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Return on Lifestyle

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Location:

United States

Language:

English

Contact:

8772605710


Episodes

Episode 10 – De-Taxify Your Retirement

5/22/2019
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Just as we take measures to detoxify our bodies, we can also take actions to de-taxify our finances for retirement. What does it mean to de-taxify your retirement? You’re about to find out. In today’s episode, Rey Descalso teaches you how to de-taxify and explains how Roth conversions come into play. In this episode, you’ll … Continue reading Episode 10 – De-Taxify Your Retirement →

Duration:00:22:16

Episode 9 – Stability Planning℠ Part 4: Know Thyself

5/8/2019
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Rey Descalso continues with part four of his Stability Planning℠ mini-series by showing you a different way to look at the phrase: “Know thyself.” Many people believe their experiences with finances, investing, and retirement planning are all dependent on numbers, markets, tax laws, and news events. But according to Rey, the majority of your financial success … Continue reading Episode 9 – Stability Planning℠ Part 4: Know Thyself →

Duration:00:20:43

Episode 8 – Stability Planning℠ Part 3: Income Targeting

4/24/2019
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Are you planning with the end in mind? This approach to retirement planning is the core focus of income targeting, the third step of Stability PlanningSM. In today’s episode, Rey Descalso discusses the art of income targeting and how he helps clients create essential and effective income. In this episode, you’ll learn: About the purpose … Continue reading Episode 8 – Stability Planning℠ Part 3: Income Targeting →

Duration:00:24:37

Episode 7- Business Owners Are Not Business Brokers — With Guest Cress Diglio

4/10/2019
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In today’s episode, Rey speaks with guest, Cress Diglio, about the business brokerage business. Cress Diglio has been a business broker for the past 20 years. He’s a former chairman of the International Business Brokers Association, the world’s largest non-profit association of business brokers. Cress talks all about being a business broker, his experience with … Continue reading Episode 7- Business Owners Are Not Business Brokers — With Guest Cress Diglio →

Duration:00:26:50

Episode 6:- Stability Planning℠ Part 2: Rules-Based Investing

3/27/2019
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How do you approach investment-making decisions? In today’s episode, Rey continues his discussion on Stability Planning℠. He delves into his investment philosophy called “rules-based investing” and provides colorful analogies to help you understand how it’s applied in the marketplace. In this episode, you’ll learn: What rules-based investing is About the major flaws in a buy-and-hold … Continue reading Episode 6:- Stability Planning℠ Part 2: Rules-Based Investing →

Duration:00:30:02

Episode 5- Stability Planning℠: Part 1

3/13/2019
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The term Stability PlanningSM doesn’t only apply to everyday life; it’s also relevant if you’re planning for retirement or already retired. So what is Stability PlanningSM? In this episode, Rey Descalso provides insight into his trademarked phrase at Privada Wealth Management. He explains this unique approach to financial planning and the role that the four … Continue reading Episode 5- Stability Planning℠: Part 1 →

Duration:00:26:36

Episode 4- Financial Landmines: Part 2

2/27/2019
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Volatility is one of the challenges that people must endure when they start investing. Today, Rey compares the ups and downs of volatility to those of rollercoaster rides—and he wants to make sure that before you ride, you know what you’re signing up for. In the second episode of Rey’s four-part series, you’ll learn about: … Continue reading Episode 4- Financial Landmines: Part 2 →

Duration:00:33:17

Episode 3- Financial Landmines: Part 1

2/13/2019
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Reaching your financial goals takes a good amount of knowledge and introspection. But by identifying threats and staying vigilant of common financial landmines, you can reclaim power over your financial future. In the first episode of this four-part series you will learn about: How your mindset around purchasing decisions can affect you in the long … Continue reading Episode 3- Financial Landmines: Part 1 →

Duration:00:30:03

Episode 2- Retire with Why

1/30/2019
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The happiest investors and retirees have one thing in common—a sense of purpose that gets them up in the morning. They have a why. In this episode, Rey explains how retiring with a sense of purpose can help you stay on track with your financial goals. He also delves into the external factors that influence … Continue reading Episode 2- Retire with Why →

Duration:00:23:43

Episode 1- Introduction to Rey Descalso AAMS®, AIF®, Financial Planner from Privada Wealth Management

1/15/2019
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Welcome to the inaugural episode of Return on Lifestyle podcast. In this episode, you’ll get to learn about Rey Descalso and how a change in his career led him to find his true vocation in life. Once a minister, Rey decided to branch out and become a professional in helping people get the tools and … Continue reading Episode 1- Introduction to Rey Descalso AAMS®, AIF®, Financial Planner from Privada Wealth Management →

Duration:00:25:29