America’s 401k — 401(k) Savings

2bfe2d30-2756-4510-8b2d-adff010aaaac 90bd63fc-e837-46f5-a1b1-ae04010af559 c70d611e-125a-482c-9e45-b4e30185f409 en-US America’s 401k — 401(k) Savings 401(k) Savings conversations with Coach Pete from America’s 401k. https://www.americas401kshow.com/ Browse full America’s 401k episodes discussing 401(k) savings.

Episodes retain their archive dates; some recordings are replays.

For the complete weekly show, follow America's 401k Show with Coach Pete.

]]> episodic Browse full America’s 401k episodes discussing 401(k) savings. Episodes retain their archive dates; some recordings are replays. For the complete weekly show, follow America's 401k Show with Coach Pete. Broadcasting Experts accounts@broadcastingexperts.com Coach Pete D'Arruda 2026 Broadcasting Experts clean yes https://www.omnycontent.com/d/programs/2bfe2d30-2756-4510-8b2d-adff010aaaac/90bd63fc-e837-46f5-a1b1-ae04010af559/image.jpg?t=1792010724&size=Large America’s 401k — 401(k) Savings https://www.americas401kshow.com/ Mortgage Questions, Market Swings, and Making Time for Retirement Planning Mortgage Questions, Market Swings, and Making Time for Retirement Planning Coach Pete and the America's 401k Show team discuss mortgages, recalling earlier experiences with assumable loans and asking questions about how lending arrangements work. The conversation also examines the emotions that can accompany fast-moving investments and market headlines.

The episode connects those decisions with long-term financial goals and the value of making time for a retirement review. Stories about procrastination and planning lead back to understanding your overall financial situation before choosing individual strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss mortgages, recalling earlier experiences with assumable loans and asking questions about how lending arrangements work. The conversation also examines the emotions that can accompany fast-moving investments and market headlines.

The episode connects those decisions with long-term financial goals and the value of making time for a retirement review. Stories about procrastination and planning lead back to understanding your overall financial situation before choosing individual strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss mortgages, recalling earlier experiences with assumable loans and asking questions about how lending arrangements work. The conversation also examines the emotions that can accompany fast-moving investments and market headlines. americas-401k full-episode retirement-planning 401k market-risk debt-and-mortgages investing americas-401k, full-episode, retirement-planning, 401k, market-risk, debt-and-mortgages, investing full Coach Pete D'Arruda 4db5bab9-2de4-4869-94a0-b4e1016ee410 4db5bab9-2de4-4869-94a0-b4e1016ee410 Fri, 01 Mar 2024 11:00:00 +0000 2973 https://omny.fm/shows/americas-401k-show-with-coach-pete/mortgage-questions-market-swings-and-making-time-for-retirement-planning 401k Features, Employer Matches and Vesting Questions 401k Features, Employer Matches and Vesting Questions Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements.

The episode also examines emotional reactions to market movements and the different roles of savings and retirement income. The team discusses asking how a plan’s resources support future needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements.

The episode also examines emotional reactions to market movements and the different roles of savings and retirement income. The team discusses asking how a plan’s resources support future needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle full Coach Pete D'Arruda dce48829-d747-4af9-828c-b4e3002a30af dce48829-d747-4af9-828c-b4e3002a30af Fri, 30 Jun 2023 10:00:00 +0000 3000 https://omny.fm/shows/americas-401k-show-with-coach-pete/401k-features-employer-matches-and-vesting-questions Retirement Checklists, Future Care and Inflation Questions Retirement Checklists, Future Care and Inflation Questions Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans.

The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans.

The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans. americas-401k full-episode retirement-planning 401k inflation market-risk insurance long-term-care americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, insurance, long-term-care full Coach Pete D'Arruda eb429e91-9e7e-4d93-9622-b4e3002906e9 eb429e91-9e7e-4d93-9622-b4e3002906e9 Fri, 23 Jun 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-checklists-future-care-and-inflation-questions A 401(k) Account, an Income Plan, and Life Insurance Details A 401(k) Account, an Income Plan, and Life Insurance Details Coach Pete and the team discuss the difference between holding a 401(k) account and developing a retirement income plan. The conversation considers market swings and the decisions involved in drawing on savings.

The episode also explores life insurance policy details and reviewing the values shown in an illustration. The team discusses the questions that can arise when a contract's costs or benefits differ from what was expected.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the difference between holding a 401(k) account and developing a retirement income plan. The conversation considers market swings and the decisions involved in drawing on savings.

The episode also explores life insurance policy details and reviewing the values shown in an illustration. The team discusses the questions that can arise when a contract's costs or benefits differ from what was expected.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the difference between holding a 401(k) account and developing a retirement income plan. The conversation considers market swings and the decisions involved in drawing on savings. americas-401k full-episode retirement-planning retirement-income 401k market-risk insurance americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, insurance full Coach Pete D'Arruda 0e036bfe-8722-4487-b4f1-b4e1017aaa1a 0e036bfe-8722-4487-b4f1-b4e1017aaa1a Fri, 16 Jun 2023 10:00:00 +0000 2958 https://omny.fm/shows/americas-401k-show-with-coach-pete/a-401-k-account-an-income-plan-and-life-insurance-details Cryptocurrency Risk, Inflation and Retirement Expectations Cryptocurrency Risk, Inflation and Retirement Expectations Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices. americas-401k full-episode retirement-planning retirement-income 401k inflation market-risk financial-literacy investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation, market-risk, financial-literacy, investing full Coach Pete D'Arruda 8393f110-50bf-46ab-baf9-b4e30027f366 8393f110-50bf-46ab-baf9-b4e30027f366 Fri, 09 Jun 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/cryptocurrency-risk-inflation-and-retirement-expectations Personal Goals, Investment Costs and Retirement Withdrawals Personal Goals, Investment Costs and Retirement Withdrawals Coach Pete and the America’s 401k team discuss building a plan around personal retirement goals. The conversation examines the transition from accumulating savings to drawing on those resources.

The episode also considers investment costs, portfolio risk and retirement income examples. The team discusses reviewing account details and asking how different parts of a financial plan fit together.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss building a plan around personal retirement goals. The conversation examines the transition from accumulating savings to drawing on those resources.

The episode also considers investment costs, portfolio risk and retirement income examples. The team discusses reviewing account details and asking how different parts of a financial plan fit together.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss building a plan around personal retirement goals. The conversation examines the transition from accumulating savings to drawing on those resources. americas-401k full-episode retirement-planning retirement-income 401k investment-fees investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees, investing full Coach Pete D'Arruda 262b65e0-3644-41ae-99ca-b4e30026d95b 262b65e0-3644-41ae-99ca-b4e30026d95b Fri, 02 Jun 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/personal-goals-investment-costs-and-retirement-withdrawals Retirement Income, Roth Accounts and Organizing Financial Records Retirement Income, Roth Accounts and Organizing Financial Records Coach Pete and the America’s 401k team discuss reviewing a retirement plan and organizing account information. The conversation considers future income, flexibility and the questions that help clarify a household’s financial position.

The episode also explores Roth accounts and family legacy goals. Financial education and understanding the resources available for retirement are recurring themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing a retirement plan and organizing account information. The conversation considers future income, flexibility and the questions that help clarify a household’s financial position.

The episode also explores Roth accounts and family legacy goals. Financial education and understanding the resources available for retirement are recurring themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing a retirement plan and organizing account information. The conversation considers future income, flexibility and the questions that help clarify a household’s financial position. americas-401k full-episode retirement-planning retirement-income 401k roth-accounts estate-planning financial-literacy americas-401k, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, estate-planning, financial-literacy full Coach Pete D'Arruda 00136446-d073-4d68-9cc8-b4e300223261 00136446-d073-4d68-9cc8-b4e300223261 Fri, 26 May 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-income-roth-accounts-and-organizing-financial-records Financial Rules of Thumb, Diversification and Retirement Budgets Financial Rules of Thumb, Diversification and Retirement Budgets Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda a313a086-3bb1-4a79-8276-b4e300210569 a313a086-3bb1-4a79-8276-b4e300210569 Fri, 19 May 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/financial-rules-of-thumb-diversification-and-retirement-budgets Retirement Readiness, Planning Fees and Couples’ Financial Goals Retirement Readiness, Planning Fees and Couples’ Financial Goals Coach Pete and the America’s 401k team discuss retirement readiness and the difference between having accounts and having a coordinated plan. The conversation considers fees, financial fraud concerns and organizing retirement resources.

The episode also examines how couples discuss spending, saving and their preferred retirement lifestyle. Income examples and questions about procrastination connect personal goals with reviewing a household’s financial position.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and the difference between having accounts and having a coordinated plan. The conversation considers fees, financial fraud concerns and organizing retirement resources.

The episode also examines how couples discuss spending, saving and their preferred retirement lifestyle. Income examples and questions about procrastination connect personal goals with reviewing a household’s financial position.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and the difference between having accounts and having a coordinated plan. The conversation considers fees, financial fraud concerns and organizing retirement resources. americas-401k full-episode retirement-planning 401k investment-fees retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, investment-fees, retirement-lifestyle full Coach Pete D'Arruda 6170b458-6544-4859-ba08-b4e300328573 6170b458-6544-4859-ba08-b4e300328573 Fri, 12 May 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-readiness-planning-fees-and-couples-financial-goals 401k Decisions, Vesting Schedules and Retirement Tax Questions 401k Decisions, Vesting Schedules and Retirement Tax Questions Coach Pete and the America’s 401k team discuss employer retirement plans, vesting schedules and profit sharing. The conversation examines emotional responses to market movements and questions about account decisions.

The episode also considers tax deferral and future retirement income. Discussions of financial resources and broker misconduct emphasize understanding account details and asking questions before taking action.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss employer retirement plans, vesting schedules and profit sharing. The conversation examines emotional responses to market movements and questions about account decisions.

The episode also considers tax deferral and future retirement income. Discussions of financial resources and broker misconduct emphasize understanding account details and asking questions before taking action.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss employer retirement plans, vesting schedules and profit sharing. The conversation examines emotional responses to market movements and questions about account decisions. americas-401k full-episode retirement-planning retirement-income 401k tax-planning market-risk financial-advisors retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, market-risk, financial-advisors, retirement-lifestyle full Coach Pete D'Arruda 0190afe8-7d5c-4b6b-a6d2-b4e3003118e9 0190afe8-7d5c-4b6b-a6d2-b4e3003118e9 Fri, 05 May 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/401k-decisions-vesting-schedules-and-retirement-tax-questions Retirement Planning Questions, Living Benefits and Household Costs Retirement Planning Questions, Living Benefits and Household Costs Coach Pete and the America’s 401k team work through retirement planning questions. The conversation considers diversification, market fluctuations and the effect of rising household costs.

The episode also discusses life insurance living benefits and future care expenses. The team examines asking about personal needs and reviewing how the pieces of a financial plan fit together.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement planning questions. The conversation considers diversification, market fluctuations and the effect of rising household costs.

The episode also discusses life insurance living benefits and future care expenses. The team examines asking about personal needs and reviewing how the pieces of a financial plan fit together.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement planning questions. The conversation considers diversification, market fluctuations and the effect of rising household costs. americas-401k full-episode retirement-planning 401k market-risk insurance long-term-care americas-401k, full-episode, retirement-planning, 401k, market-risk, insurance, long-term-care full Coach Pete D'Arruda 655dc059-7404-44e5-b680-b4e3002feff1 655dc059-7404-44e5-b680-b4e3002feff1 Fri, 28 Apr 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-planning-questions-living-benefits-and-household-costs Crypto Volatility, Financial Fraud and Retirement Goals Crypto Volatility, Financial Fraud and Retirement Goals Coach Pete and the America’s 401k team discuss cryptocurrency volatility and the questions to ask about investment information. Financial fraud concerns and fear of missing out are among the topics.

The episode also considers retirement expectations and discussing goals with a spouse. Inflation, interest rates and household costs raise questions about checking the assumptions in a retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility and the questions to ask about investment information. Financial fraud concerns and fear of missing out are among the topics.

The episode also considers retirement expectations and discussing goals with a spouse. Inflation, interest rates and household costs raise questions about checking the assumptions in a retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility and the questions to ask about investment information. Financial fraud concerns and fear of missing out are among the topics. americas-401k full-episode retirement-planning 401k inflation market-risk investing americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, investing full Coach Pete D'Arruda 35f77a38-74ae-47d8-a676-b4e3002ec388 35f77a38-74ae-47d8-a676-b4e3002ec388 Fri, 21 Apr 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/crypto-volatility-financial-fraud-and-retirement-goals Retirement Goals, Portfolio Risk and Investment Costs Retirement Goals, Portfolio Risk and Investment Costs Coach Pete and the America’s 401k team discuss personal retirement goals and the shift from saving to drawing on a portfolio. The conversation considers how market risk and the roles of different resources change near retirement.

The episode also examines investment costs and retirement income examples. The team discusses reviewing account details and asking how a plan supports the household’s future needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss personal retirement goals and the shift from saving to drawing on a portfolio. The conversation considers how market risk and the roles of different resources change near retirement.

The episode also examines investment costs and retirement income examples. The team discusses reviewing account details and asking how a plan supports the household’s future needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss personal retirement goals and the shift from saving to drawing on a portfolio. The conversation considers how market risk and the roles of different resources change near retirement. americas-401k full-episode retirement-planning retirement-income 401k market-risk investment-fees investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, investment-fees, investing full Coach Pete D'Arruda f584029d-db71-4119-83dc-b4e3002dbc5f f584029d-db71-4119-83dc-b4e3002dbc5f Fri, 14 Apr 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-goals-portfolio-risk-and-investment-costs Financial Education, Retirement Income and Roth Legacy Goals Financial Education, Retirement Income and Roth Legacy Goals Coach Pete and the America’s 401k team discuss reviewing retirement resources and understanding future income. The conversation considers flexibility and the balance between risk, safety and income needs.

The episode also explores Roth accounts and family legacy goals. Financial education, asking questions and clarifying personal plans are recurring themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing retirement resources and understanding future income. The conversation considers flexibility and the balance between risk, safety and income needs.

The episode also explores Roth accounts and family legacy goals. Financial education, asking questions and clarifying personal plans are recurring themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing retirement resources and understanding future income. The conversation considers flexibility and the balance between risk, safety and income needs. americas-401k full-episode retirement-planning retirement-income 401k roth-accounts estate-planning financial-literacy americas-401k, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, estate-planning, financial-literacy full Coach Pete D'Arruda 44450f8c-a920-4512-b6d1-b4e3002c9124 44450f8c-a920-4512-b6d1-b4e3002c9124 Fri, 07 Apr 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/financial-education-retirement-income-and-roth-legacy-goals Inflation, Retirement Purpose and Life Satisfaction Inflation, Retirement Purpose and Life Satisfaction Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career.

A guest discussion explores the roles of money, relationships, health and purpose in life satisfaction. The episode also considers retirement income and planning for the years after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career.

A guest discussion explores the roles of money, relationships, health and purpose in life satisfaction. The episode also considers retirement income and planning for the years after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career. americas-401k full-episode retirement-planning retirement-income 401k inflation americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation full Coach Pete D'Arruda 5f93eeaa-811d-402c-a6e3-b4e3002b78b6 5f93eeaa-811d-402c-a6e3-b4e3002b78b6 Fri, 17 Mar 2023 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/inflation-retirement-purpose-and-life-satisfaction Retirement Readiness, Planning Fees and Learning from Past Decisions Retirement Readiness, Planning Fees and Learning from Past Decisions Coach Pete and the America’s 401k team discuss retirement readiness and coordinating financial resources. The conversation considers planning costs and the questions to ask about fees and account returns.

An author discussion explores learning from decisions at different life stages. The episode also considers retirement income examples and why feeling overwhelmed can lead to postponing important financial questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and coordinating financial resources. The conversation considers planning costs and the questions to ask about fees and account returns.

An author discussion explores learning from decisions at different life stages. The episode also considers retirement income examples and why feeling overwhelmed can lead to postponing important financial questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and coordinating financial resources. The conversation considers planning costs and the questions to ask about fees and account returns. americas-401k full-episode retirement-planning retirement-income 401k investment-fees americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees full Coach Pete D'Arruda 5170f561-302d-4658-9d7a-b4e3005fdd55 5170f561-302d-4658-9d7a-b4e3005fdd55 Fri, 24 Feb 2023 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-readiness-planning-fees-and-learning-from-past-decisions-1 401k Features, Employer Matches and Vesting Questions 401k Features, Employer Matches and Vesting Questions Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements.

The episode also examines emotional reactions to market movements and the different roles of savings and retirement income. The team discusses asking how a plan’s resources support future needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements.

The episode also examines emotional reactions to market movements and the different roles of savings and retirement income. The team discusses asking how a plan’s resources support future needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle full Coach Pete D'Arruda 2165ba1c-ea4c-4a45-876c-b4e3005e84a2 2165ba1c-ea4c-4a45-876c-b4e3005e84a2 Fri, 17 Feb 2023 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/401k-features-employer-matches-and-vesting-questions-2 Financial Rules of Thumb, Diversification and Retirement Budgets Financial Rules of Thumb, Diversification and Retirement Budgets Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 710ffa01-a87f-4bb0-8afe-b4e3005c17f5 710ffa01-a87f-4bb0-8afe-b4e3005c17f5 Fri, 10 Feb 2023 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/financial-rules-of-thumb-diversification-and-retirement-budgets-3 Cryptocurrency Risk, Inflation and Retirement Expectations Cryptocurrency Risk, Inflation and Retirement Expectations Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices. americas-401k full-episode retirement-planning retirement-income 401k inflation market-risk financial-literacy investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation, market-risk, financial-literacy, investing full Coach Pete D'Arruda e2c757ae-b7f0-42a7-8bb3-b4e3005acc9e e2c757ae-b7f0-42a7-8bb3-b4e3005acc9e Fri, 03 Feb 2023 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/cryptocurrency-risk-inflation-and-retirement-expectations-4 Inflation, Retirement Purpose and Life Satisfaction Inflation, Retirement Purpose and Life Satisfaction Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career.

A guest discussion explores the roles of money, relationships, health and purpose in life satisfaction. The episode also considers retirement income and planning for the years after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career.

A guest discussion explores the roles of money, relationships, health and purpose in life satisfaction. The episode also considers retirement income and planning for the years after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career. americas-401k full-episode retirement-planning retirement-income 401k inflation americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation full Coach Pete D'Arruda 1611318d-8d5d-4958-92ee-b4e30059a2db 1611318d-8d5d-4958-92ee-b4e30059a2db Fri, 27 Jan 2023 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/inflation-retirement-purpose-and-life-satisfaction-3 Personal Goals, Investment Costs and Retirement Withdrawals Personal Goals, Investment Costs and Retirement Withdrawals Coach Pete and the America’s 401k team discuss building a plan around personal retirement goals. The conversation examines the transition from accumulating savings to drawing on those resources.

The episode also considers investment costs, portfolio risk and retirement income examples. The team discusses reviewing account details and asking how different parts of a financial plan fit together.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss building a plan around personal retirement goals. The conversation examines the transition from accumulating savings to drawing on those resources.

The episode also considers investment costs, portfolio risk and retirement income examples. The team discusses reviewing account details and asking how different parts of a financial plan fit together.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss building a plan around personal retirement goals. The conversation examines the transition from accumulating savings to drawing on those resources. americas-401k full-episode retirement-planning retirement-income 401k investment-fees investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees, investing full Coach Pete D'Arruda c6fa803f-891f-4be7-bfbd-b4e3005882cd c6fa803f-891f-4be7-bfbd-b4e3005882cd Fri, 20 Jan 2023 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/personal-goals-investment-costs-and-retirement-withdrawals-1 Retirement Readiness, Planning Fees and Learning from Past Decisions Retirement Readiness, Planning Fees and Learning from Past Decisions Coach Pete and the America’s 401k team discuss retirement readiness and coordinating financial resources. The conversation considers planning costs and the questions to ask about fees and account returns.

An author discussion explores learning from decisions at different life stages. The episode also considers retirement income examples and why feeling overwhelmed can lead to postponing important financial questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and coordinating financial resources. The conversation considers planning costs and the questions to ask about fees and account returns.

An author discussion explores learning from decisions at different life stages. The episode also considers retirement income examples and why feeling overwhelmed can lead to postponing important financial questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and coordinating financial resources. The conversation considers planning costs and the questions to ask about fees and account returns. americas-401k full-episode retirement-planning retirement-income 401k investment-fees americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees full Coach Pete D'Arruda b1115e0b-f2c6-4b41-955b-b4e300575461 b1115e0b-f2c6-4b41-955b-b4e300575461 Fri, 13 Jan 2023 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-readiness-planning-fees-and-learning-from-past-decisions Retirement Income, Roth Accounts and Organizing Financial Records Retirement Income, Roth Accounts and Organizing Financial Records Coach Pete and the America’s 401k team discuss reviewing a retirement plan and organizing account information. The conversation considers future income, flexibility and the questions that help clarify a household’s financial position.

The episode also explores Roth accounts and family legacy goals. Financial education and understanding the resources available for retirement are recurring themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing a retirement plan and organizing account information. The conversation considers future income, flexibility and the questions that help clarify a household’s financial position.

The episode also explores Roth accounts and family legacy goals. Financial education and understanding the resources available for retirement are recurring themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing a retirement plan and organizing account information. The conversation considers future income, flexibility and the questions that help clarify a household’s financial position. americas-401k full-episode retirement-planning retirement-income 401k roth-accounts estate-planning financial-literacy americas-401k, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, estate-planning, financial-literacy full Coach Pete D'Arruda 22f5ee37-2350-4b89-b8cc-b4e3004fd3b0 22f5ee37-2350-4b89-b8cc-b4e3004fd3b0 Fri, 06 Jan 2023 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-income-roth-accounts-and-organizing-financial-records-1 Retirement Checklists, Future Care and Inflation Questions Retirement Checklists, Future Care and Inflation Questions Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans.

The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans.

The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans. americas-401k full-episode retirement-planning 401k inflation market-risk insurance long-term-care americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, insurance, long-term-care full Coach Pete D'Arruda a9107c53-134d-4f71-89be-b4e3004e7c74 a9107c53-134d-4f71-89be-b4e3004e7c74 Fri, 30 Dec 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-checklists-future-care-and-inflation-questions-1 Holiday Spending, Financial Education and Family Stories Holiday Spending, Financial Education and Family Stories Coach Pete and the America’s 401k team share a holiday conversation about financial education for children and grandchildren. The discussion considers saving, investment habits and family goals.

The episode also explores the costs behind holiday gift lists, favourite Christmas films and family memories. Stories from the team connect money conversations with the season’s traditions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team share a holiday conversation about financial education for children and grandchildren. The discussion considers saving, investment habits and family goals.

The episode also explores the costs behind holiday gift lists, favourite Christmas films and family memories. Stories from the team connect money conversations with the season’s traditions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team share a holiday conversation about financial education for children and grandchildren. The discussion considers saving, investment habits and family goals. americas-401k full-episode 401k financial-literacy retirement-lifestyle investing americas-401k, full-episode, 401k, financial-literacy, retirement-lifestyle, investing full Coach Pete D'Arruda 97c7c171-22ec-4c9e-b96a-b4e3004d1fe1 97c7c171-22ec-4c9e-b96a-b4e3004d1fe1 Fri, 23 Dec 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/holiday-spending-financial-education-and-family-stories Working in Retirement, Inflation and Income Planning Working in Retirement, Inflation and Income Planning Coach Pete and the America’s 401k team discuss the advantages and drawbacks of working after retirement. The conversation considers staying active and the practical effect of earning additional income.

The episode also examines inflation, changing package sizes and retirement income planning. The team discusses reviewing the roles of core resources, market exposure and money intended for future family needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the advantages and drawbacks of working after retirement. The conversation considers staying active and the practical effect of earning additional income.

The episode also examines inflation, changing package sizes and retirement income planning. The team discusses reviewing the roles of core resources, market exposure and money intended for future family needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the advantages and drawbacks of working after retirement. The conversation considers staying active and the practical effect of earning additional income. americas-401k full-episode retirement-planning retirement-income 401k inflation market-risk americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation, market-risk full Coach Pete D'Arruda 2c71af71-c83d-4a56-a25c-b4e3004bb871 2c71af71-c83d-4a56-a25c-b4e3004bb871 Fri, 16 Dec 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/working-in-retirement-inflation-and-income-planning Financial Rules of Thumb, Diversification and Retirement Budgets Financial Rules of Thumb, Diversification and Retirement Budgets Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 9bfc2190-dafa-4286-b6d4-b4e30046cb0f 9bfc2190-dafa-4286-b6d4-b4e30046cb0f Fri, 09 Dec 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/financial-rules-of-thumb-diversification-and-retirement-budgets-2 401k Features, Employer Matches and Vesting Questions 401k Features, Employer Matches and Vesting Questions Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements.

The episode also examines emotional reactions to market movements and the different roles of savings and retirement income. The team discusses asking how a plan’s resources support future needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements.

The episode also examines emotional reactions to market movements and the different roles of savings and retirement income. The team discusses asking how a plan’s resources support future needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle full Coach Pete D'Arruda 1dc96450-062e-4b81-80a2-b4e300441c37 1dc96450-062e-4b81-80a2-b4e300441c37 Fri, 02 Dec 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/401k-features-employer-matches-and-vesting-questions-1 Cryptocurrency Risk, Inflation and Retirement Expectations Cryptocurrency Risk, Inflation and Retirement Expectations Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices. americas-401k full-episode retirement-planning retirement-income 401k inflation market-risk financial-literacy investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation, market-risk, financial-literacy, investing full Coach Pete D'Arruda 00ec8308-a245-42df-b76c-b4e30042d2a2 00ec8308-a245-42df-b76c-b4e30042d2a2 Fri, 25 Nov 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/cryptocurrency-risk-inflation-and-retirement-expectations-3 Market Volatility, Inflation and Employer Match Questions Market Volatility, Inflation and Employer Match Questions The America’s 401k team discusses market volatility, inflation and reviewing financial choices. The conversation considers retirement income and understanding the different options available within a plan.

The episode also works through an income example and a listener’s question about an employer match paid in company stock. Vesting requirements and reviewing plan-specific investment options are among the topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k team discusses market volatility, inflation and reviewing financial choices. The conversation considers retirement income and understanding the different options available within a plan.

The episode also works through an income example and a listener’s question about an employer match paid in company stock. Vesting requirements and reviewing plan-specific investment options are among the topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k team discusses market volatility, inflation and reviewing financial choices. The conversation considers retirement income and understanding the different options available within a plan. americas-401k full-episode retirement-planning retirement-income 401k inflation market-risk investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation, market-risk, investing full Coach Pete D'Arruda b2512ac2-54a2-4048-9f6a-b4e30045605a b2512ac2-54a2-4048-9f6a-b4e30045605a Fri, 18 Nov 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/market-volatility-inflation-and-employer-match-questions Housing Prices, Mortgage Rates and Major Technology Stocks Housing Prices, Mortgage Rates and Major Technology Stocks Coach Pete and the America’s 401k team discuss housing market changes and mortgage rates. The conversation examines questions facing buyers and sellers as borrowing costs and household expenses change.

The episode also introduces major technology-stock groupings and includes a look back at historical events. The housing discussion considers why some sellers reconsider their plans.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss housing market changes and mortgage rates. The conversation examines questions facing buyers and sellers as borrowing costs and household expenses change.

The episode also introduces major technology-stock groupings and includes a look back at historical events. The housing discussion considers why some sellers reconsider their plans.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss housing market changes and mortgage rates. The conversation examines questions facing buyers and sellers as borrowing costs and household expenses change. americas-401k full-episode 401k market-risk debt-and-mortgages investing americas-401k, full-episode, 401k, market-risk, debt-and-mortgages, investing full Coach Pete D'Arruda fa5339b8-7899-4c38-a9a5-b4e3004166cf fa5339b8-7899-4c38-a9a5-b4e3004166cf Fri, 11 Nov 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/housing-prices-mortgage-rates-and-major-technology-stocks Retirement Readiness, Planning Fees and Couples’ Financial Goals Retirement Readiness, Planning Fees and Couples’ Financial Goals Coach Pete and the America’s 401k team discuss retirement readiness and the difference between having accounts and having a coordinated plan. The conversation considers fees, financial fraud concerns and organizing retirement resources.

The episode also examines how couples discuss spending, saving and their preferred retirement lifestyle. Income examples and questions about procrastination connect personal goals with reviewing a household’s financial position.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and the difference between having accounts and having a coordinated plan. The conversation considers fees, financial fraud concerns and organizing retirement resources.

The episode also examines how couples discuss spending, saving and their preferred retirement lifestyle. Income examples and questions about procrastination connect personal goals with reviewing a household’s financial position.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and the difference between having accounts and having a coordinated plan. The conversation considers fees, financial fraud concerns and organizing retirement resources. americas-401k full-episode retirement-planning 401k investment-fees retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, investment-fees, retirement-lifestyle full Coach Pete D'Arruda 54d0aef7-6a5a-498d-a956-b4e3003f3e6f 54d0aef7-6a5a-498d-a956-b4e3003f3e6f Fri, 28 Oct 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-readiness-planning-fees-and-couples-financial-goals-2 Precious Metals, Investment Costs and Roth Contribution Questions Precious Metals, Investment Costs and Roth Contribution Questions Coach Pete and the America’s 401k team discuss precious-metal advertising and the roles of different investments in a retirement plan. The conversation considers investment costs, frequent trading and reviewing expectations for future goals.

The episode also addresses a listener’s question about traditional and Roth employer retirement accounts. The team discusses the personal details to consider when reviewing contribution choices.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss precious-metal advertising and the roles of different investments in a retirement plan. The conversation considers investment costs, frequent trading and reviewing expectations for future goals.

The episode also addresses a listener’s question about traditional and Roth employer retirement accounts. The team discusses the personal details to consider when reviewing contribution choices.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss precious-metal advertising and the roles of different investments in a retirement plan. The conversation considers investment costs, frequent trading and reviewing expectations for future goals. americas-401k full-episode retirement-planning 401k roth-accounts investment-fees investing americas-401k, full-episode, retirement-planning, 401k, roth-accounts, investment-fees, investing full Coach Pete D'Arruda 1ab53999-216c-42e6-96a1-b4e3004057ca 1ab53999-216c-42e6-96a1-b4e3004057ca Fri, 21 Oct 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/precious-metals-investment-costs-and-roth-contribution-questions 401(k) Contributions, Annuity Fees, and Exchange Questions 401(k) Contributions, Annuity Fees, and Exchange Questions Coach Pete and the team discuss 401(k) contributions and the decisions involved in saving for retirement. The conversation explores the relationship between employer matches and a household's longer-term savings priorities.

The episode also considers variable annuity fees, commissions, and contract reviews. The team discusses annuity exchange questions as part of evaluating an existing financial arrangement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss 401(k) contributions and the decisions involved in saving for retirement. The conversation explores the relationship between employer matches and a household's longer-term savings priorities.

The episode also considers variable annuity fees, commissions, and contract reviews. The team discusses annuity exchange questions as part of evaluating an existing financial arrangement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss 401(k) contributions and the decisions involved in saving for retirement. The conversation explores the relationship between employer matches and a household's longer-term savings priorities. americas-401k full-episode retirement-planning 401k annuities investment-fees americas-401k, full-episode, retirement-planning, 401k, annuities, investment-fees full Coach Pete D'Arruda f9f1ce4b-5b61-4c78-b247-b4e200013fb5 f9f1ce4b-5b61-4c78-b247-b4e200013fb5 Fri, 14 Oct 2022 10:00:00 +0000 3105 https://omny.fm/shows/americas-401k-show-with-coach-pete/401-k-contributions-annuity-fees-and-exchange-questions Inflation, Retirement Purpose and Life Satisfaction Inflation, Retirement Purpose and Life Satisfaction Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career.

A guest discussion explores the roles of money, relationships, health and purpose in life satisfaction. The episode also considers retirement income and planning for the years after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career.

A guest discussion explores the roles of money, relationships, health and purpose in life satisfaction. The episode also considers retirement income and planning for the years after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career. americas-401k full-episode retirement-planning retirement-income 401k inflation americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation full Coach Pete D'Arruda 1b6f12b9-b531-41d9-b96c-b4e3003dfc76 1b6f12b9-b531-41d9-b96c-b4e3003dfc76 Fri, 07 Oct 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/inflation-retirement-purpose-and-life-satisfaction-2 Retirement Income Taxes, Spending, and a Second Opinion Retirement Income Taxes, Spending, and a Second Opinion The team on America's 401k Show discusses household spending and questions about different types of retirement income. The conversation explores taxes and the account choices being considered at the time of recording.

The episode also examines drawing on assets during a market downturn. The team discusses a second opinion and reviewing how an income plan fits a household's needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses household spending and questions about different types of retirement income. The conversation explores taxes and the account choices being considered at the time of recording.

The episode also examines drawing on assets during a market downturn. The team discusses a second opinion and reviewing how an income plan fits a household's needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses household spending and questions about different types of retirement income. The conversation explores taxes and the account choices being considered at the time of recording. americas-401k full-episode retirement-planning retirement-income 401k tax-planning market-risk retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, market-risk, retirement-lifestyle full Coach Pete D'Arruda 819e5936-fde0-4598-9691-b4e200023a95 819e5936-fde0-4598-9691-b4e200023a95 Fri, 30 Sep 2022 10:00:00 +0000 2282 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-income-taxes-spending-and-a-second-opinion Cryptocurrency Risk, Inflation and Retirement Expectations Cryptocurrency Risk, Inflation and Retirement Expectations Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices. americas-401k full-episode retirement-planning retirement-income 401k inflation market-risk financial-literacy investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation, market-risk, financial-literacy, investing full Coach Pete D'Arruda 45f7ebd4-e20b-4940-8a40-b4e3003cc586 45f7ebd4-e20b-4940-8a40-b4e3003cc586 Fri, 09 Sep 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/cryptocurrency-risk-inflation-and-retirement-expectations-2 Savings Buckets, 401(k) Questions, and Account Costs Savings Buckets, 401(k) Questions, and Account Costs Coach Pete and the team discuss a bucket approach to retirement planning, using green, yellow, and red to describe different account purposes. The conversation explores cash reserves, liquidity, and retirement income priorities.

The episode also considers 401(k) in-service distributions and account costs. The team discusses reviewing fees and understanding the details of an existing financial arrangement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss a bucket approach to retirement planning, using green, yellow, and red to describe different account purposes. The conversation explores cash reserves, liquidity, and retirement income priorities.

The episode also considers 401(k) in-service distributions and account costs. The team discusses reviewing fees and understanding the details of an existing financial arrangement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss a bucket approach to retirement planning, using green, yellow, and red to describe different account purposes. The conversation explores cash reserves, liquidity, and retirement income priorities. americas-401k full-episode retirement-planning retirement-income 401k investment-fees americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees full Coach Pete D'Arruda 99c691bc-85dd-449f-bb04-b4e2000684ff 99c691bc-85dd-449f-bb04-b4e2000684ff Fri, 02 Sep 2022 10:00:00 +0000 3427 https://omny.fm/shows/americas-401k-show-with-coach-pete/savings-buckets-401-k-questions-and-account-costs 401(k) Rollovers, Asset Allocation, and a Written Plan 401(k) Rollovers, Asset Allocation, and a Written Plan The team on America's 401k Show discusses rollover and conversion questions from listeners. The conversation explores combining accounts and considering how different assets fit into a retirement strategy.

