Fraud doesn’t always look obvious—and even smart, cautious people can get caught off guard.
In this episode of the Retirement Salsa Podcast, host and CFP® Mike DeSalvo tackles the growing problem of fraud and identity theft affecting retirees and pre‑retirees. He discusses how scams have evolved with AI, why urgency is a red flag, and the real‑world consequences of phone, email, and romance scams. The conversation also explores practical safeguards, the role financial advisors and banks can play, and simple steps individuals can take to slow down, verify requests, and protect sensitive information before lasting damage is done.

Click HERE to Schedule Your Complimentary Appointment

Fraud doesn&rsquo;t always look obvious&mdash;and even smart, cautious people can get caught off guard. In this episode of the Retirement Salsa Podcast, host and CFP&reg; Mike DeSalvo tackles the growing problem of fraud and identity theft affecting retirees and pre‑retirees. He discusses how scams have evolved with AI, why urgency is a red flag, and the real‑world consequences of phone, email, and romance scams. The conversation also explores practical safeguards, the role financial advisors and banks can play, and simple steps individuals can take to slow down, verify requests, and protect sensitive information before lasting damage is done.
<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

How much flavor is in your retirement plan? If it’s looking a little bland, it might be time to spice things up.

That’s where Retirement Salsa: Spicing Up Your Financial Future can help. Hosted by Mike DiSalvo, co-founder of PurposePath Capital, Retirement Salsa is the quality ingredient you’ve been missing in your retirement recipe. From analysis of the latest financial policies to long-ranging views of economic trends and entertaining looks at the news of the day, Retirement Salsa is a can’t miss retirement dish.

Subscribe and listen to today!

How much flavor is in your retirement plan? If it&rsquo;s looking a little bland, it might be time to spice things up.
That&rsquo;s where Retirement Salsa: Spicing Up Your Financial Future can help. Hosted by Mike DiSalvo, co-founder of PurposePath Capital, Retirement Salsa is the quality ingredient you&rsquo;ve been missing in your retirement recipe. From analysis of the latest financial policies to long-ranging views of economic trends and entertaining looks at the news of the day, Retirement Salsa is a can&rsquo;t miss retirement dish.
Subscribe and listen to today!

Retirement Salsa: Spicing Up Your Financial Future

Before You Answer That Call: Protecting Yourself from Fraud

Did you know Oscar winners don’t fully “own” their trophies—and your retirement money may come with similar fine print?
In this episode of the Retirement Salsa Podcast, host and CFP® Mike DeSalvo unpacks the rules quietly attached to common retirement assets. Using pop‑culture and real‑world examples, he explores required minimum distributions, the tax reality behind 401(k)s, Social Security timing mistakes, and why retirement decisions shouldn’t be made in a vacuum. The conversation also tackles accountability, spending discipline, and how small missteps—especially in down markets—can have lasting effects over time.

Click HERE to Schedule Your Complimentary Appointment

Did you know Oscar winners don&rsquo;t fully &ldquo;own&rdquo; their trophies&mdash;and your retirement money may come with similar fine print? In this episode of the Retirement Salsa Podcast, host and CFP&reg; Mike DeSalvo unpacks the rules quietly attached to common retirement assets. Using pop‑culture and real‑world examples, he explores required minimum distributions, the tax reality behind 401(k)s, Social Security timing mistakes, and why retirement decisions shouldn&rsquo;t be made in a vacuum. The conversation also tackles accountability, spending discipline, and how small missteps&mdash;especially in down markets&mdash;can have lasting effects over time.
<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

The Fine Print on Your Retirement Money

If your kids think money comes from a swipe, a tap, or a magic card, you’re not alone. In this episode of the Retirement Salsa Podcast, Mike DiSalvo tackles the often-missing conversation of financial education at home. He discusses why money habits are formed early, how technology has changed kids’ understanding of value, and the everyday moments parents can use to teach earning, spending, saving, and prioritization. From allowances and delayed gratification to sharing financial wins and failures, the conversation focuses on modeling healthy money behaviors and helping kids understand choices, trade-offs, and long-term thinking in age-appropriate ways.

Click HERE to Schedule Your Complimentary Appointment

If your kids think money comes from a swipe, a tap, or a magic card, you&rsquo;re not alone. In this episode of the Retirement Salsa Podcast, Mike DiSalvo tackles the often-missing conversation of financial education at home. He discusses why money habits are formed early, how technology has changed kids&rsquo; understanding of value, and the everyday moments parents can use to teach earning, spending, saving, and prioritization. From allowances and delayed gratification to sharing financial wins and failures, the conversation focuses on modeling healthy money behaviors and helping kids understand choices, trade-offs, and long-term thinking in age-appropriate ways.
<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

Raising Financially Confident Kids in a Cashless World

What if your “double‑stuffed” retirement turns out to be a little less full than you expected? Using the surprisingly imperfect Oreo as a metaphor, Mike DiSalvo explores the gap between retirement expectations and real‑world outcomes. This episode dives into where surprises often show up—Social Security timing and taxes, healthcare costs, inflation, and how much of your money is actually yours after taxes. The conversation also looks beyond dollars and cents, touching on purpose, structure, and fulfillment in retirement. It’s a thoughtful discussion about planning for reality, not just the label on the package.

Click HERE to Schedule Your Complimentary Appointment

What if your &ldquo;double‑stuffed&rdquo; retirement turns out to be a little less full than you expected? Using the surprisingly imperfect Oreo as a metaphor, Mike DiSalvo explores the gap between retirement expectations and real‑world outcomes. This episode dives into where surprises often show up&mdash;Social Security timing and taxes, healthcare costs, inflation, and how much of your money is actually yours after taxes. The conversation also looks beyond dollars and cents, touching on purpose, structure, and fulfillment in retirement. It&rsquo;s a thoughtful discussion about planning for reality, not just the label on the package.
<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

Before You Answer That Call: Protecting Yourself from Fraud

In 1 playlist(s)

Retirement Salsa: Spicing Up Your Financial Future

Social links

Follow podcast

Recent clips