America's 401k Show with Coach Pete
219 episodes - English - Latest episode: about 2 months ago - ★★★★ - 6 ratingsAmerica'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.
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Episodes
Looking Back to Move Forward into Retirement
March 01, 2024 20:00 - 11 minutes - 10.8 MBIn this episode of America's 401K Show, Coach Pete and the team discuss various financial topics, including inflation, interest rates, mortgage rates, retirement planning, and budgeting. They emphasize the importance of having a lifetime income plan for retirement and making sure that retirement is a better life than when working. The hosts also mention the concept of 'money dates' and the significance of open communication and planning with a partner. Overall, the episode provides insights ...
How to Protect Your Savings!
March 01, 2024 20:00 - 11 minutes - 10.7 MBIn this episode, Coach Pete and the team discuss a proposed act called 'You Earned It, You Keep It' that aims to eliminate the federal tax on social security. However, it also proposes eliminating the cap on social security, which would result in a wealth tax. The conversation explores the impact of taxes on social security and the potential means testing of benefits. It also touches on the intersection of politics and finance, tax-saving strategies, investing in stocks, managing risk, diver...
Create a Long-Term Financial Plan!
March 01, 2024 20:00 - 12 minutes - 11.2 MBIn this episode of America's 401K Show, Coach Pete and the team discuss various topics related to retirement planning and financial management. They start with a casual conversation about Stanley Cups and college choices before diving into the concepts of risk and volatility. They emphasize the importance of thinking like a millionaire and having a long-term financial plan. The hosts also address the challenges of a broke mentality and the need for proper financial planning. They explain the...
Brokers Behaving Badly: Jesus Rodriguez
March 01, 2024 20:00 - 12 minutes - 11.3 MBIn this episode of America's 401K Show, Coach Pete discusses his upcoming book on retirement and the importance of making it accessible to readers. He also touches on the role of AI in writing books. The conversation then shifts to a segment on brokers behaving badly, highlighting the case of Jesus Rodriguez. The hosts also discuss the significance of including bucket list items in retirement planning. Lastly, they promote their other shows, Financial Pizza and Annuity Avenue, and offer a fr...
Beware the 'Secret Formulas' for Retirement!
June 21, 2023 19:29 - 13 minutes - 12 MBAre you trying to time the Stock Market? You might as well try your luck at the roulette table. Do you have your savings protected? Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Index Universal Life Insurance: is it right for you?
June 21, 2023 17:39 - 12 minutes - 11.9 MBHave you ever been sold on a product based on 'projections' instead of guarantees? Coach Pete is in the studio, talking about how to avoid games and gimmicks when preparing for retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Questions for Coach!
June 21, 2023 17:32 - 12 minutes - 11.9 MBHave you wondered about how to build up your retirement savings vs. maintaining that portfolio? Coach Pete is in the studio, breaking down the consumer advocates, Steve and Thomas, attempts at stumping Coach! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Tax Strategies as you approach retirement!
June 21, 2023 17:28 - 13 minutes - 12.7 MBDo you need a hand planning out tax strategies as you approach retirement? Maybe it's time to go back to the fundamentals of retirement! Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings and going back in time to 1925, comparing yester-year to now. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudi...
Listener questions: Should I maximize my 401k if it's in company stock?
November 23, 2022 15:48 - 12 minutes - 11.4 MBWhat's the best way to save money and lower taxes? Want the answer? Chief Wealth Strategist, Parker Holland, is in the studio, answering your questions! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Market corrections aren't as bad as you think... if you have a plan!
November 23, 2022 15:40 - 12 minutes - 11.9 MBWith the stock market dramatically swinging, are you nervous about your savings? Chief Wealth Strategist, Parker Holland, is in the studio, analyze a case study showing how valuable a good financial planning team can be. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Why you would benefit from a customized, retirement plan
November 23, 2022 15:21 - 14 minutes - 13.8 MBWhen you have a proper plan, you don't have to choose between growth and safety. Chief Wealth Strategist, Parker Holland, is in the studio, demystifying common notions about retirement planning and talking about how you can create the retirement you want. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Retirement Strategies for Economic Downturns
November 23, 2022 15:05 - 12 minutes - 11.2 MBDo you need a crystal ball in order to protect your retirement savings? Chief Wealth Strategist, Parker Holland, is in the studio, breaking down how you can manage your retirement income when inflation is on the rise. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Breaking down the Housing Market
November 09, 2022 12:00 - 14 minutes - 13.6 MBInterest rates are getting higher and higher and the housing market is greatly affected. Coach Pete is in the studio, breaking down the things you need to know about mortgages moving into retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Protection against price increases
November 09, 2022 12:00 - 13 minutes - 12.7 MBAn article from Fortune magazine says, "The home price correction is spreading." Have you been feeling the price increases? Coach Pete is in the studio, discussing how to protect your retirement savings when it feels like prices everywhere are going up. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Keeping up with the market
November 09, 2022 12:00 - 14 minutes - 12.9 MBFAANG Stocks are getting their butts kicked this year; what can you do to make sure your savings are safe? Coach Pete is in the studio, analyzing the volatility of the stock market. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
2022-11-05 401k SEG 4
November 09, 2022 12:00 - 13 minutes - 12.2 MBAn article from Fortune magazine says, "Sellers are calling a timeout." When interests are getting locked in, why get into something at a higher rate? Coach Pete is in the studio, discussing some no-nonsense tips on how to save and keep more of your money. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Creating a personal pension
October 19, 2022 16:16 - 13 minutes - 12.1 MBThere was a huge movement from companies being responsible for you retirement to the workers needing their own retirement accounts. Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, offering strategies on how you can create the retirement you want! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privac...
