves financially responsible will think that it means they haven't made any mistakes with their retirement plan. That isn't always true. While being responsible can certainly help avoid certain financial missteps, there are still some traps that you can fall into. Richard will detail what mistakes to watch out for, and how to avoid them. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996
Addressing Inflation In Your Retirement Plan
Nov 18 2021
Addressing Inflation In Your Retirement Plan
Recently, we have felt the impact of inflation in many goods and services. We don't usually feel inflation year to year, but it's always there and can destroy a retirement plan if there's no preparation to address it. Richard will talk about the long term impact inflation can have on your retirement and how you might be able to hedge against it. Show Notes: Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3 Website: http://carolinaretirementresources.com/ Phone: 800-646-5996