America's 401k Show with Coach Pete

Create a Long-Term Financial Plan!

Fri, 01 Mar 2024 20:00:00 +0000

In this episode of America's 401K Show, Coach Pete and the team discuss various topics related to retirement planning and financial management. They start with a casual conversation about Stanley Cups and college choices before diving into the concepts of risk and volatility. They emphasize the importance of thinking like a millionaire and having a long-term financial plan. The hosts also address the challenges of a broke mentality and the need for proper financial planning. They explain the difference between risk and volatility and highlight the significance of creating a comprehensive financial plan for retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Looking Back to Move Forward into Retirement

Fri, 01 Mar 2024 20:00:00 +0000

In this episode of America's 401K Show, Coach Pete and the team discuss various financial topics, including inflation, interest rates, mortgage rates, retirement planning, and budgeting. They emphasize the importance of having a lifetime income plan for retirement and making sure that retirement is a better life than when working. The hosts also mention the concept of 'money dates' and the significance of open communication and planning with a partner. Overall, the episode provides insights and strategies for achieving a worry-free retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

How to Protect Your Savings!

Fri, 01 Mar 2024 20:00:00 +0000

In this episode, Coach Pete and the team discuss a proposed act called 'You Earned It, You Keep It' that aims to eliminate the federal tax on social security. However, it also proposes eliminating the cap on social security, which would result in a wealth tax. The conversation explores the impact of taxes on social security and the potential means testing of benefits. It also touches on the intersection of politics and finance, tax-saving strategies, investing in stocks, managing risk, diversification, and the importance of green money in retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Brokers Behaving Badly: Jesus Rodriguez

Fri, 01 Mar 2024 20:00:00 +0000

In this episode of America's 401K Show, Coach Pete discusses his upcoming book on retirement and the importance of making it accessible to readers. He also touches on the role of AI in writing books. The conversation then shifts to a segment on brokers behaving badly, highlighting the case of Jesus Rodriguez. The hosts also discuss the significance of including bucket list items in retirement planning. Lastly, they promote their other shows, Financial Pizza and Annuity Avenue, and offer a free retirement planning consultation to listeners.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Beware the 'Secret Formulas' for Retirement!

Wed, 21 Jun 2023 19:29:07 +0000

Are you trying to time the Stock Market? You might as well try your luck at the roulette table. Do you have your savings protected? Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Index Universal Life Insurance: is it right for you?

Wed, 21 Jun 2023 17:39:00 +0000

Have you ever been sold on a product based on 'projections' instead of guarantees? Coach Pete is in the studio, talking about how to avoid games and gimmicks when preparing for retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Questions for Coach!

Wed, 21 Jun 2023 17:32:00 +0000

Have you wondered about how to build up your retirement savings vs. maintaining that portfolio? Coach Pete is in the studio, breaking down the consumer advocates, Steve and Thomas, attempts at stumping Coach!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Tax Strategies as you approach retirement!

Wed, 21 Jun 2023 17:28:00 +0000

Do you need a hand planning out tax strategies as you approach retirement? Maybe it's time to go back to the fundamentals of retirement! Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings and going back in time to 1925, comparing yester-year to now.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Listener questions: Should I maximize my 401k if it's in company stock?

Wed, 23 Nov 2022 15:48:00 +0000

What's the best way to save money and lower taxes? Want the answer? Chief Wealth Strategist, Parker Holland, is in the studio, answering your questions!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Market corrections aren't as bad as you think... if you have a plan!

Wed, 23 Nov 2022 15:40:00 +0000

With the stock market dramatically swinging, are you nervous about your savings? Chief Wealth Strategist, Parker Holland, is in the studio, analyze a case study showing how valuable a good financial planning team can be.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Why you would benefit from a customized, retirement plan

Wed, 23 Nov 2022 15:21:00 +0000

When you have a proper plan, you don't have to choose between growth and safety. Chief Wealth Strategist, Parker Holland, is in the studio, demystifying common notions about retirement planning and talking about how you can create the retirement you want.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Retirement Strategies for Economic Downturns