The episode also covers asset allocation and inflation concerns. The team discusses a written plan that connects employer accounts, other investments, and household goals.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses rollover and conversion questions from listeners. The conversation explores combining accounts and considering how different assets fit into a retirement strategy.

The episode also covers asset allocation and inflation concerns. The team discusses a written plan that connects employer accounts, other investments, and household goals.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses rollover and conversion questions from listeners. The conversation explores combining accounts and considering how different assets fit into a retirement strategy. americas-401k full-episode retirement-planning 401k inflation market-risk investing americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, investing full Coach Pete D'Arruda 9bd30848-0a9c-4f37-8e0b-b4e200088267 9bd30848-0a9c-4f37-8e0b-b4e200088267 Fri, 19 Aug 2022 10:00:00 +0000 2087 https://omny.fm/shows/americas-401k-show-with-coach-pete/401-k-rollovers-asset-allocation-and-a-written-plan Global Markets, Retirement Packages, and Planning Ahead Global Markets, Retirement Packages, and Planning Ahead The team on America's 401k Show discusses market corrections and comparisons among different countries' investment markets. The conversation considers the expectations investors bring to a changing economy.

The episode also explores retirement packages, job changes, and future income needs. The team discusses the difference between a short-term response and a longer-term financial plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses market corrections and comparisons among different countries' investment markets. The conversation considers the expectations investors bring to a changing economy.

The episode also explores retirement packages, job changes, and future income needs. The team discusses the difference between a short-term response and a longer-term financial plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses market corrections and comparisons among different countries' investment markets. The conversation considers the expectations investors bring to a changing economy. americas-401k full-episode retirement-planning 401k market-risk investing americas-401k, full-episode, retirement-planning, 401k, market-risk, investing full Coach Pete D'Arruda 37c1ffb1-cd92-4cd4-9f81-b4e200095553 37c1ffb1-cd92-4cd4-9f81-b4e200095553 Fri, 12 Aug 2022 10:00:00 +0000 3205 https://omny.fm/shows/americas-401k-show-with-coach-pete/global-markets-retirement-packages-and-planning-ahead Retirement Readiness, Planning Fees and Couples’ Financial Goals Retirement Readiness, Planning Fees and Couples’ Financial Goals Coach Pete and the America’s 401k team discuss retirement readiness and the difference between having accounts and having a coordinated plan. The conversation considers fees, financial fraud concerns and organizing retirement resources.

The episode also examines how couples discuss spending, saving and their preferred retirement lifestyle. Income examples and questions about procrastination connect personal goals with reviewing a household’s financial position.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and the difference between having accounts and having a coordinated plan. The conversation considers fees, financial fraud concerns and organizing retirement resources.

The episode also examines how couples discuss spending, saving and their preferred retirement lifestyle. Income examples and questions about procrastination connect personal goals with reviewing a household’s financial position.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and the difference between having accounts and having a coordinated plan. The conversation considers fees, financial fraud concerns and organizing retirement resources. americas-401k full-episode retirement-planning 401k investment-fees retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, investment-fees, retirement-lifestyle full Coach Pete D'Arruda 3e00acb1-ca2a-44c0-81a6-b4e3003b7e18 3e00acb1-ca2a-44c0-81a6-b4e3003b7e18 Fri, 05 Aug 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-readiness-planning-fees-and-couples-financial-goals-1 Inflation, Retirement Purpose and Life Satisfaction Inflation, Retirement Purpose and Life Satisfaction Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career.

A guest discussion explores the roles of money, relationships, health and purpose in life satisfaction. The episode also considers retirement income and planning for the years after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career.

A guest discussion explores the roles of money, relationships, health and purpose in life satisfaction. The episode also considers retirement income and planning for the years after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career. americas-401k full-episode retirement-planning retirement-income 401k inflation americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation full Coach Pete D'Arruda be61da8b-f2da-4b32-a23c-b4e3003a1cec be61da8b-f2da-4b32-a23c-b4e3003a1cec Fri, 29 Jul 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/inflation-retirement-purpose-and-life-satisfaction-1 Cryptocurrency Risk, Inflation and Retirement Expectations Cryptocurrency Risk, Inflation and Retirement Expectations Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices. americas-401k full-episode retirement-planning retirement-income 401k inflation market-risk financial-literacy investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation, market-risk, financial-literacy, investing full Coach Pete D'Arruda 9b3204ec-782b-430e-b39b-b4e30038f8cb 9b3204ec-782b-430e-b39b-b4e30038f8cb Fri, 22 Jul 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/cryptocurrency-risk-inflation-and-retirement-expectations-1 Financial Rules of Thumb, Diversification and Retirement Budgets Financial Rules of Thumb, Diversification and Retirement Budgets Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda c8708aef-1c41-4568-be3c-b4e30033e1cf c8708aef-1c41-4568-be3c-b4e30033e1cf Fri, 15 Jul 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/financial-rules-of-thumb-diversification-and-retirement-budgets-1 Retirement Checklists, Future Care and Inflation Questions Retirement Checklists, Future Care and Inflation Questions Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans.

The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans.

The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans. americas-401k full-episode retirement-planning 401k inflation market-risk insurance long-term-care americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, insurance, long-term-care full Coach Pete D'Arruda a0f5b719-a029-4a6f-93b6-b4e3008ddf01 a0f5b719-a029-4a6f-93b6-b4e3008ddf01 Fri, 08 Jul 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-checklists-future-care-and-inflation-questions-4 Bear Markets, Debt and Couples’ Retirement Plans Bear Markets, Debt and Couples’ Retirement Plans The America’s 401k team discusses market volatility and reviewing whether a financial plan supports retirement goals. The conversation considers debt, personal readiness and the questions to ask as retirement approaches.

The episode also explores communicating financial choices with a spouse. A listener’s question about inherited gold leads to a discussion of precious metals and investment risk.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k team discusses market volatility and reviewing whether a financial plan supports retirement goals. The conversation considers debt, personal readiness and the questions to ask as retirement approaches.

The episode also explores communicating financial choices with a spouse. A listener’s question about inherited gold leads to a discussion of precious metals and investment risk.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k team discusses market volatility and reviewing whether a financial plan supports retirement goals. The conversation considers debt, personal readiness and the questions to ask as retirement approaches. americas-401k full-episode retirement-planning 401k estate-planning market-risk debt-and-mortgages investing americas-401k, full-episode, retirement-planning, 401k, estate-planning, market-risk, debt-and-mortgages, investing full Coach Pete D'Arruda 4f507a5d-592f-4e01-a400-b4e300904e97 4f507a5d-592f-4e01-a400-b4e300904e97 Fri, 01 Jul 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/bear-markets-debt-and-couples-retirement-plans Longevity, Market Conditions, and Advisor Independence Longevity, Market Conditions, and Advisor Independence The team on America's 401k Show discusses the possibility of a long retirement and the income questions it raises. The conversation also considers inflation and changing market conditions.

The episode explores advisor independence and the financial tools available in different planning relationships. The team connects those choices with taxes, healthcare costs, and personal retirement priorities.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses the possibility of a long retirement and the income questions it raises. The conversation also considers inflation and changing market conditions.

The episode explores advisor independence and the financial tools available in different planning relationships. The team connects those choices with taxes, healthcare costs, and personal retirement priorities.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses the possibility of a long retirement and the income questions it raises. The conversation also considers inflation and changing market conditions. americas-401k full-episode retirement-planning 401k tax-planning inflation market-risk financial-advisors americas-401k, full-episode, retirement-planning, 401k, tax-planning, inflation, market-risk, financial-advisors full Coach Pete D'Arruda 3427b029-aefb-49be-a573-b4e2000d823c 3427b029-aefb-49be-a573-b4e2000d823c Fri, 24 Jun 2022 10:00:00 +0000 2975 https://omny.fm/shows/americas-401k-show-with-coach-pete/longevity-market-conditions-and-advisor-independence Healthcare Costs, Advisor Relationships, and a Retirement Review Healthcare Costs, Advisor Relationships, and a Retirement Review The team on America's 401k Show discusses inflation and healthcare costs as parts of a retirement review. The conversation considers Medicare questions and the expenses a household may need to evaluate.

The episode also explores communication and trust in an advisor relationship. The team discusses reviewing account costs, performance, and personal goals before deciding whether to make a change.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses inflation and healthcare costs as parts of a retirement review. The conversation considers Medicare questions and the expenses a household may need to evaluate.

The episode also explores communication and trust in an advisor relationship. The team discusses reviewing account costs, performance, and personal goals before deciding whether to make a change.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses inflation and healthcare costs as parts of a retirement review. The conversation considers Medicare questions and the expenses a household may need to evaluate. americas-401k full-episode retirement-planning 401k inflation investment-fees financial-advisors americas-401k, full-episode, retirement-planning, 401k, inflation, investment-fees, financial-advisors full Coach Pete D'Arruda 2cfb7daf-b5be-41cd-8ea6-b4e20014b3c3 2cfb7daf-b5be-41cd-8ea6-b4e20014b3c3 Fri, 17 Jun 2022 10:00:00 +0000 3001 https://omny.fm/shows/americas-401k-show-with-coach-pete/healthcare-costs-advisor-relationships-and-a-retirement-review Bond Questions, Retirement Budgets, and a Personal Plan Bond Questions, Retirement Budgets, and a Personal Plan The team on America's 401k Show discusses bonds and changing interest rates. The conversation considers the questions involved in adjusting an investment portfolio during a market downturn.

The episode also explores retirement spending assumptions and revising a household budget. The team discusses planning around individual goals and circumstances rather than a standard template.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses bonds and changing interest rates. The conversation considers the questions involved in adjusting an investment portfolio during a market downturn.

The episode also explores retirement spending assumptions and revising a household budget. The team discusses planning around individual goals and circumstances rather than a standard template.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The team on America's 401k Show discusses bonds and changing interest rates. The conversation considers the questions involved in adjusting an investment portfolio during a market downturn. americas-401k full-episode retirement-planning 401k market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, 401k, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 765e40be-cd4e-4aae-87e1-b4e2001503ce 765e40be-cd4e-4aae-87e1-b4e2001503ce Fri, 10 Jun 2022 10:00:00 +0000 3272 https://omny.fm/shows/americas-401k-show-with-coach-pete/bond-questions-retirement-budgets-and-a-personal-plan Market Corrections, Account Buckets and Retirement Readiness Market Corrections, Account Buckets and Retirement Readiness The America’s 401k team discusses preparing for market downturns and reviewing the purposes of different accounts. The conversation considers how protected resources and market exposure fit into a personal plan.

The episode also shares a long-term saving story and discusses retirement income gaps. Medicare enrollment planning and simplifying financial decisions are among the readiness questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k team discusses preparing for market downturns and reviewing the purposes of different accounts. The conversation considers how protected resources and market exposure fit into a personal plan.

The episode also shares a long-term saving story and discusses retirement income gaps. Medicare enrollment planning and simplifying financial decisions are among the readiness questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k team discusses preparing for market downturns and reviewing the purposes of different accounts. The conversation considers how protected resources and market exposure fit into a personal plan. americas-401k full-episode retirement-planning retirement-income 401k market-risk americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk full Coach Pete D'Arruda 5f18a583-ecc8-4b24-81e4-b4e3008ca61c 5f18a583-ecc8-4b24-81e4-b4e3008ca61c Fri, 27 May 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/market-corrections-account-buckets-and-retirement-readiness-1 Financial Rules of Thumb, Diversification and Retirement Budgets Financial Rules of Thumb, Diversification and Retirement Budgets Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda fc6729d4-d7ee-4258-8525-b4e30089a4f6 fc6729d4-d7ee-4258-8525-b4e30089a4f6 Fri, 06 May 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/financial-rules-of-thumb-diversification-and-retirement-budgets-5 Retirement Readiness, Planning Fees and Learning from Past Decisions Retirement Readiness, Planning Fees and Learning from Past Decisions Coach Pete and the America’s 401k team discuss retirement readiness and coordinating financial resources. The conversation considers planning costs and the questions to ask about fees and account returns.

An author discussion explores learning from decisions at different life stages. The episode also considers retirement income examples and why feeling overwhelmed can lead to postponing important financial questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and coordinating financial resources. The conversation considers planning costs and the questions to ask about fees and account returns.

An author discussion explores learning from decisions at different life stages. The episode also considers retirement income examples and why feeling overwhelmed can lead to postponing important financial questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and coordinating financial resources. The conversation considers planning costs and the questions to ask about fees and account returns. americas-401k full-episode retirement-planning retirement-income 401k investment-fees americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees full Coach Pete D'Arruda 2aa03235-afdc-47f3-906a-b4e3008865d9 2aa03235-afdc-47f3-906a-b4e3008865d9 Fri, 29 Apr 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-readiness-planning-fees-and-learning-from-past-decisions-2 Retirement Checklists, Future Care and Inflation Questions Retirement Checklists, Future Care and Inflation Questions Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans.

The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans.

The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans. americas-401k full-episode retirement-planning 401k inflation market-risk insurance long-term-care americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, insurance, long-term-care full Coach Pete D'Arruda db182c03-8e3e-4563-b71c-b4e30087071d db182c03-8e3e-4563-b71c-b4e30087071d Fri, 15 Apr 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-checklists-future-care-and-inflation-questions-3 Inflation, Retirement Purpose and Life Satisfaction Inflation, Retirement Purpose and Life Satisfaction Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career.

A guest discussion explores the roles of money, relationships, health and purpose in life satisfaction. The episode also considers retirement income and planning for the years after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career.

A guest discussion explores the roles of money, relationships, health and purpose in life satisfaction. The episode also considers retirement income and planning for the years after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the transition into retirement. The conversation considers daily routines, personal interests and the meaning of leaving a long career. americas-401k full-episode retirement-planning retirement-income 401k inflation americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation full Coach Pete D'Arruda 8167f595-67eb-4cb0-a003-b4e30084b11f 8167f595-67eb-4cb0-a003-b4e30084b11f Fri, 08 Apr 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/inflation-retirement-purpose-and-life-satisfaction-4 Retirement Income, Market Exposure, and Andrew Hallam on Balance Retirement Income, Market Exposure, and Andrew Hallam on Balance Coach Pete and the America's 401k Show team discuss retirement income and exposure to the stock market. The conversation considers the different purposes of a household's savings.

The episode includes an interview with Andrew Hallam about Balance: How to Invest and Spend for Happiness, Health, and Wealth. The team also answers listener questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss retirement income and exposure to the stock market. The conversation considers the different purposes of a household's savings.

The episode includes an interview with Andrew Hallam about Balance: How to Invest and Spend for Happiness, Health, and Wealth. The team also answers listener questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss retirement income and exposure to the stock market. The conversation considers the different purposes of a household's savings. americas-401k full-episode retirement-planning retirement-income 401k market-risk investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, investing full Coach Pete D'Arruda 9afc619f-4d5f-46b8-8122-ae7c00f33b30 9afc619f-4d5f-46b8-8122-ae7c00f33b30 Fri, 01 Apr 2022 10:00:00 +0000 3239 https://omny.fm/shows/americas-401k-show-with-coach-pete/what-is-the-right-tax-plan Cryptocurrency Questions and Reviewing a Retirement Portfolio Cryptocurrency Questions and Reviewing a Retirement Portfolio Coach Pete and the America's 401k Show team discuss cryptocurrency. The conversation considers how a speculative investment relates to an overall retirement plan.

The episode also includes a Brokers Behaving Badly feature involving cryptocurrency and older investors. The team discusses examining the information behind a financial offer.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss cryptocurrency. The conversation considers how a speculative investment relates to an overall retirement plan.

The episode also includes a Brokers Behaving Badly feature involving cryptocurrency and older investors. The team discusses examining the information behind a financial offer.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss cryptocurrency. The conversation considers how a speculative investment relates to an overall retirement plan. Retirement Retire Plan Income Roth IRA 401k Inflation Hedge Investments Market Strategy SocialSecurity Medicare LongTermCare Cryptocurrency americas-401k full-episode retirement-planning financial-advisors investing Retirement, Retire, Plan, Income, Roth, IRA, 401k, Inflation, Hedge, Investments, Market, Strategy, SocialSecurity, Medicare, LongTermCare, Cryptocurrency, americas-401k, full-episode, retirement-planning, financial-advisors, investing full Coach Pete D'Arruda 3291a551-e51c-4812-a69d-ae6300e26d50 3291a551-e51c-4812-a69d-ae6300e26d50 Fri, 25 Mar 2022 10:00:00 +0000 3270 https://omny.fm/shows/americas-401k-show-with-coach-pete/2022-03-25-americas-401-k-show-this-week-coach-pet Cryptocurrency Risk, Inflation and Retirement Expectations Cryptocurrency Risk, Inflation and Retirement Expectations Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.

The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices. americas-401k full-episode retirement-planning retirement-income 401k inflation market-risk financial-literacy investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation, market-risk, financial-literacy, investing full Coach Pete D'Arruda c5fc562c-2318-483f-9f78-b4e3008355a7 c5fc562c-2318-483f-9f78-b4e3008355a7 Fri, 18 Mar 2022 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/cryptocurrency-risk-inflation-and-retirement-expectations-5 Social Security, Income Gaps and Retirement Readiness Social Security, Income Gaps and Retirement Readiness Coach Pete and the America’s 401k team discuss retirement readiness and Social Security claiming questions. The conversation considers income gaps, spending plans and how debt affects the resources available for later life.

The episode also includes a discussion of pandemic-era employee retention credits for business owners. Questions about financial information and getting a personal plan reviewed connect the different topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and Social Security claiming questions. The conversation considers income gaps, spending plans and how debt affects the resources available for later life.

The episode also includes a discussion of pandemic-era employee retention credits for business owners. Questions about financial information and getting a personal plan reviewed connect the different topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and Social Security claiming questions. The conversation considers income gaps, spending plans and how debt affects the resources available for later life. americas-401k full-episode retirement-planning social-security 401k business-succession retirement-lifestyle debt-and-mortgages americas-401k, full-episode, retirement-planning, social-security, 401k, business-succession, retirement-lifestyle, debt-and-mortgages full Coach Pete D'Arruda d14b7f97-3184-4678-bb49-b4e30085e1ba d14b7f97-3184-4678-bb49-b4e30085e1ba Fri, 11 Mar 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/social-security-income-gaps-and-retirement-readiness Financial Rules of Thumb, Diversification and Retirement Budgets Financial Rules of Thumb, Diversification and Retirement Budgets Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.

The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of managing available resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 48447175-6176-4deb-b1d0-b4e3007110c5 48447175-6176-4deb-b1d0-b4e3007110c5 Fri, 25 Feb 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/financial-rules-of-thumb-diversification-and-retirement-budgets-4 Financial Fill-Ups, Market Risk, and a Visit from Jim Stovall Financial Fill-Ups, Market Risk, and a Visit from Jim Stovall Coach Pete and the America's 401k Show team discuss the financial-fill-up concept. The conversation considers income objectives and the resources intended for retirement.

The episode includes an interview with author Jim Stovall. The team also discusses market risk and reviewing a strategy for later life.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss the financial-fill-up concept. The conversation considers income objectives and the resources intended for retirement.

The episode includes an interview with author Jim Stovall. The team also discusses market risk and reviewing a strategy for later life.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss the financial-fill-up concept. The conversation considers income objectives and the resources intended for retirement. americas-401k full-episode retirement-planning retirement-income 401k market-risk americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk full Coach Pete D'Arruda ffe3e762-817a-49c7-b43f-ae5701025f3d ffe3e762-817a-49c7-b43f-ae5701025f3d Fri, 18 Feb 2022 11:00:00 +0000 3212 https://omny.fm/shows/americas-401k-show-with-coach-pete/the-rules-of-thumb-in-retirement Retirement Checklists, Future Care and Inflation Questions Retirement Checklists, Future Care and Inflation Questions Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans.

The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans.

The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans. americas-401k full-episode retirement-planning 401k inflation market-risk insurance long-term-care americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, insurance, long-term-care full Coach Pete D'Arruda a5ddd0c9-add4-4ca6-aa5b-b4e3006fdbdc a5ddd0c9-add4-4ca6-aa5b-b4e3006fdbdc Fri, 11 Feb 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-checklists-future-care-and-inflation-questions-2 Silver, Gold, Retirement Income, and Listener Questions Silver, Gold, Retirement Income, and Listener Questions Coach Pete and the America's 401k Show team discuss silver and gold. The conversation considers the advantages and disadvantages behind precious metal investments.

The episode also explores retirement income sources. Gregg Berrian joins the team to address listener questions about financial planning.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss silver and gold. The conversation considers the advantages and disadvantages behind precious metal investments.

The episode also explores retirement income sources. Gregg Berrian joins the team to address listener questions about financial planning.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss silver and gold. The conversation considers the advantages and disadvantages behind precious metal investments. americas-401k full-episode retirement-planning retirement-income 401k investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investing full Coach Pete D'Arruda c525a91b-d255-49b9-996d-ae5700fd83e7 c525a91b-d255-49b9-996d-ae5700fd83e7 Fri, 04 Feb 2022 11:00:00 +0000 3268 https://omny.fm/shows/americas-401k-show-with-coach-pete/your-retirement-checklist Market Corrections, Account Buckets and Retirement Readiness Market Corrections, Account Buckets and Retirement Readiness The America’s 401k team discusses preparing for market downturns and reviewing the purposes of different accounts. The conversation considers how protected resources and market exposure fit into a personal plan.

The episode also shares a long-term saving story and discusses retirement income gaps. Medicare enrollment planning and simplifying financial decisions are among the readiness questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k team discusses preparing for market downturns and reviewing the purposes of different accounts. The conversation considers how protected resources and market exposure fit into a personal plan.

The episode also shares a long-term saving story and discusses retirement income gaps. Medicare enrollment planning and simplifying financial decisions are among the readiness questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k team discusses preparing for market downturns and reviewing the purposes of different accounts. The conversation considers how protected resources and market exposure fit into a personal plan. americas-401k full-episode retirement-planning retirement-income 401k market-risk americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk full Coach Pete D'Arruda 27ba944b-54fd-48f8-b0f7-b4e30073f005 27ba944b-54fd-48f8-b0f7-b4e30073f005 Fri, 28 Jan 2022 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/market-corrections-account-buckets-and-retirement-readiness Market Corrections and the Financial Red Zone Market Corrections and the Financial Red Zone Marty Hensley and Gregg Berrian join the America's 401k Show team while Coach Pete is on assignment. The conversation considers preparing a retirement strategy for a market correction.

The episode also explores the financial-red-zone concept. The team discusses reviewing investment risk and household priorities near retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Marty Hensley and Gregg Berrian join the America's 401k Show team while Coach Pete is on assignment. The conversation considers preparing a retirement strategy for a market correction.

The episode also explores the financial-red-zone concept. The team discusses reviewing investment risk and household priorities near retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Marty Hensley and Gregg Berrian join the America's 401k Show team while Coach Pete is on assignment. The conversation considers preparing a retirement strategy for a market correction. americas-401k full-episode retirement-planning 401k market-risk investing americas-401k, full-episode, retirement-planning, 401k, market-risk, investing full Coach Pete D'Arruda fb8fb385-afba-40e3-b2fa-ae5700fd83a5 fb8fb385-afba-40e3-b2fa-ae5700fd83a5 Fri, 21 Jan 2022 11:00:00 +0000 3367 https://omny.fm/shows/americas-401k-show-with-coach-pete/readying-you-retirement-for-the-next-bear-market 401k Decisions, Vesting Schedules and Retirement Tax Questions 401k Decisions, Vesting Schedules and Retirement Tax Questions Coach Pete and the America’s 401k team discuss employer retirement plans, vesting schedules and profit sharing. The conversation examines emotional responses to market movements and questions about account decisions.

The episode also considers tax deferral and future retirement income. Discussions of financial resources and broker misconduct emphasize understanding account details and asking questions before taking action.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss employer retirement plans, vesting schedules and profit sharing. The conversation examines emotional responses to market movements and questions about account decisions.

The episode also considers tax deferral and future retirement income. Discussions of financial resources and broker misconduct emphasize understanding account details and asking questions before taking action.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss employer retirement plans, vesting schedules and profit sharing. The conversation examines emotional responses to market movements and questions about account decisions. americas-401k full-episode retirement-planning retirement-income 401k tax-planning market-risk financial-advisors retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, market-risk, financial-advisors, retirement-lifestyle full Coach Pete D'Arruda fa90194b-2c3a-4a1b-92f5-b4e3006dbb3c fa90194b-2c3a-4a1b-92f5-b4e3006dbb3c Fri, 31 Dec 2021 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/401k-decisions-vesting-schedules-and-retirement-tax-questions-1 Tax Deferral, Retirement Income and Holiday Conversations Tax Deferral, Retirement Income and Holiday Conversations Coach Pete and the America’s 401k team discuss tax-deferred retirement accounts and questions about future withdrawals. The conversation considers saving during a career and organizing income for the years after work.

The holiday episode also addresses financial misconduct concerns and tax questions affecting business owners. Family stories and seasonal memories are part of the conversation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss tax-deferred retirement accounts and questions about future withdrawals. The conversation considers saving during a career and organizing income for the years after work.

The holiday episode also addresses financial misconduct concerns and tax questions affecting business owners. Family stories and seasonal memories are part of the conversation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss tax-deferred retirement accounts and questions about future withdrawals. The conversation considers saving during a career and organizing income for the years after work. americas-401k full-episode retirement-planning retirement-income 401k tax-planning business-succession americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, business-succession full Coach Pete D'Arruda e734dbe7-dc7c-49a1-b84f-b4e3006ed386 e734dbe7-dc7c-49a1-b84f-b4e3006ed386 Fri, 24 Dec 2021 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/tax-deferral-retirement-income-and-holiday-conversations Retirement Taxes, Workplace Account Details, and PPP Questions Retirement Taxes, Workplace Account Details, and PPP Questions Coach Pete and the America's 401k Show team discuss tax questions in retirement. The conversation also examines details within workplace savings accounts.

The episode includes Brokers Behaving Badly. Coach Goes McEnroe provides another feature focused on PPP loan questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss tax questions in retirement. The conversation also examines details within workplace savings accounts.

The episode includes Brokers Behaving Badly. Coach Goes McEnroe provides another feature focused on PPP loan questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss tax questions in retirement. The conversation also examines details within workplace savings accounts. americas-401k full-episode retirement-planning 401k tax-planning financial-advisors debt-and-mortgages americas-401k, full-episode, retirement-planning, 401k, tax-planning, financial-advisors, debt-and-mortgages full Coach Pete D'Arruda 89fcb164-bc4f-44c5-a588-ae570102617d 89fcb164-bc4f-44c5-a588-ae570102617d Fri, 17 Dec 2021 11:00:00 +0000 3308 https://omny.fm/shows/americas-401k-show-with-coach-pete/2021-12-18-americas-401k-show Working in Retirement and the Spend-and-Leave Concept Working in Retirement and the Spend-and-Leave Concept Coach Pete and the America's 401k Show team discuss working during retirement. The conversation considers the advantages and disadvantages of continuing or returning to work.

The episode also explores the spend-and-leave concept. Coach discusses the relationship between retirement spending and family legacy objectives.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss working during retirement. The conversation considers the advantages and disadvantages of continuing or returning to work.

The episode also explores the spend-and-leave concept. Coach discusses the relationship between retirement spending and family legacy objectives.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss working during retirement. The conversation considers the advantages and disadvantages of continuing or returning to work. strategy Plan Retirement market Medicare Investments roth retire ira 401k inflation income hedge socialsecurity longtermcare cryptocurrency americas-401k full-episode retirement-planning estate-planning retirement-lifestyle strategy, Plan, Retirement, market, Medicare, Investments, roth, retire, ira, 401k, inflation, income, hedge, socialsecurity, longtermcare, cryptocurrency, americas-401k, full-episode, retirement-planning, estate-planning, retirement-lifestyle full Coach Pete D'Arruda 5c5d43e1-6641-434c-9d93-14bae8c509a6 9f7806aa-9bac-4eb0-bac4-ae04010b068d Fri, 10 Dec 2021 11:00:00 +0000 3086 https://omny.fm/shows/americas-401k-show-with-coach-pete/join-coach-pete-d-arruda-steve-sedahl-and-gary-nol clean Working in Retirement, Inflation and Income Planning Working in Retirement, Inflation and Income Planning Coach Pete and the America’s 401k team discuss the advantages and drawbacks of working after retirement. The conversation considers staying active and the practical effect of earning additional income.

The episode also examines inflation, changing package sizes and retirement income planning. The team discusses reviewing the roles of core resources, market exposure and money intended for future family needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the America’s 401k team discuss the advantages and drawbacks of working after retirement. The conversation considers staying active and the practical effect of earning additional income.

The episode also examines inflation, changing package sizes and retirement income planning. The team discusses reviewing the roles of core resources, market exposure and money intended for future family needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the advantages and drawbacks of working after retirement. The conversation considers staying active and the practical effect of earning additional income. americas-401k full-episode retirement-planning retirement-income 401k inflation market-risk americas-401k, full-episode, retirement-planning, retirement-income, 401k, inflation, market-risk full Coach Pete D'Arruda 34a3af4e-6b98-4c87-8186-b4e3006ca153 34a3af4e-6b98-4c87-8186-b4e3006ca153 Fri, 03 Dec 2021 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/working-in-retirement-inflation-and-income-planning-1 Tax-Deferred Savings, Required Distributions and Retirement Income Tax-Deferred Savings, Required Distributions and Retirement Income Coach Pete and the America’s 401k team discuss tax-deferred retirement savings and required distributions. The conversation examines questions about when taxes are paid and the roles different resources serve in a plan.

The episode also considers retirement income, portfolio risk and organizing accounts by their purpose. The team discusses reviewing personal choices as retirement approaches.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss tax-deferred retirement savings and required distributions. The conversation examines questions about when taxes are paid and the roles different resources serve in a plan.

The episode also considers retirement income, portfolio risk and organizing accounts by their purpose. The team discusses reviewing personal choices as retirement approaches.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss tax-deferred retirement savings and required distributions. The conversation examines questions about when taxes are paid and the roles different resources serve in a plan. americas-401k full-episode retirement-planning retirement-income 401k required-minimum-distributions tax-planning investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, required-minimum-distributions, tax-planning, investing full Coach Pete D'Arruda 48fd21ed-ca4d-42ce-9471-b4e3006b6cf5 48fd21ed-ca4d-42ce-9471-b4e3006b6cf5 Fri, 26 Nov 2021 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/tax-deferred-savings-required-distributions-and-retirement-income-1 Tax-Deferred Savings, Required Distributions and Retirement Income Tax-Deferred Savings, Required Distributions and Retirement Income Coach Pete and the America’s 401k team discuss tax-deferred retirement savings and required distributions. The conversation examines questions about when taxes are paid and the roles different resources serve in a plan.

The episode also considers retirement income, portfolio risk and organizing accounts by their purpose. The team discusses reviewing personal choices as retirement approaches.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss tax-deferred retirement savings and required distributions. The conversation examines questions about when taxes are paid and the roles different resources serve in a plan.

The episode also considers retirement income, portfolio risk and organizing accounts by their purpose. The team discusses reviewing personal choices as retirement approaches.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss tax-deferred retirement savings and required distributions. The conversation examines questions about when taxes are paid and the roles different resources serve in a plan. americas-401k full-episode retirement-planning retirement-income 401k required-minimum-distributions tax-planning investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, required-minimum-distributions, tax-planning, investing full Coach Pete D'Arruda aa012542-3f18-4e0b-895c-b4e3006a6e07 aa012542-3f18-4e0b-895c-b4e3006a6e07 Fri, 19 Nov 2021 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/tax-deferred-savings-required-distributions-and-retirement-income Inflation, Investment Liquidity and Retirement Tax Questions Inflation, Investment Liquidity and Retirement Tax Questions Coach Pete and the America’s 401k team discuss inflation and the purpose of accessible emergency resources. The conversation examines investment liquidity and questions about the trade-offs when money is committed to an account.

The episode also considers future tax planning and financial fraud concerns. Discussions of coaching and personal goals emphasize reviewing how a retirement plan fits the household.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the purpose of accessible emergency resources. The conversation examines investment liquidity and questions about the trade-offs when money is committed to an account.

The episode also considers future tax planning and financial fraud concerns. Discussions of coaching and personal goals emphasize reviewing how a retirement plan fits the household.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation and the purpose of accessible emergency resources. The conversation examines investment liquidity and questions about the trade-offs when money is committed to an account. americas-401k full-episode retirement-planning 401k tax-planning inflation investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, inflation, investing full Coach Pete D'Arruda 8f80f429-ec73-49e2-bfb5-b4e300695417 8f80f429-ec73-49e2-bfb5-b4e300695417 Fri, 05 Nov 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/inflation-investment-liquidity-and-retirement-tax-questions Company Stock, Multiple 401k Accounts and Retirement Income Company Stock, Multiple 401k Accounts and Retirement Income Coach Pete and the America’s 401k team address questions about employer matches paid in company stock. The conversation considers reviewing workplace account holdings and how they fit into a broader financial plan.

The episode also discusses bringing multiple former-employer accounts together. Changes in financial technology, portfolio risk and retirement income are among the topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team address questions about employer matches paid in company stock. The conversation considers reviewing workplace account holdings and how they fit into a broader financial plan.

The episode also discusses bringing multiple former-employer accounts together. Changes in financial technology, portfolio risk and retirement income are among the topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team address questions about employer matches paid in company stock. The conversation considers reviewing workplace account holdings and how they fit into a broader financial plan. americas-401k full-episode retirement-planning retirement-income 401k investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investing full Coach Pete D'Arruda 68728606-fd9a-4002-af2a-b4e300681e91 68728606-fd9a-4002-af2a-b4e300681e91 Fri, 29 Oct 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/company-stock-multiple-401k-accounts-and-retirement-income-1 Company Stock, Multiple 401k Accounts and Retirement Income Company Stock, Multiple 401k Accounts and Retirement Income Coach Pete and the America’s 401k team address questions about employer matches paid in company stock. The conversation considers reviewing workplace account holdings and how they fit into a broader financial plan.

The episode also discusses bringing multiple former-employer accounts together. Changes in financial technology, portfolio risk and retirement income are among the topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team address questions about employer matches paid in company stock. The conversation considers reviewing workplace account holdings and how they fit into a broader financial plan.

The episode also discusses bringing multiple former-employer accounts together. Changes in financial technology, portfolio risk and retirement income are among the topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team address questions about employer matches paid in company stock. The conversation considers reviewing workplace account holdings and how they fit into a broader financial plan. americas-401k full-episode retirement-planning retirement-income 401k investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investing full Coach Pete D'Arruda dc7adb25-aa1d-4986-8205-b4e30066d173 dc7adb25-aa1d-4986-8205-b4e30066d173 Fri, 22 Oct 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/company-stock-multiple-401k-accounts-and-retirement-income Inflation, Digital Information and Advisor Vetting Questions Inflation, Digital Information and Advisor Vetting Questions Coach Pete and the America’s 401k team discuss rising prices and household spending. The conversation also considers handling financial information stored on phones and online accounts.

The episode examines financial misconduct concerns and questions to ask when reviewing an advisor. Social Security planning resources and getting answers to personal financial questions are also discussed.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss rising prices and household spending. The conversation also considers handling financial information stored on phones and online accounts.

