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Trading Secrets

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

Jun 27, 2024
Robert Pagliarini, retirement specialist, shares secrets to retirement planning, including saving formulas, IRA vs. 401k, PERK strategy, avoiding emotional decisions, and working with a CPA. Discussions on fresh pet food, financial literacy, and index funds for long-term wealth accumulation.
49:45

Podcast summary created with Snipd AI

Quick takeaways

  • Retirement planning involves saving current income for future stability based on factors like age and income levels.
  • A guideline recommends saving half your age percentage of income for incremental savings relative to age bracket.

Deep dives

Robert Paliini's Impressive Credentials and Specialization in Sudden Wealth

Robert Paliini, a retirement specialist and president of Pacifica Wealth Advisors, boasts a remarkable background, holding a PhD in financial and retirement planning, being a certified financial planner, and an enrolled agent with the IRS. His expertise lies in catering to sudden money recipients, aiding them in surpassing sudden wealth syndromes. Additionally, his appearances on various prominent platforms and extensive list of publications underscore his authority in the field.

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