178. More Than Money: Retire like a badass! Robert Pagliarini breaks down financial terms, his secrets to retirement, and how to be successful with your money

This week, Jason is joined by retirement specialist, Robert Pagliarini! Robert is the president of Pacifica Wealth Advisors and has some serious credentials. He’s earned a PhD in financial and retirement planning, a certified financial planner and an enrolled agent with the IRS. He specializes in serving sudden money recipients to help clients overcome sudden wealth syndromes. Robert reveals his simple, yet effective equation for saving for retirement, what an IRA is versus a 401k, when it is time to retire, how to utilize PERK, not to get emotional when it comes to finances, and even answers some questions from the Money Mafia! What kind of questions should you be asking to an advisor? What is part time retirement?  It’s an episode you can’t afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guest: Robert Pagliarini Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! Cort Furniture: Get furniture on your terms with CORT. Rent or Buy furniture that flexes to fit any situation, style and budget and to get 50% off your first month’s furniture rental head over to cort.com/podcast Farmer’s Dog: Brighten up your dog’s bowl with fresh, healthy food. Get 50% off your first box, delivered to your door here MeUndies: From all black classics, to fun, expressive prints, MeUndies has a look for everyone. Plus, they come in sizes XS-4XL, guaranteeing a flattering cut for every body. Good things come in big packages at MeUndies. Get 20% off your first order, plus free shipping, at MeUndies.com/trading

This week, Jason is joined by the newest cast member on Bravo’s Summer House, Jesse Solomon!  Jesse joined season eight of the hit reality show after working a career in corporate finance and the music industry. Throughout this season, Jesse has become a fan favorite of the show and even opened up about being a cancer survivor after being diagnosed with testicular cancer back in 2017. Jesse gives insight to leaving his corporate job to pursue social media and reality TV, how Summer House found him, breaking down his career path from college for music business to networking his way up, behind the scenes of working for WME, being unapologetically himself, and his current dating status. Jesse also reveals his business plan while navigating the digital world, still working in finance, the decision to share his cancer journey, the importance of going to the doctor as an adult, what market he wants to get into, and what he considers his own personal red flags. How did he and his former business partner raise over $11M for their startup? Has he run into any issues when working with an investor group?  Jesse reveals all that and so much more in another episode you can’t afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guests: Jesse Solomon Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! Resibrands: Ready to begin your entrepreneurial journey but not sure where to start? Join Resibrands and take the step from 0 to 1 in owning your own business with our proven franchising system. ResiBrands is a community of shark-like entrepreneurs working alongside each other to create a home service revolution. We eat the competition, so take a bite out of a wealthier future and visit us at resibrands.com today Linchpin: Hiring top talent for your teams has never been easier. Linchpin is a recruitment firm that creates custom hiring and consulting services. If you are looking for a results driven and human-centered approach - this is your solution. Head over to thelinchpinco.com/contact and select Trading Secrets in the 'Where did you learn about us” section for 10% off your first placement! Shopify: Shopify powers 10% of ALL eCommerce in the US. And Shopify’s the global force behind Allbirds, Rothy’s, and Brooklinen, and millions of other entrepreneurs of every size across 175 countries. Sign up for a one-dollar-per-month trial period at shopify.com/secrets ZocDoc: Zocdoc is a FREE app and website where you can search and compare highly-rated, in-network doctors near you AND instantly book appointments with them online. Find and book a top-rated doctor today by heading to zocdoc.com/TRADINGSECRETS Bilt Rewards: With the Bilt Card, earn extra points on rent days and get exclusive travel and fitness rewards and the best part is that even if your landlord requires a check or a specific payment portal, Bilt can handle it all. The card is a no-brainer in my opinion. Earn points by paying rent right now when you go to joinbilt.com/TRADINGSECRETS *Terms apply. BetterHelp: If you’re thinking of starting therapy, give BetterHelp a try. It’s entirely online. Designed to be convenient, flexible, and suited to your schedule. Just fill out a brief questionnaire to get matched with a licensed therapist, and switch therapists any time for no additional charge. Take a moment and visit BetterHelp.com/tradingsecrets today to get 10% off your first month.  Trading Secrets is sponsored by BetterHelp

