Americans spend nearly $950 billion during the holidays, but December isn’t just for decking the halls—it’s the perfect time to review your financial plan. In this episode, Certified Financial Planner Mike DiSalvo breaks down year-end strategies: maximizing retirement accounts, understanding required minimum distributions, and making smart moves with Roth conversions and tax loss harvesting. Discover why family financial traditions matter, and how advice from “Grandpa Joe” might not fit today’s realities. Tune in for practical tips, memorable stories, and a fresh perspective on building your financial legacy.

 

Click HERE to Schedule Your Complimentary Appointment

Americans spend nearly $950 billion during the holidays, but December isn&rsquo;t just for decking the halls&mdash;it&rsquo;s the perfect time to review your financial plan. In this episode, Certified Financial Planner Mike DiSalvo breaks down year-end strategies: maximizing retirement accounts, understanding required minimum distributions, and making smart moves with Roth conversions and tax loss harvesting. Discover why family financial traditions matter, and how advice from &ldquo;Grandpa Joe&rdquo; might not fit today&rsquo;s realities. Tune in for practical tips, memorable stories, and a fresh perspective on building your financial legacy.
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<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

Deck the Halls & Your Portfolio: Year-End Financial Strategies Unwrapped

Annuities might be one of the most misunderstood words in retirement planning. In this episode of the Retirement Salsa Podcast, Mike DiSalvo breaks down why annuities spark such strong reactions—and what they actually are beneath the stigma. The conversation explores the different types of annuities, common misconceptions, real-life mistakes, and the questions people should ask before considering one. Using relatable analogies and practical examples, he discusses fees, surrender periods, liquidity, and how annuities sometimes step in where pensions once existed. The focus stays on purpose, fit, and understanding how this tool may—or may not—belong in a broader financial plan.

Click HERE to Schedule Your Complimentary Appointment

Annuities might be one of the most misunderstood words in retirement planning. In this episode of the Retirement Salsa Podcast, Mike DiSalvo breaks down why annuities spark such strong reactions&mdash;and what they actually are beneath the stigma. The conversation explores the different types of annuities, common misconceptions, real-life mistakes, and the questions people should ask before considering one. Using relatable analogies and practical examples, he discusses fees, surrender periods, liquidity, and how annuities sometimes step in where pensions once existed. The focus stays on purpose, fit, and understanding how this tool may&mdash;or may not&mdash;belong in a broader financial plan.
<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

The Four-Letter Word of Retirement Planning

Sunshine, palm trees, and lower taxes sound great—until the real bills arrive. In this episode of the Retirement Salsa Podcast, Mike DiSalvo unpacks the often-overlooked costs of relocating in retirement, from insurance and housing to taxes, health, and lifestyle trade-offs. Using real-world examples, he explores why moving isn’t always an apples-to-apples decision and how emotional impulses can derail long-term plans. The conversation highlights the value of details, delayed gratification, and thoughtful testing before making a major move, while also acknowledging when health and quality of life make relocation worth the trade-offs.

Click HERE to Schedule Your Complimentary Appointment

Sunshine, palm trees, and lower taxes sound great&mdash;until the real bills arrive. In this episode of the Retirement Salsa Podcast, Mike DiSalvo unpacks the often-overlooked costs of relocating in retirement, from insurance and housing to taxes, health, and lifestyle trade-offs. Using real-world examples, he explores why moving isn&rsquo;t always an apples-to-apples decision and how emotional impulses can derail long-term plans. The conversation highlights the value of details, delayed gratification, and thoughtful testing before making a major move, while also acknowledging when health and quality of life make relocation worth the trade-offs.
<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

The Hidden Price of Paradise in Retirement

Most couples avoid talking about money — yet those conversations may matter more than any investment choice. In this episode of The Retirement Salsa Podcast, Mike DiSalvo explores four essential money discussions every couple should have as they approach retirement. From defining needs versus wants, to aligning risk tolerance, planning for “what‑if” scenarios, and keeping financial records organized, the conversation highlights why silence around money can create stress and confusion. With humor, real-life stories, and practical perspective, the episode examines how open dialogue can help couples move from uncertainty to clarity — together — while also setting the stage for healthier financial conversations with the next generation.

Click HERE to Schedule Your Complimentary Appointment

Most couples avoid talking about money &mdash; yet those conversations may matter more than any investment choice. In this episode of The Retirement Salsa Podcast, Mike DiSalvo explores four essential money discussions every couple should have as they approach retirement. From defining needs versus wants, to aligning risk tolerance, planning for &ldquo;what‑if&rdquo; scenarios, and keeping financial records organized, the conversation highlights why silence around money can create stress and confusion. With humor, real-life stories, and practical perspective, the episode examines how open dialogue can help couples move from uncertainty to clarity &mdash; together &mdash; while also setting the stage for healthier financial conversations with the next generation.
<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

Deck the Halls & Your Portfolio: Year-End Financial Strategies Unwrapped

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Retirement Salsa: Spicing Up Your Financial Future

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