Wed, 23 Nov 2022 15:05:00 +0000

Do you need a crystal ball in order to protect your retirement savings? Chief Wealth Strategist, Parker Holland, is in the studio, breaking down how you can manage your retirement income when inflation is on the rise.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Protection against price increases

Wed, 09 Nov 2022 12:00:00 +0000

An article from Fortune magazine says, "The home price correction is spreading." Have you been feeling the price increases? Coach Pete is in the studio, discussing how to protect your retirement savings when it feels like prices everywhere are going up.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Keeping up with the market

Wed, 09 Nov 2022 12:00:00 +0000

FAANG Stocks are getting their butts kicked this year; what can you do to make sure your savings are safe? Coach Pete is in the studio, analyzing the volatility of the stock market.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Breaking down the Housing Market

Wed, 09 Nov 2022 12:00:00 +0000

Interest rates are getting higher and higher and the housing market is greatly affected. Coach Pete is in the studio, breaking down the things you need to know about mortgages moving into retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

2022-11-05 401k SEG 4

Wed, 09 Nov 2022 12:00:00 +0000

An article from Fortune magazine says, "Sellers are calling a timeout." When interests are getting locked in, why get into something at a higher rate? Coach Pete is in the studio, discussing some no-nonsense tips on how to save and keep more of your money.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Creating a personal pension

Wed, 19 Oct 2022 16:16:55 +0000

There was a huge movement from companies being responsible for you retirement to the workers needing their own retirement accounts. Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, offering strategies on how you can create the retirement you want!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Spin the Wheel: Answering your Questions!

Wed, 19 Oct 2022 16:15:00 +0000

It's Coach's favorite part of the show: spinning the wheel and answering YOUR questions! Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, covering everything from IRA rollovers to saving strategies.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

The Mistakes You Need To Avoid In Retirement

Wed, 19 Oct 2022 15:30:00 +0000

Have you vetted your financial products? If not, you could be paying way too much in fees! Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, analyzing some of the common mistakes that people make in retirement planning.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

7 Solid Financial Moves when You're Ready to Retire

Wed, 19 Oct 2022 15:27:00 +0000

As you're in the mid-game and moving towards the endgame, do you know the best strategies to protect your savings? Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, to go over a case study and talk about how to create secure retirement income.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

What you need to know about investing for retirement

Wed, 28 Sep 2022 14:44:00 +0000

As a result of the pandemic induced bear market, only 56% of retirees would welcome more guaranteed income in retirement; do you want more guaranteed money? Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, and Wealth Strategist, Gregg Berrian, going over how you can increase your income in retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

David Webb, host of the David Webb Show on SiriusXM Patriot 125

Wed, 28 Sep 2022 14:34:00 +0000

Coach Pete is joined by David Webb, Fox News columnist and host of the David Webb Show on SiriusXM Patriot 125, breaking down the current state of the financial world.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Shifting Gears between Saving and Spending

Wed, 28 Sep 2022 14:28:00 +0000

Smart people learn from their experiences, so how do you learn from something you haven't gone through? Coach Pete is in the studio, going over how to properly plan the change from working to retired.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Making Adjustments to your Retirement

Wed, 28 Sep 2022 14:22:00 +0000

So many things in life change and when they change concerning your savings, you need to be prepared. Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, and Wealth Strategist, Gregg Berrian, discussing strategies you can implement to withstand the ever-changing financial world.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Get a financial educator!

Wed, 07 Sep 2022 19:40:00 +0000

Do you know where fees are coming from in your retirement plan? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, breaking down the importance of financial education when preparing for retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Personalized service vs. Big corporations

Wed, 07 Sep 2022 19:36:00 +0000

Why would you leave your money in a company 401k if you could roll it over? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance planner, Gregg Berrian, discussing how to effectively move your money into the right retirement vehicles.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

How can you reduce taxes in retirement?

Wed, 07 Sep 2022 19:27:00 +0000

Are you paying taxes on money that you don't need? Senior Wealth Strategist, Marty Hensley, is in the studio breaking down strategies you can implement to lower your tax rates in retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Make sure that your income will last!