This week, Jason is joined by entrepreneur, business coach, public speaker, bestselling author, podcast host and working mom of two, Julie Solomon! For more than 15 years, Julie has been empowering lives, including her own, and has launched several successful online programs and masterminds including, Pitch It Perfect, The Influencer Academy and Shine Mastermind. She was recently named one of the top 100 leaders in influencer marketing. Julie breaks down the importance of PR and branding, the steps to building your brand, when to bring in a publicist, how media and PR work in regards to ROI, how niching down is key, what the diamond method is, why she finds selling a $3,000 course is easier than selling a $30 book, how a huge following is not critical to monetizing, secret to negotiation, and finding your anchor price. It’s an episode you can’t afford to miss!  To get access to Julie’s FREE class: juliesolomon.net/trading Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guest: Julie Solomon Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! Cort Furniture: Get furniture on your terms with CORT. Rent or Buy furniture that flexes to fit any situation, style and budget and to get 50% off your first month’s furniture rental head over to cort.com/podcast Farmer’s Dog: Brighten up your dog’s bowl with fresh, healthy food. Get 50% off your first box, delivered to your door here

This week, Jason is joined by Love is Blind Season 4 and Perfect Match’s Micah Lussier!  Although Micah’s time on the show did not end in marriage, she most certainly got the full experience of the experiment, having split from her partner Paul on their wedding day. After her time on the show, Micah has leveraged her newly generated platform into various brand partnership opportunities. Micah gives insight to the two sides of her life in reality TV and previously working in tech, how the Love is Blind reunion was, what she thinks makes a season thrive or flop, a teaser about her time on Perfect Match, how she would describe her brand, how success can be defined in the tech space, and how she ended up on Love is Blind. Micah also reveals the behind the scenes of the timeline for Love is Blind, the departure process for her job in tech, how they talk about money on the show, and what she enjoys about going on reality shows. What other reality shows would she consider? When did she tell her job that she was on a hit reality TV show?  Micah reveals all that and so much more in another episode you can’t afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guests: Micah Lussier Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! Monarch Money: Unlike other personal finance apps, Monarch’s simple, intuitive design makes it so easy to set up, customize, and use. Monarch is the most customizable budgeting app. Change the layout of your dashboard, toggle between light and dark mode, create custom budgets and notifications, set up automatic rules for transactions and notifications, and more. For an extended thirty-day free trial when you go to monarchmoney.com/SECRETS ASPCA Pet Health Insurance: The ASPCA Pet Health Insurance program offers customizable accident & illness plans making it easier for pet parents like you to help your pet get the care they may need. They allow you to customize your plan, helping ensure that your pet’s plan is as unique as they are. To explore coverage, visit ASPCApetinsurance.com/TRADINGSECRETS  Bilt Rewards: With the Bilt Card, earn extra points on rent days and get exclusive travel and fitness rewards and the best part is that even if your landlord requires a check or a specific payment portal, Bilt can handle it all. The card is a no-brainer in my opinion. Earn points by paying rent right now when you go to joinbilt.com/TRADINGSECRETS *Terms apply. BetterHelp: If you’re thinking of starting therapy, give BetterHelp a try. It’s entirely online. Designed to be convenient, flexible, and suited to your schedule. Just fill out a brief questionnaire to get matched with a licensed therapist, and switch therapists any time for no additional charge. Take a moment and visit BetterHelp.com/tradingsecrets today to get 10% off your first month  Trading Secrets is sponsored by BetterHelp

This week, Jason is joined by entrepreneur in talent acquisition professional, Colleen Pelly! Colleen is the founder and CEO of the Linchpin Company, a full service people operations group offering custom recruitment and consulting services. Having worked for major brands such as Tesla and Lululemon, she gained experience in full cycle recruitment from entry level to executive level roles in developing and executing training programs. Colleen gives insight to what people don’t know about the recruitment industry, how she came up with the idea for Linchpin Co, and the difference between in house and external recruiting. Colleen also reveals the grant application process,  how connections are a key element to successful recruiting, how she keeps track of her mistakes in business, what can give you an edge over other applicants, what a recruitment scorecard is, and so much more.  If you're looking to make passive income, this is a way to do it. You will get 10 percent off your first invoice with the first role that The Linchpin Co places when you go to https://www.thelinchpinco.com/contact and tell them Trading Secrets sent you!  It’s an episode you can’t afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guest: The Linchpin Co CEO and Founder Colleen Pelly  Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! Cort Furniture: Get furniture on your terms with CORT. Rent or Buy furniture that flexes to fit any situation, style and budget and to get 50% off your first month’s furniture rental head over to cort.com/podcast