Spin the Wheel: Answering your Questions!
October 19, 2022 16:15 - 13 minutes - 12.5 MBIt's Coach's favorite part of the show: spinning the wheel and answering YOUR questions! Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, covering everything from IRA rollovers to saving strategies. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
The Mistakes You Need To Avoid In Retirement
October 19, 2022 15:30 - 13 minutes - 12.6 MBHave you vetted your financial products? If not, you could be paying way too much in fees! Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, analyzing some of the common mistakes that people make in retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
7 Solid Financial Moves when You're Ready to Retire
October 19, 2022 15:27 - 14 minutes - 13.5 MBAs you're in the mid-game and moving towards the endgame, do you know the best strategies to protect your savings? Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, to go over a case study and talk about how to create secure retirement income. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy inf...
What you need to know about investing for retirement
September 28, 2022 14:44 - 14 minutes - 13.1 MBAs 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 ...
David Webb, host of the David Webb Show on SiriusXM Patriot 125
September 28, 2022 14:34 - 13 minutes - 12.3 MBCoach 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
September 28, 2022 14:28 - 13 minutes - 12.7 MBSmart 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
September 28, 2022 14:22 - 13 minutes - 12.2 MBSo 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 omnyst...
Get a financial educator!
September 07, 2022 19:40 - 13 minutes - 12.6 MBDo 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
September 07, 2022 19:36 - 14 minutes - 13 MBWhy 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 i...
How can you reduce taxes in retirement?
September 07, 2022 19:27 - 14 minutes - 13.2 MBAre 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!
September 07, 2022 19:20 - 14 minutes - 13.6 MBOutlasting 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?
August 31, 2022 19:11 - 13 minutes - 12.5 MBEveryone'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
August 31, 2022 19:09 - 13 minutes - 12.3 MBOn this episode, we take a trip to the past, back to 1984! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, breaking down what it means to have a proper financial plan for a successful retirement If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Risk reduction in retirement
August 31, 2022 18:52 - 13 minutes - 12.6 MBWhat 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?
August 31, 2022 18:49 - 13 minutes - 12.2 MBWe'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"
August 24, 2022 18:44 - 12 minutes - 11.3 MBDoes 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
August 24, 2022 18:40 - 13 minutes - 12.4 MBYou'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
August 24, 2022 18:33 - 16 minutes - 15 MBWhat 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 in...
Everything you can do with Life Insurance
August 24, 2022 18:28 - 10 minutes - 10 MBLife 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?
August 17, 2022 15:46 - 12 minutes - 11.8 MBYou'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?
August 17, 2022 15:24 - 15 minutes - 14.4 MB3 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
August 17, 2022 14:58 - 13 minutes - 12.6 MB"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?
August 17, 2022 14:35 - 13 minutes - 12.8 MBThe economy feels like a roller coaster; can we hold on until the ride levels out? Chief Wealth Strategist, Parker Holland, is in the studio, breaking down market trends and how they can affect your retirement savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Precious metals vs. inflationary times?
July 14, 2022 16:22 - 12 minutes - 11.8 MBWhat investments work best with rising inflation? Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, answering YOUR questions! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Marriage in Retirement: Are you on the same page?
July 14, 2022 16:14 - 13 minutes - 12 MBThe most important earthly relationship one can have is with their spouse. Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, talking about how to navigate retirement with your spouse. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Financial Red Zone Strategies
July 14, 2022 16:08 - 12 minutes - 11.5 MBIf you're nearing retirement, find out how you can maximize your savings! Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, breaking down how to make the most of your retirement money! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Weathering the Perfect "Retirement" Storm
July 13, 2022 17:13 - 12 minutes - 11.6 MBAre we entering into a new market correction? Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, talking about how you can secure your savings to weather the storm. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
The One-Stop Shop for Retirement Planning
June 30, 2022 18:33 - 14 minutes - 13.2 MBHave you ever wondered what it's like to work with an independent fiduciary advisor? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio discussing what life is like here at Capital Financial, and breaking down all the areas we can cover in retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. Se...
Case Study: The difference between starting early or late
June 30, 2022 18:26 - 13 minutes - 12.2 MBHave you wondered how much more you could have in savings if you start sooner rather than later? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio crunching those hard numbers in retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Inflation over the years
June 30, 2022 18:21 - 11 minutes - 10.9 MBInflation has been up dramatically this year, but has it been on the rise for longer than that?Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio taking a deep dive into inflation and how you can protect your retirement savings against it. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/list...
Retirement Planning Regrets and how you can avoid them.
June 30, 2022 18:14 - 13 minutes - 12.2 MBAre you afraid you won't be able to enjoy your retirement because of a bad plan or no plan? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio breaking down how you can make your savings more efficient for a secure and successful retirement! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/li...
How to navigate the Stock Market
June 20, 2022 20:18 - 12 minutes - 11.7 MBEveryone wants to know "What stock should I invest in?" It's not as simple as just picking the "right stock". Retirement and Wealth Strategist Noah Shindler is in the studio discussing the importance of building a retirement plan that mitigates risk in your savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy informati...
Transparency and what it means to be a Fiduciary
June 20, 2022 20:06 - 11 minutes - 11 MBDo you know how your financial advisor is getting paid? Are they working in your best interest? Retirement and Wealth Strategist Marty Hensley is in the studio defining how a fiduciary works and the standards they are held up to. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.