The episode examines financial misconduct concerns and questions to ask when reviewing an advisor. Social Security planning resources and getting answers to personal financial questions are also discussed.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss rising prices and household spending. The conversation also considers handling financial information stored on phones and online accounts. americas-401k full-episode social-security 401k inflation financial-advisors retirement-lifestyle americas-401k, full-episode, social-security, 401k, inflation, financial-advisors, retirement-lifestyle full Coach Pete D'Arruda 1ae0689e-8523-43f0-a183-b4e30065c1f8 1ae0689e-8523-43f0-a183-b4e30065c1f8 Fri, 15 Oct 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/inflation-digital-information-and-advisor-vetting-questions Inflation Questions, Wealth Quadrants, and a Look Back at 1979 Inflation Questions, Wealth Quadrants, and a Look Back at 1979 Coach Pete and the America's 401k Show team discuss inflation and a three-step approach to reviewing it. The conversation also explores the four-quadrants-of-wealth concept.

The episode includes Brokers Behaving Badly. Dave Perkins presents a Through the Years look at 1979.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss inflation and a three-step approach to reviewing it. The conversation also explores the four-quadrants-of-wealth concept.

The episode includes Brokers Behaving Badly. Dave Perkins presents a Through the Years look at 1979.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss inflation and a three-step approach to reviewing it. The conversation also explores the four-quadrants-of-wealth concept. americas-401k full-episode 401k inflation financial-advisors americas-401k, full-episode, 401k, inflation, financial-advisors full Coach Pete D'Arruda c4d8c2da-ae8e-44ff-b9a1-8c14fd408352 2826ce24-3d3e-4e56-bcd9-ae04010b1044 Fri, 08 Oct 2021 10:00:00 +0000 3260 https://omny.fm/shows/americas-401k-show-with-coach-pete/steps-to-fight-inflation-quadrants-of-wealth-and-m clean Cryptocurrency Speculation, Credit Limits and Understanding Risk Cryptocurrency Speculation, Credit Limits and Understanding Risk Coach Pete and the America’s 401k team discuss cryptocurrency volatility, speculative gains and the temptation to keep buying after prices rise. They consider defining how much risk a household can accept.

The episode also examines credit card limits and their possible effect on credit utilization. Coach discusses financial education, realizing investment gains and understanding the difference between theoretical risk tolerance and experiencing a loss.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, speculative gains and the temptation to keep buying after prices rise. They consider defining how much risk a household can accept.

The episode also examines credit card limits and their possible effect on credit utilization. Coach discusses financial education, realizing investment gains and understanding the difference between theoretical risk tolerance and experiencing a loss.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, speculative gains and the temptation to keep buying after prices rise. They consider defining how much risk a household can accept. americas-401k full-episode 401k market-risk financial-literacy investing americas-401k, full-episode, 401k, market-risk, financial-literacy, investing full Coach Pete D'Arruda 6f73835e-6996-4850-987d-b4e300eac20d 6f73835e-6996-4850-987d-b4e300eac20d Fri, 01 Oct 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/cryptocurrency-speculation-credit-limits-and-understanding-risk-2 Cryptocurrency Speculation, Credit Limits and Understanding Risk Cryptocurrency Speculation, Credit Limits and Understanding Risk Coach Pete and the America’s 401k team discuss cryptocurrency volatility, speculative gains and the temptation to keep buying after prices rise. They consider defining how much risk a household can accept.

The episode also examines credit card limits and their possible effect on credit utilization. Coach discusses financial education, realizing investment gains and understanding the difference between theoretical risk tolerance and experiencing a loss.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, speculative gains and the temptation to keep buying after prices rise. They consider defining how much risk a household can accept.

The episode also examines credit card limits and their possible effect on credit utilization. Coach discusses financial education, realizing investment gains and understanding the difference between theoretical risk tolerance and experiencing a loss.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, speculative gains and the temptation to keep buying after prices rise. They consider defining how much risk a household can accept. americas-401k full-episode 401k market-risk financial-literacy investing americas-401k, full-episode, 401k, market-risk, financial-literacy, investing full Coach Pete D'Arruda cb040dbf-6846-4550-9659-b4e300e73f5e cb040dbf-6846-4550-9659-b4e300e73f5e Fri, 24 Sep 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/cryptocurrency-speculation-credit-limits-and-understanding-risk-1 Tax Deferral, Required Distributions and Workplace Matches Tax Deferral, Required Distributions and Workplace Matches Coach Pete and the America’s 401k team discuss the trade-off between a retirement savings deduction today and taxable withdrawals later. They walk through an illustrative required distribution and tax planning example.

The episode also considers employer matching contributions and turning accumulated savings into an income plan. The team discusses coordinating income resources with household goals and legacy wishes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the trade-off between a retirement savings deduction today and taxable withdrawals later. They walk through an illustrative required distribution and tax planning example.

The episode also considers employer matching contributions and turning accumulated savings into an income plan. The team discusses coordinating income resources with household goals and legacy wishes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the trade-off between a retirement savings deduction today and taxable withdrawals later. They walk through an illustrative required distribution and tax planning example. americas-401k full-episode retirement-planning retirement-income 401k required-minimum-distributions tax-planning estate-planning americas-401k, full-episode, retirement-planning, retirement-income, 401k, required-minimum-distributions, tax-planning, estate-planning full Coach Pete D'Arruda 7d062d41-8033-417a-8b59-b4e300e9777e 7d062d41-8033-417a-8b59-b4e300e9777e Fri, 03 Sep 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/tax-deferral-required-distributions-and-workplace-matches Retirement Buckets, Financial Assumptions and Reverse Mortgage Questions Retirement Buckets, Financial Assumptions and Reverse Mortgage Questions Coach Pete and the America’s 401k team discuss resources for retirement income and balancing market exposure with protected savings. An interview explores using different buckets of money across a retirement time horizon.

The conversation examines familiar investment assumptions, life insurance planning and questions about reverse mortgages. Coach and the guest discuss researching financial tools and matching them to the household rather than applying a single answer to everyone.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss resources for retirement income and balancing market exposure with protected savings. An interview explores using different buckets of money across a retirement time horizon.

The conversation examines familiar investment assumptions, life insurance planning and questions about reverse mortgages. Coach and the guest discuss researching financial tools and matching them to the household rather than applying a single answer to everyone.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss resources for retirement income and balancing market exposure with protected savings. An interview explores using different buckets of money across a retirement time horizon. americas-401k full-episode retirement-planning retirement-income 401k market-risk insurance debt-and-mortgages investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, insurance, debt-and-mortgages, investing full Coach Pete D'Arruda ae9af7ca-e0fa-424e-a787-b4e300e876bd ae9af7ca-e0fa-424e-a787-b4e300e876bd Fri, 06 Aug 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-buckets-financial-assumptions-and-reverse-mortgage-questions Ray Lucia's Buckets of Money, Investment Behavior, and Insurance Questions Ray Lucia's Buckets of Money, Investment Behavior, and Insurance Questions Coach Pete and the America's 401k Show team welcome Ray Lucia. The conversation explores his Buckets of Money strategy and the role of behavior in investment decisions.

The episode also considers life insurance benefits. Through the Years looks at 1957, while a further feature explores Virginia.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team welcome Ray Lucia. The conversation explores his Buckets of Money strategy and the role of behavior in investment decisions.

The episode also considers life insurance benefits. Through the Years looks at 1957, while a further feature explores Virginia.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team welcome Ray Lucia. The conversation explores his Buckets of Money strategy and the role of behavior in investment decisions. americas-401k full-episode 401k insurance investing americas-401k, full-episode, 401k, insurance, investing full Coach Pete D'Arruda 02eb9b13-1f34-4bbd-8aab-fd1619389b95 519dcd06-024b-4851-8f47-ae04010d53be Fri, 30 Jul 2021 10:00:00 +0000 3369 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-income-checklist-money-buckets-and-more clean Lifetime Income, Bond Questions and Ongoing Financial Coaching Lifetime Income, Bond Questions and Ongoing Financial Coaching Coach Pete and the America’s 401k team discuss the difference between having retirement savings and planning an income that lasts. They consider coordinating resources with household bills and retirement goals.

The conversation also examines government spending, taxes and the relationship between interest rates and bond prices. Coach discusses reviewing a plan over time and maintaining accountability as circumstances change.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the difference between having retirement savings and planning an income that lasts. They consider coordinating resources with household bills and retirement goals.

The conversation also examines government spending, taxes and the relationship between interest rates and bond prices. Coach discusses reviewing a plan over time and maintaining accountability as circumstances change.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the difference between having retirement savings and planning an income that lasts. They consider coordinating resources with household bills and retirement goals. americas-401k full-episode retirement-planning retirement-income 401k tax-planning retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, retirement-lifestyle, investing full Coach Pete D'Arruda 1ad9a8f6-951c-4f95-9d47-b4e300e480a9 1ad9a8f6-951c-4f95-9d47-b4e300e480a9 Fri, 23 Jul 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/lifetime-income-bond-questions-and-ongoing-financial-coaching Paying Yourself First and Preparing for Retirement Expenses Paying Yourself First and Preparing for Retirement Expenses Coach Pete and the America’s 401k team discuss saving consistently, workplace retirement balances and building an income plan. They consider the value of understanding where money is held and what role it serves.

The episode also examines inflation, taxes, estate planning and future care expenses. A conversation about women’s retirement challenges considers caregiving, earnings history and Social Security.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss saving consistently, workplace retirement balances and building an income plan. They consider the value of understanding where money is held and what role it serves.

The episode also examines inflation, taxes, estate planning and future care expenses. A conversation about women’s retirement challenges considers caregiving, earnings history and Social Security.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss saving consistently, workplace retirement balances and building an income plan. They consider the value of understanding where money is held and what role it serves. americas-401k full-episode retirement-planning retirement-income social-security 401k tax-planning estate-planning inflation long-term-care americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k, tax-planning, estate-planning, inflation, long-term-care full Coach Pete D'Arruda e851b597-280b-4c74-810e-b4e300e1db66 e851b597-280b-4c74-810e-b4e300e1db66 Fri, 09 Jul 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/paying-yourself-first-and-preparing-for-retirement-expenses-2 Retirement Review Questions and a Planning Example with Parker Holland Retirement Review Questions and a Planning Example with Parker Holland Coach Pete and the America's 401k Show team discuss a financial-education website and retirement quizzes. The conversation considers questions for reviewing an existing plan.

Parker Holland shares a household planning example. The episode also explores key issues within a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss a financial-education website and retirement quizzes. The conversation considers questions for reviewing an existing plan.

Parker Holland shares a household planning example. The episode also explores key issues within a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss a financial-education website and retirement quizzes. The conversation considers questions for reviewing an existing plan. americas-401k full-episode retirement-planning 401k americas-401k, full-episode, retirement-planning, 401k full Coach Pete D'Arruda cc04176d-e9a0-469f-8363-6b8ddbbba17f a877432c-c616-4495-955a-ae04010e7fef Fri, 02 Jul 2021 10:00:00 +0000 2810 https://omny.fm/shows/americas-401k-show-with-coach-pete/financial-questions-to-ask-yourself-for-a-successf clean Retirement Planning Mistakes, Beneficiaries, and a Decisions Checklist Retirement Planning Mistakes, Beneficiaries, and a Decisions Checklist Coach Pete and the team discuss the distinction between a workplace account and an overall retirement plan. The conversation considers taxes and beneficiary designations.

The episode also explores a Twenty Decisions Checklist. Brokers Behaving Badly and Morgan Patrick's look at 1965 provide further features.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the distinction between a workplace account and an overall retirement plan. The conversation considers taxes and beneficiary designations.

The episode also explores a Twenty Decisions Checklist. Brokers Behaving Badly and Morgan Patrick's look at 1965 provide further features.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the distinction between a workplace account and an overall retirement plan. The conversation considers taxes and beneficiary designations. americas-401k full-episode retirement-planning 401k tax-planning estate-planning financial-advisors americas-401k, full-episode, retirement-planning, 401k, tax-planning, estate-planning, financial-advisors full Coach Pete D'Arruda 38f72fca-c9a3-4103-86e2-249d5b7af390 a0134bf8-aa1e-4c87-b41c-ae0401103e0a Fri, 25 Jun 2021 10:00:00 +0000 3270 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-planning-mistakes-twenty-decisions-chec clean Divorce After 50, Retirement Research, and a Household Planning Example Divorce After 50, Retirement Research, and a Household Planning Example Coach Pete and the America's 401k Show team discuss divorce after 50. The conversation considers changing household circumstances and a planning example with Parker Holland.

The episode also explores Boston College's guide to managing money in retirement. A wealthy-people feature and Brokers Behaving Badly provide additional topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the America's 401k Show team discuss divorce after 50. The conversation considers changing household circumstances and a planning example with Parker Holland.

The episode also explores Boston College's guide to managing money in retirement. A wealthy-people feature and Brokers Behaving Badly provide additional topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss divorce after 50. The conversation considers changing household circumstances and a planning example with Parker Holland. americas-401k full-episode retirement-planning 401k financial-advisors americas-401k, full-episode, retirement-planning, 401k, financial-advisors full Coach Pete D'Arruda c91a8e35-25de-47a9-8340-0dfb0e1e32bd ea888a01-a797-4053-a4b7-ae0401124010 Fri, 11 Jun 2021 10:00:00 +0000 3268 https://omny.fm/shows/americas-401k-show-with-coach-pete/divorce-after-50-managing-your-money-in-retirement clean Cryptocurrency Speculation, Credit Limits and Understanding Risk Cryptocurrency Speculation, Credit Limits and Understanding Risk Coach Pete and the America’s 401k team discuss cryptocurrency volatility, speculative gains and the temptation to keep buying after prices rise. They consider defining how much risk a household can accept.

The episode also examines credit card limits and their possible effect on credit utilization. Coach discusses financial education, realizing investment gains and understanding the difference between theoretical risk tolerance and experiencing a loss.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, speculative gains and the temptation to keep buying after prices rise. They consider defining how much risk a household can accept.

The episode also examines credit card limits and their possible effect on credit utilization. Coach discusses financial education, realizing investment gains and understanding the difference between theoretical risk tolerance and experiencing a loss.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss cryptocurrency volatility, speculative gains and the temptation to keep buying after prices rise. They consider defining how much risk a household can accept. americas-401k full-episode 401k market-risk financial-literacy investing americas-401k, full-episode, 401k, market-risk, financial-literacy, investing full Coach Pete D'Arruda e2ea4fb1-a1b1-4416-a1a4-b4e300e34332 e2ea4fb1-a1b1-4416-a1a4-b4e300e34332 Fri, 04 Jun 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/cryptocurrency-speculation-credit-limits-and-understanding-risk Annuity Questions, Investment Restrictions and Roth Planning Annuity Questions, Investment Restrictions and Roth Planning Coach Pete and the America’s 401k team discuss market risk and a listener’s questions about the basics of annuities. They consider matching financial products to individual goals and understanding the trade-offs.

The conversation also examines fees and withdrawal restrictions in real estate investments. Coach discusses Roth conversions and the inherited retirement account changes being considered in this archived edition.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the America’s 401k team discuss market risk and a listener’s questions about the basics of annuities. They consider matching financial products to individual goals and understanding the trade-offs.

The conversation also examines fees and withdrawal restrictions in real estate investments. Coach discusses Roth conversions and the inherited retirement account changes being considered in this archived edition.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss market risk and a listener’s questions about the basics of annuities. They consider matching financial products to individual goals and understanding the trade-offs. americas-401k full-episode retirement-planning 401k roth-accounts roth-conversions annuities estate-planning market-risk investment-fees investing americas-401k, full-episode, retirement-planning, 401k, roth-accounts, roth-conversions, annuities, estate-planning, market-risk, investment-fees, investing full Coach Pete D'Arruda 44be0d6a-e740-4498-994d-b4e300e074fd 44be0d6a-e740-4498-994d-b4e300e074fd Fri, 14 May 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/annuity-questions-investment-restrictions-and-roth-planning Life Insurance Planning, Tax Proposals and Investment Fraud Life Insurance Planning, Tax Proposals and Investment Fraud Coach Pete and the America’s 401k team discuss life insurance planning and questions about income, family protection and possible care expenses. They consider coordinating financial strategies with tax planning.

The episode also examines tax changes proposed in 2021 and an investment fraud case involving family members. The team discusses reviewing financial decisions carefully even within trusted relationships.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss life insurance planning and questions about income, family protection and possible care expenses. They consider coordinating financial strategies with tax planning.

The episode also examines tax changes proposed in 2021 and an investment fraud case involving family members. The team discusses reviewing financial decisions carefully even within trusted relationships.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss life insurance planning and questions about income, family protection and possible care expenses. They consider coordinating financial strategies with tax planning. americas-401k full-episode 401k tax-planning insurance investing americas-401k, full-episode, 401k, tax-planning, insurance, investing full Coach Pete D'Arruda 688ac6c7-af6d-4c26-92f3-b4e300df45b6 688ac6c7-af6d-4c26-92f3-b4e300df45b6 Fri, 07 May 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/life-insurance-planning-tax-proposals-and-investment-fraud Life Insurance Benefits, Tax Proposals, and Investment Scam Questions Life Insurance Benefits, Tax Proposals, and Investment Scam Questions Coach Pete and the America's 401k Show team discuss life insurance living benefits and long-term care questions. The conversation also explores proposed tax changes being debated in 2021.

The episode considers investment scams, identity beyond a career, and personal fulfillment. Brokers Behaving Badly and a historical look at 1962 provide additional features.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the America's 401k Show team discuss life insurance living benefits and long-term care questions. The conversation also explores proposed tax changes being debated in 2021.

The episode considers investment scams, identity beyond a career, and personal fulfillment. Brokers Behaving Badly and a historical look at 1962 provide additional features.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss life insurance living benefits and long-term care questions. The conversation also explores proposed tax changes being debated in 2021. americas-401k full-episode 401k tax-planning financial-advisors insurance long-term-care investing americas-401k, full-episode, 401k, tax-planning, financial-advisors, insurance, long-term-care, investing full Coach Pete D'Arruda 6b2af502-895e-4311-bfc2-b133950d698a 9763ef54-741a-4e0f-b85a-ae040113c529 Fri, 30 Apr 2021 10:00:00 +0000 3345 https://omny.fm/shows/americas-401k-show-with-coach-pete/tax-talk-investment-scams-how-to-be-happy-before-r clean Retirement Math, Market Volatility and the Purpose of Savings Retirement Math, Market Volatility and the Purpose of Savings Coach Pete and the America’s 401k team discuss the time lost while recovering from investment declines. They consider defining retirement goals, protecting resources needed for income and responding to market volatility with a plan.

The conversation examines the difference between a workplace account balance and an income plan. Coach discusses combining resources with different levels of risk as retirement approaches.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the America’s 401k team discuss the time lost while recovering from investment declines. They consider defining retirement goals, protecting resources needed for income and responding to market volatility with a plan.

The conversation examines the difference between a workplace account balance and an income plan. Coach discusses combining resources with different levels of risk as retirement approaches.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the time lost while recovering from investment declines. They consider defining retirement goals, protecting resources needed for income and responding to market volatility with a plan. americas-401k full-episode retirement-planning retirement-income 401k market-risk investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, investing full Coach Pete D'Arruda 592976af-3a1a-44a8-b6a6-b4e300dd9541 592976af-3a1a-44a8-b6a6-b4e300dd9541 Fri, 23 Apr 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-math-market-volatility-and-the-purpose-of-savings Retirement Decisions, Roth Choices and Getting a Second Opinion Retirement Decisions, Roth Choices and Getting a Second Opinion Coach Pete and the America’s 401k team discuss estimating retirement needs and the tax treatment of Roth and traditional workplace savings. They consider making decisions with an understanding of available resources and account terms.

The conversation also examines an investment fraud case, financial planning fees and seeking a second opinion. The team discusses why reviewing a plan can still be worthwhile close to retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss estimating retirement needs and the tax treatment of Roth and traditional workplace savings. They consider making decisions with an understanding of available resources and account terms.

The conversation also examines an investment fraud case, financial planning fees and seeking a second opinion. The team discusses why reviewing a plan can still be worthwhile close to retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss estimating retirement needs and the tax treatment of Roth and traditional workplace savings. They consider making decisions with an understanding of available resources and account terms. americas-401k full-episode retirement-planning 401k roth-accounts tax-planning investment-fees investing americas-401k, full-episode, retirement-planning, 401k, roth-accounts, tax-planning, investment-fees, investing full Coach Pete D'Arruda a759e385-cf84-4c5a-9af6-b4e300dc38ef a759e385-cf84-4c5a-9af6-b4e300dc38ef Fri, 16 Apr 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-decisions-roth-choices-and-getting-a-second-opinion Coordinating Social Security, Taxes and Household Financial Records Coordinating Social Security, Taxes and Household Financial Records Coach Pete and the America’s 401k team discuss reviewing available resources and defining retirement goals. They consider Social Security claiming decisions and coordinating federal and state taxes with an income plan.

The episode also explores helping both spouses understand household finances and organizing records for family members. A story about a home insurance claim illustrates the value of paying attention and asking questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing available resources and defining retirement goals. They consider Social Security claiming decisions and coordinating federal and state taxes with an income plan.

The episode also explores helping both spouses understand household finances and organizing records for family members. A story about a home insurance claim illustrates the value of paying attention and asking questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing available resources and defining retirement goals. They consider Social Security claiming decisions and coordinating federal and state taxes with an income plan. americas-401k full-episode retirement-planning retirement-income social-security 401k tax-planning insurance americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k, tax-planning, insurance full Coach Pete D'Arruda 8b4a3b38-3215-4819-97f0-b4e300da9c1d 8b4a3b38-3215-4819-97f0-b4e300da9c1d Fri, 26 Mar 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/coordinating-social-security-taxes-and-household-financial-records-1 Coordinating Social Security, Taxes and Household Financial Records Coordinating Social Security, Taxes and Household Financial Records Coach Pete and the America’s 401k team discuss reviewing available resources and defining retirement goals. They consider Social Security claiming decisions and coordinating federal and state taxes with an income plan.

The episode also explores helping both spouses understand household finances and organizing records for family members. A story about a home insurance claim illustrates the value of paying attention and asking questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing available resources and defining retirement goals. They consider Social Security claiming decisions and coordinating federal and state taxes with an income plan.

The episode also explores helping both spouses understand household finances and organizing records for family members. A story about a home insurance claim illustrates the value of paying attention and asking questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing available resources and defining retirement goals. They consider Social Security claiming decisions and coordinating federal and state taxes with an income plan. americas-401k full-episode retirement-planning retirement-income social-security 401k tax-planning insurance americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k, tax-planning, insurance full Coach Pete D'Arruda c50d3e78-ce91-461b-b382-b4e300d92d69 c50d3e78-ce91-461b-b382-b4e300d92d69 Fri, 19 Mar 2021 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/coordinating-social-security-taxes-and-household-financial-records Financial Fill-Ups, Tax Navigation, and the History of Woolworth's Financial Fill-Ups, Tax Navigation, and the History of Woolworth's Coach Pete and the America's 401k Show team discuss an educational booklet about his financial-fill-up approach. The conversation also explores tax planning and retirement income objectives.

The episode considers the team's Tax Navigation Strategy. Theresa Opeka presents a financial-history feature about Woolworth's.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the America's 401k Show team discuss an educational booklet about his financial-fill-up approach. The conversation also explores tax planning and retirement income objectives.

The episode considers the team's Tax Navigation Strategy. Theresa Opeka presents a financial-history feature about Woolworth's.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss an educational booklet about his financial-fill-up approach. The conversation also explores tax planning and retirement income objectives. americas-401k full-episode retirement-planning retirement-income 401k tax-planning americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning full Coach Pete D'Arruda 89f225b2-26fc-4715-93bc-b012308b2d76 bc78ed11-356c-4362-88fa-ae04011696e9 Fri, 12 Mar 2021 11:00:00 +0000 3272 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-with-coach-pete clean Average Returns, Investment Fraud and Retirement Balance Average Returns, Investment Fraud and Retirement Balance Coach Pete and the America’s 401k team discuss the limits of historical average returns and the timing of investing and withdrawals. They consider balancing income needs, growth and protection in a retirement plan.

The episode also examines investment fraud and warning signs in account statements. A conversation about financial wellness considers the impact of fees, expenses and commissions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the limits of historical average returns and the timing of investing and withdrawals. They consider balancing income needs, growth and protection in a retirement plan.

The episode also examines investment fraud and warning signs in account statements. A conversation about financial wellness considers the impact of fees, expenses and commissions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the limits of historical average returns and the timing of investing and withdrawals. They consider balancing income needs, growth and protection in a retirement plan. americas-401k full-episode retirement-planning 401k investment-fees investing americas-401k, full-episode, retirement-planning, 401k, investment-fees, investing full Coach Pete D'Arruda 1a6c99ae-aa37-4aa4-ad9f-b4e300d60e18 1a6c99ae-aa37-4aa4-ad9f-b4e300d60e18 Fri, 26 Feb 2021 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/average-returns-investment-fraud-and-retirement-balance-1 Retirement Analysis, Procrastination and Preparing for Care Expenses Retirement Analysis, Procrastination and Preparing for Care Expenses Coach Pete and the America’s 401k team discuss reviewing retirement readiness instead of relying on assumptions about being conservative or having saved enough. They consider the effect of procrastination and avoiding account statements.

The episode walks through an illustrative income plan and possible future care expenses. The team also discusses financial education and ways listeners can ask questions about their own plans.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing retirement readiness instead of relying on assumptions about being conservative or having saved enough. They consider the effect of procrastination and avoiding account statements.

The episode walks through an illustrative income plan and possible future care expenses. The team also discusses financial education and ways listeners can ask questions about their own plans.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss reviewing retirement readiness instead of relying on assumptions about being conservative or having saved enough. They consider the effect of procrastination and avoiding account statements. americas-401k full-episode retirement-planning retirement-income 401k long-term-care financial-literacy americas-401k, full-episode, retirement-planning, retirement-income, 401k, long-term-care, financial-literacy full Coach Pete D'Arruda 95ad2e7a-d1ae-42ae-afee-b4e300d74719 95ad2e7a-d1ae-42ae-afee-b4e300d74719 Fri, 19 Feb 2021 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-analysis-procrastination-and-preparing-for-care-expenses Account Protection, Market Bubbles, and Household Planning Examples Account Protection, Market Bubbles, and Household Planning Examples Coach Pete and the America's 401k Show team discuss protected and unprotected retirement accounts. The conversation explores a bicycle-bubble analogy for market conditions.

The episode also considers household planning examples. Dave Perkins presents a Retirement Road Trip feature.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss protected and unprotected retirement accounts. The conversation explores a bicycle-bubble analogy for market conditions.

The episode also considers household planning examples. Dave Perkins presents a Retirement Road Trip feature.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss protected and unprotected retirement accounts. The conversation explores a bicycle-bubble analogy for market conditions. americas-401k full-episode retirement-planning 401k market-risk americas-401k, full-episode, retirement-planning, 401k, market-risk full Coach Pete D'Arruda 1daea9b8-9e6e-43b7-a2f0-cceb033d3782 35b92845-f922-4ac9-b6a3-ae040119b456 Fri, 12 Feb 2021 11:00:00 +0000 3225 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-2 clean Questions to Review Retirement Readiness Questions to Review Retirement Readiness The America's 401k Show team discusses questions intended to assess retirement readiness. Steve Siddall, Marty Hensley, Morgan Patrick, and Thomas Lipscomb explore the financial discussion.

The episode considers reviewing a household's preparations for life after work. The team discusses the questions behind understanding an existing retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses questions intended to assess retirement readiness. Steve Siddall, Marty Hensley, Morgan Patrick, and Thomas Lipscomb explore the financial discussion.

The episode considers reviewing a household's preparations for life after work. The team discusses the questions behind understanding an existing retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses questions intended to assess retirement readiness. Steve Siddall, Marty Hensley, Morgan Patrick, and Thomas Lipscomb explore the financial discussion. americas-401k full-episode retirement-planning 401k retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, retirement-lifestyle full Coach Pete D'Arruda 28ac4d24-a647-4ca2-934c-51a91db457a5 d29879d5-9fe1-4774-b0a0-ae040119bada Fri, 05 Feb 2021 11:00:00 +0000 3214 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-1 clean Retirement Location, Inflation and Income That Lasts Retirement Location, Inflation and Income That Lasts Coach Pete and the America’s 401k team discuss state taxes and the financial considerations of choosing where to retire. They examine retirement savings deductions and the distinction between state and federal taxes.

The conversation walks through an illustrative income and legacy plan and considers the effect of inflation on future spending. Coach describes planning for increasing income over a long retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss state taxes and the financial considerations of choosing where to retire. They examine retirement savings deductions and the distinction between state and federal taxes.

The conversation walks through an illustrative income and legacy plan and considers the effect of inflation on future spending. Coach describes planning for increasing income over a long retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss state taxes and the financial considerations of choosing where to retire. They examine retirement savings deductions and the distinction between state and federal taxes. americas-401k full-episode retirement-planning 401k tax-planning estate-planning inflation retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, tax-planning, estate-planning, inflation, retirement-lifestyle full Coach Pete D'Arruda 75c3400c-2183-4804-9a57-b4e300d501c9 75c3400c-2183-4804-9a57-b4e300d501c9 Fri, 29 Jan 2021 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-location-inflation-and-income-that-lasts-1 Lifetime Income, Capital Gains and Balancing Savings Goals Lifetime Income, Capital Gains and Balancing Savings Goals Coach Pete and the America’s 401k team discuss coordinating income resources for different stages of retirement. They consider future cost increases and the need for flexibility in a plan.

The episode examines capital gains tax questions and Roth savings. A listener question asks how to balance emergency reserves and retirement contributions, while studio conversation explores enjoying retirement without running out of money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss coordinating income resources for different stages of retirement. They consider future cost increases and the need for flexibility in a plan.

The episode examines capital gains tax questions and Roth savings. A listener question asks how to balance emergency reserves and retirement contributions, while studio conversation explores enjoying retirement without running out of money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss coordinating income resources for different stages of retirement. They consider future cost increases and the need for flexibility in a plan. americas-401k full-episode retirement-planning retirement-income 401k roth-accounts tax-planning americas-401k, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, tax-planning full Coach Pete D'Arruda c5a5c3b9-9bf2-4005-87f2-b4e300d3dfe6 c5a5c3b9-9bf2-4005-87f2-b4e300d3dfe6 Fri, 22 Jan 2021 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/lifetime-income-capital-gains-and-balancing-savings-goals A Retirement Plan Review and a Listener's Income Question A Retirement Plan Review and a Listener's Income Question Coach Pete and the America's 401k Show team discuss reviewing a retirement plan for 2021. The conversation considers the resources intended to support life after work.

The episode also explores planning for income over later life. Coach responds to a listener's question during the financial discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss reviewing a retirement plan for 2021. The conversation considers the resources intended to support life after work.

The episode also explores planning for income over later life. Coach responds to a listener's question during the financial discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss reviewing a retirement plan for 2021. The conversation considers the resources intended to support life after work. americas-401k full-episode retirement-planning 401k retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, retirement-lifestyle full Coach Pete D'Arruda 44a8d84a-b76c-4401-a0bc-44db222fc21d 32d493e4-4304-4931-afbf-ae04011b8d93 Fri, 15 Jan 2021 11:00:00 +0000 3159 https://omny.fm/shows/americas-401k-show-with-coach-pete/reviewing-your-retirement-plan-for-2021 clean 401(k) Contributions, Vesting and Market Decisions 401(k) Contributions, Vesting and Market Decisions Coach Pete and the America’s 401k Show team discuss regular saving, employer matches and vesting rules. They consider how reactions to market headlines can influence decisions about workplace retirement accounts.

The conversation also addresses profit sharing and planning for future income. A discussion of annuities and other resources connects retirement account choices with the household expenses those savings may need to support.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss regular saving, employer matches and vesting rules. They consider how reactions to market headlines can influence decisions about workplace retirement accounts.

The conversation also addresses profit sharing and planning for future income. A discussion of annuities and other resources connects retirement account choices with the household expenses those savings may need to support.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss regular saving, employer matches and vesting rules. They consider how reactions to market headlines can influence decisions about workplace retirement accounts. americas-401k full-episode retirement-planning 401k annuities market-risk americas-401k, full-episode, retirement-planning, 401k, annuities, market-risk full Coach Pete D'Arruda 8ac08d40-19bd-4887-a605-b4e30019690f 8ac08d40-19bd-4887-a605-b4e30019690f Fri, 25 Dec 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/401-k-contributions-vesting-and-market-decisions Retirement Math, Market Losses and Choosing Financial Guidance Retirement Math, Market Losses and Choosing Financial Guidance Coach Pete and the America’s 401k team discuss the time involved in recovering from investment losses. They consider defining retirement goals and identifying how those goals will be funded.

The conversation examines the difference between a workplace savings balance and a retirement income plan. The team also discusses evaluating a financial professional’s fiduciary role, independence and experience.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the time involved in recovering from investment losses. They consider defining retirement goals and identifying how those goals will be funded.

The conversation examines the difference between a workplace savings balance and a retirement income plan. The team also discusses evaluating a financial professional’s fiduciary role, independence and experience.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the time involved in recovering from investment losses. They consider defining retirement goals and identifying how those goals will be funded. americas-401k full-episode retirement-planning retirement-income 401k market-risk financial-advisors investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, financial-advisors, investing full Coach Pete D'Arruda 9601c2fd-15ed-4d9b-be72-b4e300d2c7a4 9601c2fd-15ed-4d9b-be72-b4e300d2c7a4 Fri, 18 Dec 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-math-market-losses-and-choosing-financial-guidance Paying Yourself First, Divorce Decisions and Women’s Retirement Paying Yourself First, Divorce Decisions and Women’s Retirement Coach Pete and the America’s 401k team discuss saving before spending and planning an income after employment paychecks stop. They walk through an illustrative retirement and charitable legacy example.

The conversation also considers IRA decisions during divorce and retirement challenges associated with caregiving and lower lifetime earnings. The team discusses examining available Social Security options.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss saving before spending and planning an income after employment paychecks stop. They walk through an illustrative retirement and charitable legacy example.

The conversation also considers IRA decisions during divorce and retirement challenges associated with caregiving and lower lifetime earnings. The team discusses examining available Social Security options.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss saving before spending and planning an income after employment paychecks stop. They walk through an illustrative retirement and charitable legacy example. americas-401k full-episode retirement-planning retirement-income social-security 401k estate-planning retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k, estate-planning, retirement-lifestyle full Coach Pete D'Arruda 77724a74-d854-4b9e-bf65-b4e300d18fdf 77724a74-d854-4b9e-bf65-b4e300d18fdf Fri, 11 Dec 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/paying-yourself-first-divorce-decisions-and-women-s-retirement-1 Buying Power, Investment Liquidity and Retirement Tax Questions Buying Power, Investment Liquidity and Retirement Tax Questions Coach Pete and the America’s 401k team discuss inflation, accessible cash and the trade-offs involved in investments with withdrawal restrictions. They consider questions about non-traded real estate investments.

The episode also examines retirement distribution proposals, Roth savings and the tax treatment of retirement money. A discussion of investment fraud and ongoing financial coaching highlights the importance of reviewing who manages a plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation, accessible cash and the trade-offs involved in investments with withdrawal restrictions. They consider questions about non-traded real estate investments.

