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omnycontent.com
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33:52

America's 401k Show with Coach Pete

by Coach Pete D'Arruda

America'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

Risk reduction in retirement

13m · Published 31 Aug 18:52

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

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

See omnystudio.com/listener for privacy information.

Is 'The Gold Standard' really all that high?

13m · Published 31 Aug 18:49

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

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

See omnystudio.com/listener for privacy information.

How to weather the "Perfect Retirement Storm"

12m · Published 24 Aug 18:44

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

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

See omnystudio.com/listener for privacy information.

Misconceptions about retirement planning

13m · Published 24 Aug 18:40

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

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

See omnystudio.com/listener for privacy information.

Doug Orchard, director of The Baby Boomer Dilemma

16m · Published 24 Aug 18:33

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

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

See omnystudio.com/listener for privacy information.

Everything you can do with Life Insurance

10m · Published 24 Aug 18:28

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

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

See omnystudio.com/listener for privacy information.

Listener Questions: How can I protect my 401k?

12m · Published 17 Aug 15:46

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

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

See omnystudio.com/listener for privacy information.

Case Study: Growing your principle to last a lifetime?

15m · Published 17 Aug 15:24

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

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

See omnystudio.com/listener for privacy information.

The current state of inflation

13m · Published 17 Aug 14:58

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

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

See omnystudio.com/listener for privacy information.

A Technical Recession: can it be a good thing?

13m · Published 17 Aug 14:35

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

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

See omnystudio.com/listener for privacy information.

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.

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