America's 401k Show with Coach Pete
219 episodes - English - Latest episode: 4 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
Do you know what fees you are paying in your 401k?
June 20, 2022 19:52 - 14 minutes - 13.6 MB401k fees can be anywhere from 0.2% to 5% of your assets; what are you paying? Retirement and Wealth Strategist Marty Hensley is in the studio to break down not only how to find that info, but also how you can lower your fees and expenses in retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Evolutions in Retirement Planning
June 20, 2022 19:40 - 13 minutes - 12.2 MBTake a trip back in time with us to see what retirement planning was like in yester-year! Retirement and Wealth Strategists Marty Hensley and Noah Shindler are in the studio combining the old-school and new-school, talking about what has changed and what has stayed the same in retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listen...
Protect your money against INFLATION!
June 14, 2022 17:30 - 14 minutes - 13.6 MBInflation is on the rise; how will it affect your savings? Gregg Berrian is in the studio going over how you can make your retirement inflation-proof, so you don't have to worry about the rising costs of everything! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
How to SUCCEED in retirement
June 14, 2022 17:18 - 14 minutes - 13.4 MBWhat does success in retirement look like for you? Marty Hensley and Gregg Berrian are in the studio breaking down a case study, showing how they'll work for you. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
When do YOU want to retire?
June 14, 2022 16:47 - 14 minutes - 13 MBIs your retirement plan set up the way you want? Marty Hensley and Gregg Berrian are in the studio discussing retirement timelines and how you can potentially move up your start date. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Testing Your Risk Tolerance
June 14, 2022 16:24 - 13 minutes - 12.8 MBHow long should you keep your retirement savings in the market? Marty Hensley and Gregg Berrian are in the studio to break down how much of your money should be at risk on the road to retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Breaking down Investing Before and After Retirement
May 14, 2022 22:13 - 14 minutes - 12.9 MBIs it better to pay taxes now or pay taxes later? On this episode, Coach Pete D'Arruda talks about the different options you have to invest your retirement savings and the importance of when you invest. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
The 3 Big Retirement Planning Questions
May 14, 2022 22:06 - 13 minutes - 12.6 MBIf you can answer these 3 questions, then your retirement plan is on the right track. On this episode, Coach Pete D'Arruda is in the studio talking about how to take control of your retirement income. Also, Coach listens to another story of Brokers Behaving Badly. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Being part of Football Family: an interview with Former NFL Halfback and businessman, Chris Gronkowski
May 14, 2022 21:55 - 12 minutes - 11.4 MBHave you ever wondered what it's like to play in the NFL or be on ABC's Shark Tank? On this episode, Coach Pete D'Arruda has a great conversation with Former NFL Halfback and founder of Ice Shaker, Chris Gronkowski. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Bitcoin Volatility (and how you can reduce risk with your money)
May 14, 2022 21:36 - 13 minutes - 12.2 MBFrom Cryptocurrency crashes to inflation, are any investments safe in retirement? On this episode, Coach Pete D'Arruda is behind the mic, breaking down how to secure your retirement savings when it feels like everything else is crumbling. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Take the Worry out of Retirement
April 23, 2022 21:27 - 13 minutes - 12.2 MBAre you overwhelmed by the 'Retirement Planning' world? On this episode, Coach Pete D'Arruda is joined in the studio by financial advisor, Gregg Berrian, to answer listener questions on retirement savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
The Retirement Train: an interview with author Kristina Ping Kepperling
April 23, 2022 21:19 - 12 minutes - 11.7 MB"There is no 'cookie-cutter' retirement plan." On this episode, Coach Pete D'Arruda interviews author and CEO of Powerful Legacy, Kristina Ping Kepperling, on her book, The Retirement Train. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
Protection against 'Financial Termites'
April 23, 2022 20:49 - 13 minutes - 12.5 MBCommissions, taxes and fees! Oh My! Coach Pete D'Arruda is joined in the studio by financial advisor Gregg Berrian. Together, they discuss financial termites, and more importantly, how to avoid them! Also, our hosts listen to the story of another Broker Behaving Badly! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy inform...