The episode also examines retirement distribution proposals, Roth savings and the tax treatment of retirement money. A discussion of investment fraud and ongoing financial coaching highlights the importance of reviewing who manages a plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation, accessible cash and the trade-offs involved in investments with withdrawal restrictions. They consider questions about non-traded real estate investments. americas-401k full-episode retirement-planning 401k roth-accounts tax-planning inflation investing americas-401k, full-episode, retirement-planning, 401k, roth-accounts, tax-planning, inflation, investing full Coach Pete D'Arruda 0452aba3-cbf6-4690-b875-b4e300cdd6e3 0452aba3-cbf6-4690-b875-b4e300cdd6e3 Fri, 04 Dec 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/buying-power-investment-liquidity-and-retirement-tax-questions-1 Paying Yourself First, Divorce Decisions and Women’s Retirement Paying Yourself First, Divorce Decisions and Women’s Retirement Coach Pete and the America’s 401k team discuss saving before spending and planning an income after employment paychecks stop. They walk through an illustrative retirement and charitable legacy example.

The conversation also considers IRA decisions during divorce and retirement challenges associated with caregiving and lower lifetime earnings. The team discusses examining available Social Security options.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss saving before spending and planning an income after employment paychecks stop. They walk through an illustrative retirement and charitable legacy example.

The conversation also considers IRA decisions during divorce and retirement challenges associated with caregiving and lower lifetime earnings. The team discusses examining available Social Security options.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss saving before spending and planning an income after employment paychecks stop. They walk through an illustrative retirement and charitable legacy example. americas-401k full-episode retirement-planning retirement-income social-security 401k estate-planning retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k, estate-planning, retirement-lifestyle full Coach Pete D'Arruda 6330f18b-fbdb-43c4-b3a6-b4e300d04857 6330f18b-fbdb-43c4-b3a6-b4e300d04857 Fri, 27 Nov 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/paying-yourself-first-divorce-decisions-and-women-s-retirement Workplace Allocation, Hidden Costs and Understanding Investments Workplace Allocation, Hidden Costs and Understanding Investments Coach Pete and the America’s 401k team discuss workplace savings allocations and the effect of management fees and other account costs. They consider the importance of understanding investments beyond the sales brochure.

The episode examines liquidity restrictions, promissory notes and asking for a second opinion. Coach discusses the role of core income resources and reviewing how a plan supports retirement goals.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss workplace savings allocations and the effect of management fees and other account costs. They consider the importance of understanding investments beyond the sales brochure.

The episode examines liquidity restrictions, promissory notes and asking for a second opinion. Coach discusses the role of core income resources and reviewing how a plan supports retirement goals.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss workplace savings allocations and the effect of management fees and other account costs. They consider the importance of understanding investments beyond the sales brochure. americas-401k full-episode retirement-planning 401k investment-fees investing americas-401k, full-episode, retirement-planning, 401k, investment-fees, investing full Coach Pete D'Arruda 3c816b2f-c256-422a-b095-b4e300cf0547 3c816b2f-c256-422a-b095-b4e300cf0547 Fri, 20 Nov 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/workplace-allocation-hidden-costs-and-understanding-investments The CEO of Your Retirement and Planning Beyond Products The CEO of Your Retirement and Planning Beyond Products Coach Pete discusses his CEO-of-your-retirement concept. The America's 401k Show conversation considers taking a closer look at an individual financial strategy.

The episode also explores planning objectives and product recommendations. Brokers Behaving Badly provides a further feature in the discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses his CEO-of-your-retirement concept. The America's 401k Show conversation considers taking a closer look at an individual financial strategy.

The episode also explores planning objectives and product recommendations. Brokers Behaving Badly provides a further feature in the discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses his CEO-of-your-retirement concept. The America's 401k Show conversation considers taking a closer look at an individual financial strategy. americas-401k full-episode retirement-planning 401k financial-advisors americas-401k, full-episode, retirement-planning, 401k, financial-advisors full Coach Pete D'Arruda 14864a97-7ccb-438e-a862-68cce292a30d f58c53ea-0acc-45e0-b81d-ae04011db373 Fri, 13 Nov 2020 11:00:00 +0000 3231 https://omny.fm/shows/americas-401k-show-with-coach-pete/becoming-the-ceo-of-your-retirement clean Buying Power, Investment Liquidity and Retirement Tax Questions Buying Power, Investment Liquidity and Retirement Tax Questions Coach Pete and the America’s 401k team discuss inflation, accessible cash and the trade-offs involved in investments with withdrawal restrictions. They consider questions about non-traded real estate investments.

The episode also examines retirement distribution proposals, Roth savings and the tax treatment of retirement money. A discussion of investment fraud and ongoing financial coaching highlights the importance of reviewing who manages a plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation, accessible cash and the trade-offs involved in investments with withdrawal restrictions. They consider questions about non-traded real estate investments.

The episode also examines retirement distribution proposals, Roth savings and the tax treatment of retirement money. A discussion of investment fraud and ongoing financial coaching highlights the importance of reviewing who manages a plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss inflation, accessible cash and the trade-offs involved in investments with withdrawal restrictions. They consider questions about non-traded real estate investments. americas-401k full-episode retirement-planning 401k roth-accounts tax-planning inflation investing americas-401k, full-episode, retirement-planning, 401k, roth-accounts, tax-planning, inflation, investing full Coach Pete D'Arruda 61303bb6-4dc9-44ac-bf44-b4e300ccb671 61303bb6-4dc9-44ac-bf44-b4e300ccb671 Fri, 06 Nov 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/buying-power-investment-liquidity-and-retirement-tax-questions Longevity, Portfolio Risk, and Growth-Protection-Income Planning Longevity, Portfolio Risk, and Growth-Protection-Income Planning Coach Pete and the America's 401k Show team discuss the possibility of a long retirement. The conversation considers savings and the resources a household intends to use over time.

The episode also explores portfolio risk as retirement approaches. Coach's GPI concept provides another topic in the discussion of financial priorities.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss the possibility of a long retirement. The conversation considers savings and the resources a household intends to use over time.

The episode also explores portfolio risk as retirement approaches. Coach's GPI concept provides another topic in the discussion of financial priorities.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss the possibility of a long retirement. The conversation considers savings and the resources a household intends to use over time. americas-401k full-episode retirement-planning retirement-income 401k investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investing full Coach Pete D'Arruda 60862c05-1d69-4de4-ab59-a65fbd383013 096bcca4-d65f-49cc-a385-ae04011e2593 Fri, 30 Oct 2020 10:00:00 +0000 3268 https://omny.fm/shows/americas-401k-show-with-coach-pete/living-longer-means-saving-more-make-sure-you-are clean Core and Explore Resources and Retirement Lifestyle Risk Core and Explore Resources and Retirement Lifestyle Risk The America’s 401k Show team discusses using core resources for household expenses while other investments remain exposed to markets. Coach Pete considers the effect of needing to sell after a decline.

The conversation also defines lifestyle risk as having insufficient income for an expected standard of living. Inflation connects that concern with projecting future retirement expenses.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses using core resources for household expenses while other investments remain exposed to markets. Coach Pete considers the effect of needing to sell after a decline.

The conversation also defines lifestyle risk as having insufficient income for an expected standard of living. Inflation connects that concern with projecting future retirement expenses.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses using core resources for household expenses while other investments remain exposed to markets. Coach Pete considers the effect of needing to sell after a decline. americas-401k full-episode retirement-planning 401k inflation market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 3f950796-9616-46ae-8063-a9c43b5b5292 e4ff940f-53e0-4cd6-b613-ae0401203f61 Fri, 16 Oct 2020 10:00:00 +0000 3184 https://omny.fm/shows/americas-401k-show-with-coach-pete/twelve-retirement-risks-you-should-prepare-for clean Retirement Income, Medicare Questions and Household Financial Knowledge Retirement Income, Medicare Questions and Household Financial Knowledge Coach Pete and the America’s 401k team discuss market recovery assumptions and planning resources for retirement income. They also consider possible future care needs and questions about Medicare information.

The conversation explores the importance of both spouses understanding household finances and seeking education before making decisions after a death or divorce. The team also discusses the shift toward working and learning from home.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss market recovery assumptions and planning resources for retirement income. They also consider possible future care needs and questions about Medicare information.

The conversation explores the importance of both spouses understanding household finances and seeking education before making decisions after a death or divorce. The team also discusses the shift toward working and learning from home.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss market recovery assumptions and planning resources for retirement income. They also consider possible future care needs and questions about Medicare information. americas-401k full-episode retirement-planning retirement-income 401k market-risk long-term-care americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, long-term-care full Coach Pete D'Arruda 3bae7a8b-5524-4806-b24d-b4e300cad7c7 3bae7a8b-5524-4806-b24d-b4e300cad7c7 Fri, 09 Oct 2020 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-income-medicare-questions-and-household-financial-knowledge Lifestyle Priorities and Risk as Retirement Approaches Lifestyle Priorities and Risk as Retirement Approaches Coach Pete and the America's 401k Show team discuss maintaining a desired lifestyle after work. The conversation considers the financial resources intended to support it.

The episode also explores risks as retirement approaches. Coach discusses reviewing a strategy and preparing for changing circumstances.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss maintaining a desired lifestyle after work. The conversation considers the financial resources intended to support it.

The episode also explores risks as retirement approaches. Coach discusses reviewing a strategy and preparing for changing circumstances.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss maintaining a desired lifestyle after work. The conversation considers the financial resources intended to support it. americas-401k full-episode retirement-planning 401k retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, retirement-lifestyle full Coach Pete D'Arruda 6049b96b-0ef5-492f-8df4-e7746115d24b d0f4e289-dfa0-4526-bea6-ae040120cf2e Fri, 02 Oct 2020 10:00:00 +0000 3219 https://omny.fm/shows/americas-401k-show-with-coach-pete/keeping-your-lifestyle-as-you-go-in-to-retirement clean From Saving to Spending, Spousal Benefits and Roth Choices From Saving to Spending, Spousal Benefits and Roth Choices Coach Pete and the America’s 401k team discuss the transition from accumulating retirement savings to drawing an income. They consider defining income goals, evaluating available resources and taking action on a plan.

The conversation also addresses listener questions about Social Security spousal benefits and Roth workplace contributions. The team examines retirement readiness and questions to ask about promissory note investments.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the transition from accumulating retirement savings to drawing an income. They consider defining income goals, evaluating available resources and taking action on a plan.

The conversation also addresses listener questions about Social Security spousal benefits and Roth workplace contributions. The team examines retirement readiness and questions to ask about promissory note investments.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the transition from accumulating retirement savings to drawing an income. They consider defining income goals, evaluating available resources and taking action on a plan. americas-401k full-episode retirement-planning social-security 401k roth-accounts retirement-lifestyle investing americas-401k, full-episode, retirement-planning, social-security, 401k, roth-accounts, retirement-lifestyle, investing full Coach Pete D'Arruda c4179515-9629-4f71-a0af-b4e300c98046 c4179515-9629-4f71-a0af-b4e300c98046 Fri, 25 Sep 2020 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/from-saving-to-spending-spousal-benefits-and-roth-choices-1 The Move From Saving to Retirement Income The Move From Saving to Retirement Income Coach Pete and the America’s 401k Show team discuss the transition from a final paycheck at work to using retirement resources. They consider the different tasks of accumulating money and drawing from it.

Growth, income and protection provide a framework for the conversation. The team connects personal income needs with reviewing where resources are held and how they may be used.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss the transition from a final paycheck at work to using retirement resources. They consider the different tasks of accumulating money and drawing from it.

Growth, income and protection provide a framework for the conversation. The team connects personal income needs with reviewing where resources are held and how they may be used.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss the transition from a final paycheck at work to using retirement resources. They consider the different tasks of accumulating money and drawing from it. americas-401k full-episode retirement-planning retirement-income 401k americas-401k, full-episode, retirement-planning, retirement-income, 401k full Coach Pete D'Arruda 85bd9aa7-2305-48af-b515-8c5d7fe6caa6 d42bbdab-1646-44cd-ae8c-ae040122228f Fri, 18 Sep 2020 10:00:00 +0000 3047 https://omny.fm/shows/americas-401k-show-with-coach-pete/how-to-turn-retirement-red-flags-green clean Risk Exposure and a Retirement Income Projection Risk Exposure and a Retirement Income Projection The America’s 401k Show team discusses evaluating the risk currently being taken with retirement money. Coach Pete asks what a plan would do if markets moved differently from expectations.

The conversation also examines an income projection during unfavorable market conditions. The team connects account balances and income needs with the goal of understanding the proposed plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses evaluating the risk currently being taken with retirement money. Coach Pete asks what a plan would do if markets moved differently from expectations.

The conversation also examines an income projection during unfavorable market conditions. The team connects account balances and income needs with the goal of understanding the proposed plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses evaluating the risk currently being taken with retirement money. Coach Pete asks what a plan would do if markets moved differently from expectations. americas-401k full-episode retirement-planning retirement-income 401k market-risk americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk full Coach Pete D'Arruda 13abb89f-50d7-4336-8e4b-585c20e76d49 68d2bf04-6426-4772-ad38-ae0401227a9d Fri, 11 Sep 2020 10:00:00 +0000 3173 https://omny.fm/shows/americas-401k-show-with-coach-pete/this-year-has-caused-some-unplanned-retirements-wh clean Downturn Planning, Family Legacy and Business Taxes Downturn Planning, Family Legacy and Business Taxes Coach Pete and the America’s 401k Show team discuss preparing for market downturns. They consider how investment resources relate to retirement income rather than relying on favorable market conditions.

The episode also explores a spend and leave approach to family legacy. Business tax questions connect the conversation with reviewing arrangements and identifying overlooked details.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss preparing for market downturns. They consider how investment resources relate to retirement income rather than relying on favorable market conditions.

The episode also explores a spend and leave approach to family legacy. Business tax questions connect the conversation with reviewing arrangements and identifying overlooked details.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss preparing for market downturns. They consider how investment resources relate to retirement income rather than relying on favorable market conditions. americas-401k full-episode retirement-planning retirement-income 401k tax-planning estate-planning market-risk investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, estate-planning, market-risk, investing full Coach Pete D'Arruda 684a27a9-e852-4199-aa28-c1d5059ba44f e89cc097-6742-4207-8adc-ae040123a596 Fri, 04 Sep 2020 10:00:00 +0000 2860 https://omny.fm/shows/americas-401k-show-with-coach-pete/a-tool-to-help-you-find-your-forgotten-401k clean Fees and the Resources Behind Retirement Income Fees and the Resources Behind Retirement Income The America’s 401k Show team discusses how recurring fees can affect savings over time. Coach Pete considers costs that may be overlooked when a retirement account is reviewed.

The conversation also addresses the foundation of an income plan and the roles of different assets. Historical return illustrations and personal retirement needs are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses how recurring fees can affect savings over time. Coach Pete considers costs that may be overlooked when a retirement account is reviewed.

The conversation also addresses the foundation of an income plan and the roles of different assets. Historical return illustrations and personal retirement needs are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses how recurring fees can affect savings over time. Coach Pete considers costs that may be overlooked when a retirement account is reviewed. americas-401k full-episode retirement-planning retirement-income 401k investment-fees americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees full Coach Pete D'Arruda bfab5119-5e00-4332-b281-ce769770040c 235723f6-5353-4bd2-91df-ae0401246cb1 Fri, 28 Aug 2020 10:00:00 +0000 3236 https://omny.fm/shows/americas-401k-show-with-coach-pete/what-does-financial-wellness-mean-for-you-financia clean Investment Fraud, Written Retirement Goals and Income Planning Investment Fraud, Written Retirement Goals and Income Planning Coach Pete and the America’s 401k team discuss an investment fraud case and questions to ask when evaluating financial help. They walk through an illustrative retirement income plan and compare it with common withdrawal assumptions.

The conversation also explores writing down retirement goals, saving before spending and managing credit card temptations. Studio stories round out this archived edition.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss an investment fraud case and questions to ask when evaluating financial help. They walk through an illustrative retirement income plan and compare it with common withdrawal assumptions.

The conversation also explores writing down retirement goals, saving before spending and managing credit card temptations. Studio stories round out this archived edition.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the America’s 401k team discuss an investment fraud case and questions to ask when evaluating financial help. They walk through an illustrative retirement income plan and compare it with common withdrawal assumptions. americas-401k full-episode retirement-planning retirement-income 401k retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, retirement-lifestyle, investing full Coach Pete D'Arruda 09cb0ce6-accd-425b-ade7-b4e300c83ea1 09cb0ce6-accd-425b-ade7-b4e300c83ea1 Fri, 21 Aug 2020 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/investment-fraud-written-retirement-goals-and-income-planning An Income Illustration and Retirement Withdrawal Questions An Income Illustration and Retirement Withdrawal Questions The America’s 401k Show team discusses a hypothetical retirement plan for a couple. Coach Pete considers account resources, a desired standard of living and the income needed over time.

The episode also examines a general withdrawal guideline and the importance of understanding the proposed plan. Financial guidance and planning for a long retirement connect the broader conversation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses a hypothetical retirement plan for a couple. Coach Pete considers account resources, a desired standard of living and the income needed over time.

The episode also examines a general withdrawal guideline and the importance of understanding the proposed plan. Financial guidance and planning for a long retirement connect the broader conversation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses a hypothetical retirement plan for a couple. Coach Pete considers account resources, a desired standard of living and the income needed over time. americas-401k full-episode retirement-planning 401k americas-401k, full-episode, retirement-planning, 401k full Coach Pete D'Arruda 4313d602-bc07-4323-9a6a-e8c30a6ae468 0a4aecf8-9824-4669-a475-ae040124fa53 Fri, 14 Aug 2020 10:00:00 +0000 3110 https://omny.fm/shows/americas-401k-show-with-coach-pete/common-complaints-aimed-at-brokers clean Cash Reserves, Retirement Choices and Making Money Last Cash Reserves, Retirement Choices and Making Money Last Coach Pete and the America’s 401k team discuss the role of liquid savings during market uncertainty. They consider the balance between accessible cash, growth and resources that will support retirement income.

The episode explores retirement choices, financial goals and the importance of a sustainable income plan. A listener question asks how to balance saving for emergencies with saving for retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the role of liquid savings during market uncertainty. They consider the balance between accessible cash, growth and resources that will support retirement income.

The episode explores retirement choices, financial goals and the importance of a sustainable income plan. A listener question asks how to balance saving for emergencies with saving for retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the role of liquid savings during market uncertainty. They consider the balance between accessible cash, growth and resources that will support retirement income. americas-401k full-episode retirement-planning retirement-income 401k market-risk americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk full Coach Pete D'Arruda 40cff310-2571-4b94-8edd-b4e300c6cab5 40cff310-2571-4b94-8edd-b4e300c6cab5 Fri, 07 Aug 2020 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/cash-reserves-retirement-choices-and-making-money-last Lump Sums and the Jobs of Retirement Money Lump Sums and the Jobs of Retirement Money Coach Pete and the America’s 401k Show team discuss the distinction between a large account balance and a plan for regular income. They consider the effect of relying on markets to replenish withdrawals.

The conversation also addresses longevity and different financial worlds. The team connects the roles of risk, growth and income with household retirement needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss the distinction between a large account balance and a plan for regular income. They consider the effect of relying on markets to replenish withdrawals.

The conversation also addresses longevity and different financial worlds. The team connects the roles of risk, growth and income with household retirement needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss the distinction between a large account balance and a plan for regular income. They consider the effect of relying on markets to replenish withdrawals. americas-401k full-episode retirement-planning 401k market-risk americas-401k, full-episode, retirement-planning, 401k, market-risk full Coach Pete D'Arruda 7e961eec-2fcc-42e3-bad1-f2f606b1e839 b3fc86d2-5153-4607-85f2-ae040125e17a Fri, 31 Jul 2020 10:00:00 +0000 3222 https://omny.fm/shows/americas-401k-show-with-coach-pete/how-different-kind-of-risk-impact-your-retirement clean Accessible Cash and the Retirement Income Gap Accessible Cash and the Retirement Income Gap The America’s 401k Show team discusses cash available for emergencies and the different roles of retirement resources. Red, green and yellow accounts provide a framework for that conversation.

Coach Pete also considers the gap between retirement income and household needs. Growth, market risk and accessible savings are discussed as parts of reviewing an overall financial plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses cash available for emergencies and the different roles of retirement resources. Red, green and yellow accounts provide a framework for that conversation.

Coach Pete also considers the gap between retirement income and household needs. Growth, market risk and accessible savings are discussed as parts of reviewing an overall financial plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses cash available for emergencies and the different roles of retirement resources. Red, green and yellow accounts provide a framework for that conversation. americas-401k full-episode retirement-planning retirement-income 401k market-risk americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk full Coach Pete D'Arruda 40429d38-a20a-47c8-a0ec-2a59aeb2dc8f f6951816-d4e6-4ab3-b514-ae040126548a Fri, 24 Jul 2020 10:00:00 +0000 3222 https://omny.fm/shows/americas-401k-show-with-coach-pete/uncovering-some-overlooked-financial-topics-with-c clean Learning from Financial Mistakes and Reviewing Retirement Accounts Learning from Financial Mistakes and Reviewing Retirement Accounts Coach Pete and the America’s 401k team discuss financial education and the importance of learning from repeated investment mistakes. They consider reviewing account statements and the terms of an annuity contract before making decisions.

The conversation also explores coordinating income resources for a retirement that may last longer than expected. The team discusses digital account access and secure ways of exchanging documents.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial education and the importance of learning from repeated investment mistakes. They consider reviewing account statements and the terms of an annuity contract before making decisions.

The conversation also explores coordinating income resources for a retirement that may last longer than expected. The team discusses digital account access and secure ways of exchanging documents.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial education and the importance of learning from repeated investment mistakes. They consider reviewing account statements and the terms of an annuity contract before making decisions. americas-401k full-episode retirement-planning 401k annuities financial-literacy investing americas-401k, full-episode, retirement-planning, 401k, annuities, financial-literacy, investing full Coach Pete D'Arruda 1b7e87fc-a456-4974-96a5-b4e300c55ffa 1b7e87fc-a456-4974-96a5-b4e300c55ffa Fri, 17 Jul 2020 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/learning-from-financial-mistakes-and-reviewing-retirement-accounts Hidden Fees in a Workplace Retirement Account Hidden Fees in a Workplace Retirement Account Coach Pete and the America's 401k Show team discuss fees within a 401(k). The conversation considers understanding the costs behind workplace retirement savings.

The episode explores reviewing charges that may be difficult to identify. Coach connects those details with examining an existing retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss fees within a 401(k). The conversation considers understanding the costs behind workplace retirement savings.

The episode explores reviewing charges that may be difficult to identify. Coach connects those details with examining an existing retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss fees within a 401(k). The conversation considers understanding the costs behind workplace retirement savings. americas-401k full-episode retirement-planning 401k investment-fees americas-401k, full-episode, retirement-planning, 401k, investment-fees full Coach Pete D'Arruda 5a2fc1ba-5088-4e5c-9cb4-e1b4f28176db 2f0947dc-6b83-41a3-8d03-ae040127c9e1 Fri, 03 Jul 2020 10:00:00 +0000 2900 https://omny.fm/shows/americas-401k-show-with-coach-pete/simple-ways-to-avoid-unreasonable-fees-in-your-401 clean From Saving to Spending, Spousal Benefits and Roth Choices From Saving to Spending, Spousal Benefits and Roth Choices Coach Pete and the America’s 401k team discuss the transition from accumulating retirement savings to drawing an income. They consider defining income goals, evaluating available resources and taking action on a plan.

The conversation also addresses listener questions about Social Security spousal benefits and Roth workplace contributions. The team examines retirement readiness and questions to ask about promissory note investments.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the transition from accumulating retirement savings to drawing an income. They consider defining income goals, evaluating available resources and taking action on a plan.

The conversation also addresses listener questions about Social Security spousal benefits and Roth workplace contributions. The team examines retirement readiness and questions to ask about promissory note investments.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the transition from accumulating retirement savings to drawing an income. They consider defining income goals, evaluating available resources and taking action on a plan. americas-401k full-episode retirement-planning social-security 401k roth-accounts retirement-lifestyle investing americas-401k, full-episode, retirement-planning, social-security, 401k, roth-accounts, retirement-lifestyle, investing full Coach Pete D'Arruda f757c350-bae0-466c-9a9e-b4e300c402b1 f757c350-bae0-466c-9a9e-b4e300c402b1 Fri, 26 Jun 2020 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/from-saving-to-spending-spousal-benefits-and-roth-choices Financial Red Flags and a Roadmap Toward Retirement Financial Red Flags and a Roadmap Toward Retirement Coach Pete discusses a retirement roadmap. The America's 401k Show conversation considers the direction of a household's financial strategy.

The episode also explores red flags that can be overlooked. Coach's red-to-green analogy frames the discussion of reviewing a plan before retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses a retirement roadmap. The America's 401k Show conversation considers the direction of a household's financial strategy.

The episode also explores red flags that can be overlooked. Coach's red-to-green analogy frames the discussion of reviewing a plan before retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses a retirement roadmap. The America's 401k Show conversation considers the direction of a household's financial strategy. americas-401k full-episode retirement-planning 401k americas-401k, full-episode, retirement-planning, 401k full Coach Pete D'Arruda f6d01cdd-5f97-4ad7-a563-799fa80264a3 5100fe94-98a4-4eea-a5b7-ae040129507b Fri, 19 Jun 2020 10:00:00 +0000 3045 https://omny.fm/shows/americas-401k-show-with-coach-pete/spotting-the-red-flags-on-your-way-to-retirement clean Average Returns, Investment Fraud and Retirement Balance Average Returns, Investment Fraud and Retirement Balance Coach Pete and the America’s 401k team discuss the limits of historical average returns and the timing of investing and withdrawals. They consider balancing income needs, growth and protection in a retirement plan.

The episode also examines investment fraud and warning signs in account statements. A conversation about financial wellness considers the impact of fees, expenses and commissions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the limits of historical average returns and the timing of investing and withdrawals. They consider balancing income needs, growth and protection in a retirement plan.

The episode also examines investment fraud and warning signs in account statements. A conversation about financial wellness considers the impact of fees, expenses and commissions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the limits of historical average returns and the timing of investing and withdrawals. They consider balancing income needs, growth and protection in a retirement plan. americas-401k full-episode retirement-planning 401k investment-fees investing americas-401k, full-episode, retirement-planning, 401k, investment-fees, investing full Coach Pete D'Arruda e14b29ea-cfa5-4c9a-a9a2-b4e300c2d789 e14b29ea-cfa5-4c9a-a9a2-b4e300c2d789 Fri, 12 Jun 2020 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/average-returns-investment-fraud-and-retirement-balance Student Loans, Retirement Saving and Benefit Questions Student Loans, Retirement Saving and Benefit Questions The America’s 401k Show team discusses barriers to retirement saving for younger adults, including student loans and earnings early in a career. They consider the effect of those obligations on getting started.

The episode also addresses retirement income questions and Social Security for divorced spouses. Coach Pete connects benefit options and financial costs with understanding the resources available for retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses barriers to retirement saving for younger adults, including student loans and earnings early in a career. They consider the effect of those obligations on getting started.

The episode also addresses retirement income questions and Social Security for divorced spouses. Coach Pete connects benefit options and financial costs with understanding the resources available for retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses barriers to retirement saving for younger adults, including student loans and earnings early in a career. They consider the effect of those obligations on getting started. americas-401k full-episode retirement-planning retirement-income social-security 401k americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k full Coach Pete D'Arruda c631ff7f-d5b4-482c-a3b0-f7e8137deab2 76078133-4e55-4fcb-89a2-ae04012abe35 Fri, 05 Jun 2020 10:00:00 +0000 2867 https://omny.fm/shows/americas-401k-show-with-coach-pete/lifetime-income-in-retirement-can-be-a-reality-for clean Roth Accounts, Inherited IRAs and Recovery From Losses Roth Accounts, Inherited IRAs and Recovery From Losses The America’s 401k Show team discusses the mathematics of recovering from a market loss. Coach Pete considers how a decline changes the gain needed to return to an earlier balance.

The conversation also addresses Roth accounts and inherited IRA changes under the SECURE Act as discussed in 2020. Taxes and family resources connect those topics with a retirement review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the mathematics of recovering from a market loss. Coach Pete considers how a decline changes the gain needed to return to an earlier balance.

The conversation also addresses Roth accounts and inherited IRA changes under the SECURE Act as discussed in 2020. Taxes and family resources connect those topics with a retirement review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the mathematics of recovering from a market loss. Coach Pete considers how a decline changes the gain needed to return to an earlier balance. americas-401k full-episode retirement-planning 401k roth-accounts tax-planning estate-planning market-risk americas-401k, full-episode, retirement-planning, 401k, roth-accounts, tax-planning, estate-planning, market-risk full Coach Pete D'Arruda 19ff898a-4a2e-4ee6-a456-5a5bbb5a2208 3b4996d1-6b3b-4e03-b12a-ae04012acd31 Fri, 29 May 2020 10:00:00 +0000 3249 https://omny.fm/shows/americas-401k-show-with-coach-pete/2020-money-guide-from-coach-pete clean 401(k) Costs and the Foundation of Retirement Income 401(k) Costs and the Foundation of Retirement Income The America’s 401k Show team discusses the effect of recurring fees on a retirement account. Coach Pete considers costs that may be overlooked when attention stays on a statement balance.

The conversation also addresses historical return illustrations and the roles of different retirement resources. The team connects an account review with a wider plan for household income.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the effect of recurring fees on a retirement account. Coach Pete considers costs that may be overlooked when attention stays on a statement balance.

The conversation also addresses historical return illustrations and the roles of different retirement resources. The team connects an account review with a wider plan for household income.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the effect of recurring fees on a retirement account. Coach Pete considers costs that may be overlooked when attention stays on a statement balance. americas-401k full-episode retirement-planning retirement-income 401k investment-fees americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees full Coach Pete D'Arruda 4f7ab138-dadc-4b74-873c-5f2ffd630b64 c615fc14-4453-4ed9-ad52-ae04012b53da Fri, 22 May 2020 10:00:00 +0000 3235 https://omny.fm/shows/americas-401k-show-with-coach-pete/4-questions-for-financial-wellness clean Income, Market Downturns and a Spend and Leave Example Income, Market Downturns and a Spend and Leave Example Coach Pete and the America’s 401k Show team discuss a planning example that connects future income with accumulating retirement resources. They consider the years remaining before the income begins.

The conversation also explores a spend and leave approach to family legacy. Market exposure and the need to understand where retirement income will come from are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss a planning example that connects future income with accumulating retirement resources. They consider the years remaining before the income begins.

The conversation also explores a spend and leave approach to family legacy. Market exposure and the need to understand where retirement income will come from are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss a planning example that connects future income with accumulating retirement resources. They consider the years remaining before the income begins. americas-401k full-episode retirement-planning retirement-income 401k estate-planning market-risk americas-401k, full-episode, retirement-planning, retirement-income, 401k, estate-planning, market-risk full Coach Pete D'Arruda de5bc270-4e4b-48d9-929a-3e6919569ca8 6eba715d-e9f5-40e8-9cd5-ae04012cfb1d Fri, 15 May 2020 10:00:00 +0000 2863 https://omny.fm/shows/americas-401k-show-with-coach-pete/a-new-tool-to-help-you-find-your-forgotten-401k clean A Couple’s Retirement Income Illustration A Couple’s Retirement Income Illustration The America’s 401k Show team discusses an income planning illustration for a couple. They consider resources in an IRA and the spending needed to maintain a standard of living.

Coach Pete also addresses longevity and choosing informed financial guidance. The conversation connects future income with understanding the assumptions and details of a proposed retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses an income planning illustration for a couple. They consider resources in an IRA and the spending needed to maintain a standard of living.

Coach Pete also addresses longevity and choosing informed financial guidance. The conversation connects future income with understanding the assumptions and details of a proposed retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses an income planning illustration for a couple. They consider resources in an IRA and the spending needed to maintain a standard of living. americas-401k full-episode retirement-planning retirement-income 401k retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, retirement-lifestyle full Coach Pete D'Arruda ae26c2b8-f9f6-4dcd-9dfe-66340e5bcc2c 417ac0c3-4f6d-416d-89d9-ae04012d61d2 Fri, 08 May 2020 10:00:00 +0000 3177 https://omny.fm/shows/americas-401k-show-with-coach-pete/will-the-secure-act-change-your-plans-for-retireme clean A Personal Retirement Plan and Market Volatility A Personal Retirement Plan and Market Volatility The America’s 401k Show team uses customized and frozen pizzas to compare individual planning with a standard portfolio. Coach Pete considers how personal circumstances should shape a retirement review.

The conversation also examines market distractions, dividend-paying stocks and the difference between a 401(k) balance and future income. The core and explore framework connects those topics with the jobs assigned to retirement resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team uses customized and frozen pizzas to compare individual planning with a standard portfolio. Coach Pete considers how personal circumstances should shape a retirement review.

The conversation also examines market distractions, dividend-paying stocks and the difference between a 401(k) balance and future income. The core and explore framework connects those topics with the jobs assigned to retirement resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team uses customized and frozen pizzas to compare individual planning with a standard portfolio. Coach Pete considers how personal circumstances should shape a retirement review. americas-401k full-episode retirement-planning 401k market-risk investing americas-401k, full-episode, retirement-planning, 401k, market-risk, investing full Coach Pete D'Arruda 5bb0306e-7521-472c-853c-2d9158086252 25e25d87-7ef5-4d4e-976a-ae04012d9f4e Fri, 01 May 2020 10:00:00 +0000 3207 https://omny.fm/shows/americas-401k-show-with-coach-pete/realistic-financial-goals-to-get-you-on-track clean A 401(k) Balance and the Need for Retirement Income A 401(k) Balance and the Need for Retirement Income The America’s 401k Show team discusses the distinction between a workplace savings account and an income plan. Coach Pete considers the monthly resources a household will need after leaving work.

The conversation also addresses market volatility and the distraction of daily changes. The team connects those concerns with reviewing how savings will support retirement spending.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the distinction between a workplace savings account and an income plan. Coach Pete considers the monthly resources a household will need after leaving work.

The conversation also addresses market volatility and the distraction of daily changes. The team connects those concerns with reviewing how savings will support retirement spending.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the distinction between a workplace savings account and an income plan. Coach Pete considers the monthly resources a household will need after leaving work. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle full Coach Pete D'Arruda 34f742ea-06ad-4ef7-a64b-c502028a5334 cd3c0c60-db55-4824-bb7e-ae04012f5d08 Fri, 24 Apr 2020 10:00:00 +0000 3127 https://omny.fm/shows/americas-401k-show-with-coach-pete/three-tips-to-weather-market-volatility clean Plan Size, Hidden Fees and a Cost Comparison Plan Size, Hidden Fees and a Cost Comparison The America’s 401k Show team discusses workplace plan documents and retirement account fees. They consider how an employer plan’s size can affect expenses without answering every cost question.

The episode also compares hypothetical accounts with different fee levels. A discussion of excessive-fee allegations at the time connects the illustration with the value of looking closely at plan costs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses workplace plan documents and retirement account fees. They consider how an employer plan’s size can affect expenses without answering every cost question.

