178. More Than Money: Retire like a badass! Robert Pagliarini breaks down financial terms, his secrets to retirement, and how to be successful with your money
Trading Secrets
Audioboom Studios
5 • 5.5K Ratings
🗓️ 27 June 2024
⏱️ 54 minutes
🧾️ Download transcript
Summary
Robert is the president of Pacifica Wealth Advisors and has some serious credentials. He’s earned a PhD in financial and retirement planning, a certified financial planner and an enrolled agent with the IRS. He specializes in serving sudden money recipients to help clients overcome sudden wealth syndromes. Robert reveals his simple, yet effective equation for saving for retirement, what an IRA is versus a 401k, when it is time to retire, how to utilize PERK, not to get emotional when it comes to finances, and even answers some questions from the Money Mafia! What kind of questions should you be asking to an advisor? What is part time retirement?
It’s an episode you can’t afford to miss!
Host: Jason Tartick
Co-Host: David Arduin
Audio: John Gurney
Guest: Robert Pagliarini
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Transcript
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| 0:00.0 | Welcome back to another episode of Trading Secrets More Than Money Edition. |
| 0:18.0 | Today I am excited about our guest, a retirement specialist Robert Paliorini, he's the president of Pacifica wealth |
| 0:26.0 | advisors. He has some serious credentials. He's earned a PhD in financial and retirement planning. |
| 0:32.2 | He is a certified financial planner |
| 0:34.2 | and an enrolled agent with the IRS. |
| 0:36.7 | Scares me a little bit. |
| 0:37.8 | He's also a best-selling author |
| 0:39.8 | of the Six Day Financial Makeover, |
| 0:42.1 | transform your financial life in less than a week. |
| 0:45.4 | As a president of Pacifica Wealth Advisors, this is one of my favorite things. |
| 0:49.2 | Robert specializes in serving sudden money recipients. |
| 0:53.0 | So sudden wealth helping clients overcome these sudden wealth syndromes. |
| 0:58.0 | The boutique wealth management firm is located in Orange County, California. |
| 1:02.8 | Now if you think sudden the wealth, |
| 1:04.1 | the first place I go is of course the lottery. |
| 1:06.5 | Yes, those are Robert's clients. |
| 1:08.4 | But of course there's more, right? |
| 1:09.6 | Like big exits and other entertainment contracts and things like that |
| 1:14.2 | athletes etc. Robert has appeared as a financial advisor on 2020 good morning |
| 1:18.9 | America Dr Phil ABC morning news NBC NPR Marketplace, and many more in print. |
| 1:24.8 | He's appeared in the Wall Street Journal, Newsweek, Business Week, and Money magazine. |
| 1:28.4 | In addition to his best-selling title, Robert is also the author of Get Money Smart, simple lessons to kick-start your financial |
... |
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