What if inheriting your family home feels more like a headache than a windfall? This episode explores the emotional and financial realities behind legacy housing as baby boomers retire in place, leaving aging homes to millennial heirs. Financial planner Mike DiSalvo unpacks myths about passing down real estate, the challenges of outdated properties, and why younger generations value memories over mortgages. Discover how family stories, generational expectations, and tax strategies shape the great wealth transfer—and why open conversations matter more than ever when planning your legacy.

 

Click HERE to Schedule Your Complimentary Appointment

What if inheriting your family home feels more like a headache than a windfall? This episode explores the emotional and financial realities behind legacy housing as baby boomers retire in place, leaving aging homes to millennial heirs. Financial planner Mike DiSalvo unpacks myths about passing down real estate, the challenges of outdated properties, and why younger generations value memories over mortgages. Discover how family stories, generational expectations, and tax strategies shape the great wealth transfer&mdash;and why open conversations matter more than ever when planning your 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

Homegrown Headaches: The Truth About Inheriting Family Homes

Ever tried to save money and somehow ended up spending more? In this episode of the Retirement Salsa Podcast, Mike DiSalvo breaks down the sneaky habit known as “spaving”—spending more in the name of saving—and how it quietly chips away at long‑term wealth. From free‑shipping traps to buy‑one‑get‑one deals we don’t really need, the conversation explores why these small choices feel harmless but can compound over time, especially in retirement. Mike shares relatable examples, practical mindset shifts, and simple ways to create awareness around everyday spending without guilt or judgment.

Click HERE to Schedule Your Complimentary Appointment

Ever tried to save money and somehow ended up spending more? In this episode of the Retirement Salsa Podcast, Mike DiSalvo breaks down the sneaky habit known as &ldquo;spaving&rdquo;&mdash;spending more in the name of saving&mdash;and how it quietly chips away at long‑term wealth. From free‑shipping traps to buy‑one‑get‑one deals we don&rsquo;t really need, the conversation explores why these small choices feel harmless but can compound over time, especially in retirement. Mike shares relatable examples, practical mindset shifts, and simple ways to create awareness around everyday spending without guilt or judgment.
<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

When “Saving Money” Costs You More Than You Think

Nearly 70% of Americans set financial resolutions for the new year, but most give up before February. In this episode, \ Certified Financial Planner Mike DiSalvo tackles why resolutions fail and how daily habits, smart planning, and accountability can make 2026 your most financially confident year yet. From new tax laws and market volatility to budgeting, inflation, and the role of technology in retirement, discover practical ways to reassess your financial plan and build lasting confidence. Tune in for candid advice, relatable stories, and strategies to help you start the year strong.

 

Click HERE to Schedule Your Complimentary Appointment

Nearly 70% of Americans set financial resolutions for the new year, but most give up before February. In this episode, \ Certified Financial Planner Mike DiSalvo tackles why resolutions fail and how daily habits, smart planning, and accountability can make 2026 your most financially confident year yet. From new tax laws and market volatility to budgeting, inflation, and the role of technology in retirement, discover practical ways to reassess your financial plan and build lasting confidence. Tune in for candid advice, relatable stories, and strategies to help you start the year strong.
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<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

Quitters Day or Confidence Year? How to Make Resolutions Stick

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.
&nbsp;
<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

Homegrown Headaches: The Truth About Inheriting Family Homes

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Retirement Salsa: Spicing Up Your Financial Future

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