The episode also compares hypothetical accounts with different fee levels. A discussion of excessive-fee allegations at the time connects the illustration with the value of looking closely at plan costs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses workplace plan documents and retirement account fees. They consider how an employer plan’s size can affect expenses without answering every cost question. americas-401k full-episode retirement-planning 401k investment-fees americas-401k, full-episode, retirement-planning, 401k, investment-fees full Coach Pete D'Arruda 5c500d6e-18e6-416d-9c38-baed46c404a1 e129fa90-43d5-4629-9ec4-ae04012fbc54 Fri, 17 Apr 2020 10:00:00 +0000 2905 https://omny.fm/shows/americas-401k-show-with-coach-pete/unreasonable-fees-in-your-401k clean Core Retirement Resources, Investment Restrictions and Estate Plans Core Retirement Resources, Investment Restrictions and Estate Plans Coach Pete and the America’s 401k team discuss identifying the resources needed for retirement income and reviewing a portfolio during market uncertainty. They consider the purpose each investment serves and the risks of fragmented planning.

The conversation examines liquidity concerns with non-traded real estate investments and includes an interview about estate planning and broader financial decisions. The team discusses reviewing plans before panic drives a decision.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss identifying the resources needed for retirement income and reviewing a portfolio during market uncertainty. They consider the purpose each investment serves and the risks of fragmented planning.

The conversation examines liquidity concerns with non-traded real estate investments and includes an interview about estate planning and broader financial decisions. The team discusses reviewing plans before panic drives a decision.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss identifying the resources needed for retirement income and reviewing a portfolio during market uncertainty. They consider the purpose each investment serves and the risks of fragmented planning. americas-401k full-episode retirement-planning retirement-income 401k estate-planning market-risk investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, estate-planning, market-risk, investing full Coach Pete D'Arruda da71d354-c872-4aa9-9cda-b4e300c186c8 da71d354-c872-4aa9-9cda-b4e300c186c8 Fri, 10 Apr 2020 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/core-retirement-resources-investment-restrictions-and-estate-plans Retirement Goals, Market Changes and Purchasing Power Retirement Goals, Market Changes and Purchasing Power Coach Pete and the America’s 401k Show team discuss looking ahead to what a household wants to do in retirement. They consider how those goals relate to a financial plan and portfolio.

The episode also examines market uncertainty and the purchasing power of bank savings. Inflation connects the conversation with the need to understand future income and expenses.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss looking ahead to what a household wants to do in retirement. They consider how those goals relate to a financial plan and portfolio.

The episode also examines market uncertainty and the purchasing power of bank savings. Inflation connects the conversation with the need to understand future income and expenses.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss looking ahead to what a household wants to do in retirement. They consider how those goals relate to a financial plan and portfolio. americas-401k full-episode retirement-planning 401k inflation market-risk investing americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, investing full Coach Pete D'Arruda fb03317a-e91d-4241-893a-64a81f552747 b6d192c7-a13b-4cbf-8963-ae0401304bcf Fri, 03 Apr 2020 10:00:00 +0000 3245 https://omny.fm/shows/americas-401k-show-with-coach-pete/keeping-an-eye-on-the-market-and-how-it-effects-yo clean Market Recovery Assumptions, Lifetime Income and Financial Coaching Market Recovery Assumptions, Lifetime Income and Financial Coaching Coach Pete and the America’s 401k team discuss market uncertainty and the limits of relying on past recoveries to predict future returns. They consider planning a core retirement income stream and protecting resources needed for living expenses.

The conversation also examines government spending, taxes and the relationship between bond prices and interest rates. Coach describes reviewing a plan over time and adjusting it when circumstances change.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss market uncertainty and the limits of relying on past recoveries to predict future returns. They consider planning a core retirement income stream and protecting resources needed for living expenses.

The conversation also examines government spending, taxes and the relationship between bond prices and interest rates. Coach describes reviewing a plan over time and adjusting it when circumstances change.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss market uncertainty and the limits of relying on past recoveries to predict future returns. They consider planning a core retirement income stream and protecting resources needed for living expenses. americas-401k full-episode retirement-planning retirement-income 401k tax-planning market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda c4885c5d-12fb-4127-bafd-b4e300c02832 c4885c5d-12fb-4127-bafd-b4e300c02832 Fri, 27 Mar 2020 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/market-recovery-assumptions-lifetime-income-and-financial-coaching 401(k) Fees and Assumptions About Market Recovery 401(k) Fees and Assumptions About Market Recovery Coach Pete and the America’s 401k Show team discuss how new contributions can make a retirement account balance rise while fees remain difficult to see. They consider the details behind an account’s results.

The conversation also examines expectations about a market recovery. Accountability and the roles of different financial resources connect those questions with reviewing a retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss how new contributions can make a retirement account balance rise while fees remain difficult to see. They consider the details behind an account’s results.

The conversation also examines expectations about a market recovery. Accountability and the roles of different financial resources connect those questions with reviewing a retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss how new contributions can make a retirement account balance rise while fees remain difficult to see. They consider the details behind an account’s results. americas-401k full-episode retirement-planning 401k market-risk investment-fees americas-401k, full-episode, retirement-planning, 401k, market-risk, investment-fees full Coach Pete D'Arruda 6c882a9b-4ec6-4d3e-b482-3d46bbe32608 2aa775cd-92bf-4a10-afac-ae040131997c Fri, 20 Mar 2020 10:00:00 +0000 3073 https://omny.fm/shows/americas-401k-show-with-coach-pete/the-market-recovery-action-plan clean Retirement Account Transfers and Benefits After Divorce Retirement Account Transfers and Benefits After Divorce The America’s 401k Show team discusses dividing retirement savings during divorce. A story about a transfer made before the divorce was final raises questions about process, taxes and penalties.

Coach Pete also considers Social Security benefits for divorced spouses. The team discusses checking available options and connecting retirement assets with future income needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses dividing retirement savings during divorce. A story about a transfer made before the divorce was final raises questions about process, taxes and penalties.

Coach Pete also considers Social Security benefits for divorced spouses. The team discusses checking available options and connecting retirement assets with future income needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses dividing retirement savings during divorce. A story about a transfer made before the divorce was final raises questions about process, taxes and penalties. americas-401k full-episode retirement-planning social-security 401k tax-planning americas-401k, full-episode, retirement-planning, social-security, 401k, tax-planning full Coach Pete D'Arruda 8790c32e-6c1f-42d3-bc26-e5d6c2da43a7 04a9f560-6139-4b34-a9f8-ae040131ed3e Fri, 13 Mar 2020 10:00:00 +0000 3030 https://omny.fm/shows/americas-401k-show-with-coach-pete/its-been-a-rollercoaster-ride-in-the-market clean 401k History, Account Fees and Coordinating Retirement Withdrawals 401k History, Account Fees and Coordinating Retirement Withdrawals Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the shift away from traditional pensions. They consider the difference between a large account balance and an income plan.

The episode uses an illustrative comparison to examine the effect of annual investment fees. The conversation also explores coordinating withdrawals, taxes and available account choices as retirement approaches.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the shift away from traditional pensions. They consider the difference between a large account balance and an income plan.

The episode uses an illustrative comparison to examine the effect of annual investment fees. The conversation also explores coordinating withdrawals, taxes and available account choices as retirement approaches.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the shift away from traditional pensions. They consider the difference between a large account balance and an income plan. americas-401k full-episode retirement-planning retirement-income 401k tax-planning investment-fees investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, investment-fees, investing full Coach Pete D'Arruda 24c5a88c-ea9a-42f8-baad-b4e300be6fa7 24c5a88c-ea9a-42f8-baad-b4e300be6fa7 Fri, 06 Mar 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/401k-history-account-fees-and-coordinating-retirement-withdrawals 401(k) History, Beneficiaries and the Cost of Fees 401(k) History, Beneficiaries and the Cost of Fees The America’s 401k Show team discusses the shift from pensions to workplace savings accounts. Coach Pete considers how an account balance relates to future income and beneficiary choices.

The conversation also compares hypothetical accounts with different annual fees. An interview about a family’s banking history accompanies the discussion of financial planning and personal needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the shift from pensions to workplace savings accounts. Coach Pete considers how an account balance relates to future income and beneficiary choices.

The conversation also compares hypothetical accounts with different annual fees. An interview about a family’s banking history accompanies the discussion of financial planning and personal needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the shift from pensions to workplace savings accounts. Coach Pete considers how an account balance relates to future income and beneficiary choices. americas-401k full-episode retirement-planning retirement-income 401k estate-planning investment-fees americas-401k, full-episode, retirement-planning, retirement-income, 401k, estate-planning, investment-fees full Coach Pete D'Arruda 28012c49-ce0f-43bc-ae52-2d30fc2bc428 66dc1029-c219-4767-8ca9-ae040132088d Fri, 28 Feb 2020 11:00:00 +0000 3212 https://omny.fm/shows/americas-401k-show-with-coach-pete/the-401k-has-been-around-for-40-years-but-how-does clean Trust, Financial Offers and Housing Expectations Trust, Financial Offers and Housing Expectations The America’s 401k Show team discusses how trusted relationships can be used to promote questionable financial offers. Coach Pete considers the importance of understanding what an adviser is recommending.

The conversation also examines interest rates and the pool of buyers for a house. These topics connect trust and real estate expectations with a broader retirement review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses how trusted relationships can be used to promote questionable financial offers. Coach Pete considers the importance of understanding what an adviser is recommending.

The conversation also examines interest rates and the pool of buyers for a house. These topics connect trust and real estate expectations with a broader retirement review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses how trusted relationships can be used to promote questionable financial offers. Coach Pete considers the importance of understanding what an adviser is recommending. americas-401k full-episode retirement-planning 401k financial-advisors americas-401k, full-episode, retirement-planning, 401k, financial-advisors full Coach Pete D'Arruda 82b023b8-d04a-4b37-aaea-2a0780a715ef cdb6a4a8-c43f-4e13-bf10-ae0401333773 Fri, 21 Feb 2020 11:00:00 +0000 2943 https://omny.fm/shows/americas-401k-show-with-coach-pete/things-to-consider-when-thinking-about-retiring-ea clean Couples’ Income Questions, Future Care and Automated Savings Couples’ Income Questions, Future Care and Automated Savings Coach Pete and the America’s 401k team discuss the questions couples can ask about funding retirement living expenses. They consider the effect of market declines while money is being withdrawn.

The conversation explores setting aside income for travel and other personal goals, planning for possible care expenses and understanding workplace savings options. The team also discusses using automated contributions to overcome procrastination.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the questions couples can ask about funding retirement living expenses. They consider the effect of market declines while money is being withdrawn.

The conversation explores setting aside income for travel and other personal goals, planning for possible care expenses and understanding workplace savings options. The team also discusses using automated contributions to overcome procrastination.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the questions couples can ask about funding retirement living expenses. They consider the effect of market declines while money is being withdrawn. americas-401k full-episode retirement-planning 401k market-risk long-term-care americas-401k, full-episode, retirement-planning, 401k, market-risk, long-term-care full Coach Pete D'Arruda 7e113750-0f80-4c5e-bc9e-b4e300bd323c 7e113750-0f80-4c5e-bc9e-b4e300bd323c Fri, 14 Feb 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/couples-income-questions-future-care-and-automated-savings Withdrawals During a Downturn and Future Income Withdrawals During a Downturn and Future Income The America’s 401k Show team discusses the difference between investing while working and taking money out in retirement. Coach Pete considers how withdrawals during a market decline can affect the resources available later.

The conversation also addresses retaining investment gains and planning for living expenses. The team connects those decisions with the different roles of retirement savings.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the difference between investing while working and taking money out in retirement. Coach Pete considers how withdrawals during a market decline can affect the resources available later.

The conversation also addresses retaining investment gains and planning for living expenses. The team connects those decisions with the different roles of retirement savings.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the difference between investing while working and taking money out in retirement. Coach Pete considers how withdrawals during a market decline can affect the resources available later. americas-401k full-episode retirement-planning 401k market-risk investing americas-401k, full-episode, retirement-planning, 401k, market-risk, investing full Coach Pete D'Arruda a4795221-00c3-4aca-acb4-7043e6f3d9be ec68989d-c726-4d03-bf57-ae040133cf99 Fri, 07 Feb 2020 11:00:00 +0000 2803 https://omny.fm/shows/americas-401k-show-with-coach-pete/7-retirement-planning-questions-every-couple-shoul clean Fiduciary Questions, Roth Conversions and Workplace Rollovers Fiduciary Questions, Roth Conversions and Workplace Rollovers Coach Pete and the America’s 401k team discuss evaluating a financial planner, risk tolerance and fees. They consider Roth conversion questions and the importance of reviewing an investment allocation after market gains.

The episode also examines workplace rollover options and requesting a written retirement income plan. A discussion of investment fraud highlights why reputation and personal instincts deserve additional verification.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss evaluating a financial planner, risk tolerance and fees. They consider Roth conversion questions and the importance of reviewing an investment allocation after market gains.

The episode also examines workplace rollover options and requesting a written retirement income plan. A discussion of investment fraud highlights why reputation and personal instincts deserve additional verification.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss evaluating a financial planner, risk tolerance and fees. They consider Roth conversion questions and the importance of reviewing an investment allocation after market gains. americas-401k full-episode retirement-planning retirement-income 401k roth-accounts roth-conversions market-risk investment-fees financial-advisors investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, roth-conversions, market-risk, investment-fees, financial-advisors, investing full Coach Pete D'Arruda 6c82587f-5a3e-4079-814e-b4e300bbf763 6c82587f-5a3e-4079-814e-b4e300bbf763 Fri, 31 Jan 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/fiduciary-questions-roth-conversions-and-workplace-rollovers Roth Conversions, Realized Gains and Plan Transparency Roth Conversions, Realized Gains and Plan Transparency The America’s 401k Show team discusses Roth conversions in the tax environment of the recording. Coach Pete considers how taxes and investment gains relate to retirement account decisions.

The conversation also distinguishes paper gains from realized gains. The team discusses seeing a proposed retirement plan in writing and understanding what it is intended to do.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses Roth conversions in the tax environment of the recording. Coach Pete considers how taxes and investment gains relate to retirement account decisions.

The conversation also distinguishes paper gains from realized gains. The team discusses seeing a proposed retirement plan in writing and understanding what it is intended to do.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses Roth conversions in the tax environment of the recording. Coach Pete considers how taxes and investment gains relate to retirement account decisions. americas-401k full-episode retirement-planning 401k roth-accounts roth-conversions tax-planning investing americas-401k, full-episode, retirement-planning, 401k, roth-accounts, roth-conversions, tax-planning, investing full Coach Pete D'Arruda fa7565c9-e28f-4b66-8d5f-d240dcd3de39 7194ec9e-64e3-470d-a7b3-ae040134361d Fri, 24 Jan 2020 11:00:00 +0000 3226 https://omny.fm/shows/americas-401k-show-with-coach-pete/lifetime-income-in-retirement-can-be-a-reality-wit clean Distribution Rules, Written Goals and Planning for a Long Retirement Distribution Rules, Written Goals and Planning for a Long Retirement Coach Pete and the America’s 401k team discuss required retirement account distributions and changes to the rules being discussed in this archived edition. They consider coordinating withdrawals with a plan for income throughout retirement.

The team walks through a hypothetical couple’s retirement planning example and discusses writing down goals. Conversations about saving consistently and understanding terms before making a commitment round out the episode.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss required retirement account distributions and changes to the rules being discussed in this archived edition. They consider coordinating withdrawals with a plan for income throughout retirement.

The team walks through a hypothetical couple’s retirement planning example and discusses writing down goals. Conversations about saving consistently and understanding terms before making a commitment round out the episode.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss required retirement account distributions and changes to the rules being discussed in this archived edition. They consider coordinating withdrawals with a plan for income throughout retirement. americas-401k full-episode retirement-planning 401k americas-401k, full-episode, retirement-planning, 401k full Coach Pete D'Arruda 2d7fdf2c-51d1-4b46-b264-b4e300bad804 2d7fdf2c-51d1-4b46-b264-b4e300bad804 Fri, 17 Jan 2020 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/distribution-rules-written-goals-and-planning-for-a-long-retirement Longevity and a Retirement Income Illustration Longevity and a Retirement Income Illustration Coach Pete and the America’s 401k Show team discuss planning for income through a long retirement. They consider the limits of focusing on an account balance or a fixed ending age.

The conversation works through a hypothetical couple’s plan and compares it with a general withdrawal guideline. Saving, spending and understanding the proposed plan are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss planning for income through a long retirement. They consider the limits of focusing on an account balance or a fixed ending age.

The conversation works through a hypothetical couple’s plan and compares it with a general withdrawal guideline. Saving, spending and understanding the proposed plan are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss planning for income through a long retirement. They consider the limits of focusing on an account balance or a fixed ending age. americas-401k full-episode retirement-planning retirement-income 401k retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, retirement-lifestyle full Coach Pete D'Arruda d52d817a-5e2f-494a-92d4-01b61eee17be 97d74879-7e85-4188-b44f-ae040134ed25 Fri, 10 Jan 2020 11:00:00 +0000 3175 https://omny.fm/shows/americas-401k-show-with-coach-pete/what-is-the-secure-act-what-you-need-to-know-for-y clean State Taxes, Inflation and Household Income State Taxes, Inflation and Household Income The America’s 401k Show team discusses state taxes, retirement location and the timing of tax deductions. Coach Pete considers traditional and Roth accounts within that conversation.

The episode also includes an income and legacy illustration and a discussion of inflation. A Mounds candy bar feature accompanies questions about budgeting and communicating financial information within a couple.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses state taxes, retirement location and the timing of tax deductions. Coach Pete considers traditional and Roth accounts within that conversation.

The episode also includes an income and legacy illustration and a discussion of inflation. A Mounds candy bar feature accompanies questions about budgeting and communicating financial information within a couple.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses state taxes, retirement location and the timing of tax deductions. Coach Pete considers traditional and Roth accounts within that conversation. americas-401k full-episode retirement-planning 401k roth-accounts tax-planning estate-planning inflation americas-401k, full-episode, retirement-planning, 401k, roth-accounts, tax-planning, estate-planning, inflation full Coach Pete D'Arruda d61323ec-884d-4840-99af-dbec3ddf04f8 c58d6c10-858c-432d-800a-ae040134ef3f Fri, 03 Jan 2020 11:00:00 +0000 3133 https://omny.fm/shows/americas-401k-show-with-coach-pete/how-you-should-deal-with-the-stock-market-heading clean 401k Responsibilities, Seminar Questions and Retirement Blind Spots 401k Responsibilities, Seminar Questions and Retirement Blind Spots Coach Pete and the America’s 401k team discuss the responsibility employees carry for retirement savings and the effect of fees. They consider financial blind spots that can disrupt a plan.

The conversation also examines retirement seminar marketing, taxes and the investment choices available in workplace accounts. Coach discusses matching a plan to individual retirement goals.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the responsibility employees carry for retirement savings and the effect of fees. They consider financial blind spots that can disrupt a plan.

The conversation also examines retirement seminar marketing, taxes and the investment choices available in workplace accounts. Coach discusses matching a plan to individual retirement goals.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the responsibility employees carry for retirement savings and the effect of fees. They consider financial blind spots that can disrupt a plan. americas-401k full-episode retirement-planning 401k tax-planning investment-fees investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, investment-fees, investing full Coach Pete D'Arruda 678ca614-8e0b-4557-a389-b4e300b9ad87 678ca614-8e0b-4557-a389-b4e300b9ad87 Fri, 27 Dec 2019 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/401k-responsibilities-seminar-questions-and-retirement-blind-spots Plan Documents and the Costs Behind a 401(k) Plan Documents and the Costs Behind a 401(k) The America’s 401k Show team discusses fees that may not be obvious on a retirement account statement. They consider information in plan documents and the costs of variable annuity arrangements.

The conversation also looks at how an employer plan’s size can affect expenses. Coach Pete connects recurring fees with the investment growth left for future retirement needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses fees that may not be obvious on a retirement account statement. They consider information in plan documents and the costs of variable annuity arrangements.

The conversation also looks at how an employer plan’s size can affect expenses. Coach Pete connects recurring fees with the investment growth left for future retirement needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses fees that may not be obvious on a retirement account statement. They consider information in plan documents and the costs of variable annuity arrangements. americas-401k full-episode retirement-planning 401k annuities investment-fees investing americas-401k, full-episode, retirement-planning, 401k, annuities, investment-fees, investing full Coach Pete D'Arruda 1a090dc5-ca9a-4b4b-b0ff-863fdca2bb6b 1e95e314-7a52-4e47-a5af-ae04013614d2 Fri, 20 Dec 2019 11:00:00 +0000 2841 https://omny.fm/shows/americas-401k-show-with-coach-pete/get-to-know-your-401k-1-on-1 clean Retirement Account Taxes and Questions About Seminars Retirement Account Taxes and Questions About Seminars Coach Pete and the America’s 401k Show team discuss taxes on retirement accounts and why an account balance may differ from money available to spend. The conversation also considers investment results.

The team examines financial seminar invitations and the setting used to present advice. Understanding the content and purpose of a recommendation is part of the broader financial review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss taxes on retirement accounts and why an account balance may differ from money available to spend. The conversation also considers investment results.

The team examines financial seminar invitations and the setting used to present advice. Understanding the content and purpose of a recommendation is part of the broader financial review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss taxes on retirement accounts and why an account balance may differ from money available to spend. The conversation also considers investment results. americas-401k full-episode retirement-planning 401k tax-planning investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, investing full Coach Pete D'Arruda ea6888db-0d1a-4555-a8e2-f8f76ec4c3d4 d63be4af-7220-48c7-879e-ae040136a60f Fri, 13 Dec 2019 11:00:00 +0000 2807 https://omny.fm/shows/americas-401k-show-with-coach-pete/how-to-avoid-these-3-retirement-landmines clean Finding the Costs Inside a 401(k) Finding the Costs Inside a 401(k) The America’s 401k Show team discusses the difference between a statement fee and other costs inside a workplace retirement plan. Coach Pete considers information that may be found in plan documents.

The episode also examines variable annuity expenses and the effect of recurring fees over time. The team connects those costs with the amount of investment growth left in an account.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the difference between a statement fee and other costs inside a workplace retirement plan. Coach Pete considers information that may be found in plan documents.

The episode also examines variable annuity expenses and the effect of recurring fees over time. The team connects those costs with the amount of investment growth left in an account.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the difference between a statement fee and other costs inside a workplace retirement plan. Coach Pete considers information that may be found in plan documents. americas-401k full-episode retirement-planning 401k annuities investment-fees investing americas-401k, full-episode, retirement-planning, 401k, annuities, investment-fees, investing full Coach Pete D'Arruda 2f96aec1-18fc-40df-a0d5-79ca30f7409b 0725005c-ebcd-404a-951c-ae040136c0a0 Fri, 06 Dec 2019 11:00:00 +0000 2843 https://omny.fm/shows/americas-401k-show-with-coach-pete/how-you-can-avoid-unreasonable-fees-in-your-401k clean Paying Yourself First and Preparing for Retirement Expenses Paying Yourself First and Preparing for Retirement Expenses Coach Pete and the America’s 401k team discuss saving consistently, workplace retirement balances and building an income plan. They consider the value of understanding where money is held and what role it serves.

The episode also examines inflation, taxes, estate planning and future care expenses. A conversation about women’s retirement challenges considers caregiving, earnings history and Social Security.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss saving consistently, workplace retirement balances and building an income plan. They consider the value of understanding where money is held and what role it serves.

The episode also examines inflation, taxes, estate planning and future care expenses. A conversation about women’s retirement challenges considers caregiving, earnings history and Social Security.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss saving consistently, workplace retirement balances and building an income plan. They consider the value of understanding where money is held and what role it serves. americas-401k full-episode retirement-planning retirement-income social-security 401k tax-planning estate-planning inflation long-term-care americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k, tax-planning, estate-planning, inflation, long-term-care full Coach Pete D'Arruda d9cdda63-67a1-4ec6-9113-b4e300b57ed7 d9cdda63-67a1-4ec6-9113-b4e300b57ed7 Fri, 29 Nov 2019 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/paying-yourself-first-and-preparing-for-retirement-expenses-1 Divorce, Retirement Accounts and Social Security Questions Divorce, Retirement Accounts and Social Security Questions The America’s 401k Show team discusses a retirement account split made before a divorce was final. Taxes, penalties and the process used to transfer savings are central questions in the conversation.

Coach Pete also discusses Social Security for divorced spouses and the importance of checking benefit eligibility. Regular saving and keeping retirement resources connected with long-term needs are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses a retirement account split made before a divorce was final. Taxes, penalties and the process used to transfer savings are central questions in the conversation.

Coach Pete also discusses Social Security for divorced spouses and the importance of checking benefit eligibility. Regular saving and keeping retirement resources connected with long-term needs are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses a retirement account split made before a divorce was final. Taxes, penalties and the process used to transfer savings are central questions in the conversation. americas-401k full-episode retirement-planning social-security 401k tax-planning americas-401k, full-episode, retirement-planning, social-security, 401k, tax-planning full Coach Pete D'Arruda 6b9bcef0-abad-40a4-abbe-e750006a765e 5d3ce984-8d07-41a2-84eb-ae0401372077 Fri, 22 Nov 2019 11:00:00 +0000 3002 https://omny.fm/shows/americas-401k-show-with-coach-pete/what-you-can-do-with-your-401k-in-retirement clean Past Returns, Hidden Fees and Designing a Retirement Paycheck Past Returns, Hidden Fees and Designing a Retirement Paycheck Coach Pete and the America’s 401k team discuss the limits of past investment performance and the need to examine financial advertising and fine print. They consider how goals and life circumstances affect the investment approach.

The episode examines hidden account costs, retirement timing and turning a lump sum into income. A conversation about silver holdings and financial education resources rounds out this archived edition.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the limits of past investment performance and the need to examine financial advertising and fine print. They consider how goals and life circumstances affect the investment approach.

The episode examines hidden account costs, retirement timing and turning a lump sum into income. A conversation about silver holdings and financial education resources rounds out this archived edition.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the limits of past investment performance and the need to examine financial advertising and fine print. They consider how goals and life circumstances affect the investment approach. americas-401k full-episode retirement-planning retirement-income 401k investment-fees financial-literacy investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees, financial-literacy, investing full Coach Pete D'Arruda 4ba94ac0-e6a7-4d75-ad0f-b4e300b8355e 4ba94ac0-e6a7-4d75-ad0f-b4e300b8355e Fri, 15 Nov 2019 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/past-returns-hidden-fees-and-designing-a-retirement-paycheck Market Losses and Withdrawals in Retirement Market Losses and Withdrawals in Retirement The America’s 401k Show team discusses how taking withdrawals during a market decline can affect the money available for a recovery. Coach Pete connects those concerns with planning for living expenses.

The conversation also examines retaining gains and assigning different jobs to retirement resources. Financial education and a review of household income needs are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses how taking withdrawals during a market decline can affect the money available for a recovery. Coach Pete connects those concerns with planning for living expenses.

The conversation also examines retaining gains and assigning different jobs to retirement resources. Financial education and a review of household income needs are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses how taking withdrawals during a market decline can affect the money available for a recovery. Coach Pete connects those concerns with planning for living expenses. americas-401k full-episode retirement-planning 401k market-risk financial-literacy americas-401k, full-episode, retirement-planning, 401k, market-risk, financial-literacy full Coach Pete D'Arruda de8e9c00f45248a0ac59ca2949f73b37 6750a1c5-dd48-4a2c-8486-ae0401379dca Fri, 08 Nov 2019 11:00:00 +0000 2923 https://omny.fm/shows/americas-401k-show-with-coach-pete/7-retirement-planning-questions-every-couple-sho-1 clean 401(k) Fees and Looking Beyond Past Results 401(k) Fees and Looking Beyond Past Results Coach Pete and the America’s 401k Show team discuss fees that can be difficult to identify in retirement accounts. The conversation considers why a statement may not answer every cost question.

The team also examines expectations built around past market performance. Financial transparency and reviewing the details behind an investment are central to the discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss fees that can be difficult to identify in retirement accounts. The conversation considers why a statement may not answer every cost question.

The team also examines expectations built around past market performance. Financial transparency and reviewing the details behind an investment are central to the discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss fees that can be difficult to identify in retirement accounts. The conversation considers why a statement may not answer every cost question. americas-401k full-episode retirement-planning 401k market-risk investment-fees investing americas-401k, full-episode, retirement-planning, 401k, market-risk, investment-fees, investing full Coach Pete D'Arruda bf99281c7ad348078d968b060db40066 9ad488be-21fa-45d7-903b-ae040137ba87 Fri, 01 Nov 2019 10:00:00 +0000 3085 https://omny.fm/shows/americas-401k-show-with-coach-pete/brand-new-guide-15-minute-retirement-planner clean Retirement Fees and Questions About Financial Promises Retirement Fees and Questions About Financial Promises The America’s 401k Show team discusses retirement income and fees that can reduce available resources. Coach Pete considers why the costs inside a plan deserve an ongoing review.

The episode also examines financial misconduct and unusually large return promises. Variable annuity questions connect the conversation with understanding the risks behind a recommendation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses retirement income and fees that can reduce available resources. Coach Pete considers why the costs inside a plan deserve an ongoing review.

The episode also examines financial misconduct and unusually large return promises. Variable annuity questions connect the conversation with understanding the risks behind a recommendation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses retirement income and fees that can reduce available resources. Coach Pete considers why the costs inside a plan deserve an ongoing review. americas-401k full-episode retirement-planning retirement-income 401k annuities investment-fees americas-401k, full-episode, retirement-planning, retirement-income, 401k, annuities, investment-fees full Coach Pete D'Arruda 089ffecb63db49878be64f22643e078c 58ce0eaf-4c0d-4c3a-8793-ae0401387e74 Fri, 11 Oct 2019 10:00:00 +0000 3135 https://omny.fm/shows/americas-401k-show-with-coach-pete/have-you-studied-knowing-your-financial-plan-can-h clean Workplace Savings and an Income Planning Illustration Workplace Savings and an Income Planning Illustration Coach Pete and the America’s 401k Show team discuss options for using workplace retirement savings within an income plan. They consider the choices available through different types of employer plans.

The episode works through an illustration for someone preparing to retire. Income needs, a spending buffer and the years ahead are part of the discussion about coordinating resources after paychecks stop.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss options for using workplace retirement savings within an income plan. They consider the choices available through different types of employer plans.

The episode works through an illustration for someone preparing to retire. Income needs, a spending buffer and the years ahead are part of the discussion about coordinating resources after paychecks stop.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss options for using workplace retirement savings within an income plan. They consider the choices available through different types of employer plans. americas-401k full-episode retirement-planning retirement-income 401k retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, retirement-lifestyle full Coach Pete D'Arruda 5842b382de044852a90574dd43f01244 a93600eb-0722-4b4e-8b64-ae04013910a6 Fri, 04 Oct 2019 10:00:00 +0000 3163 https://omny.fm/shows/americas-401k-show-with-coach-pete/what-do-you-do-with-your-401k-when-you-retire clean Income Planning, Fees and Annuity Questions Income Planning, Fees and Annuity Questions Coach Pete and the America’s 401k Show team discuss the effect of fees on retirement resources. They consider why saving regularly also calls for understanding what an account costs.

The episode examines variable annuities and a story about financial misconduct. An income planning example connects resources with a retiree’s spending and family goals.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss the effect of fees on retirement resources. They consider why saving regularly also calls for understanding what an account costs.

The episode examines variable annuities and a story about financial misconduct. An income planning example connects resources with a retiree’s spending and family goals.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss the effect of fees on retirement resources. They consider why saving regularly also calls for understanding what an account costs. americas-401k full-episode retirement-planning retirement-income 401k annuities investment-fees retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, annuities, investment-fees, retirement-lifestyle full Coach Pete D'Arruda 437a9d95595d4e82a772d69a20b4d503 982e1a65-e269-4754-a8e0-ae04013a05bc Fri, 27 Sep 2019 10:00:00 +0000 3133 https://omny.fm/shows/americas-401k-show-with-coach-pete/quiz-time-how-to-avoid-mistakes-with-a-retirement clean Where to Live and How to Prepare for Retirement Where to Live and How to Prepare for Retirement The America’s 401k Show team discusses choosing where to live in retirement and looking beyond the size of a home. Taxes, local prices and the cost of living are part of that decision.

Coach Pete also considers retirement risk and a checklist that includes trying out retirement routines and addressing debt. The conversation connects lifestyle decisions with the financial transition from work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses choosing where to live in retirement and looking beyond the size of a home. Taxes, local prices and the cost of living are part of that decision.

Coach Pete also considers retirement risk and a checklist that includes trying out retirement routines and addressing debt. The conversation connects lifestyle decisions with the financial transition from work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses choosing where to live in retirement and looking beyond the size of a home. Taxes, local prices and the cost of living are part of that decision. americas-401k full-episode retirement-planning 401k tax-planning inflation retirement-lifestyle debt-and-mortgages americas-401k, full-episode, retirement-planning, 401k, tax-planning, inflation, retirement-lifestyle, debt-and-mortgages full Coach Pete D'Arruda 39e2589dc68f44cea22fc0134fd72ff2 52886c54-5723-4129-994f-ae04013a2e83 Fri, 20 Sep 2019 10:00:00 +0000 2658 https://omny.fm/shows/americas-401k-show-with-coach-pete/8-steps-to-ensure-youre-ready-for-retirement clean 401(k) Loans and Preserving Retirement Resources 401(k) Loans and Preserving Retirement Resources The America’s 401k Show team discusses borrowing from a 401(k) and the effect of money being removed from an account while a loan is repaid. Coach Pete considers why the ease of borrowing does not answer every planning question.

The conversation also addresses preservation and retirement income. Rollover options are discussed alongside the different jobs of accumulating savings and using those resources later.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses borrowing from a 401(k) and the effect of money being removed from an account while a loan is repaid. Coach Pete considers why the ease of borrowing does not answer every planning question.

The conversation also addresses preservation and retirement income. Rollover options are discussed alongside the different jobs of accumulating savings and using those resources later.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses borrowing from a 401(k) and the effect of money being removed from an account while a loan is repaid. Coach Pete considers why the ease of borrowing does not answer every planning question. americas-401k full-episode retirement-planning retirement-income 401k debt-and-mortgages americas-401k, full-episode, retirement-planning, retirement-income, 401k, debt-and-mortgages full Coach Pete D'Arruda bfe58900c8e1429fa2532ded94febf9e dd5a9663-530f-4220-bea5-ae04013a6b45 Fri, 13 Sep 2019 10:00:00 +0000 2607 https://omny.fm/shows/americas-401k-show-with-coach-pete/the-ultimate-retirement-planning-checklist clean Longevity, Precious Metals and Withdrawal Guidelines Longevity, Precious Metals and Withdrawal Guidelines The America’s 401k Show team discusses how living longer can affect retirement planning risks. Inflation and future income needs are part of the conversation.

Coach Pete also considers the limitations of precious metals as an income source. A discussion of the four percent withdrawal guideline illustrates questions about using a general rule for a personal retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses how living longer can affect retirement planning risks. Inflation and future income needs are part of the conversation.

Coach Pete also considers the limitations of precious metals as an income source. A discussion of the four percent withdrawal guideline illustrates questions about using a general rule for a personal retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses how living longer can affect retirement planning risks. Inflation and future income needs are part of the conversation. americas-401k full-episode retirement-planning 401k inflation americas-401k, full-episode, retirement-planning, 401k, inflation full Coach Pete D'Arruda 62e6e2e01f3748a5ae068f4bdc5d0377 b3f2ea02-ffa3-4195-aa61-ae04013b3ade Fri, 06 Sep 2019 10:00:00 +0000 3128 https://omny.fm/shows/americas-401k-show-with-coach-pete/what-you-call-your-advisor-vs-what-they-call-thems clean Retirement Buckets and Planning Regular Income Retirement Buckets and Planning Regular Income Coach Pete and the America’s 401k Show team discuss different buckets for bank savings, market investments and other retirement resources. They consider how those roles relate to an income plan.