Wed, 07 Sep 2022 19:20:00 +0000

Outlasting your savings is a risk that has retirees and pre-retirees worried. Senior Wealth Strategist, Marty Hensley, is in the studio talking about retirement concerns and how we can address them.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Listener questions: Should I contribute to my 401k or my Roth?

Wed, 31 Aug 2022 19:11:00 +0000

Everyone's situation is different, so we're here to answer as many questions as we can! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, to answer your questions and help you have a secure retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

The objective of a good plan

Wed, 31 Aug 2022 19:09:00 +0000

On this episode, we take a trip to the past, back to 1984! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, breaking down what it means to have a proper financial plan for a successful retirement

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Risk reduction in retirement

Wed, 31 Aug 2022 18:52:00 +0000

What are you doing to reduce risk in your savings? Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, talking about strategies to strengthen your plan against inflation, taxes, fees and commissions.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Is 'The Gold Standard' really all that high?

Wed, 31 Aug 2022 18:49:00 +0000

We're here exposing gold and other commodities; are they really less risky? Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, discussing true savings volatility and whether gold is a good part of a successful retirement plan.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

How to weather the "Perfect Retirement Storm"

Wed, 24 Aug 2022 18:44:00 +0000

Does your plan have the flexibility to move and bend with today's volatile market? Chief Wealth Strategist, Parker Holland, is in the studio with Life Insurance Specialist, talking about how to create a financial plan that will let you sleep well at night.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Misconceptions about retirement planning

Wed, 24 Aug 2022 18:40:00 +0000

You've probably heard a lot about retirement plans, but what info can yo take to the bank? Chief Wealth Strategist, Parker Holland, is in the studio analyzing surveys and questionnaires to tell the truth about retirement planning.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Doug Orchard, director of The Baby Boomer Dilemma

Wed, 24 Aug 2022 18:33:00 +0000

What are the biggest problems for Baby Boomers today and what's the solution? Coach Pete is joined in the studio by Doug Orchard, documentarian and director of The Baby Boomer Dilemma, to break down the importance of creating a secure financial future before it's too late.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Everything you can do with Life Insurance

Wed, 24 Aug 2022 18:28:00 +0000

Life insurance can be like a Swiss Army knife in retirement; do you know all that it can do? Chief Wealth Strategist, Parker Holland, is in the studio with Life Insurance Specialist, Austin Maxwell, to discuss life insurance and how to make it work for you!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Listener Questions: How can I protect my 401k?

Wed, 17 Aug 2022 15:46:06 +0000

You've got questions and we've got answers! Chief Wealth Strategist, Parker Holland, is in the studio, going over how to do an in-service roll-over, make your savings inflation-proof, and more!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Case Study: Growing your principle to last a lifetime?

Wed, 17 Aug 2022 15:24:01 +0000

3 years out may seem late in the game to create a retirement plan, but it's never too late! Chief Wealth Strategist, Parker Holland, is in the studio, analyzing growth rates to make your retirement principle last!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

The current state of inflation

Wed, 17 Aug 2022 14:58:25 +0000

"It's a band-aid over a bullet wound." Chief Wealth Strategist, Parker Holland, is in the studio, discussing recessionary environments and the plans you can make to protect your retirement savings!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

A Technical Recession: can it be a good thing?

Wed, 17 Aug 2022 14:35:40 +0000

The economy feels like a roller coaster; can we hold on until the ride levels out? Chief Wealth Strategist, Parker Holland, is in the studio, breaking down market trends and how they can affect your retirement savings.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Precious metals vs. inflationary times?

Thu, 14 Jul 2022 16:22:23 +0000

What investments work best with rising inflation? Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, answering YOUR questions!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Marriage in Retirement: Are you on the same page?

