America's 401k Show with Coach Pete
by Coach Pete D'ArrudaAmerica's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
Copyright: 2024 Broadcasting Experts
Episodes
What you need to know about investing for retirement
14m · PublishedAs a result of the pandemic induced bear market, only 56% of retirees would welcome more guaranteed income in retirement; do you want more guaranteed money? Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, and Wealth Strategist, Gregg Berrian, going over how you can increase your income in retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
David Webb, host of the David Webb Show on SiriusXM Patriot 125
13m · PublishedCoach Pete is joined by David Webb, Fox News columnist and host of the David Webb Show on SiriusXM Patriot 125, breaking down the current state of the financial world.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
Shifting Gears between Saving and Spending
13m · PublishedSmart people learn from their experiences, so how do you learn from something you haven't gone through? Coach Pete is in the studio, going over how to properly plan the change from working to retired.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
Making Adjustments to your Retirement
13m · PublishedSo many things in life change and when they change concerning your savings, you need to be prepared. Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, and Wealth Strategist, Gregg Berrian, discussing strategies you can implement to withstand the ever-changing financial world.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
Get a financial educator!
13m · PublishedDo you know where fees are coming from in your retirement plan? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, breaking down the importance of financial education when preparing for retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
Personalized service vs. Big corporations
14m · PublishedWhy would you leave your money in a company 401k if you could roll it over? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance planner, Gregg Berrian, discussing how to effectively move your money into the right retirement vehicles.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
How can you reduce taxes in retirement?
14m · PublishedAre you paying taxes on money that you don't need? Senior Wealth Strategist, Marty Hensley, is in the studio breaking down strategies you can implement to lower your tax rates in retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
Make sure that your income will last!
14m · PublishedOutlasting your savings is a risk that has retirees and pre-retirees worried. Senior Wealth Strategist, Marty Hensley, is in the studio talking about retirement concerns and how we can address them.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
Listener questions: Should I contribute to my 401k or my Roth?
13m · PublishedEveryone's situation is different, so we're here to answer as many questions as we can! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, to answer your questions and help you have a secure retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
The objective of a good plan
13m · PublishedOn this episode, we take a trip to the past, back to 1984! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, breaking down what it means to have a proper financial plan for a successful retirement
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
America's 401k Show with Coach Pete has 136 episodes in total of non- explicit content. Total playtime is 76:47:53. The language of the podcast is English. This podcast has been added on August 20th 2022. It might contain more episodes than the ones shown here. It was last updated on May 27th, 2024 06:10.