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.

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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>

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

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>

Four Conversations That Shape a Couple’s Financial Future

What if a simple decision made at birth could change a child’s financial future decades later? In this episode of The Retirement Salsa Podcast, host Mike DiSalvo breaks down the newly proposed Trump accounts for kids — what they are, who qualifies, and how they compare to tools like 529 plans. The conversation explores the power of time, intention, and early planning, along with real-life examples of how early savings can create opportunity, flexibility, and generational impact. Rather than focusing on politics, the episode centers on how families might think strategically about new savings options and how they could fit into a broader financial plan.

Click HERE to Schedule Your Complimentary Appointment

What if a simple decision made at birth could change a child&rsquo;s financial future decades later? In this episode of The Retirement Salsa Podcast, host Mike DiSalvo breaks down the newly proposed Trump accounts for kids &mdash; what they are, who qualifies, and how they compare to tools like 529 plans. The conversation explores the power of time, intention, and early planning, along with real-life examples of how early savings can create opportunity, flexibility, and generational impact. Rather than focusing on politics, the episode centers on how families might think strategically about new savings options and how they could fit into 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

Retirement Salsa: Spicing Up Your Financial Future

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Retirement Salsa: Spicing Up Your Financial Future

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