Thu, 14 Jul 2022 16:14:18 +0000

The most important earthly relationship one can have is with their spouse. Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, talking about how to navigate retirement with your spouse.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Financial Red Zone Strategies

Thu, 14 Jul 2022 16:08:15 +0000

If you're nearing retirement, find out how you can maximize your savings! Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, breaking down how to make the most of your retirement money!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Weathering the Perfect "Retirement" Storm

Wed, 13 Jul 2022 17:13:17 +0000

Are we entering into a new market correction? Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, talking about how you can secure your savings to weather the storm.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

The One-Stop Shop for Retirement Planning

Thu, 30 Jun 2022 18:33:53 +0000

Have you ever wondered what it's like to work with an independent fiduciary advisor? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio discussing what life is like here at Capital Financial, and breaking down all the areas we can cover in retirement planning.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Case Study: The difference between starting early or late

Thu, 30 Jun 2022 18:26:23 +0000

Have you wondered how much more you could have in savings if you start sooner rather than later? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio crunching those hard numbers in retirement planning.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Inflation over the years

Thu, 30 Jun 2022 18:21:38 +0000

Inflation has been up dramatically this year, but has it been on the rise for longer than that?Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio taking a deep dive into inflation and how you can protect your retirement savings against it.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Retirement Planning Regrets and how you can avoid them.

Thu, 30 Jun 2022 18:14:40 +0000

Are you afraid you won't be able to enjoy your retirement because of a bad plan or no plan? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio breaking down how you can make your savings more efficient for a secure and successful retirement!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

How to navigate the Stock Market

Mon, 20 Jun 2022 20:18:57 +0000

Everyone wants to know "What stock should I invest in?" It's not as simple as just picking the "right stock". Retirement and Wealth Strategist Noah Shindler is in the studio discussing the importance of building a retirement plan that mitigates risk in your savings.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Transparency and what it means to be a Fiduciary

Mon, 20 Jun 2022 20:06:48 +0000

Do you know how your financial advisor is getting paid? Are they working in your best interest? Retirement and Wealth Strategist Marty Hensley is in the studio defining how a fiduciary works and the standards they are held up to.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Do you know what fees you are paying in your 401k?

Mon, 20 Jun 2022 19:52:42 +0000

401k fees can be anywhere from 0.2% to 5% of your assets; what are you paying? Retirement and Wealth Strategist Marty Hensley is in the studio to break down not only how to find that info, but also how you can lower your fees and expenses in retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Evolutions in Retirement Planning

Mon, 20 Jun 2022 19:40:49 +0000

Take a trip back in time with us to see what retirement planning was like in yester-year! Retirement and Wealth Strategists Marty Hensley and Noah Shindler are in the studio combining the old-school and new-school, talking about what has changed and what has stayed the same in retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Protect your money against INFLATION!

Tue, 14 Jun 2022 17:30:46 +0000

Inflation is on the rise; how will it affect your savings? Gregg Berrian is in the studio going over how you can make your retirement inflation-proof, so you don't have to worry about the rising costs of everything!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

How to SUCCEED in retirement

Tue, 14 Jun 2022 17:18:27 +0000

What does success in retirement look like for you? Marty Hensley and Gregg Berrian are in the studio breaking down a case study, showing how they'll work for you.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

When do YOU want to retire?

Tue, 14 Jun 2022 16:47:50 +0000

Is your retirement plan set up the way you want? Marty Hensley and Gregg Berrian are in the studio discussing retirement timelines and how you can potentially move up your start date.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Testing Your Risk Tolerance

Tue, 14 Jun 2022 16:24:42 +0000

How long should you keep your retirement savings in the market? Marty Hensley and Gregg Berrian are in the studio to break down how much of your money should be at risk on the road to retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Breaking down Investing Before and After Retirement

Sat, 14 May 2022 22:13:00 +0000

Is it better to pay taxes now or pay taxes later? On this episode, Coach Pete D'Arruda talks about the different options you have to invest your retirement savings and the importance of when you invest.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

The 3 Big Retirement Planning Questions

Sat, 14 May 2022 22:06:00 +0000

If you can answer these 3 questions, then your retirement plan is on the right track. On this episode, Coach Pete D'Arruda is in the studio talking about how to take control of your retirement income. Also, Coach listens to another story of Brokers Behaving Badly.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Being part of Football Family: an interview with Former NFL Halfback and businessman, Chris Gronkowski

Sat, 14 May 2022 21:55:00 +0000

Have you ever wondered what it's like to play in the NFL or be on ABC's Shark Tank? On this episode, Coach Pete D'Arruda has a great conversation with Former NFL Halfback and founder of Ice Shaker, Chris Gronkowski.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Bitcoin Volatility (and how you can reduce risk with your money)