The conversation also looks at the need for reliable income over a long retirement. A retirement survival discussion connects savings decisions with the household expenses those assets may need to support.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss different buckets for bank savings, market investments and other retirement resources. They consider how those roles relate to an income plan.

The conversation also looks at the need for reliable income over a long retirement. A retirement survival discussion connects savings decisions with the household expenses those assets may need to support.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss different buckets for bank savings, market investments and other retirement resources. They consider how those roles relate to an income plan. americas-401k full-episode retirement-planning retirement-income 401k market-risk investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, investing full Coach Pete D'Arruda 03e3e820287f4ce5ad4d52d906cce392 d7d3c525-2d55-4273-84f3-ae04013bbf3b Fri, 30 Aug 2019 10:00:00 +0000 3145 https://omny.fm/shows/americas-401k-show-with-coach-pete/find-out-what-people-are-really-saying-about-their clean Rollover Questions and the Roles of Retirement Savings Rollover Questions and the Roles of Retirement Savings The America’s 401k Show team discusses a retirement survival checklist and the need to understand future income. Coach Pete considers how workplace savings relate to the years ahead.

The conversation also uses different buckets to explain the roles of bank savings, market investments and other income resources. Planning for a long retirement connects those choices with household needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses a retirement survival checklist and the need to understand future income. Coach Pete considers how workplace savings relate to the years ahead.

The conversation also uses different buckets to explain the roles of bank savings, market investments and other income resources. Planning for a long retirement connects those choices with household needs.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses a retirement survival checklist and the need to understand future income. Coach Pete considers how workplace savings relate to the years ahead. americas-401k full-episode retirement-planning 401k market-risk investing americas-401k, full-episode, retirement-planning, 401k, market-risk, investing full Coach Pete D'Arruda f936bad88f8640ffa4e952686cf9fe95 778a6687-c94a-469d-b2ef-ae04013be20e Fri, 23 Aug 2019 10:00:00 +0000 3142 https://omny.fm/shows/americas-401k-show-with-coach-pete/common-complaints-aimed-at-brokers-1 clean 401(k) Options and the Cost of Retirement Living 401(k) Options and the Cost of Retirement Living Coach Pete and the America’s 401k Show team discuss workplace investment options, including funds organized by company size and market category. They consider how market headlines relate to an individual account.

The episode also examines risk in the years around retirement. Housing, location and the cost of living enter the conversation about preparing a retirement budget.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss workplace investment options, including funds organized by company size and market category. They consider how market headlines relate to an individual account.

The episode also examines risk in the years around retirement. Housing, location and the cost of living enter the conversation about preparing a retirement budget.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss workplace investment options, including funds organized by company size and market category. They consider how market headlines relate to an individual account. americas-401k full-episode retirement-planning 401k inflation market-risk investing americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, investing full Coach Pete D'Arruda c9fa8e866b7e41b99f95e6337cbad9dd 7981ba26-57c0-4f6d-b568-ae04013d010e Fri, 16 Aug 2019 10:00:00 +0000 2963 https://omny.fm/shows/americas-401k-show-with-coach-pete/8-steps-to-make-sure-you-are-really-ready-for-reti clean Retirement Income Illustrations and Long-Term Care Needs Retirement Income Illustrations and Long-Term Care Needs The America’s 401k Show team discusses planning before retirement and an income illustration for someone with years remaining before leaving work. Coach Pete connects the example with reviewing workplace savings.

The conversation also considers life insurance living benefits and long-term care expenses. The team discusses questions about receiving care at home or in a facility and how those needs relate to household resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses planning before retirement and an income illustration for someone with years remaining before leaving work. Coach Pete connects the example with reviewing workplace savings.

The conversation also considers life insurance living benefits and long-term care expenses. The team discusses questions about receiving care at home or in a facility and how those needs relate to household resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses planning before retirement and an income illustration for someone with years remaining before leaving work. Coach Pete connects the example with reviewing workplace savings. americas-401k full-episode retirement-planning retirement-income 401k insurance long-term-care americas-401k, full-episode, retirement-planning, retirement-income, 401k, insurance, long-term-care full Coach Pete D'Arruda 80efb5852d224955b8e81e02d58472a1 cb7b5510-054e-45e7-acf1-ae04013d4e7f Fri, 09 Aug 2019 10:00:00 +0000 3163 https://omny.fm/shows/americas-401k-show-with-coach-pete/decision-checklist-20-things-you-need-to-do-before clean Lump Sums, Longevity and Retirement Income Lump Sums, Longevity and Retirement Income Coach Pete discusses why the size of a retirement lump sum is only part of the planning question. The America’s 401k Show team considers how an income plan relates to a household’s resources and spending.

The conversation also addresses reliance on the market and the possibility of a long retirement. The team connects those concerns with preparing a coordinated approach to withdrawals and income.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses why the size of a retirement lump sum is only part of the planning question. The America’s 401k Show team considers how an income plan relates to a household’s resources and spending.

The conversation also addresses reliance on the market and the possibility of a long retirement. The team connects those concerns with preparing a coordinated approach to withdrawals and income.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses why the size of a retirement lump sum is only part of the planning question. The America’s 401k Show team considers how an income plan relates to a household’s resources and spending. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle full Coach Pete D'Arruda 9c8d43bf82cf4174944166e08374d630 d533b32f-adad-4136-ba98-ae04013d8169 Fri, 02 Aug 2019 10:00:00 +0000 3225 https://omny.fm/shows/americas-401k-show-with-coach-pete/the-different-kinds-of-risk-and-what-they-can-do-t clean Fiduciary Reviews, Withdrawal Assumptions and Retirement Readiness Fiduciary Reviews, Withdrawal Assumptions and Retirement Readiness Coach Pete and the America’s 401k team discuss getting a second opinion on a financial plan and comparing available options. They consider the role of an independent fiduciary and defining what retirement income needs to accomplish.

The conversation examines withdrawal assumptions, expenses and the limitations of relying on a large account balance alone. The team also discusses working later in life and planning ahead for the preservation and distribution stages of retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss getting a second opinion on a financial plan and comparing available options. They consider the role of an independent fiduciary and defining what retirement income needs to accomplish.

The conversation examines withdrawal assumptions, expenses and the limitations of relying on a large account balance alone. The team also discusses working later in life and planning ahead for the preservation and distribution stages of retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss getting a second opinion on a financial plan and comparing available options. They consider the role of an independent fiduciary and defining what retirement income needs to accomplish. americas-401k full-episode retirement-planning retirement-income 401k financial-advisors americas-401k, full-episode, retirement-planning, retirement-income, 401k, financial-advisors full Coach Pete D'Arruda 8df09277-290d-4423-96b8-b4e300b6e65b 8df09277-290d-4423-96b8-b4e300b6e65b Fri, 26 Jul 2019 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/fiduciary-reviews-withdrawal-assumptions-and-retirement-readiness The Four Percent Rule and a Personal Retirement Plan The Four Percent Rule and a Personal Retirement Plan The America’s 401k Show team examines the four percent withdrawal rule and why a general guideline may not describe every household’s circumstances. Expenses and income needs shape the discussion.

Coach Pete also considers when to begin retirement planning and how to compare alternatives. A financial failure checklist illustrates the value of identifying possible problems before relying on a plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team examines the four percent withdrawal rule and why a general guideline may not describe every household’s circumstances. Expenses and income needs shape the discussion.

Coach Pete also considers when to begin retirement planning and how to compare alternatives. A financial failure checklist illustrates the value of identifying possible problems before relying on a plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team examines the four percent withdrawal rule and why a general guideline may not describe every household’s circumstances. Expenses and income needs shape the discussion. americas-401k full-episode retirement-planning 401k americas-401k, full-episode, retirement-planning, 401k full Coach Pete D'Arruda 54e7cc70eb03431baa162290a613abe8 0e36b86c-451c-4642-ae85-ae04013e4133 Fri, 19 Jul 2019 10:00:00 +0000 3229 https://omny.fm/shows/americas-401k-show-with-coach-pete/7-financial-myths-you-need-know-before-you-enter-r clean Preparing for Downturns and a Family Legacy Preparing for Downturns and a Family Legacy Coach Pete and the America’s 401k Show team discuss how a market decline can affect someone hoping to retire. They consider the relationship between income needs and money exposed to market changes.

The episode also includes a spend and leave planning example. The team connects income during retirement with the resources a household hopes to leave to family.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss how a market decline can affect someone hoping to retire. They consider the relationship between income needs and money exposed to market changes.

The episode also includes a spend and leave planning example. The team connects income during retirement with the resources a household hopes to leave to family.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss how a market decline can affect someone hoping to retire. They consider the relationship between income needs and money exposed to market changes. americas-401k full-episode retirement-planning 401k estate-planning market-risk americas-401k, full-episode, retirement-planning, 401k, estate-planning, market-risk full Coach Pete D'Arruda ccd0eda6237e4c9da0a1c9115a5c91c6 b381a62c-8104-42b4-992c-ae04013e4e06 Fri, 12 Jul 2019 10:00:00 +0000 2889 https://omny.fm/shows/americas-401k-show-with-coach-pete/listen-in-for-a-case-study-that-may-help-you-feel clean Market Downturns, Family Legacy and Tax Planning Market Downturns, Family Legacy and Tax Planning Coach Pete discusses preparing for market downturns and reviewing the role of market investments within retirement resources. The America’s 401k Show team considers income alongside future family goals.

The conversation includes a spend and leave planning approach. Business owners’ tax questions also enter the discussion about reviewing financial arrangements and looking for details that may have been overlooked.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses preparing for market downturns and reviewing the role of market investments within retirement resources. The America’s 401k Show team considers income alongside future family goals.

The conversation includes a spend and leave planning approach. Business owners’ tax questions also enter the discussion about reviewing financial arrangements and looking for details that may have been overlooked.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses preparing for market downturns and reviewing the role of market investments within retirement resources. The America’s 401k Show team considers income alongside future family goals. americas-401k full-episode retirement-planning 401k tax-planning estate-planning market-risk business-succession investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, estate-planning, market-risk, business-succession, investing full Coach Pete D'Arruda fc5768a38f5745818e54f3521348799e 548608fa-772a-47ee-9826-ae04013e724a Fri, 28 Jun 2019 10:00:00 +0000 2888 https://omny.fm/shows/americas-401k-show-with-coach-pete/a-case-study-to-inspire-a-tool-to-help-you-discove clean Planning for Income After the Paychecks Stop Planning for Income After the Paychecks Stop The America’s 401k Show team discusses paying yourself first and coordinating saving within a household. Bills and taxes continue after employment income stops, making future income needs central to the conversation.

The episode includes a retirement planning example and a discussion of inflation. Coach Pete connects investments with a broader review of household goals and resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses paying yourself first and coordinating saving within a household. Bills and taxes continue after employment income stops, making future income needs central to the conversation.

The episode includes a retirement planning example and a discussion of inflation. Coach Pete connects investments with a broader review of household goals and resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses paying yourself first and coordinating saving within a household. Bills and taxes continue after employment income stops, making future income needs central to the conversation. americas-401k full-episode retirement-planning retirement-income 401k tax-planning inflation investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, inflation, investing full Coach Pete D'Arruda d26fb8d65d2f4a7e9c74a271da38251b d062c3d6-d9b1-4763-b578-ae04013f8c1f Fri, 21 Jun 2019 10:00:00 +0000 2899 https://omny.fm/shows/americas-401k-show-with-coach-pete/breaking-down-age-related-benchmarks clean Housing Demand and Confidence in a Retirement Plan Housing Demand and Confidence in a Retirement Plan Coach Pete and the America’s 401k Show team discuss how interest rates can influence the pool of buyers for a house. Supply, demand and real estate expectations are part of the conversation.

The episode also explores trust in financial guidance and understanding a proposed income plan. Annuities and the roles of growth, income and protection are considered in that review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss how interest rates can influence the pool of buyers for a house. Supply, demand and real estate expectations are part of the conversation.

The episode also explores trust in financial guidance and understanding a proposed income plan. Annuities and the roles of growth, income and protection are considered in that review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss how interest rates can influence the pool of buyers for a house. Supply, demand and real estate expectations are part of the conversation. americas-401k full-episode retirement-planning retirement-income 401k annuities americas-401k, full-episode, retirement-planning, retirement-income, 401k, annuities full Coach Pete D'Arruda 05b4f30edbee493f98ef806c69f467ca 01fb52d3-619f-4ddb-8bbe-ae04013fd0e3 Fri, 14 Jun 2019 10:00:00 +0000 2943 https://omny.fm/shows/americas-401k-show-with-coach-pete/decisions-to-make-before-you-decide-to-retire clean Evaluating Fees and Historical Return Examples Evaluating Fees and Historical Return Examples The America’s 401k Show team discusses fees inside retirement accounts and how they can influence long-term results. Coach Pete considers the difference between an illustration and an individual investor’s experience.

The episode also examines the dates used to present historical performance. The team connects a closer review of those numbers with income planning and the core and explore approach to retirement assets.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses fees inside retirement accounts and how they can influence long-term results. Coach Pete considers the difference between an illustration and an individual investor’s experience.

The episode also examines the dates used to present historical performance. The team connects a closer review of those numbers with income planning and the core and explore approach to retirement assets.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses fees inside retirement accounts and how they can influence long-term results. Coach Pete considers the difference between an illustration and an individual investor’s experience. americas-401k full-episode retirement-planning retirement-income 401k investment-fees investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees, investing full Coach Pete D'Arruda adc34581c29e48db9dac926029c3acdb 417ed5e7-10e3-4d49-a3e8-ae04014032a2 Fri, 07 Jun 2019 10:00:00 +0000 3235 https://omny.fm/shows/americas-401k-show-with-coach-pete/answering-your-questions-on-the-health-of-your-fin clean Fees, Return Illustrations and Retirement Income Fees, Return Illustrations and Retirement Income Coach Pete and the America’s 401k Show team discuss how fees can affect savings over time. They consider what an average return figure may leave out when it is used to describe an investment.

The conversation examines historical illustrations and the dates chosen to present results. The team connects those questions with a broader income plan and the roles of different retirement assets.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss how fees can affect savings over time. They consider what an average return figure may leave out when it is used to describe an investment.

The conversation examines historical illustrations and the dates chosen to present results. The team connects those questions with a broader income plan and the roles of different retirement assets.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss how fees can affect savings over time. They consider what an average return figure may leave out when it is used to describe an investment. americas-401k full-episode retirement-planning retirement-income 401k investment-fees investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees, investing full Coach Pete D'Arruda 0e344b3b2c374b4c8542a96a4f91ce8c 0966aa57-dc13-4dde-af39-ae0401406776 Fri, 31 May 2019 10:00:00 +0000 3233 https://omny.fm/shows/americas-401k-show-with-coach-pete/financial-wellness-and-how-it-affects-you clean Retirement Saving and the Challenge of Unemployment Retirement Saving and the Challenge of Unemployment Coach Pete and the America’s 401k Show team discuss catch-up saving and the importance of keeping retirement goals in view. Automatic contributions and procrastination are part of the conversation.

The team also considers the challenges of finding work later in a career. A discussion of investment expenses connects job uncertainty with reviewing the resources and costs behind a retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss catch-up saving and the importance of keeping retirement goals in view. Automatic contributions and procrastination are part of the conversation.

The team also considers the challenges of finding work later in a career. A discussion of investment expenses connects job uncertainty with reviewing the resources and costs behind a retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss catch-up saving and the importance of keeping retirement goals in view. Automatic contributions and procrastination are part of the conversation. americas-401k full-episode retirement-planning 401k investing americas-401k, full-episode, retirement-planning, 401k, investing full Coach Pete D'Arruda 321e8ddf74034c1985a094d2ad0e717d 423e8223-60f2-46a2-b0cb-ae0401409a52 Fri, 24 May 2019 10:00:00 +0000 2949 https://omny.fm/shows/americas-401k-show-with-coach-pete/biggest-regrets-people-have-after-retirement-and-w clean Catch-Up Savings and Planning After a Job Loss Catch-Up Savings and Planning After a Job Loss The America’s 401k Show team discusses catch-up contributions and the tendency to put off saving for retirement. They consider how workplace contributions can help keep personal saving on track.

The episode also examines a period of unemployment later in a career. Job changes, investment expenses and the effectiveness of a retirement plan are part of the conversation about preparing for uncertainty.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses catch-up contributions and the tendency to put off saving for retirement. They consider how workplace contributions can help keep personal saving on track.

The episode also examines a period of unemployment later in a career. Job changes, investment expenses and the effectiveness of a retirement plan are part of the conversation about preparing for uncertainty.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses catch-up contributions and the tendency to put off saving for retirement. They consider how workplace contributions can help keep personal saving on track. americas-401k full-episode retirement-planning 401k investing americas-401k, full-episode, retirement-planning, 401k, investing full Coach Pete D'Arruda d376107676474e87a89b9f1d65afff51 c0896e5f-f913-4931-837e-ae0401413468 Fri, 17 May 2019 10:00:00 +0000 2946 https://omny.fm/shows/americas-401k-show-with-coach-pete/top-10-biggest-regrets-for-retirees-and-pre-retire clean A Retirement Checklist and an Income Illustration A Retirement Checklist and an Income Illustration The America’s 401k Show team discusses a checklist for evaluating retirement readiness. They consider the difference between asking whether there is enough money and asking how those resources could provide future income.

A planning illustration looks at someone with years remaining before retirement. Coach Pete connects the example with the value of an individualized income plan and a review of workplace savings.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses a checklist for evaluating retirement readiness. They consider the difference between asking whether there is enough money and asking how those resources could provide future income.

A planning illustration looks at someone with years remaining before retirement. Coach Pete connects the example with the value of an individualized income plan and a review of workplace savings.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses a checklist for evaluating retirement readiness. They consider the difference between asking whether there is enough money and asking how those resources could provide future income. americas-401k full-episode retirement-planning retirement-income 401k americas-401k, full-episode, retirement-planning, retirement-income, 401k full Coach Pete D'Arruda 7156f9416cf94e25ad5c5708d8d4aee8 cb4c8715-c105-4798-96a5-ae0401413860 Fri, 10 May 2019 10:00:00 +0000 3147 https://omny.fm/shows/americas-401k-show-with-coach-pete/decision-checklist-20-things-you-need-to-do-befo-1 clean Preparing for an Unexpected Early Retirement Preparing for an Unexpected Early Retirement The America’s 401k Show team discusses what can happen when retirement arrives earlier than planned. Accessible savings and resources for unexpected household needs are part of the conversation.

Coach Pete also considers how more free time can change spending. Real estate, cash flow and the responsibilities of owning investment property enter the discussion about building a plan for life after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses what can happen when retirement arrives earlier than planned. Accessible savings and resources for unexpected household needs are part of the conversation.

Coach Pete also considers how more free time can change spending. Real estate, cash flow and the responsibilities of owning investment property enter the discussion about building a plan for life after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses what can happen when retirement arrives earlier than planned. Accessible savings and resources for unexpected household needs are part of the conversation. americas-401k full-episode retirement-planning 401k retirement-lifestyle investing americas-401k, full-episode, retirement-planning, 401k, retirement-lifestyle, investing full Coach Pete D'Arruda f86a0cac262b46d58630aabe73b9f1b5 e96ac254-ee31-4df7-beab-ae04014139a1 Fri, 03 May 2019 10:00:00 +0000 2970 https://omny.fm/shows/americas-401k-show-with-coach-pete/reasons-why-most-people-retire-when-they-do-and-wh clean Retirement Distributions and the Tax Questions Behind Them Retirement Distributions and the Tax Questions Behind Them Coach Pete discusses the move from accumulating money to taking retirement income. The America’s 401k Show team considers how growth, protection and withdrawals fit within a coordinated plan.

The conversation also addresses required distributions and the tax rules surrounding retirement accounts. The team discusses proposals being considered at the time of the recording and the importance of reviewing the plan through retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses the move from accumulating money to taking retirement income. The America’s 401k Show team considers how growth, protection and withdrawals fit within a coordinated plan.

The conversation also addresses required distributions and the tax rules surrounding retirement accounts. The team discusses proposals being considered at the time of the recording and the importance of reviewing the plan through retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses the move from accumulating money to taking retirement income. The America’s 401k Show team considers how growth, protection and withdrawals fit within a coordinated plan. americas-401k full-episode retirement-planning retirement-income 401k required-minimum-distributions tax-planning americas-401k, full-episode, retirement-planning, retirement-income, 401k, required-minimum-distributions, tax-planning full Coach Pete D'Arruda ec24bf18800c46538c9564cd9ceee04c 15ab27b9-0051-43c6-a97f-ae0401420518 Fri, 26 Apr 2019 10:00:00 +0000 3102 https://omny.fm/shows/americas-401k-show-with-coach-pete/tackling-retirement-risks-and-how-you-can-turn-the clean From Accumulation to Retirement Withdrawals From Accumulation to Retirement Withdrawals Coach Pete discusses the transition from building savings to using money in retirement. The America’s 401k Show team considers growth, protection and income needs as parts of that transition.

The conversation also addresses retirement account withdrawals, taxes and required distributions. Roth accounts and reviewing a financial plan are additional topics in the discussion about using retirement resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses the transition from building savings to using money in retirement. The America’s 401k Show team considers growth, protection and income needs as parts of that transition.

The conversation also addresses retirement account withdrawals, taxes and required distributions. Roth accounts and reviewing a financial plan are additional topics in the discussion about using retirement resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses the transition from building savings to using money in retirement. The America’s 401k Show team considers growth, protection and income needs as parts of that transition. americas-401k full-episode retirement-planning 401k roth-accounts required-minimum-distributions tax-planning americas-401k, full-episode, retirement-planning, 401k, roth-accounts, required-minimum-distributions, tax-planning full Coach Pete D'Arruda d8eb67b565af482f96a227cd3e5a6d96 cace7e4b-85b1-45c5-8237-ae040142056c Fri, 19 Apr 2019 10:00:00 +0000 3101 https://omny.fm/shows/americas-401k-show-with-coach-pete/talking-retirement-red-flags-and-how-you-can-turn clean Traditional and Roth 401(k) Choices Traditional and Roth 401(k) Choices The America’s 401k Show team discusses traditional and Roth options inside workplace retirement plans. Coach Pete considers how paying taxes now or later can relate to a saver’s age and planning timeline.

The conversation also looks at investment fees and risk exposure. The team encourages a closer review of what is being paid and how market changes could affect a retirement account.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses traditional and Roth options inside workplace retirement plans. Coach Pete considers how paying taxes now or later can relate to a saver’s age and planning timeline.

The conversation also looks at investment fees and risk exposure. The team encourages a closer review of what is being paid and how market changes could affect a retirement account.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses traditional and Roth options inside workplace retirement plans. Coach Pete considers how paying taxes now or later can relate to a saver’s age and planning timeline. americas-401k full-episode retirement-planning 401k roth-accounts tax-planning market-risk investment-fees investing americas-401k, full-episode, retirement-planning, 401k, roth-accounts, tax-planning, market-risk, investment-fees, investing full Coach Pete D'Arruda ac9d803dfabe450497e37ca0233c9bec c3c9e2af-85ec-4088-8af9-ae04014299b1 Fri, 12 Apr 2019 10:00:00 +0000 2490 https://omny.fm/shows/americas-401k-show-with-coach-pete/sit-down-with-coach-pete-and-find-out-if-your-401k clean Market Indexes and the Retirement Red Zone Market Indexes and the Retirement Red Zone Coach Pete explains why a headline about the Dow Jones does not describe every investment in the market. The America’s 401k Show team connects that discussion with reviewing an individual portfolio.

The episode also considers the years leading into retirement and the balance between advancing savings and protecting resources. Housing prices and the cost of living illustrate other factors that can affect a retirement location and budget.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete explains why a headline about the Dow Jones does not describe every investment in the market. The America’s 401k Show team connects that discussion with reviewing an individual portfolio.

The episode also considers the years leading into retirement and the balance between advancing savings and protecting resources. Housing prices and the cost of living illustrate other factors that can affect a retirement location and budget.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete explains why a headline about the Dow Jones does not describe every investment in the market. The America’s 401k Show team connects that discussion with reviewing an individual portfolio. americas-401k full-episode retirement-planning 401k inflation market-risk investing americas-401k, full-episode, retirement-planning, 401k, inflation, market-risk, investing full Coach Pete D'Arruda 4983085e0ad34b6da89b728aa3de58b5 7271e4a5-75a5-4052-a01f-ae040142d681 Fri, 05 Apr 2019 10:00:00 +0000 2952 https://omny.fm/shows/americas-401k-show-with-coach-pete/how-you-can-make-sure-you-are-really-ready-for-ret clean Credit Card Rewards, Workplace Savings, and Retirement Income Credit Card Rewards, Workplace Savings, and Retirement Income The America's 401k Show team discusses credit card rewards and the risk of spending more than intended. The conversation considers how borrowing and everyday purchases fit into a household's financial priorities.

The episode also explores workplace retirement savings and planning for income after work. The team discusses account withdrawals, tax questions, and reviewing expectations for retirement spending.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses credit card rewards and the risk of spending more than intended. The conversation considers how borrowing and everyday purchases fit into a household's financial priorities.

The episode also explores workplace retirement savings and planning for income after work. The team discusses account withdrawals, tax questions, and reviewing expectations for retirement spending.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses credit card rewards and the risk of spending more than intended. The conversation considers how borrowing and everyday purchases fit into a household's financial priorities. americas-401k full-episode retirement-planning retirement-income 401k tax-planning retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, retirement-lifestyle full Coach Pete D'Arruda 81c84d8e-75f4-4a2f-a1a4-b4e200891ffb 81c84d8e-75f4-4a2f-a1a4-b4e200891ffb Fri, 29 Mar 2019 10:00:00 +0000 3135 https://omny.fm/shows/americas-401k-show-with-coach-pete/credit-card-rewards-workplace-savings-and-retirement-income 401(k) Matches, Preservation and Retirement Withdrawals 401(k) Matches, Preservation and Retirement Withdrawals The America’s 401k Show team discusses employer matches, vesting schedules and the effects of taking money out of retirement savings. They consider how choices made while working can affect resources available later.

Coach Pete describes accumulation, preservation and distribution as different stages of a financial life. The conversation connects rollover options and income planning with the transition from building savings to using them in retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses employer matches, vesting schedules and the effects of taking money out of retirement savings. They consider how choices made while working can affect resources available later.

Coach Pete describes accumulation, preservation and distribution as different stages of a financial life. The conversation connects rollover options and income planning with the transition from building savings to using them in retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses employer matches, vesting schedules and the effects of taking money out of retirement savings. They consider how choices made while working can affect resources available later. americas-401k full-episode retirement-planning retirement-income 401k americas-401k, full-episode, retirement-planning, retirement-income, 401k full Coach Pete D'Arruda 6016740e14ed454eb5b00a636457f266 9101580e-66fd-4663-a6cc-ae040142fe74 Fri, 22 Mar 2019 10:00:00 +0000 3034 https://omny.fm/shows/americas-401k-show-with-coach-pete/the-irs-has-released-their-numbers-for-401k-plans clean An Account Balance and a Retirement Income Plan An Account Balance and a Retirement Income Plan Coach Pete discusses how a retirement account balance differs from a plan for regular income. The conversation considers withdrawals, market losses and the challenge of making resources last through retirement.

The America’s 401k Show team also looks at the relationship between interest rates and bond prices. Reviewing costs, risks and future spending needs is part of the discussion about evaluating a retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses how a retirement account balance differs from a plan for regular income. The conversation considers withdrawals, market losses and the challenge of making resources last through retirement.

The America’s 401k Show team also looks at the relationship between interest rates and bond prices. Reviewing costs, risks and future spending needs is part of the discussion about evaluating a retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses how a retirement account balance differs from a plan for regular income. The conversation considers withdrawals, market losses and the challenge of making resources last through retirement. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 0df3af93f81e440a8405cf59ddff333d d2947bf5-c02e-41be-b702-ae04014358d6 Fri, 15 Mar 2019 10:00:00 +0000 3210 https://omny.fm/shows/americas-401k-show-with-coach-pete/the-different-types-of-risk-and-the-effects-they-m clean Retirement Accounts and Social Security After Divorce Retirement Accounts and Social Security After Divorce The America’s 401k Show team discusses retirement account decisions during divorce and a story about a transfer made before the divorce was final. The conversation raises questions about taxes, penalties and the process used to divide savings.

The team also discusses Social Security benefits for divorced spouses and the importance of checking eligibility. Saving regularly and keeping retirement assets connected with future income needs are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses retirement account decisions during divorce and a story about a transfer made before the divorce was final. The conversation raises questions about taxes, penalties and the process used to divide savings.

The team also discusses Social Security benefits for divorced spouses and the importance of checking eligibility. Saving regularly and keeping retirement assets connected with future income needs are additional themes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses retirement account decisions during divorce and a story about a transfer made before the divorce was final. The conversation raises questions about taxes, penalties and the process used to divide savings. americas-401k full-episode retirement-planning social-security 401k tax-planning americas-401k, full-episode, retirement-planning, social-security, 401k, tax-planning full Coach Pete D'Arruda 6dc51970cb784220830492e490a546ee 4d9cbcf3-32d4-4ae0-bd5b-ae040143cf89 Fri, 08 Mar 2019 11:00:00 +0000 3001 https://omny.fm/shows/americas-401k-show-with-coach-pete/what-to-do-with-your-401k-and-a-case-study-that-wi clean Turning Retirement Savings into a Spending Plan Turning Retirement Savings into a Spending Plan Coach Pete discusses why the habit of saving needs to be connected with a philosophy for spending in retirement. A hoarding analogy illustrates the difference between accumulating money and deciding how it will support everyday life.

The America’s 401k Show team also considers automatic savings, gradual contribution increases and the temptation to postpone a financial review. The discussion includes preparing for unexpected events and keeping household planning information up to date.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses why the habit of saving needs to be connected with a philosophy for spending in retirement. A hoarding analogy illustrates the difference between accumulating money and deciding how it will support everyday life.

The America’s 401k Show team also considers automatic savings, gradual contribution increases and the temptation to postpone a financial review. The discussion includes preparing for unexpected events and keeping household planning information up to date.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses why the habit of saving needs to be connected with a philosophy for spending in retirement. A hoarding analogy illustrates the difference between accumulating money and deciding how it will support everyday life. americas-401k full-episode retirement-planning 401k retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, retirement-lifestyle full Coach Pete D'Arruda 70b7c396ae934c95b37f243a6e2f79ae 2e001904-0578-455e-86c6-ae040143d6a4 Fri, 01 Mar 2019 11:00:00 +0000 3061 https://omny.fm/shows/americas-401k-show-with-coach-pete/testing-your-annuity-acuity-and-moving-from-one-ph clean 401(k) Choices After a Job Change 401(k) Choices After a Job Change The America’s 401k Show team answers a question about leaving savings in a former employer’s plan, moving them to a new workplace plan or considering an IRA rollover. They discuss comparing the available options, costs and investment choices.

The conversation also uses different buckets to explain the roles of accessible savings, market investments and income protection. The team considers how those pieces relate to a retirement timeline and an ongoing review of the plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team answers a question about leaving savings in a former employer’s plan, moving them to a new workplace plan or considering an IRA rollover. They discuss comparing the available options, costs and investment choices.

The conversation also uses different buckets to explain the roles of accessible savings, market investments and income protection. The team considers how those pieces relate to a retirement timeline and an ongoing review of the plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team answers a question about leaving savings in a former employer’s plan, moving them to a new workplace plan or considering an IRA rollover. They discuss comparing the available options, costs and investment choices. americas-401k full-episode retirement-planning 401k market-risk investing americas-401k, full-episode, retirement-planning, 401k, market-risk, investing full Coach Pete D'Arruda 5d8b83c3e64d4a09a8937d26b0c30102 08c05041-2d72-4737-a255-ae04014496a7 Fri, 15 Feb 2019 11:00:00 +0000 3034 https://omny.fm/shows/americas-401k-show-with-coach-pete/a-new-study-shows-50-of-retirees-have-regrets clean Housing Costs, Trust and Retirement Protection Housing Costs, Trust and Retirement Protection Coach Pete and the America’s 401k Show team discuss mortgage interest rates and their relationship with housing demand. They also examine how familiar relationships and trusted introductions can be used in financial scams.

The conversation considers commissions, the balance among growth, income and protection, and a story about automatic bill payments. Together, these topics highlight the value of checking the details behind financial recommendations and household expenses.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss mortgage interest rates and their relationship with housing demand. They also examine how familiar relationships and trusted introductions can be used in financial scams.

The conversation considers commissions, the balance among growth, income and protection, and a story about automatic bill payments. Together, these topics highlight the value of checking the details behind financial recommendations and household expenses.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss mortgage interest rates and their relationship with housing demand. They also examine how familiar relationships and trusted introductions can be used in financial scams. americas-401k full-episode retirement-planning 401k debt-and-mortgages americas-401k, full-episode, retirement-planning, 401k, debt-and-mortgages full Coach Pete D'Arruda cdc1dbeb6fbd4dfdb181ec27e84dbcea e7f09f3f-8197-40e0-a4ba-ae040144a776 Fri, 08 Feb 2019 11:00:00 +0000 2946 https://omny.fm/shows/americas-401k-show-with-coach-pete/things-to-consider-before-you-decide-to-retire-ear clean IRA Rollovers, Target-Date Funds and Retirement Goals IRA Rollovers, Target-Date Funds and Retirement Goals Coach Pete and the America’s 401k Show team discuss IRA rollover choices and how target-date funds relate to a saver’s expected retirement timeline. They examine the different jobs that growth, income and protection can serve within a plan.

The conversation also touches on helping grandchildren through gifts and the importance of considering family goals alongside retirement needs. Listeners hear questions to raise when reviewing their workplace savings and next steps.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss IRA rollover choices and how target-date funds relate to a saver’s expected retirement timeline. They examine the different jobs that growth, income and protection can serve within a plan.

The conversation also touches on helping grandchildren through gifts and the importance of considering family goals alongside retirement needs. Listeners hear questions to raise when reviewing their workplace savings and next steps.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k Show team discuss IRA rollover choices and how target-date funds relate to a saver’s expected retirement timeline. They examine the different jobs that growth, income and protection can serve within a plan. americas-401k full-episode retirement-planning 401k investing americas-401k, full-episode, retirement-planning, 401k, investing full Coach Pete D'Arruda 3b8bf8f5d5174595a13d8d8fd4847111 2c983a5e-ed0a-41e8-b612-ae04014522d3 Fri, 01 Feb 2019 11:00:00 +0000 2844 https://omny.fm/shows/americas-401k-show-with-coach-pete/its-been-10-years-since-the-2008-market-crash-what clean Retirement Location, Inflation and Income That Lasts Retirement Location, Inflation and Income That Lasts Coach Pete and the America’s 401k team discuss state taxes and the financial considerations of choosing where to retire. They examine retirement savings deductions and the distinction between state and federal taxes.

The conversation walks through an illustrative income and legacy plan and considers the effect of inflation on future spending. Coach describes planning for increasing income over a long retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss state taxes and the financial considerations of choosing where to retire. They examine retirement savings deductions and the distinction between state and federal taxes.