Retiring at the Right Time
April 23, 2022 20:42 - 14 minutes - 13 MBWe know you'd like to retire ASAP, but when is the right time for you? In this episode, Coach Pete D'Arruda is joined in the studio by financial advisor Gregg Berrian to talk about how to grow your retirement savings and replenish your funds at the same time. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.
What is the right 'Tax Plan'?
April 03, 2022 14:59 - 53 minutes - 49.5 MBOn this episode, Steve Sedahl is joined in the studio by Coach Pete D'Arruda to talk about how to generate a lifetime income in retirement. Also, Coach explains why you don't want all of your retirement savings in the stock market. Later on the show, Coach Pete interviews Andrew Hallam, author of Balance: How to Invest and Spend for Happiness, Health, and Wealth. The show closes out with Steve and Coach Pete answer some listener questions. If you'd like to contact Coach Pete and the team ...
Where does Crytpocurrency fit in retirement?
March 25, 2022 13:50 - 54 minutes - 50 MBThis week Coach Pete D’Arruda and Steve Sedahl discuss cryptocurrency and if it should be part of your overall retirement and income plan. The answer is it depends. Coach Pete has some great insight. Steve has a Broker Behaving Badly that deals with cryptocurrency and how this bad guy focused on seniors. That and much more on America’s 401(k) Show. Visit Americas401KShow.com. Call 888-623-8858. See omnystudio.com/listener for privacy information.
How can you get ready for retirement?
March 05, 2022 23:42 - 54 minutes - 49.6 MBOn this episode, Steve Sedahl and Coach Pete D'Arruda go over the Retirement Readiness Toolkit. Also, Coach covers how to get your Total Retirement Plan out of the Red and into the Green. Later in the show, Coach Pete interviews Mark Sullivan and Josh Z. about the Employee Retention Credit and how it can benefit business owners. If you have questions about the ERC or how to get ready for retirement, call Coach Pete and the team at Capital Financial Advisory Group at (888) 623-8858. See omn...
The Rules of Thumb in Retirement
February 19, 2022 23:24 - 53 minutes - 49.1 MBOn this episode, consumer advocate Steve Sedahl joins Coach Pete D'Arruda in the studio to discuss Financial Fill-Up strategies. Also, Coach Pete interviews author, athlete and investment banker, Jim Stovall. Later in the episode, Steve rejoins Coach Pete to go over risk in the market and how to avoid it in retirement. If you're interested in learning more about creating a secure retirement, call Coach Pete and the team at Capital Financial Advisory Group at (888) 623-8858. See omnystudio....
Your Retirement Checklist
February 05, 2022 23:09 - 54 minutes - 49.9 MBOn this episode, Coach Pete D'Arruda and Steve Sedahl open the show discussing the pros and cons of silver and gold. Also, Coach goes over how to maximize your income streams in retirement. Later in the episode, Coach Pete and Steve go over your questions on the air with financial advisor, Gregg Berrian. If you have some questions that you didn't hear on today's show, you can call Coach Pete and his team of advisors at Capital Financial Advisory Group at (888) 623-8858. See omnystudio.com/...
Readying you retirement for the next Bear Market
January 22, 2022 20:21 - 56 minutes - 51.4 MBOn this episode, Coach Pete is on assignment, so Steve Sedahl is joined in the studio with Marty Hensley and Gregg Berrian. Our hosts break down how to prepare your retirement for a market correction. Also, they go into detail about how to navigate the Financial Red Zone. If you want to contact Marty, Gregg and the rest of the team at Capital Financial Advisory Group, give us a call at (888) 623-8858. See omnystudio.com/listener for privacy information.