Sat, 14 May 2022 21:36:00 +0000

From Cryptocurrency crashes to inflation, are any investments safe in retirement? On this episode, Coach Pete D'Arruda is behind the mic, breaking down how to secure your retirement savings when it feels like everything else is crumbling.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Take the Worry out of Retirement

Sat, 23 Apr 2022 21:27:00 +0000

Are you overwhelmed by the 'Retirement Planning' world? On this episode, Coach Pete D'Arruda is joined in the studio by financial advisor, Gregg Berrian, to answer listener questions on retirement savings.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

The Retirement Train: an interview with author Kristina Ping Kepperling

Sat, 23 Apr 2022 21:19:00 +0000

"There is no 'cookie-cutter' retirement plan." On this episode, Coach Pete D'Arruda interviews author and CEO of Powerful Legacy, Kristina Ping Kepperling, on her book, The Retirement Train.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Protection against 'Financial Termites'

Sat, 23 Apr 2022 20:49:00 +0000

Commissions, taxes and fees! Oh My! Coach Pete D'Arruda is joined in the studio by financial advisor Gregg Berrian. Together, they discuss financial termites, and more importantly, how to avoid them! Also, our hosts listen to the story of another Broker Behaving Badly!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Retiring at the Right Time

Sat, 23 Apr 2022 20:42:00 +0000

We know you'd like to retire ASAP, but when is the right time for you? In this episode, Coach Pete D'Arruda is joined in the studio by financial advisor Gregg Berrian to talk about how to grow your retirement savings and replenish your funds at the same time.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

See omnystudio.com/listener for privacy information.

What is the right 'Tax Plan'?

Sun, 03 Apr 2022 14:59:00 +0000

On this episode, Steve Sedahl is joined in the studio by Coach Pete D'Arruda to talk about how to generate a lifetime income in retirement. Also, Coach explains why you don't want all of your retirement savings in the stock market.

Later on the show, Coach Pete interviews Andrew Hallam, author of Balance: How to Invest and Spend for Happiness, Health, and Wealth. The show closes out with Steve and Coach Pete answer some listener questions.

If you'd like to contact Coach Pete and the team at Capital Financial Advisory Group, give us a call at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Where does Crytpocurrency fit in retirement?

Fri, 25 Mar 2022 13:50:00 +0000

This week Coach Pete D’Arruda and Steve Sedahl discuss cryptocurrency and if it should be part of your overall retirement and income plan. The answer is it depends. Coach Pete has some great insight. Steve has a Broker Behaving Badly that deals with cryptocurrency and how this bad guy focused on seniors. That and much more on America’s 401(k) Show. Visit Americas401KShow.com. Call 888-623-8858.

See omnystudio.com/listener for privacy information.

How can you get ready for retirement?

Sat, 05 Mar 2022 23:42:00 +0000

On this episode, Steve Sedahl and Coach Pete D'Arruda go over the Retirement Readiness Toolkit. Also, Coach covers how to get your Total Retirement Plan out of the Red and into the Green.

Later in the show, Coach Pete interviews Mark Sullivan and Josh Z. about the Employee Retention Credit and how it can benefit business owners. If you have questions about the ERC or how to get ready for retirement, call Coach Pete and the team at Capital Financial Advisory Group at (888) 623-8858.

See omnystudio.com/listener for privacy information.

The Rules of Thumb in Retirement

Sat, 19 Feb 2022 23:24:00 +0000

On this episode, consumer advocate Steve Sedahl joins Coach Pete D'Arruda in the studio to discuss Financial Fill-Up strategies. Also, Coach Pete interviews author, athlete and investment banker, Jim Stovall.

Later in the episode, Steve rejoins Coach Pete to go over risk in the market and how to avoid it in retirement. If you're interested in learning more about creating a secure retirement, call Coach Pete and the team at Capital Financial Advisory Group at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Your Retirement Checklist

Sat, 05 Feb 2022 23:09:00 +0000

On this episode, Coach Pete D'Arruda and Steve Sedahl open the show discussing the pros and cons of silver and gold. Also, Coach goes over how to maximize your income streams in retirement.

