This week, Jason is joined by retirement specialist, Robert Pagliarini!

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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Release date

Lydbog: 27. juni 2024