Untangling taxes in retirement
December 18, 2021 20:02 - 55 minutes - 50.5 MBOn this episode, Coach Pete D'Arruda and Steve Sedahl help you navigate taxes in retirement. Also, Coach uncovers some things you may not have known about your 401k. Later in the show, Coach Pete and Steve talk about Brokers Behaving Badly and Coach goes 'McEnroe' on the PPP loan. If you'd like to contact Coach Pete and the team at Capital Financial Advisory Group, give us a call at (888) 623-8858. See omnystudio.com/listener for privacy information.
Americas 401k Show Join Coach Pete D’Arruda, Steve Sedahl and Gary Nolan for a rousing discussion on the pros and cons of working in retirement.
December 10, 2021 17:00 - 51 minutes - 71 MBJoin Coach Pete D’Arruda, Steve Sedahl and Gary Nolan for a rousing discussion on the pros and cons of working in retirement. Coach Pete digs into just what the ‘spend and leave’ plan is all about. That and much more on America’s 401(k) Show. Visit Americas401kShow.com. Call 888-623-8858.
Join Coach Pete D’Arruda, Steve Sedahl and Gary Nolan for a rousing discussion on the pros and cons of working in retirement.
December 10, 2021 17:00 - 51 minutes - 47.1 MBJoin Coach Pete D’Arruda, Steve Sedahl and Gary Nolan for a rousing discussion on the pros and cons of working in retirement. Coach Pete digs into just what the ‘spend and leave’ plan is all about. That and much more on America’s 401(k) Show. Visit Americas401kShow.com. Call 888-623-8858. See omnystudio.com/listener for privacy information.
Steps to Fight Inflation - Quadrants of Wealth and More!
October 09, 2021 06:00 - 54 minutes - 49.8 MBOn this week's America's 401K Show, Coach Pete D'Arruda and Steve Sedahl talk about three steps to fight inflation; the four quadrants of wealth. Steve also has a "Brokers Behaving Badly" and Dave Perkins has a look back at 1979 with "Through the Years" and a lot more! If you want more information call or text 401K to 600-700 See omnystudio.com/listener for privacy information.
Minimizing Taxes In Retirement, Real Life Case Studies and More!
August 28, 2021 06:00 - 54 minutes - 50 MBOn this week's America's 401K Show, Coach Pete D'Arruda, Steve Sedahl, Gregg Berrian talk about taxes and what you need to know right now. They will also discuss two real life case studies. Steve takes a look back at 1950 with "Through The Years" and the state of Minnesota. Coach also talks about "color coding your money." He'll explain. If you want more information call or text 401K to 888-623-8858. See omnystudio.com/listener for privacy information.
Retirement Income Checklist, Money Buckets and More!
July 31, 2021 06:00 - 56 minutes - 51.4 MBOn this week's America's 401K Show, Coach Pete D'Arruda, Steve Sedahl and Thomas Lipscomb talk with Ray Lucia, about his "Buckets of Money" strategy and how your brain affects your investing behavior. Steve takes us back "Through the Years" with a look at 1957. Coach also talks about the benefits of life insurance that you may not know about it. And Dave Perkins takes a fun look at the state of Virginia. If you want more information call or text 401K to 888-623-8858. See omnystudio....
Risks In Retirement and More!
July 17, 2021 06:00 - 52 minutes - 48.5 MBOn this week's America's 401K Show, Coach Pete D'Arruda and Steve Sedahl talk in depth about risks in retirement, including the five major components of risk capacity, the five myths or retirement income planning; five risks you need to identify before retirement and a lot more! If you want more information call or text 401K to 888-623-8858. See omnystudio.com/listener for privacy information.
Financial Questions To Ask Yourself For a Successful Retirement, Annuities, A Case Study and More!
July 03, 2021 06:00 - 46 minutes - 42.9 MBOn this week's America's 401K Show, Coach Pete D'Arruda and Steve Sedahl talk about a special website, www.wealthreportcard.com which has quizzes to help you determine you are set on the correct path to retirement. Parker Holland stops by with a case study. They will also discuss five key issues to build a secure retirement and a lot more! If you want more information call or text 401K to 888-623-8858. See omnystudio.com/listener for privacy information.