Later in the episode, Coach Pete and Steve go over your questions on the air with financial advisor, Gregg Berrian. If you have some questions that you didn't hear on today's show, you can call Coach Pete and his team of advisors at Capital Financial Advisory Group at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Readying you retirement for the next Bear Market

Sat, 22 Jan 2022 20:21:00 +0000

On this episode, Coach Pete is on assignment, so Steve Sedahl is joined in the studio with Marty Hensley and Gregg Berrian. Our hosts break down how to prepare your retirement for a market correction. Also, they go into detail about how to navigate the Financial Red Zone.

If you want to contact Marty, Gregg and the rest of the team at Capital Financial Advisory Group, give us a call at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Untangling taxes in retirement

Sat, 18 Dec 2021 20:02:00 +0000

On this episode, Coach Pete D'Arruda and Steve Sedahl help you navigate taxes in retirement. Also, Coach uncovers some things you may not have known about your 401k.

Later in the show, Coach Pete and Steve talk about Brokers Behaving Badly and Coach goes 'McEnroe' on the PPP loan. If you'd like to contact Coach Pete and the team at Capital Financial Advisory Group, give us a call at (888) 623-8858.

See omnystudio.com/listener for privacy information.

Join Coach Pete D’Arruda, Steve Sedahl and Gary Nolan for a rousing discussion on the pros and cons of working in retirement.

Fri, 10 Dec 2021 17:00:00 +0000

Join Coach Pete D’Arruda, Steve Sedahl and Gary Nolan for a rousing discussion on the pros and cons of working in retirement. Coach Pete digs into just what the ‘spend and leave’ plan is all about. That and much more on America’s 401(k) Show.

Visit Americas401kShow.com. Call 888-623-8858.

See omnystudio.com/listener for privacy information.

Steps to Fight Inflation - Quadrants of Wealth and More!

Sat, 09 Oct 2021 06:00:00 +0000

On this week's America's 401K Show, Coach Pete D'Arruda and Steve Sedahl talk about three steps to fight inflation; the four quadrants of wealth. Steve also has a "Brokers Behaving Badly" and Dave Perkins has a look back at 1979 with "Through the Years" and a lot more!

If you want more information call or text 401K to 600-700

See omnystudio.com/listener for privacy information.

Minimizing Taxes In Retirement, Real Life Case Studies and More!

Sat, 28 Aug 2021 06:00:00 +0000

On this week's America's 401K Show, Coach Pete D'Arruda, Steve Sedahl, Gregg Berrian talk about taxes and what you need to know right now. They will also discuss two real life case studies. Steve takes a look back at 1950 with "Through The Years" and the state of Minnesota. Coach also talks about "color coding your money." He'll explain.

If you want more information call or text 401K to 888-623-8858.

See omnystudio.com/listener for privacy information.

Retirement Income Checklist, Money Buckets and More!

Sat, 31 Jul 2021 06:00:00 +0000

On this week's America's 401K Show, Coach Pete D'Arruda, Steve Sedahl and Thomas Lipscomb talk with Ray Lucia, about his "Buckets of Money" strategy and how your brain affects your investing behavior. Steve takes us back "Through the Years" with a look at 1957. Coach also talks about the benefits of life insurance that you may not know about it. And Dave Perkins takes a fun look at the state of Virginia.

If you want more information call or text 401K to 888-623-8858.

See omnystudio.com/listener for privacy information.

Risks In Retirement and More!

Sat, 17 Jul 2021 06:00:00 +0000

On this week's America's 401K Show, Coach Pete D'Arruda and Steve Sedahl talk in depth about risks in retirement, including the five major components of risk capacity, the five myths or retirement income planning; five risks you need to identify before retirement and a lot more! If you want more information call or text 401K to 888-623-8858.

See omnystudio.com/listener for privacy information.

Financial Questions To Ask Yourself For a Successful Retirement, Annuities, A Case Study and More!