Episode Description: This week, Jason is joined by Bachelor Nation’s newly engaged couple and fan favorites Joey Graziadei and Kelsey Anderson!  Joey walked away from his lead role on The Bachelor this past season after asking Kelsey to marry him. Since their season wrapped, Joey and Kelsey have spent their time traveling and spending as much time together as an engaged couple. Having come from two different career paths and geographical locations (Joey a tennis pro in Hawaii and Kelsey a project manager in New Orleans), they are now faced with the deciding factor of what is next for them personally and professionally.  Joey and Kelsey reflect on meeting fans at CMAfest and their impact on their audience, what goes into teaching tennis, where they saw their careers going prior to the show, how Kelsey and Joey ended up on the show, what role Jason played in Joey’s journey, and having important conversations in the fantasy suite. Kelsey and Joey also dive into the decision for Joey to move in with Kelsey in New Orleans, where they see their careers moving post show, discussing the influencer space and navigating other people being worried about their finances, and a few rapid fire questions. How many times has Kelsey been nominated for The Bachelor? Where do they plan on moving after the lease ends? What other reality show would they love to do?  Kelsey & Joey reveal all that and so much more in another episode you can’t afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guests: Joey Graziadei and Kelsey Anderson Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! The Washington Post: The Washington Post helps you go deeper on the news that matters most to you. Their journalists bring you the facts and provide clarity about what’s happening in the industry, revealing the role tech giants and regulators play in our lives, the dangers and wonders of breakthrough technological developments and the national conversation around artificial intelligence. Go to WashingtonPost.com/SECRETS to subscribe for just 50 cents per week for your first year. That’s 80% off their typical offer, so this is truly a steal.  ZocDoc: Zocdoc is a FREE app and website where you can search and compare highly-rated, in-network doctors near you and instantly book appointments with them online. Once you find the doc you want, you can book them immediately —no more waiting awkwardly on hold with a receptionist and these docs all have verified reviews from actual, real patients.  Go to Zocdoc.com/TRADINGSECRETS and download the Zocdoc app for FREE.  Shopify: Shopify powers 10% of ALL eCommerce in the US. And Shopify’s the global force behind Allbirds, Rothy’s, and Brooklinen, and millions of other entrepreneurs of every size across 175 countries. Sign up for a one-dollar-per-month trial period at SHOPIFY.COM/secrets

This week, Jason is joined by the Curious Canadian David Arduin to break down the Kyle Cooke episode! Jason and David dive in to why they think that Kyle felt comfortable coming on to Trading Secrets to talk about the drama and using business facts over gossip, how Kyle showed a different side of himself on the episode, what a vesting period is and what it means for a company, what current ratio is, the different kinds of SBA loans, how they think the drama will impact the businesses, navigating business with friends and family, and playing devil's advocate. It’s an episode you can’t afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! The Farmer's Dog: This spring, brighten up your dog’s bowl with fresh, healthy food. Get 50% off your first box, delivered to your door here Cort Furniture: Get furniture on your terms with CORT. Rent or Buy furniture that flexes to fit any situation, style and budget and to get 50% off your first month’s furniture rental head over to cort.com/podcast

This week, Jason is joined by reality TV personality and entrepreneur Kyle Cooke for the second time!  Kyle was last on the show two years ago to talk about his sparkling hard teas and canned cocktail company Loverboy in addition to his experience being on Bravo’s hit show, Summer House. In more recent news, Kyle has been in the hot seat for some recent drama regarding his friend and Summer House co-star Craig Conover partnering with a competing brand of Loverboy. Kyle gives insight to the conflict between Loverboy and competitor Spritz Society on Watch What Happens Live, what he would do differently looking back in hindsight, the behind-the-scenes of the business of Loverboy, how he found out about the collaboration from Craig and the conversation they had, the importance of honesty and transparency, and how the situation is more gossip than an actual business case. Kyle also reveals what really goes into entrepreneurship, qualifying for an SBA loan worth millions, clearing up the truth and falses between business and pop culture, and how he balances his relationship and his business. Who has equity in the business? How much did he raise initially?  Kyle reveals all that and so much more in another episode you can’t afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guests: Kyle Cooke Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! Monarch Money: Unlike other personal finance apps, Monarch's simple, intuitive design makes it so easy to set up, customize, and use. Monarch has built-in features to collaborate with your partner, family, or financial advisor. Go to monarchmoney.com/SECRETS for an extended 30 day free trial. Hims: Hims is changing men's healthcare by providing access to affordable sexual health treatments, from the comfort of your couch. Hims provides access to doctor-trusted ED treatment options such as chewable Hard Mints, brand-name treatments like Viagra, or generic alternatives for up to 95% cheaper. The process is simple and 100% online. No uncomfortable doctor's visits. Start your free online visit today at Hims.com/TRADINGSECRETS DeleteMe: DeleteMe is a subscription service that removes your personal info from the largest people search databases on the web – and in the process, helps prevent potential ID theft, doxxing and phishing scams. Take control of your data and keep your private life private by signing up for DeleteMe. Get 20% off your DeleteMe plan by texting SECRETS to 64000.  *Message and data rates may apply. See terms for details.