The conversation walks through an illustrative income and legacy plan and considers the effect of inflation on future spending. Coach describes planning for increasing income over a long retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss state taxes and the financial considerations of choosing where to retire. They examine retirement savings deductions and the distinction between state and federal taxes. americas-401k full-episode retirement-planning 401k tax-planning estate-planning inflation retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, tax-planning, estate-planning, inflation, retirement-lifestyle full Coach Pete D'Arruda ed676b8c-e002-4a3f-8ff0-b4e300b2d50c ed676b8c-e002-4a3f-8ff0-b4e300b2d50c Fri, 25 Jan 2019 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-location-inflation-and-income-that-lasts State Tax Questions, Inflation, and a Candy-Bar Feature State Tax Questions, Inflation, and a Candy-Bar Feature Coach Pete and the America's 401k Show team discuss state tax differences. The conversation considers when money is saved and withdrawn within a retirement strategy.

The episode also explores inflation and the buying power of income. A candy-bar feature looks at Mounds and Almond Joy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss state tax differences. The conversation considers when money is saved and withdrawn within a retirement strategy.

The episode also explores inflation and the buying power of income. A candy-bar feature looks at Mounds and Almond Joy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss state tax differences. The conversation considers when money is saved and withdrawn within a retirement strategy. americas-401k full-episode retirement-planning 401k tax-planning inflation americas-401k, full-episode, retirement-planning, 401k, tax-planning, inflation full Coach Pete D'Arruda 2b0dc8e362b44f64a050d6b3d61c740b 67b8cf13-fd0f-40f1-8ac2-ae040145b824 Fri, 18 Jan 2019 11:00:00 +0000 3153 https://omny.fm/shows/americas-401k-show-with-coach-pete/some-dos-and-donts-on-how-to-survive-a-mostly-down clean Market Emotions, Vesting Rules and Lifetime Income Market Emotions, Vesting Rules and Lifetime Income Coach Pete and the America’s 401k team discuss the temptation to react impulsively when markets fall. They consider understanding employer matches and vesting rules when reviewing workplace savings.

The episode also explores lifetime income planning and the research that shaped Coach’s approach. The team discusses financial education resources and the emotions that come with changes in an account balance.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the temptation to react impulsively when markets fall. They consider understanding employer matches and vesting rules when reviewing workplace savings.

The episode also explores lifetime income planning and the research that shaped Coach’s approach. The team discusses financial education resources and the emotions that come with changes in an account balance.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the temptation to react impulsively when markets fall. They consider understanding employer matches and vesting rules when reviewing workplace savings. americas-401k full-episode retirement-planning retirement-income 401k market-risk financial-literacy americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, financial-literacy full Coach Pete D'Arruda 74b7578a-d669-4028-9ae7-b4e300b19b33 74b7578a-d669-4028-9ae7-b4e300b19b33 Fri, 28 Dec 2018 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/market-emotions-vesting-rules-and-lifetime-income Market Emotions, Employer Matches and Retirement Income Market Emotions, Employer Matches and Retirement Income Coach Pete and the America’s 401k team discuss emotional reactions to market declines and continuing to save through changing share prices. They consider employer matching contributions, vesting schedules and profit sharing.

The conversation also examines the tax treatment of retirement contributions and planning an income stream. Holiday studio conversation and reflections on retirement research round out this archived edition.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss emotional reactions to market declines and continuing to save through changing share prices. They consider employer matching contributions, vesting schedules and profit sharing.

The conversation also examines the tax treatment of retirement contributions and planning an income stream. Holiday studio conversation and reflections on retirement research round out this archived edition.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss emotional reactions to market declines and continuing to save through changing share prices. They consider employer matching contributions, vesting schedules and profit sharing. americas-401k full-episode retirement-planning retirement-income 401k tax-planning market-risk retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, market-risk, retirement-lifestyle full Coach Pete D'Arruda 56bb07bf-73a0-4ea9-8e11-b4e300b0684c 56bb07bf-73a0-4ea9-8e11-b4e300b0684c Fri, 21 Dec 2018 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/market-emotions-employer-matches-and-retirement-income Couples’ Retirement Questions, Fiduciaries and Automated Savings Couples’ Retirement Questions, Fiduciaries and Automated Savings Coach Pete and the America’s 401k team discuss planning a retirement paycheck and the questions couples can ask about funding their living expenses. The conversation considers market declines while taking withdrawals and the role of a fiduciary.

The team also talks about setting aside money for vacations and other personal goals, testing 401k knowledge and using automated savings to overcome procrastination.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss planning a retirement paycheck and the questions couples can ask about funding their living expenses. The conversation considers market declines while taking withdrawals and the role of a fiduciary.

The team also talks about setting aside money for vacations and other personal goals, testing 401k knowledge and using automated savings to overcome procrastination.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss planning a retirement paycheck and the questions couples can ask about funding their living expenses. The conversation considers market declines while taking withdrawals and the role of a fiduciary. americas-401k full-episode retirement-planning retirement-income 401k market-risk financial-advisors americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, financial-advisors full Coach Pete D'Arruda 586d1404-5ca2-4ca8-a672-b4e300acab3a 586d1404-5ca2-4ca8-a672-b4e300acab3a Fri, 14 Dec 2018 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/couples-retirement-questions-fiduciaries-and-automated-savings-1 Paying Yourself First and Preparing for Retirement Expenses Paying Yourself First and Preparing for Retirement Expenses Coach Pete and the America’s 401k team discuss saving consistently, workplace retirement balances and building an income plan. They consider the value of understanding where money is held and what role it serves.

The episode also examines inflation, taxes, estate planning and future care expenses. A conversation about women’s retirement challenges considers caregiving, earnings history and Social Security.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss saving consistently, workplace retirement balances and building an income plan. They consider the value of understanding where money is held and what role it serves.

The episode also examines inflation, taxes, estate planning and future care expenses. A conversation about women’s retirement challenges considers caregiving, earnings history and Social Security.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss saving consistently, workplace retirement balances and building an income plan. They consider the value of understanding where money is held and what role it serves. americas-401k full-episode retirement-planning retirement-income social-security 401k tax-planning estate-planning inflation long-term-care americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k, tax-planning, estate-planning, inflation, long-term-care full Coach Pete D'Arruda f6742674-e40b-45b7-8b21-b4e300af6366 f6742674-e40b-45b7-8b21-b4e300af6366 Fri, 07 Dec 2018 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/paying-yourself-first-and-preparing-for-retirement-expenses Retirement Income, Divorce and Account Division, and Spousal Benefits Retirement Income, Divorce and Account Division, and Spousal Benefits The America's 401k Show team discusses the spend-and-leave concept and replacing a paycheck after work. The conversation considers workplace contributions and retirement income objectives.

The episode also explores dividing an IRA during divorce through a Diagnosis Retirement example. The team discusses account procedures and Social Security questions involving an ex-spouse.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses the spend-and-leave concept and replacing a paycheck after work. The conversation considers workplace contributions and retirement income objectives.

The episode also explores dividing an IRA during divorce through a Diagnosis Retirement example. The team discusses account procedures and Social Security questions involving an ex-spouse.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses the spend-and-leave concept and replacing a paycheck after work. The conversation considers workplace contributions and retirement income objectives. americas-401k full-episode retirement-planning retirement-income social-security 401k americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k full Coach Pete D'Arruda 1f3c8abe237b4bc594be9748cf250b84 0b53dbc7-b101-4bff-8c58-ae040145bdfd Fri, 30 Nov 2018 11:00:00 +0000 2955 https://omny.fm/shows/americas-401k-show-with-coach-pete/some-year-end-tips-to-spruce-up-your-401-k-and-a-m clean Accumulation, Preservation, Distribution, and Workplace Matching Accumulation, Preservation, Distribution, and Workplace Matching The America's 401k Show team discusses three stages of financial life. The conversation considers building savings, reviewing risk, and using money during retirement.

The episode also explores employer matching, vesting, and borrowing from an account. Coach Pete discusses the questions behind comparing returns and choosing financial guidance.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses three stages of financial life. The conversation considers building savings, reviewing risk, and using money during retirement.

The episode also explores employer matching, vesting, and borrowing from an account. Coach Pete discusses the questions behind comparing returns and choosing financial guidance.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses three stages of financial life. The conversation considers building savings, reviewing risk, and using money during retirement. americas-401k full-episode retirement-planning 401k americas-401k, full-episode, retirement-planning, 401k full Coach Pete D'Arruda 56ed0cfd65b74b258a5612705775b6c8 23c174c3-bca9-4542-ac89-ae040145c9c1 Fri, 16 Nov 2018 11:00:00 +0000 3033 https://omny.fm/shows/americas-401k-show-with-coach-pete/the-updated-contribution-limits-on-401-k-plans-and clean Market Benchmarks, Retirement Paychecks and Preparing for Change Market Benchmarks, Retirement Paychecks and Preparing for Change Coach Pete and the America’s 401k team discuss market indexes, diversification and the options inside workplace retirement plans. They consider how the approach to investing can change as retirement draws closer.

The conversation explores turning savings into an income stream, deciding where to live and rehearsing the transition to retirement. The team examines the personal changes that come with leaving a workplace.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss market indexes, diversification and the options inside workplace retirement plans. They consider how the approach to investing can change as retirement draws closer.

The conversation explores turning savings into an income stream, deciding where to live and rehearsing the transition to retirement. The team examines the personal changes that come with leaving a workplace.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss market indexes, diversification and the options inside workplace retirement plans. They consider how the approach to investing can change as retirement draws closer. americas-401k full-episode retirement-planning retirement-income 401k market-risk investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, investing full Coach Pete D'Arruda a8a71072-eb01-43d2-96fb-b4e300ae0cd3 a8a71072-eb01-43d2-96fb-b4e300ae0cd3 Fri, 09 Nov 2018 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/market-benchmarks-retirement-paychecks-and-preparing-for-change Market Indexes, Retirement Living Costs, and a Risk Profile Review Market Indexes, Retirement Living Costs, and a Risk Profile Review Coach Pete and the America's 401k Show team discuss market indexes and workplace investment choices. The conversation considers funds representing different company sizes and markets.

The episode also explores retirement living costs, housing, and downsizing. The team discusses a risk profile review and practicing the transition toward life after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss market indexes and workplace investment choices. The conversation considers funds representing different company sizes and markets.

The episode also explores retirement living costs, housing, and downsizing. The team discusses a risk profile review and practicing the transition toward life after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss market indexes and workplace investment choices. The conversation considers funds representing different company sizes and markets. americas-401k full-episode retirement-planning 401k market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, 401k, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 307a67b9a32e451697f5b280b6526d19 6577a26f-42ca-4a26-8451-ae0401467b09 Fri, 02 Nov 2018 10:00:00 +0000 2955 https://omny.fm/shows/americas-401k-show-with-coach-pete/8-steps-to-help-make-sure-you-are-really-ready-for clean Roth Savings, Divorce Decisions and Income in Stages Roth Savings, Divorce Decisions and Income in Stages Coach Pete and the America’s 401k team discuss the tax treatment of Roth and traditional workplace savings. They also consider preserving the retirement purpose of an IRA when household finances change through divorce.

The episode examines state tax considerations and estimating the monthly income needed for retirement. Coach describes allocating different resources to different stages of retirement through a bucket approach.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the tax treatment of Roth and traditional workplace savings. They also consider preserving the retirement purpose of an IRA when household finances change through divorce.

The episode examines state tax considerations and estimating the monthly income needed for retirement. Coach describes allocating different resources to different stages of retirement through a bucket approach.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the tax treatment of Roth and traditional workplace savings. They also consider preserving the retirement purpose of an IRA when household finances change through divorce. americas-401k full-episode retirement-planning 401k roth-accounts tax-planning americas-401k, full-episode, retirement-planning, 401k, roth-accounts, tax-planning full Coach Pete D'Arruda 856b796e-6051-4bec-b198-b4e300ab5d8a 856b796e-6051-4bec-b198-b4e300ab5d8a Fri, 26 Oct 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/roth-savings-divorce-decisions-and-income-in-stages Retirement Planning, Information Overload and Financial Education Retirement Planning, Information Overload and Financial Education Coach Pete and the America’s 401k team discuss how too much information can make retirement decisions harder. They consider setting clear goals and preparing for the transition from accumulating savings to using them.

The conversation also explores teaching young people about checking accounts, credit cards and the cost of borrowing. The team shares community stories and updates from their sports interview series.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss how too much information can make retirement decisions harder. They consider setting clear goals and preparing for the transition from accumulating savings to using them.

The conversation also explores teaching young people about checking accounts, credit cards and the cost of borrowing. The team shares community stories and updates from their sports interview series.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss how too much information can make retirement decisions harder. They consider setting clear goals and preparing for the transition from accumulating savings to using them. americas-401k full-episode retirement-planning 401k financial-literacy americas-401k, full-episode, retirement-planning, 401k, financial-literacy full Coach Pete D'Arruda 9d6b1a47-1f5f-4e31-bba5-b4e300aa296b 9d6b1a47-1f5f-4e31-bba5-b4e300aa296b Fri, 19 Oct 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-planning-information-overload-and-financial-education Envisioning Retirement and Planning an Increasing Income Stream Envisioning Retirement and Planning an Increasing Income Stream Coach Pete and the America’s 401k team discuss defining retirement goals and adjusting a financial plan as the next stage of life approaches. They compare those adjustments with a coach changing a game plan at halftime.

The episode walks through an illustrative retirement income and legacy projection. The team also shares studio conversation, trivia and updates about interviews with sports figures.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss defining retirement goals and adjusting a financial plan as the next stage of life approaches. They compare those adjustments with a coach changing a game plan at halftime.

The episode walks through an illustrative retirement income and legacy projection. The team also shares studio conversation, trivia and updates about interviews with sports figures.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss defining retirement goals and adjusting a financial plan as the next stage of life approaches. They compare those adjustments with a coach changing a game plan at halftime. americas-401k full-episode retirement-planning retirement-income 401k estate-planning americas-401k, full-episode, retirement-planning, retirement-income, 401k, estate-planning full Coach Pete D'Arruda d7318e01-65ff-4c0a-9be4-b4e300a8e2be d7318e01-65ff-4c0a-9be4-b4e300a8e2be Fri, 12 Oct 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/envisioning-retirement-and-planning-an-increasing-income-stream Household Retirement Readiness and Setting Realistic Income Goals Household Retirement Readiness and Setting Realistic Income Goals Coach Pete and the America’s 401k team discuss financial self-assessment and preparing for changes in household income. They consider planning questions for couples, widows, divorcees and people managing their finances alone.

The conversation explores setting retirement income expectations that fit available resources and an acceptable level of risk. The team also shares an entrepreneurial story about the Ring doorbell business.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial self-assessment and preparing for changes in household income. They consider planning questions for couples, widows, divorcees and people managing their finances alone.

The conversation explores setting retirement income expectations that fit available resources and an acceptable level of risk. The team also shares an entrepreneurial story about the Ring doorbell business.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss financial self-assessment and preparing for changes in household income. They consider planning questions for couples, widows, divorcees and people managing their finances alone. americas-401k full-episode retirement-planning retirement-income 401k americas-401k, full-episode, retirement-planning, retirement-income, 401k full Coach Pete D'Arruda ebfb6d9b-54f3-40d1-9d3f-b4e300a78a41 ebfb6d9b-54f3-40d1-9d3f-b4e300a78a41 Fri, 28 Sep 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/household-retirement-readiness-and-setting-realistic-income-goals Roth Options, Retirement Tax Assumptions, and a Household Income Example Roth Options, Retirement Tax Assumptions, and a Household Income Example The America's 401k Show team discusses Roth options in workplace retirement accounts. The conversation considers assumptions about a household's tax situation after work ends.

The episode also explores an income planning example. Coach Pete and the team discuss longevity and reviewing the figures behind a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses Roth options in workplace retirement accounts. The conversation considers assumptions about a household's tax situation after work ends.

The episode also explores an income planning example. Coach Pete and the team discuss longevity and reviewing the figures behind a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses Roth options in workplace retirement accounts. The conversation considers assumptions about a household's tax situation after work ends. americas-401k full-episode retirement-planning retirement-income 401k roth-accounts tax-planning americas-401k, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, tax-planning full Coach Pete D'Arruda 78f3555e1374486cb6545e9217b210f7 0e660e1a-a05d-4b0d-808a-ae0401467ef1 Fri, 21 Sep 2018 10:00:00 +0000 3167 https://omny.fm/shows/americas-401k-show-with-coach-pete/how-to-avoid-three-huge-retirement-tax-mistakes-an clean Required Withdrawals, Healthcare Coverage, and Income for a Surviving Spouse Required Withdrawals, Healthcare Coverage, and Income for a Surviving Spouse Coach Pete and the America's 401k Show team discuss required withdrawals and account rules as they stood in 2018. The conversation considers the timing and calculation questions behind taking money from retirement savings.

The episode also explores Medicare, Medicaid, and healthcare planning questions. A listener asks about life insurance and the financial resources intended for a surviving spouse.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss required withdrawals and account rules as they stood in 2018. The conversation considers the timing and calculation questions behind taking money from retirement savings.

The episode also explores Medicare, Medicaid, and healthcare planning questions. A listener asks about life insurance and the financial resources intended for a surviving spouse.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss required withdrawals and account rules as they stood in 2018. The conversation considers the timing and calculation questions behind taking money from retirement savings. americas-401k full-episode retirement-planning 401k required-minimum-distributions insurance americas-401k, full-episode, retirement-planning, 401k, required-minimum-distributions, insurance full Coach Pete D'Arruda 55372be4859a41f9acdfbb4750104ac0 4cdec66b-baca-4afc-88e2-ae040146a150 Fri, 14 Sep 2018 10:00:00 +0000 2592 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-podcast-9-15-2018 clean Hidden 401k Fees, Pension Funding and Investment Performance Hidden 401k Fees, Pension Funding and Investment Performance Coach Pete and the America’s 401k team discuss fees that may appear in workplace plan documents rather than on an account statement. They consider the effect of investment costs on retirement savings.

The conversation also examines state pension funding and the difficulty of measuring returns when new contributions are being added. Coach explains why account growth and investment performance deserve separate attention.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss fees that may appear in workplace plan documents rather than on an account statement. They consider the effect of investment costs on retirement savings.

The conversation also examines state pension funding and the difficulty of measuring returns when new contributions are being added. Coach explains why account growth and investment performance deserve separate attention.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss fees that may appear in workplace plan documents rather than on an account statement. They consider the effect of investment costs on retirement savings. americas-401k full-episode retirement-planning retirement-income 401k investment-fees investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees, investing full Coach Pete D'Arruda 74d7b3c3-a46c-4e15-addb-b4e300a5ca35 74d7b3c3-a46c-4e15-addb-b4e300a5ca35 Fri, 07 Sep 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/hidden-401k-fees-pension-funding-and-investment-performance Workplace Savings, Investment Restrictions and Retirement Taxes Workplace Savings, Investment Restrictions and Retirement Taxes Coach Pete and the America’s 401k team discuss the development of the 401k and the responsibility employees carry for their retirement savings. They consider the investment choices and flexibility available in workplace plans.

The episode also examines taxes, financial blind spots and liquidity concerns with non-traded real estate investments. The team discusses checking proposals and understanding restrictions before committing money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the development of the 401k and the responsibility employees carry for their retirement savings. They consider the investment choices and flexibility available in workplace plans.

The episode also examines taxes, financial blind spots and liquidity concerns with non-traded real estate investments. The team discusses checking proposals and understanding restrictions before committing money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the development of the 401k and the responsibility employees carry for their retirement savings. They consider the investment choices and flexibility available in workplace plans. americas-401k full-episode retirement-planning 401k tax-planning investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, investing full Coach Pete D'Arruda ea29803a-07c5-4e9c-9a45-b4e300a42431 ea29803a-07c5-4e9c-9a45-b4e300a42431 Fri, 31 Aug 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/workplace-savings-investment-restrictions-and-retirement-taxes Downturn Planning, Lifetime Income and Retirement Goals Downturn Planning, Lifetime Income and Retirement Goals Coach Pete and the America’s 401k team discuss planning for market downturns and the fear of outliving retirement savings. They walk through an illustrative income and legacy planning example.

The episode also considers financial self-assessment, possible future care expenses and ways to explain financial concepts through familiar sports examples.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss planning for market downturns and the fear of outliving retirement savings. They walk through an illustrative income and legacy planning example.

The episode also considers financial self-assessment, possible future care expenses and ways to explain financial concepts through familiar sports examples.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss planning for market downturns and the fear of outliving retirement savings. They walk through an illustrative income and legacy planning example. americas-401k full-episode retirement-planning retirement-income 401k estate-planning market-risk long-term-care americas-401k, full-episode, retirement-planning, retirement-income, 401k, estate-planning, market-risk, long-term-care full Coach Pete D'Arruda 6cdaa5c6-3fdd-427d-aa87-b4e300a2f376 6cdaa5c6-3fdd-427d-aa87-b4e300a2f376 Fri, 24 Aug 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/downturn-planning-lifetime-income-and-retirement-goals Old 401ks, Retirement Income and Protecting Personal Information Old 401ks, Retirement Income and Protecting Personal Information Coach Pete and the America’s 401k team discuss workplace contributions, employer matches and keeping track of old retirement accounts. They consider annuities, income planning and the need to read a product’s fine print.

The conversation examines retirement timing and expectations for investment returns. The team also discusses protecting Social Security information and using additional authentication when accessing accounts.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss workplace contributions, employer matches and keeping track of old retirement accounts. They consider annuities, income planning and the need to read a product’s fine print.

The conversation examines retirement timing and expectations for investment returns. The team also discusses protecting Social Security information and using additional authentication when accessing accounts.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss workplace contributions, employer matches and keeping track of old retirement accounts. They consider annuities, income planning and the need to read a product’s fine print. americas-401k full-episode retirement-planning retirement-income social-security 401k annuities investing americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k, annuities, investing full Coach Pete D'Arruda e4488b30-dac0-4eb5-944c-b4e300a1e146 e4488b30-dac0-4eb5-944c-b4e300a1e146 Fri, 17 Aug 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/old-401ks-retirement-income-and-protecting-personal-information-1 Old 401ks, Retirement Income and Protecting Personal Information Old 401ks, Retirement Income and Protecting Personal Information Coach Pete and the America’s 401k team discuss workplace contributions, employer matches and keeping track of old retirement accounts. They consider annuities, income planning and the need to read a product’s fine print.

The conversation examines retirement timing and expectations for investment returns. The team also discusses protecting Social Security information and using additional authentication when accessing accounts.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss workplace contributions, employer matches and keeping track of old retirement accounts. They consider annuities, income planning and the need to read a product’s fine print.

The conversation examines retirement timing and expectations for investment returns. The team also discusses protecting Social Security information and using additional authentication when accessing accounts.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss workplace contributions, employer matches and keeping track of old retirement accounts. They consider annuities, income planning and the need to read a product’s fine print. americas-401k full-episode retirement-planning retirement-income social-security 401k annuities investing americas-401k, full-episode, retirement-planning, retirement-income, social-security, 401k, annuities, investing full Coach Pete D'Arruda d286bb0c-db95-47d6-a9b6-b4e300a0c979 d286bb0c-db95-47d6-a9b6-b4e300a0c979 Fri, 10 Aug 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/old-401ks-retirement-income-and-protecting-personal-information Retirement Security, Investment Scams and Credit Card Costs Retirement Security, Investment Scams and Credit Card Costs Coach Pete and the America’s 401k team discuss retirement readiness and how to evaluate the risks facing a nest egg. They examine investment scams, promised income streams and the importance of checking proposals even when they come through trusted social circles.

The episode also introduces annuities and considers how interest rate increases affect borrowing and credit card costs. A discussion of electronic bill payments rounds out the conversation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and how to evaluate the risks facing a nest egg. They examine investment scams, promised income streams and the importance of checking proposals even when they come through trusted social circles.

The episode also introduces annuities and considers how interest rate increases affect borrowing and credit card costs. A discussion of electronic bill payments rounds out the conversation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and how to evaluate the risks facing a nest egg. They examine investment scams, promised income streams and the importance of checking proposals even when they come through trusted social circles. americas-401k full-episode retirement-planning 401k annuities investing americas-401k, full-episode, retirement-planning, 401k, annuities, investing full Coach Pete D'Arruda 49d54a6f-3cc6-418c-856d-b4e3009fb7a9 49d54a6f-3cc6-418c-856d-b4e3009fb7a9 Fri, 03 Aug 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-security-investment-scams-and-credit-card-costs-1 Retirement Security, Investment Scams and Credit Card Costs Retirement Security, Investment Scams and Credit Card Costs Coach Pete and the America’s 401k team discuss retirement readiness and how to evaluate the risks facing a nest egg. They examine investment scams, promised income streams and the importance of checking proposals even when they come through trusted social circles.

The episode also introduces annuities and considers how interest rate increases affect borrowing and credit card costs. A discussion of electronic bill payments rounds out the conversation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and how to evaluate the risks facing a nest egg. They examine investment scams, promised income streams and the importance of checking proposals even when they come through trusted social circles.

The episode also introduces annuities and considers how interest rate increases affect borrowing and credit card costs. A discussion of electronic bill payments rounds out the conversation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss retirement readiness and how to evaluate the risks facing a nest egg. They examine investment scams, promised income streams and the importance of checking proposals even when they come through trusted social circles. americas-401k full-episode retirement-planning 401k annuities investing americas-401k, full-episode, retirement-planning, 401k, annuities, investing full Coach Pete D'Arruda 4c66f02c-4ff8-47e0-9c46-b4e3009ea0ad 4c66f02c-4ff8-47e0-9c46-b4e3009ea0ad Fri, 27 Jul 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-security-investment-scams-and-credit-card-costs Target-Date Funds, Retirement Timelines, and Alternative Income Offers Target-Date Funds, Retirement Timelines, and Alternative Income Offers The America's 401k Show team discusses target-date funds and workplace account choices. The conversation considers whether an investment arrangement fits a household's retirement timeline.

The episode also explores different offers for income, including real estate and commodities. Coach Pete discusses reviewing risk and the details behind a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses target-date funds and workplace account choices. The conversation considers whether an investment arrangement fits a household's retirement timeline.

The episode also explores different offers for income, including real estate and commodities. Coach Pete discusses reviewing risk and the details behind a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses target-date funds and workplace account choices. The conversation considers whether an investment arrangement fits a household's retirement timeline. americas-401k full-episode retirement-planning 401k investing americas-401k, full-episode, retirement-planning, 401k, investing full Coach Pete D'Arruda 0f405a8d210c424bbc65181013f16fab 1b9ad901-dac3-4e45-89c9-ae04014756ba Fri, 20 Jul 2018 10:00:00 +0000 2873 https://omny.fm/shows/americas-401k-show-with-coach-pete/its-been-10-years-since-the-market-crash-of-2008-w clean Workplace Savings, Target-Date Funds and Teaching Children About Money Workplace Savings, Target-Date Funds and Teaching Children About Money Coach Pete and the America’s 401k team discuss workplace retirement savings, rollover questions and planning resources for income after employment. They consider how investment choices and risk exposure fit the time remaining before money is needed.

The conversation examines target-date funds and education savings. An interview with a sports broadcaster explores encouraging children and grandchildren to save and learn about money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss workplace retirement savings, rollover questions and planning resources for income after employment. They consider how investment choices and risk exposure fit the time remaining before money is needed.

The conversation examines target-date funds and education savings. An interview with a sports broadcaster explores encouraging children and grandchildren to save and learn about money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss workplace retirement savings, rollover questions and planning resources for income after employment. They consider how investment choices and risk exposure fit the time remaining before money is needed. americas-401k full-episode retirement-planning 401k investing americas-401k, full-episode, retirement-planning, 401k, investing full Coach Pete D'Arruda 307ecbc4-16a4-4197-b029-b4e300f63bdb 307ecbc4-16a4-4197-b029-b4e300f63bdb Fri, 13 Jul 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/workplace-savings-target-date-funds-and-teaching-children-about-money Retirement Readiness, Financial Trust and Emotional Decisions Retirement Readiness, Financial Trust and Emotional Decisions Coach Pete and the America’s 401k team discuss consistent retirement saving and evaluating whether a household is prepared for its next stage. They consider changes in household income, financial self-assessment and trusting a financial manager.

A guest interview explores emotional responses to economic uncertainty and decisions about accessible bank savings. The team also shares an entrepreneurial story about the Ring doorbell business.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss consistent retirement saving and evaluating whether a household is prepared for its next stage. They consider changes in household income, financial self-assessment and trusting a financial manager.

A guest interview explores emotional responses to economic uncertainty and decisions about accessible bank savings. The team also shares an entrepreneurial story about the Ring doorbell business.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss consistent retirement saving and evaluating whether a household is prepared for its next stage. They consider changes in household income, financial self-assessment and trusting a financial manager. americas-401k full-episode retirement-planning 401k retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, retirement-lifestyle full Coach Pete D'Arruda 94a29e14-742b-4a04-bea0-b4e300f4ea44 94a29e14-742b-4a04-bea0-b4e300f4ea44 Fri, 06 Jul 2018 10:00:00 +0000 3590 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-readiness-financial-trust-and-emotional-decisions Credit Monitoring, Interest Rates, and Household Budget Conversations Credit Monitoring, Interest Rates, and Household Budget Conversations Coach Pete and the America's 401k Show team discuss checking credit reports and account statements. The conversation considers fiduciary questions and reviewing the information behind financial advice.

The episode also explores interest-rate changes, market uncertainty, and couples discussing a budget. Stories about retail brands and the movie Rudy provide a change of pace.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss checking credit reports and account statements. The conversation considers fiduciary questions and reviewing the information behind financial advice.

The episode also explores interest-rate changes, market uncertainty, and couples discussing a budget. Stories about retail brands and the movie Rudy provide a change of pace.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss checking credit reports and account statements. The conversation considers fiduciary questions and reviewing the information behind financial advice. americas-401k full-episode 401k market-risk financial-advisors americas-401k, full-episode, 401k, market-risk, financial-advisors full Coach Pete D'Arruda 730a4678-3824-47f6-b66e-b4e200b72520 730a4678-3824-47f6-b66e-b4e200b72520 Fri, 29 Jun 2018 10:00:00 +0000 2696 https://omny.fm/shows/americas-401k-show-with-coach-pete/credit-monitoring-interest-rates-and-household-budget-conversations Promissory Notes, Electronic Payments, and Everyday Technology Questions Promissory Notes, Electronic Payments, and Everyday Technology Questions Coach Pete and the America's 401k Show team discuss promissory notes and examining what is behind an investment document. The conversation considers the claims made in a financial offer.

The episode also explores changes in payment habits and checkbooks. A story about a car key fob provides another example of checking practical details and possible failures.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss promissory notes and examining what is behind an investment document. The conversation considers the claims made in a financial offer.

The episode also explores changes in payment habits and checkbooks. A story about a car key fob provides another example of checking practical details and possible failures.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss promissory notes and examining what is behind an investment document. The conversation considers the claims made in a financial offer. americas-401k full-episode 401k investing americas-401k, full-episode, 401k, investing full Coach Pete D'Arruda 525bcbb516c84a53b87a96baf8b9e21e d3f55cc1-8909-4935-b76c-ae0401475e4e Fri, 22 Jun 2018 10:00:00 +0000 3089 https://omny.fm/shows/americas-401k-show-with-coach-pete/this-week-coach-pete-darruda-breaks-down-what-it-w clean Downturn Planning, Income Sources, and a Spend-and-Leave Example Downturn Planning, Income Sources, and a Spend-and-Leave Example Coach Pete and the America's 401k Show team discuss a strategy for market downturns. The conversation considers assigning savings to different purposes and reviewing an income plan.

The episode also explores a household spend-and-leave example. A wealth-report-card resource and candy-bar stories provide additional topics in the discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss a strategy for market downturns. The conversation considers assigning savings to different purposes and reviewing an income plan.

The episode also explores a household spend-and-leave example. A wealth-report-card resource and candy-bar stories provide additional topics in the discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss a strategy for market downturns. The conversation considers assigning savings to different purposes and reviewing an income plan. americas-401k full-episode retirement-planning retirement-income 401k market-risk americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk full Coach Pete D'Arruda 75bf7975fd1f4086ae6e1170639785ea 1d0af7b9-47ce-4c44-bd3a-ae0401477238 Fri, 15 Jun 2018 10:00:00 +0000 2936 https://omny.fm/shows/americas-401k-show-with-coach-pete/a-case-study-that-will-inspire-you clean 401k Responsibilities, Investment Flexibility and Retirement Risks 401k Responsibilities, Investment Flexibility and Retirement Risks Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the responsibility employees carry for their own plans. The conversation considers taxes and the investment choices available inside a 401k.

The episode also examines liquidity concerns with non-traded real estate investments and questions about promised income streams. Coach discusses the importance of understanding restrictions before committing retirement money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the responsibility employees carry for their own plans. The conversation considers taxes and the investment choices available inside a 401k.

The episode also examines liquidity concerns with non-traded real estate investments and questions about promised income streams. Coach discusses the importance of understanding restrictions before committing retirement money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the responsibility employees carry for their own plans. The conversation considers taxes and the investment choices available inside a 401k. americas-401k full-episode retirement-planning 401k tax-planning investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, investing full Coach Pete D'Arruda d9b7a125-f9a6-4832-8535-b4e3009c1572 d9b7a125-f9a6-4832-8535-b4e3009c1572 Fri, 08 Jun 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/401k-responsibilities-investment-flexibility-and-retirement-risks-2 Workplace Investment Choices, Employer Matching, and Beneficiary Reviews Workplace Investment Choices, Employer Matching, and Beneficiary Reviews Coach Pete and the America's 401k Show team discuss selecting investments within a workplace account. The conversation considers target-date funds, diversification, and the influence of other people's choices.

The episode also explores employer matching and vesting. The team discusses beneficiary reviews and the purpose of savings intended for retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss selecting investments within a workplace account. The conversation considers target-date funds, diversification, and the influence of other people's choices.

The episode also explores employer matching and vesting. The team discusses beneficiary reviews and the purpose of savings intended for retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss selecting investments within a workplace account. The conversation considers target-date funds, diversification, and the influence of other people's choices. americas-401k full-episode retirement-planning 401k estate-planning market-risk investing americas-401k, full-episode, retirement-planning, 401k, estate-planning, market-risk, investing full Coach Pete D'Arruda f746e1df20bd475d9b06e69215ff4118 f68d0190-b7cd-4e91-85ed-ae04014803a8 Fri, 01 Jun 2018 10:00:00 +0000 2958 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-3 clean Roth 401ks, State Pensions and the Cost of Workplace Savings Roth 401ks, State Pensions and the Cost of Workplace Savings Coach Pete and the America’s 401k team discuss Roth workplace savings and the tax questions surrounding retirement contributions and conversions. They also examine state pension funding and concerns raised by teachers and other public employees.

The conversation turns to measuring investment performance after new contributions, fees and expenses. Coach explains why a growing account balance alone may not show the return earned by the investments inside it.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss Roth workplace savings and the tax questions surrounding retirement contributions and conversions. They also examine state pension funding and concerns raised by teachers and other public employees.