Sat, 03 Jul 2021 06:00:00 +0000

On this week's America's 401K Show, Coach Pete D'Arruda and Steve Sedahl talk about a special website, www.wealthreportcard.com which has quizzes to help you determine you are set on the correct path to retirement. Parker Holland stops by with a case study. They will also discuss five key issues to build a secure retirement and a lot more! If you want more information call or text 401K to 888-623-8858.

See omnystudio.com/listener for privacy information.

Retirement Planning Mistakes, Twenty Decisions Checklist and More!

Sat, 26 Jun 2021 06:00:00 +0000

On this week's America's 401K Show, Coach Pete and Steve Sedahl talk about retirement planning mistakes people make including the basics of not having a plan and no, having a 401k isn'r a plan, how to minimize taxes, making sure you have the right beneficiary designations, Steve with Brokers Behaving Badly; Morgan Patrick with a look back at 1965; a Twenty Decisions Checklist and a lot more! If you want more information call or text 401K to 888-623-8858.

See omnystudio.com/listener for privacy information.

Divorce After 50- Managing Your Money In Retirement and More!

Sat, 12 Jun 2021 06:00:00 +0000

On this week's America's 401K Show, Coach Pete, Chuck Kaiton, Parker Holland and Steve Sedahl talk about divorce after 50 and what you need to know; a list of the 20 Richest People In The World; Steve with Brokers Behaving Badly; a real life case study with Parker; Boston College's guide to Managing Your Money In Retirement, including, Are You Missing Something From Your Financial Life? and a lot more! If you want more information call or text 401K to 888-623-8858.

See omnystudio.com/listener for privacy information.

Cryptocurrency - Credit Cards - Ransom Tax and a Lot More!

Sat, 29 May 2021 06:00:00 +0000

On this week's America's 401K Show, Coach Pete, Steve Sedahl and Chuck Kaiton talk about the cryptocurrency world and how not to take a chance with money you cannot afford to lose; "Coach Goes McEnroe" with a double helping, first, with credit cards and explains how to have a high credit rating with multiple credit cards and how the banks are sneaky. He'll explain. Second, he goes McEnroe on gas prices and talks about the recent Colonial Pipeline ransomware attack, and Steve with another edition of "Brokers Behaving Badly" and a lot more! If you want more information call or text 401K to 888-623-8858.

See omnystudio.com/listener for privacy information.

Tax Talk - Investment Scams - How To Be Happy Before Retirement and a Lot More!

Fri, 30 Apr 2021 16:12:44 +0000

On this week's America's 401K Show, Coach Pete and Steve Sedahl talk taxes, how life insurance policies are good for you while you are living. Confused? He'll explain. He will also talk about the seven key ingredients for fulfillment and happiness in your life before retirement, including identifying yourself without your job; Ten potential changes under the Biden Tax Plan; Five Investment Scams and how you can be proactive about what you can change; Steve with another edition of "Brokers Behaving Badly" and a lot more. If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

20 Important Retirement Questions You Need To Ask Yourself!

Sat, 10 Apr 2021 06:00:00 +0000

On this week's America's 401K Show, Coach Pete will have a 20 question comprehensive retirement checklist that you don't want to miss. He tackles questions like, "Do I have enough money to retire?, When should I take Social Security? How much can I safely withdraw from my portfolio?"and a lot more. Join him, Steve Sedahl and Morgan Patrick! If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

Americas 401k Show with Coach Pete

Sat, 13 Mar 2021 07:00:00 +0000

On this week's America's 401K Show, Coach Pete and Steve Sedahl talks about "Financial Fill Up Coach Pete. An American Success Story" booklet that tells all about Coach Pete's success story. He also talks about TNS - Tax Navigation Strategy, how to get a proper tax plan and retirement income plan, Theresa Opeka has "Whatever Happened to Woolworth's?", financial history and a lot more. If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

Americas 401k Show

Sat, 06 Mar 2021 07:00:00 +0000

On this week's America's 401K Show, Coach Pete has a lesson on repetition of income with his "Financial Fill Up" strategy, taxes and how to put an income plan together He also asks about how you feel about the current direction of your retirement plan. He also talks with Steve Sedahl about his Financial Pizza podcast and a lot more. If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