Retirement Planning Mistakes, Twenty Decisions Checklist and More!
June 26, 2021 06:00 - 54 minutes - 49.9 MBOn this week's America's 401K Show, Coach Pete and Steve Sedahl talk about retirement planning mistakes people make including the basics of not having a plan and no, having a 401k isn'r a plan, how to minimize taxes, making sure you have the right beneficiary designations, Steve with Brokers Behaving Badly; Morgan Patrick with a look back at 1965; a Twenty Decisions Checklist and a lot more! If you want more information call or text 401K to 888-623-8858. See omnystudio.com/listener f...
Divorce After 50- Managing Your Money In Retirement and More!
June 12, 2021 06:00 - 54 minutes - 49.9 MBOn this week's America's 401K Show, Coach Pete, Chuck Kaiton, Parker Holland and Steve Sedahl talk about divorce after 50 and what you need to know; a list of the 20 Richest People In The World; Steve with Brokers Behaving Badly; a real life case study with Parker; Boston College's guide to Managing Your Money In Retirement, including, Are You Missing Something From Your Financial Life? and a lot more! If you want more information call or text 401K to 888-623-8858. See omnystudio.com...
Cryptocurrency - Credit Cards - Ransom Tax and a Lot More!
May 29, 2021 06:00 - 53 minutes - 49.4 MBOn this week's America's 401K Show, Coach Pete, Steve Sedahl and Chuck Kaiton talk about the cryptocurrency world and how not to take a chance with money you cannot afford to lose; "Coach Goes McEnroe" with a double helping, first, with credit cards and explains how to have a high credit rating with multiple credit cards and how the banks are sneaky. He'll explain. Second, he goes McEnroe on gas prices and talks about the recent Colonial Pipeline ransomware attack, and Steve with another e...
Tax Talk - Investment Scams - How To Be Happy Before Retirement and a Lot More!
April 30, 2021 16:12 - 55 minutes - 51.1 MBOn this week's America's 401K Show, Coach Pete and Steve Sedahl talk taxes, how life insurance policies are good for you while you are living. Confused? He'll explain. He will also talk about the seven key ingredients for fulfillment and happiness in your life before retirement, including identifying yourself without your job; Ten potential changes under the Biden Tax Plan; Five Investment Scams and how you can be proactive about what you can change; Steve with another edition of "Brokers ...
20 Important Retirement Questions You Need To Ask Yourself!
April 10, 2021 06:00 - 54 minutes - 49.9 MBOn this week's America's 401K Show, Coach Pete will have a 20 question comprehensive retirement checklist that you don't want to miss. He tackles questions like, "Do I have enough money to retire?, When should I take Social Security? How much can I safely withdraw from my portfolio?"and a lot more. Join him, Steve Sedahl and Morgan Patrick! If you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy information.
Americas 401k Show with Coach Pete
March 13, 2021 07:00 - 54 minutes - 75.2 MBOn this week's America's 401K Show, Coach Pete and Steve Sedahl talks about "Financial Fill Up Coach Pete. An American Success Story" booklet that tells all about Coach Pete's success story. He also talks about TNS - Tax Navigation Strategy, how to get a proper tax plan and retirement income plan, Theresa Opeka has "Whatever Happened to Woolworth's?", financial history and a lot more. If you want more information call or text 888-623-8858.
Americas 401k Show with Coach Pete
March 13, 2021 07:00 - 54 minutes - 49.9 MBOn this week's America's 401K Show, Coach Pete and Steve Sedahl talks about "Financial Fill Up Coach Pete. An American Success Story" booklet that tells all about Coach Pete's success story. He also talks about TNS - Tax Navigation Strategy, how to get a proper tax plan and retirement income plan, Theresa Opeka has "Whatever Happened to Woolworth's?", financial history and a lot more. If you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy informa...