The conversation turns to measuring investment performance after new contributions, fees and expenses. Coach explains why a growing account balance alone may not show the return earned by the investments inside it.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss Roth workplace savings and the tax questions surrounding retirement contributions and conversions. They also examine state pension funding and concerns raised by teachers and other public employees. americas-401k full-episode retirement-planning retirement-income 401k roth-accounts tax-planning investment-fees investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, tax-planning, investment-fees, investing full Coach Pete D'Arruda 69b366ba-1b17-4cac-b472-b4e3009b0a8d 69b366ba-1b17-4cac-b472-b4e3009b0a8d Fri, 25 May 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/roth-401ks-state-pensions-and-the-cost-of-workplace-savings-1 Retirement Income, Rollover Questions and Investment Costs Retirement Income, Rollover Questions and Investment Costs Coach Pete and the America’s 401k team discuss balancing growth, income and protection in a retirement plan. The conversation considers workplace savings, in-service distribution questions and the options that may be available when reviewing a 401k.

The team also examines target date funds, investment fees and risk exposure. They discuss how savings goals and the time remaining before money is needed can affect investment decisions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss balancing growth, income and protection in a retirement plan. The conversation considers workplace savings, in-service distribution questions and the options that may be available when reviewing a 401k.

The team also examines target date funds, investment fees and risk exposure. They discuss how savings goals and the time remaining before money is needed can affect investment decisions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss balancing growth, income and protection in a retirement plan. The conversation considers workplace savings, in-service distribution questions and the options that may be available when reviewing a 401k. americas-401k full-episode retirement-planning retirement-income 401k investment-fees investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investment-fees, investing full Coach Pete D'Arruda d61c80fb-3e5c-498c-b26c-b4e3009d5fb0 d61c80fb-3e5c-498c-b26c-b4e3009d5fb0 Fri, 18 May 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-income-rollover-questions-and-investment-costs Target-Date Funds, Retirement Income, and Money for Grandchildren Target-Date Funds, Retirement Income, and Money for Grandchildren The America's 401k Show team discusses workplace account options and IRA rollover questions. The conversation considers target-date funds and how investment choices relate to a retirement timeline.

The episode also explores different sources of retirement income. A listener's question considers passing money to grandchildren and the priorities behind a family plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses workplace account options and IRA rollover questions. The conversation considers target-date funds and how investment choices relate to a retirement timeline.

The episode also explores different sources of retirement income. A listener's question considers passing money to grandchildren and the priorities behind a family plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses workplace account options and IRA rollover questions. The conversation considers target-date funds and how investment choices relate to a retirement timeline. americas-401k full-episode retirement-planning retirement-income 401k investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, investing full Coach Pete D'Arruda 54d4ec076cbb4ae56408b1cfa37b9ba5 f6fb0ed2-7641-4436-9a00-ae040148295a Fri, 11 May 2018 10:00:00 +0000 2873 https://omny.fm/shows/americas-401k-show-with-coach-pete/its-been-ten-years-since-the-crash-of-2008-are-you clean 401k Responsibilities, Investment Flexibility and Retirement Risks 401k Responsibilities, Investment Flexibility and Retirement Risks Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the responsibility employees carry for their own plans. The conversation considers taxes and the investment choices available inside a 401k.

The episode also examines liquidity concerns with non-traded real estate investments and questions about promised income streams. Coach discusses the importance of understanding restrictions before committing retirement money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the responsibility employees carry for their own plans. The conversation considers taxes and the investment choices available inside a 401k.

The episode also examines liquidity concerns with non-traded real estate investments and questions about promised income streams. Coach discusses the importance of understanding restrictions before committing retirement money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the responsibility employees carry for their own plans. The conversation considers taxes and the investment choices available inside a 401k. americas-401k full-episode retirement-planning 401k tax-planning investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, investing full Coach Pete D'Arruda 2a807b75-02ee-4f78-93bd-b4e3009961e0 2a807b75-02ee-4f78-93bd-b4e3009961e0 Fri, 04 May 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/401k-responsibilities-investment-flexibility-and-retirement-risks-1 Retirement Readiness, Household Income and Financial Self-Assessment Retirement Readiness, Household Income and Financial Self-Assessment Coach Pete and the America’s 401k team discuss evaluating retirement readiness and preparing for changes in household income. They consider how planning needs differ for couples and people managing their finances alone.

The conversation explores questions about investment risk, taxes and fees, along with using a financial self-assessment to examine current plans. The team also shares an entrepreneurial story about the Ring doorbell business.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss evaluating retirement readiness and preparing for changes in household income. They consider how planning needs differ for couples and people managing their finances alone.

The conversation explores questions about investment risk, taxes and fees, along with using a financial self-assessment to examine current plans. The team also shares an entrepreneurial story about the Ring doorbell business.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss evaluating retirement readiness and preparing for changes in household income. They consider how planning needs differ for couples and people managing their finances alone. americas-401k full-episode retirement-planning 401k tax-planning investment-fees investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, investment-fees, investing full Coach Pete D'Arruda 32001fc6-ce99-4111-969e-b4e30097cd85 32001fc6-ce99-4111-969e-b4e30097cd85 Fri, 27 Apr 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-readiness-household-income-and-financial-self-assessment Risk Tolerance, Retirement Spending, and a Guest Host Conversation Risk Tolerance, Retirement Spending, and a Guest Host Conversation Marty Hensley fills in while Coach Pete is on assignment. The America's 401k Show conversation explores risk tolerance and financial priorities.

The episode also considers spending during retirement. Brokers Behaving Badly provides another perspective on examining financial information.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Marty Hensley fills in while Coach Pete is on assignment. The America's 401k Show conversation explores risk tolerance and financial priorities.

The episode also considers spending during retirement. Brokers Behaving Badly provides another perspective on examining financial information.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Marty Hensley fills in while Coach Pete is on assignment. The America's 401k Show conversation explores risk tolerance and financial priorities. americas-401k full-episode retirement-planning 401k market-risk financial-advisors retirement-lifestyle americas-401k, full-episode, retirement-planning, 401k, market-risk, financial-advisors, retirement-lifestyle full Coach Pete D'Arruda 86f3020a2020525e6c036c8b901e1de8 5f6e4edb-ecd7-4bc4-aad9-ae0b0171bbcc Fri, 20 Apr 2018 10:00:00 +0000 2851 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-with-coach-pete-darruda clean 401k Responsibilities, Investment Flexibility and Retirement Risks 401k Responsibilities, Investment Flexibility and Retirement Risks Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the responsibility employees carry for their own plans. The conversation considers taxes and the investment choices available inside a 401k.

The episode also examines liquidity concerns with non-traded real estate investments and questions about promised income streams. Coach discusses the importance of understanding restrictions before committing retirement money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the responsibility employees carry for their own plans. The conversation considers taxes and the investment choices available inside a 401k.

The episode also examines liquidity concerns with non-traded real estate investments and questions about promised income streams. Coach discusses the importance of understanding restrictions before committing retirement money.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the development of workplace retirement savings and the responsibility employees carry for their own plans. The conversation considers taxes and the investment choices available inside a 401k. americas-401k full-episode retirement-planning 401k tax-planning investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, investing full Coach Pete D'Arruda 28484ff0-4097-4797-a38c-b4e3009696e1 28484ff0-4097-4797-a38c-b4e3009696e1 Fri, 13 Apr 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/401k-responsibilities-investment-flexibility-and-retirement-risks Emergency Money, Retirement Income Sources, and Withdrawal Questions Emergency Money, Retirement Income Sources, and Withdrawal Questions The America's 401k Show team discusses the role of emergency savings. The conversation considers how different sources of retirement income relate to access to money.

The episode also explores account withdrawals and required minimum distributions. A golf-caddy analogy frames the discussion of financial guidance during important decisions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses the role of emergency savings. The conversation considers how different sources of retirement income relate to access to money.

The episode also explores account withdrawals and required minimum distributions. A golf-caddy analogy frames the discussion of financial guidance during important decisions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses the role of emergency savings. The conversation considers how different sources of retirement income relate to access to money. americas-401k full-episode retirement-planning retirement-income 401k required-minimum-distributions americas-401k, full-episode, retirement-planning, retirement-income, 401k, required-minimum-distributions full Coach Pete D'Arruda ce10a0934fc3daea6a7b35909d9628c5 a79ba78f-d707-4a79-9933-ae0b0171bcb8 Fri, 06 Apr 2018 10:00:00 +0000 2872 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-with-coach-pete-darruda-2 clean Retail Disruption, Rising Interest Rates and Future Care Retail Disruption, Rising Interest Rates and Future Care Coach Pete and the America’s 401k team discuss changes in retail, recognizable brands and the jobs affected by shifting business models. The conversation also considers choosing a fiduciary.

The team examines how rising interest rates can influence savings decisions, market risk and borrowing to invest. A discussion of planning for future care introduces questions about paying for assistance later in life.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss changes in retail, recognizable brands and the jobs affected by shifting business models. The conversation also considers choosing a fiduciary.

The team examines how rising interest rates can influence savings decisions, market risk and borrowing to invest. A discussion of planning for future care introduces questions about paying for assistance later in life.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss changes in retail, recognizable brands and the jobs affected by shifting business models. The conversation also considers choosing a fiduciary. americas-401k full-episode 401k market-risk financial-advisors long-term-care investing americas-401k, full-episode, 401k, market-risk, financial-advisors, long-term-care, investing full Coach Pete D'Arruda 38fdff28-fdbf-47c0-aff2-b4e300955414 38fdff28-fdbf-47c0-aff2-b4e300955414 Fri, 30 Mar 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retail-disruption-rising-interest-rates-and-future-care Retail Changes, Fiduciary Responsibilities, and a Long-Term Financial Plan Retail Changes, Fiduciary Responsibilities, and a Long-Term Financial Plan Coach Pete and the America's 401k Show team discuss retail changes and a reported plan to revive KB Toys. The conversation considers familiar brands and changing shopping habits.

The episode also explores fiduciary responsibilities. The team discusses the questions behind reviewing financial guidance and a longer-term family strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss retail changes and a reported plan to revive KB Toys. The conversation considers familiar brands and changing shopping habits.

The episode also explores fiduciary responsibilities. The team discusses the questions behind reviewing financial guidance and a longer-term family strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss retail changes and a reported plan to revive KB Toys. The conversation considers familiar brands and changing shopping habits. americas-401k full-episode retirement-planning 401k financial-advisors americas-401k, full-episode, retirement-planning, 401k, financial-advisors full Coach Pete D'Arruda f8fafa40ca344679711cab02f3f169bd ede28abb-c30e-4cc0-a005-ae0b0171bc89 Fri, 23 Mar 2018 10:00:00 +0000 2817 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-with-coach-pete-darruda-1 clean Roth 401ks, State Pensions and the Cost of Workplace Savings Roth 401ks, State Pensions and the Cost of Workplace Savings Coach Pete and the America’s 401k team discuss Roth workplace savings and the tax questions surrounding retirement contributions and conversions. They also examine state pension funding and concerns raised by teachers and other public employees.

The conversation turns to measuring investment performance after new contributions, fees and expenses. Coach explains why a growing account balance alone may not show the return earned by the investments inside it.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss Roth workplace savings and the tax questions surrounding retirement contributions and conversions. They also examine state pension funding and concerns raised by teachers and other public employees.

The conversation turns to measuring investment performance after new contributions, fees and expenses. Coach explains why a growing account balance alone may not show the return earned by the investments inside it.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss Roth workplace savings and the tax questions surrounding retirement contributions and conversions. They also examine state pension funding and concerns raised by teachers and other public employees. americas-401k full-episode retirement-planning retirement-income 401k roth-accounts tax-planning investment-fees investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, tax-planning, investment-fees, investing full Coach Pete D'Arruda d3291c48-a498-496e-8d83-b4e30093f50a d3291c48-a498-496e-8d83-b4e30093f50a Fri, 16 Mar 2018 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/roth-401ks-state-pensions-and-the-cost-of-workplace-savings Investment Regret, Roth IRAs and Saving for Future Goals Investment Regret, Roth IRAs and Saving for Future Goals Coach Pete and the America’s 401k team discuss investment hindsight, stock market gains and cryptocurrency speculation. They consider diversification and the temptation to look back after selling an investment.

The episode also explores Roth IRAs, the tax treatment of retirement savings and automating contributions. Conversations about vacations and an interview with an entrepreneur round out this archived edition.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss investment hindsight, stock market gains and cryptocurrency speculation. They consider diversification and the temptation to look back after selling an investment.

The episode also explores Roth IRAs, the tax treatment of retirement savings and automating contributions. Conversations about vacations and an interview with an entrepreneur round out this archived edition.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss investment hindsight, stock market gains and cryptocurrency speculation. They consider diversification and the temptation to look back after selling an investment. americas-401k full-episode retirement-planning 401k roth-accounts tax-planning market-risk investing americas-401k, full-episode, retirement-planning, 401k, roth-accounts, tax-planning, market-risk, investing full Coach Pete D'Arruda 35bb655f-0e22-48eb-aba3-b4e30092ac9a 35bb655f-0e22-48eb-aba3-b4e30092ac9a Fri, 09 Mar 2018 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/investment-regret-roth-iras-and-saving-for-future-goals A Financial Foundation, Account Fees, and a Wealth Report Card A Financial Foundation, Account Fees, and a Wealth Report Card The America's 401k Show team uses house-building and treehouse analogies to discuss a financial foundation. The conversation considers risk, fees, and commissions.

The episode also introduces a wealth-report-card resource with different financial questions. Coach Pete discusses examining current circumstances and the direction of a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team uses house-building and treehouse analogies to discuss a financial foundation. The conversation considers risk, fees, and commissions.

The episode also introduces a wealth-report-card resource with different financial questions. Coach Pete discusses examining current circumstances and the direction of a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team uses house-building and treehouse analogies to discuss a financial foundation. The conversation considers risk, fees, and commissions. americas-401k full-episode retirement-planning 401k investment-fees americas-401k, full-episode, retirement-planning, 401k, investment-fees full Coach Pete D'Arruda 5e43aee73d33ca41b6a9a5c0d1ce924e 5f84d4fc-2af2-4eba-9583-ae0b01726967 Fri, 02 Mar 2018 11:00:00 +0000 2918 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-with-coach-pete-darruda-3 clean Couples’ Retirement Questions, Fiduciaries and Automated Savings Couples’ Retirement Questions, Fiduciaries and Automated Savings Coach Pete and the America’s 401k team discuss planning a retirement paycheck and the questions couples can ask about funding their living expenses. The conversation considers market declines while taking withdrawals and the role of a fiduciary.

The team also talks about setting aside money for vacations and other personal goals, testing 401k knowledge and using automated savings to overcome procrastination.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss planning a retirement paycheck and the questions couples can ask about funding their living expenses. The conversation considers market declines while taking withdrawals and the role of a fiduciary.

The team also talks about setting aside money for vacations and other personal goals, testing 401k knowledge and using automated savings to overcome procrastination.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss planning a retirement paycheck and the questions couples can ask about funding their living expenses. The conversation considers market declines while taking withdrawals and the role of a fiduciary. americas-401k full-episode retirement-planning retirement-income 401k market-risk financial-advisors americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, financial-advisors full Coach Pete D'Arruda e42b7555-c1a2-4697-8319-b4e300918351 e42b7555-c1a2-4697-8319-b4e300918351 Fri, 23 Feb 2018 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/couples-retirement-questions-fiduciaries-and-automated-savings Rollover Questions, Retirement Goals and Automated Savings Rollover Questions, Retirement Goals and Automated Savings Coach Pete and the America’s 401k team discuss evaluating workplace savings and available rollover options as retirement approaches. They consider the tax treatment of contributions and the income a savings balance might support.

The episode also explores setting aside money for travel and other personal goals. The team discusses using automated contributions to overcome procrastination and continue building retirement resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss evaluating workplace savings and available rollover options as retirement approaches. They consider the tax treatment of contributions and the income a savings balance might support.

The episode also explores setting aside money for travel and other personal goals. The team discusses using automated contributions to overcome procrastination and continue building retirement resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss evaluating workplace savings and available rollover options as retirement approaches. They consider the tax treatment of contributions and the income a savings balance might support. americas-401k full-episode retirement-planning 401k tax-planning americas-401k, full-episode, retirement-planning, 401k, tax-planning full Coach Pete D'Arruda 6ead2166-da11-48f1-9c70-b4e300ed626d 6ead2166-da11-48f1-9c70-b4e300ed626d Fri, 09 Feb 2018 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/rollover-questions-retirement-goals-and-automated-savings Automatic Contributions, Gradual Saving, and a Canal-Lock Analogy Automatic Contributions, Gradual Saving, and a Canal-Lock Analogy The America's 401k Show team discusses automatic workplace saving. The conversation considers starting contributions and reviewing whether to increase them over time.

Coach Pete uses a canal-lock analogy to discuss gradual progress. The episode also explores company investments and the questions behind financial decisions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses automatic workplace saving. The conversation considers starting contributions and reviewing whether to increase them over time.

Coach Pete uses a canal-lock analogy to discuss gradual progress. The episode also explores company investments and the questions behind financial decisions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses automatic workplace saving. The conversation considers starting contributions and reviewing whether to increase them over time. americas-401k full-episode 401k investing americas-401k, full-episode, 401k, investing full Coach Pete D'Arruda 245e11764b1ea8173332fbf2d8740587 b69e9400-5bcd-480e-92dd-ae0b0172c828 Fri, 02 Feb 2018 11:00:00 +0000 3009 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-with-coach-pete-darruda-5 clean Retirement Account Taxes, Investment Behavior, and Index Funds Retirement Account Taxes, Investment Behavior, and Index Funds Coach Pete and the America's 401k Show team discuss the difference between an account balance and money available after taxes. The conversation considers retirement withdrawals and reviewing expectations for spending.

The episode also explores research about investor behavior and market performance. The team discusses index funds, advisor costs, and the risks of following investment suggestions without understanding them.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss the difference between an account balance and money available after taxes. The conversation considers retirement withdrawals and reviewing expectations for spending.

The episode also explores research about investor behavior and market performance. The team discusses index funds, advisor costs, and the risks of following investment suggestions without understanding them.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss the difference between an account balance and money available after taxes. The conversation considers retirement withdrawals and reviewing expectations for spending. americas-401k full-episode retirement-planning 401k tax-planning market-risk financial-advisors retirement-lifestyle investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, market-risk, financial-advisors, retirement-lifestyle, investing full Coach Pete D'Arruda e95fb551-a087-4baa-8095-b4e200d1028b e95fb551-a087-4baa-8095-b4e200d1028b Fri, 26 Jan 2018 11:00:00 +0000 2824 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-account-taxes-investment-behavior-and-index-funds Retirement Account Taxes, Investment Behavior, and Index Comparisons Retirement Account Taxes, Investment Behavior, and Index Comparisons Coach Pete and the America's 401k Show team discuss taxes when workplace savings are withdrawn. The conversation considers the difference between an account balance and money available for spending.

The episode also explores research about investor behavior and comparisons with market indexes. The team discusses herd behavior and examining the guidance behind investment choices.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss taxes when workplace savings are withdrawn. The conversation considers the difference between an account balance and money available for spending.

The episode also explores research about investor behavior and comparisons with market indexes. The team discusses herd behavior and examining the guidance behind investment choices.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss taxes when workplace savings are withdrawn. The conversation considers the difference between an account balance and money available for spending. americas-401k full-episode retirement-planning 401k tax-planning market-risk retirement-lifestyle investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 4ddfd88304b05f93620e5b772fe48b6d cd96c5b4-3047-47d4-8dc1-ae0b01730052 Fri, 19 Jan 2018 11:00:00 +0000 2824 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-with-coach-pete-darruda-6 clean Retirement Savings, Risk Tolerance and Income Planning Retirement Savings, Risk Tolerance and Income Planning The America’s 401k Show team discusses the difference between a retirement account balance and a plan for regular income. Coach Pete considers a longer retirement, future spending and the transition from saving to using those resources.

The episode also introduces a 401(k) game-show feature and discusses workplace contributions. The team connects identifying a planning problem with reviewing potential solutions, actions and benefits.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the difference between a retirement account balance and a plan for regular income. Coach Pete considers a longer retirement, future spending and the transition from saving to using those resources.

The episode also introduces a 401(k) game-show feature and discusses workplace contributions. The team connects identifying a planning problem with reviewing potential solutions, actions and benefits.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America’s 401k Show team discusses the difference between a retirement account balance and a plan for regular income. Coach Pete considers a longer retirement, future spending and the transition from saving to using those resources. americas-401k full-episode retirement-planning retirement-income 401k market-risk retirement-lifestyle americas-401k, full-episode, retirement-planning, retirement-income, 401k, market-risk, retirement-lifestyle full Coach Pete D'Arruda 815d65c8-e20c-44bc-80ac-b4e30018125b 815d65c8-e20c-44bc-80ac-b4e30018125b Fri, 12 Jan 2018 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-savings-risk-tolerance-and-income-planning New-Year Saving Goals, Risk Tolerance, and a Retirement Quiz New-Year Saving Goals, Risk Tolerance, and a Retirement Quiz Coach Pete and the America's 401k Show team discuss refocusing on retirement saving in the new year. The conversation considers the goals behind those financial decisions.

The episode also explores risk tolerance and reviewing an existing plan. An America's 401k game-show feature provides a quiz about retirement topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss refocusing on retirement saving in the new year. The conversation considers the goals behind those financial decisions.

The episode also explores risk tolerance and reviewing an existing plan. An America's 401k game-show feature provides a quiz about retirement topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss refocusing on retirement saving in the new year. The conversation considers the goals behind those financial decisions. americas-401k full-episode retirement-planning 401k market-risk americas-401k, full-episode, retirement-planning, 401k, market-risk full Coach Pete D'Arruda b32212f07cde07528915248ddd170096 ccf704a3-0810-46e9-bfc2-ae0b01734f51 Fri, 05 Jan 2018 11:00:00 +0000 2903 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401-k-show-with-coach-pete-daruuda clean Workplace Matches, Old Retirement Accounts and Investment Expectations Workplace Matches, Old Retirement Accounts and Investment Expectations Coach Pete and the America’s 401k team discuss employer matching contributions and keeping track of retirement accounts after changing jobs. They consider rollover choices and reviewing an account alongside other household resources.

The conversation examines annuities, financial product fine print and assumptions about future investment returns. The team also discusses protecting Social Security information and using additional account authentication.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss employer matching contributions and keeping track of retirement accounts after changing jobs. They consider rollover choices and reviewing an account alongside other household resources.

The conversation examines annuities, financial product fine print and assumptions about future investment returns. The team also discusses protecting Social Security information and using additional account authentication.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss employer matching contributions and keeping track of retirement accounts after changing jobs. They consider rollover choices and reviewing an account alongside other household resources. americas-401k full-episode retirement-planning social-security 401k annuities investing americas-401k, full-episode, retirement-planning, social-security, 401k, annuities, investing full Coach Pete D'Arruda a2f1e967-72ef-4f24-bb64-b4e300ec1d5f a2f1e967-72ef-4f24-bb64-b4e300ec1d5f Fri, 29 Dec 2017 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/workplace-matches-old-retirement-accounts-and-investment-expectations Workplace Account Rules, Retirement Timing, and Inflation Workplace Account Rules, Retirement Timing, and Inflation Coach Pete and the America's 401k Show team discuss proposed changes to in-service distribution rules. The conversation considers leaving retirement money invested and reviewing its exposure to risk.

The episode also explores the financial-red-zone concept. The team discusses inflation, historical interest rates, and the cost of everyday purchases.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss proposed changes to in-service distribution rules. The conversation considers leaving retirement money invested and reviewing its exposure to risk.

The episode also explores the financial-red-zone concept. The team discusses inflation, historical interest rates, and the cost of everyday purchases.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss proposed changes to in-service distribution rules. The conversation considers leaving retirement money invested and reviewing its exposure to risk. americas-401k full-episode retirement-planning 401k inflation investing americas-401k, full-episode, retirement-planning, 401k, inflation, investing full Coach Pete D'Arruda 7cbd4632b9952a2a99c0a0719a4ce18d 1886e49a-afb9-40f8-95ac-ae0b017366e1 Fri, 15 Dec 2017 11:00:00 +0000 3100 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-12-16-2017-with-coach-pete-darr clean Workplace Savings, Income Timelines and Stock Sale Tax Questions Workplace Savings, Income Timelines and Stock Sale Tax Questions Coach Pete and the America’s 401k team discuss building retirement savings consistently and evaluating the income those resources may support. They consider diversification and available rollover choices as retirement approaches.

The conversation also examines a stock sale tax proposal discussed in this archived edition. Holiday gift ideas and family experiences round out the episode.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss building retirement savings consistently and evaluating the income those resources may support. They consider diversification and available rollover choices as retirement approaches.

The conversation also examines a stock sale tax proposal discussed in this archived edition. Holiday gift ideas and family experiences round out the episode.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss building retirement savings consistently and evaluating the income those resources may support. They consider diversification and available rollover choices as retirement approaches. americas-401k full-episode retirement-planning 401k tax-planning market-risk investing americas-401k, full-episode, retirement-planning, 401k, tax-planning, market-risk, investing full Coach Pete D'Arruda ca6e1a65-52d0-415d-a946-b4e300f381c7 ca6e1a65-52d0-415d-a946-b4e300f381c7 Fri, 08 Dec 2017 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/workplace-savings-income-timelines-and-stock-sale-tax-questions Workplace Account Options, an Income Test Drive, and Investment Exits Workplace Account Options, an Income Test Drive, and Investment Exits Coach Pete and the America's 401k Show team discuss reviewing the income a workplace account could support. The conversation considers an income timeline and questions about in-service distributions.

The episode also explores company stock and investment exit strategies. The team discusses cost-basis proposals within the tax debate at the time of recording.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss reviewing the income a workplace account could support. The conversation considers an income timeline and questions about in-service distributions.

The episode also explores company stock and investment exit strategies. The team discusses cost-basis proposals within the tax debate at the time of recording.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss reviewing the income a workplace account could support. The conversation considers an income timeline and questions about in-service distributions. americas-401k full-episode 401k tax-planning retirement-lifestyle investing americas-401k, full-episode, 401k, tax-planning, retirement-lifestyle, investing full Coach Pete D'Arruda c4a3b8bceb623edf4f03894faf3f2e13 d11f1e96-83c5-4193-a59c-ae0b0173b263 Fri, 01 Dec 2017 11:00:00 +0000 2783 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-12-3-2017 clean Tax Categories, Workplace Savings, and State Tax Questions Tax Categories, Workplace Savings, and State Tax Questions Coach Pete and the America's 401k Show team discuss different account tax treatments. The conversation considers taxable, tax-deferred, and tax-free arrangements within a financial strategy.

The episode also explores education funding and the purpose of workplace savings. The team discusses state tax differences and the questions behind borrowing from a retirement account.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss different account tax treatments. The conversation considers taxable, tax-deferred, and tax-free arrangements within a financial strategy.

The episode also explores education funding and the purpose of workplace savings. The team discusses state tax differences and the questions behind borrowing from a retirement account.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss different account tax treatments. The conversation considers taxable, tax-deferred, and tax-free arrangements within a financial strategy. americas-401k full-episode retirement-planning 401k tax-planning americas-401k, full-episode, retirement-planning, 401k, tax-planning full Coach Pete D'Arruda 2ea500c6b5e74ff924ec41f26e4fd2f8 25c27a8b-5b1f-4d53-b19f-ae0b01741fcc Fri, 24 Nov 2017 11:00:00 +0000 3602 https://omny.fm/shows/americas-401k-show-with-coach-pete/americas-401k-show-11-20-2017 clean Tax-Deferred Saving, Retirement Relocation, and Decisions After a Windfall Tax-Deferred Saving, Retirement Relocation, and Decisions After a Windfall The America's 401k Show team discusses tax treatment when money enters and leaves a workplace account. The conversation considers different account categories and retirement income priorities.

The episode also explores relocation and state tax questions. Coach Pete discusses managing investments and spending after a financial windfall.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses tax treatment when money enters and leaves a workplace account. The conversation considers different account categories and retirement income priorities.

The episode also explores relocation and state tax questions. Coach Pete discusses managing investments and spending after a financial windfall.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses tax treatment when money enters and leaves a workplace account. The conversation considers different account categories and retirement income priorities. americas-401k full-episode retirement-planning retirement-income 401k tax-planning retirement-lifestyle investing americas-401k, full-episode, retirement-planning, retirement-income, 401k, tax-planning, retirement-lifestyle, investing full Coach Pete D'Arruda f250442c61dcf90b1085d6ba40f5a9de 161153d8-1b53-4eb2-8bfe-ae0b0174565e Fri, 17 Nov 2017 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/2017-11-18-financial-safari-401k-57 clean Millennial Saving Challenges, Spending Research, and Social Security After Divorce Millennial Saving Challenges, Spending Research, and Social Security After Divorce Coach Pete and the America's 401k Show team discuss student debt, wages, and retirement saving for younger workers. The conversation also considers research about spending at different ages.

The episode explores Social Security questions after divorce and changes in workplace account rules. The team discusses examining benefits and financial details that may have been overlooked.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss student debt, wages, and retirement saving for younger workers. The conversation also considers research about spending at different ages.

The episode explores Social Security questions after divorce and changes in workplace account rules. The team discusses examining benefits and financial details that may have been overlooked.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America's 401k Show team discuss student debt, wages, and retirement saving for younger workers. The conversation also considers research about spending at different ages. americas-401k full-episode retirement-planning social-security 401k retirement-lifestyle debt-and-mortgages americas-401k, full-episode, retirement-planning, social-security, 401k, retirement-lifestyle, debt-and-mortgages full Coach Pete D'Arruda 4d5c44ff056b89974883592c9373be5b 932d1e23-ce80-4897-86d0-ae0b01749ae8 Fri, 10 Nov 2017 11:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/shopping-season-saving-woes clean Workplace Matches, Old Retirement Accounts and Investment Expectations Workplace Matches, Old Retirement Accounts and Investment Expectations Coach Pete and the America’s 401k team discuss employer matching contributions and keeping track of retirement accounts after changing jobs. They consider rollover choices and reviewing an account alongside other household resources.

The conversation examines annuities, financial product fine print and assumptions about future investment returns. The team also discusses protecting Social Security information and using additional account authentication.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss employer matching contributions and keeping track of retirement accounts after changing jobs. They consider rollover choices and reviewing an account alongside other household resources.

The conversation examines annuities, financial product fine print and assumptions about future investment returns. The team also discusses protecting Social Security information and using additional account authentication.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss employer matching contributions and keeping track of retirement accounts after changing jobs. They consider rollover choices and reviewing an account alongside other household resources. americas-401k full-episode retirement-planning social-security 401k annuities investing americas-401k, full-episode, retirement-planning, social-security, 401k, annuities, investing full Coach Pete D'Arruda 19647e7e-cbf6-4f4c-a569-b4e300f2439b 19647e7e-cbf6-4f4c-a569-b4e300f2439b Fri, 03 Nov 2017 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/workplace-matches-old-retirement-accounts-and-investment-expectations-1 Roth Savings, Divorce Decisions and Income in Stages Roth Savings, Divorce Decisions and Income in Stages Coach Pete and the America’s 401k team discuss the tax treatment of Roth and traditional workplace savings. They also consider preserving the retirement purpose of an IRA when household finances change through divorce.

The episode examines state tax considerations and estimating the monthly income needed for retirement. Coach describes allocating different resources to different stages of retirement through a bucket approach.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the tax treatment of Roth and traditional workplace savings. They also consider preserving the retirement purpose of an IRA when household finances change through divorce.

The episode examines state tax considerations and estimating the monthly income needed for retirement. Coach describes allocating different resources to different stages of retirement through a bucket approach.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the America’s 401k team discuss the tax treatment of Roth and traditional workplace savings. They also consider preserving the retirement purpose of an IRA when household finances change through divorce. americas-401k full-episode retirement-planning 401k roth-accounts tax-planning americas-401k, full-episode, retirement-planning, 401k, roth-accounts, tax-planning full Coach Pete D'Arruda 3012a3ed-2730-49c2-8183-b4e300f009c5 3012a3ed-2730-49c2-8183-b4e300f009c5 Fri, 27 Oct 2017 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/roth-savings-divorce-decisions-and-income-in-stages-1 Orphan Workplace Accounts, Rollover Options, and Product Fine Print Orphan Workplace Accounts, Rollover Options, and Product Fine Print The America's 401k Show team discusses keeping track of retirement accounts after changing jobs. The conversation considers employer matching, continuing contributions, and old workplace plans.

The episode also explores IRA rollover questions. Coach Pete discusses account choices, fees, and reading the details behind a financial product's presentation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses keeping track of retirement accounts after changing jobs. The conversation considers employer matching, continuing contributions, and old workplace plans.

The episode also explores IRA rollover questions. Coach Pete discusses account choices, fees, and reading the details behind a financial product's presentation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses keeping track of retirement accounts after changing jobs. The conversation considers employer matching, continuing contributions, and old workplace plans. americas-401k full-episode retirement-planning 401k investment-fees americas-401k, full-episode, retirement-planning, 401k, investment-fees full Coach Pete D'Arruda 3e921893c6d0f63edae830e4fcee1f6d 87f4fee5-c0b3-4335-ba43-ae0b0174f612 Fri, 20 Oct 2017 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/retirement-deep-impact clean Roth and Traditional Workplace Accounts and Measuring Net Returns Roth and Traditional Workplace Accounts and Measuring Net Returns The America's 401k Show team discusses Roth and traditional contribution options. The conversation considers taxes at the time of contribution and questions about future withdrawals.

The episode also explores administrative fees and account costs. Coach Pete discusses measuring investment results after expenses and reviewing risk near retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses Roth and traditional contribution options. The conversation considers taxes at the time of contribution and questions about future withdrawals.

The episode also explores administrative fees and account costs. Coach Pete discusses measuring investment results after expenses and reviewing risk near retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The America's 401k Show team discusses Roth and traditional contribution options. The conversation considers taxes at the time of contribution and questions about future withdrawals. americas-401k full-episode retirement-planning 401k roth-accounts tax-planning investment-fees investing americas-401k, full-episode, retirement-planning, 401k, roth-accounts, tax-planning, investment-fees, investing full Coach Pete D'Arruda f705b0fc7f53e8093c91422fa96720bd 7b41fb56-09b9-474c-a901-ae0b0175897e Fri, 06 Oct 2017 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/rothification-change-is-good clean Workplace Account Fees, Plan Documents, and Advisor Service Workplace Account Fees, Plan Documents, and Advisor Service Coach Pete and the team discuss the difference between a statement charge and other account fees. The conversation considers reading a workplace plan document to understand the costs involved.

The episode also explores variable annuity arrangements and advisory fees. The team discusses reviewing the service behind those charges and their effect on account growth.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the difference between a statement charge and other account fees. The conversation considers reading a workplace plan document to understand the costs involved.

The episode also explores variable annuity arrangements and advisory fees. The team discusses reviewing the service behind those charges and their effect on account growth.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the difference between a statement charge and other account fees. The conversation considers reading a workplace plan document to understand the costs involved. americas-401k full-episode 401k annuities investment-fees financial-advisors americas-401k, full-episode, 401k, annuities, investment-fees, financial-advisors full Coach Pete D'Arruda f1fcb1780bdff6acf437bdecf4a74829 e7332a46-e53f-4f42-9f74-ae0b0175d590 Fri, 29 Sep 2017 10:00:00 +0000 3420 https://omny.fm/shows/americas-401k-show-with-coach-pete/unreasonable-fees-and-tips-to-avoid-them