America's 401K Show

Sat, 13 Feb 2021 07:00:00 +0000

On this week's America's 401K Show, Coach Pete, Marty Hensley, Thomas Lipscomb and Jennifer Ransdell talk about protected and unprotected retirement accounts. Do you know which one you're in? They also talk about a "bicycle bubble" and its relation to the market, retirement case studies, a Dave Perkins "Road Trip" and a lot more. If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

Americas 401k Show

Sat, 06 Feb 2021 07:00:00 +0000

On this week's America's 401K Show, Steve Sedahl, Marty Hensley, Morgan Patrick and Thomas Lipscomb tackle questions to see if you are really ready for retirement and so much more! IIf you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

Reviewing Your Retirement Plan for 2021

Fri, 15 Jan 2021 17:00:00 +0000

This week on America's 401K Coach Pete D'Arruda goes into

Tips on making your retirement plan even better
How to plan to have a lifetime of income after retirement.
Coach answers a listener's question

and so much more! If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

Becoming the CEO of Your Retirement!

Sat, 14 Nov 2020 07:00:00 +0000

This week on America's 401K Coach Pete D'Arruda goes into

Becoming the CEO of Your Own Retirement!
A special segment: Brokers Behaving Badly
Giving you solutions instead of products for your retirement plan

and so much more! If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

Living longer means saving more, make sure you are prepared!

Sat, 31 Oct 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete wants to make sure you are prepared for all outcomes.

Living longer means saving more!
Knowing how much to have in risk as you get closer to retirement
Understand a GPI account

If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

Digging in to your retirement nest egg!

Sat, 24 Oct 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete dives into

Whats really going on in your retirement nest egg
Is leasing a car right for you?
A drip plan for your Grandchildren

and so much more! If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

Twelve Retirement Risks You Should Prepare for!

Sat, 17 Oct 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete is helping listeners stay ahead of the game and staying prepared for risks entering retirement. If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

Keeping your lifestyle as you go in to retirement!

Sat, 03 Oct 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete wants to make sure you can continue to live your life even when you are entering retirement. This week on America's 401k Show, Coach Pete is helping listeners stay ahead of the game and staying prepared for risks entering retirement. If you want more information call or text 888-623-8858.

See omnystudio.com/listener for privacy information.

How to turn retirement red flags green!

Sat, 19 Sep 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete wants to help you navigate this crazy year that has brought on some unexpected retirements. Call or 888-623-8858 for more information!

See omnystudio.com/listener for privacy information.

This year has caused some unplanned retirements, what you can do to get ahead!

Sat, 12 Sep 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete wants to help you navigate this crazy year that has brought on some unexpected retirements. Call or text 888-623-8858 for more information!

See omnystudio.com/listener for privacy information.

A tool to help you find your forgotten 401k!

Sat, 05 Sep 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete gives you a tool so you can get your assets together before you enter retirement. Call or text 888-623-8858 for more information!

See omnystudio.com/listener for privacy information.

What does Financial Wellness mean for you financial future?

Sat, 29 Aug 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete helps you understand what financial wellness really means for your financial future. Call or text 888-623-8858 for more information!

See omnystudio.com/listener for privacy information.

Common Complaints Aimed at Brokers

Sat, 15 Aug 2020 06:00:00 +0000

On this episode of America's 401K Show, the team finds out some common complaints people have about their brokers. Call or text 888-623-8858 for more information!

See omnystudio.com/listener for privacy information.

How different kind of risk impact your retirement plan

Sat, 01 Aug 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete explains the different kinds of risk and what it really means when factored into your retirement plan. Call or text 888-623-8858 for more information!

See omnystudio.com/listener for privacy information.

Uncovering some overlooked financial topics with Coach Pete!

Sat, 25 Jul 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete goes over some financial planning topics he doesn't often get to! Call or text 888-623-8858 for more information.

See omnystudio.com/listener for privacy information.

13 Things that may disappear because of the Coronavirus

Sat, 11 Jul 2020 06:00:00 +0000

This week on America's 401k Show, Coach Pete and his co-host dive in to the ever changing financial world! How has it been changed by the Coronavirus and how will this effect your retirement plan? Stick around to find out more.

See omnystudio.com/listener for privacy information.