This week, Jason is joined by social media personality, entertainment news host, and reality TV expert, Zachary Weinberg aka Zachary Reality! Zachary and Jason dive into all things reality TV, starting with the Bachelor franchise and where Zachary provides his overall thoughts about where Bachelor Nation is heading. Zachary gives insight to how we are currently in the era of crossover TV, which shows he thinks is the hottest, rapid fire rating of current reality TV shows, how he feels about other reality TV content creators, what he loves about content creation and how he got started, and his best advice!  It’s an episode you can’t afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guest: Zachary Reality Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! The Farmer's Dog: This spring, brighten up your dog’s bowl with fresh, healthy food. Get 50% off your first box, delivered to your door here Cort Furniture: Get furniture on your terms with CORT. Rent or Buy furniture that flexes to fit any situation, style and budget and to get 50% off your first month’s furniture rental head over to cort.com/podcast

This week, Jason is joined by real estate agent, entrepreneur, content creator, and working mom of two, Alex Hall! Many know Alex from her role on Netflix’s Selling the OC where she shares her personal and professional life working for the Oppenheim group in Orange County. On the show, Alex’s personable yet sometimes controversial character makes her one of the more polarizing members of the show throughout its three seasons. Being a native of Orange County, Alex leveraged her market knowledge to lead a successful real estate career before joining the Oppenheim Group in 2021. When she is not selling million dollar listings, Alex creates hilarious content with her social media following about her life as a working mom.  Alex gives insight to influencer trips, how rumors played a role in her experience in Dubai, the story behind how the date she brought to Dubai left her, the importance of making a statement to set the record straight on allegations, how it impacted her influencer deals, how she ended up on Selling the OC and joining the Oppenheim Group, and if she thinks being on the show is worth it. Alex also reveals that she is an experience girl when it comes to opportunities, how she challenges herself when filming the reality show to go against her initial instinct, her advice on the real estate market currently, what has changed in the industry with being able to market in the MLS, and the three most important things in the real estate industry. How often do they get paid for Selling the OC? Does she feel pressure when filming to create drama?  Alex reveals all that and so much more in another episode you can’t afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guests: Alex Hall Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial  Trading Secrets Steals & Deals! The Washington Post: The Washington Post helps you go deeper on the news that matters most to you. Their journalists bring you the facts and provide clarity about what’s happening in the industry, revealing the role tech giants and regulators play in our lives, the dangers and wonders of breakthrough technological developments and the national conversation around artificial intelligence. Go to WashingtonPost.com/SECRETS to subscribe for just 50 cents per week for your first year. This podcast is sponsored by The Washington Post Yahoo Finance: Whether you're a seasoned investor or are looking for that extra guidance, Yahoo Finance gives you all the tools and data you need in one place. For comprehensive financial news and analysis, visit the brand behind every great investor, YahooFinance.com ASPCA Pet Health Insurance: The ASPCA Pet Health Insurance program offers customizable accident & illness plans making it easier for pet parents like you to help your pet get the care they may need. They allow you to customize your plan, helping ensure that your pet’s plan is as unique as they are because vet bills can really add up, especially when you’re least expecting it. Use their app to submit a claim and you’ll receive reimbursement for eligible vet bills directly into your bank account. To explore coverage, visit ASPCApetinsurance.com/TRADINGSECRETS Today’s episode is sponsored by the ASPCA Pet Health Insurance program.  Bilt Rewards: The Bilt Mastercard® is the first card to offer points on rent with no transaction fee. To get rewarded for your largest expense seems like a no brainer to me.Earn points by paying rent right now when you go to joinbilt.com/TRADINGSECRETS  Terms apply.