Americas 401k Show
March 06, 2021 07:00 - 53 minutes - 48.9 MBOn this week's America's 401K Show, Coach Pete has a lesson on repetition of income with his "Financial Fill Up" strategy, taxes and how to put an income plan together He also asks about how you feel about the current direction of your retirement plan. He also talks with Steve Sedahl about his Financial Pizza podcast and a lot more. If you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy information.
America's 401K Show
February 13, 2021 07:00 - 53 minutes - 49.2 MBOn this week's America's 401K Show, Coach Pete, Marty Hensley, Thomas Lipscomb and Jennifer Ransdell talk about protected and unprotected retirement accounts. Do you know which one you're in? They also talk about a "bicycle bubble" and its relation to the market, retirement case studies, a Dave Perkins "Road Trip" and a lot more. If you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy information.
America's 401k Show
February 13, 2021 07:00 - 53 minutes - 74.1 MBOn this week's America's 401K Show, Coach Pete, Marty Hensley, Thomas Lipscomb and Jennifer Ransdell talk about protected and unprotected retirement accounts. Do you know which one you're in? They also talk about a "bicycle bubble" and its relation to the market, retirement case studies, a Dave Perkins "Road Trip" and a lot more. If you want more information call 888-623-8858 or text PLAN 21000.
Americas 401k Show
February 06, 2021 07:00 - 53 minutes - 49.1 MBOn this week's America's 401K Show, Steve Sedahl, Marty Hensley, Morgan Patrick and Thomas Lipscomb tackle questions to see if you are really ready for retirement and so much more! IIf you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy information.
America's 401k Show
February 06, 2021 07:00 - 53 minutes - 73.9 MBOn this week's America's 401K Show, Steve Sedahl, Marty Hensley, Morgan Patrick and Thomas Lipscomb tackle questions to see if you are really ready for retirement and so much more! IIf you want more information call or text 888-623-8858.
Reviewing Your Retirement Plan for 2021
January 15, 2021 17:00 - 52 minutes - 48.2 MBThis week on America's 401K Coach Pete D'Arruda goes into Tips on making your retirement plan even better How to plan to have a lifetime of income after retirement. Coach answers a listener's question and so much more! If you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy information.
Becoming the CEO of Your Retirement!
November 14, 2020 07:00 - 53 minutes - 49.3 MBThis week on America's 401K Coach Pete D'Arruda goes into Becoming the CEO of Your Own Retirement! A special segment: Brokers Behaving Badly Giving you solutions instead of products for your retirement plan and so much more! If you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy information.
Living longer means saving more, make sure you are prepared!
October 31, 2020 06:00 - 54 minutes - 49.9 MBThis week on America's 401k Show, Coach Pete wants to make sure you are prepared for all outcomes. Living longer means saving more! Knowing how much to have in risk as you get closer to retirement Understand a GPI account If you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy information.
Digging in to your retirement nest egg!
October 24, 2020 06:00 - 51 minutes - 47.5 MBThis week on America's 401k Show, Coach Pete dives into Whats really going on in your retirement nest egg Is leasing a car right for you? A drip plan for your Grandchildren and so much more! If you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy information.
Twelve Retirement Risks You Should Prepare for!
October 17, 2020 06:00 - 53 minutes - 73.3 MBThis week on America's 401k Show, Coach Pete is helping listeners stay ahead of the game and staying prepared for risks entering retirement. Call 888-623-8858 or text PLAN 21000 for more information!
Twelve Retirement Risks You Should Prepare for!
October 17, 2020 06:00 - 53 minutes - 48.6 MBThis week on America's 401k Show, Coach Pete is helping listeners stay ahead of the game and staying prepared for risks entering retirement. If you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy information.
Keeping your lifestyle as you go in to retirement!
October 03, 2020 06:00 - 53 minutes - 49.1 MBThis week on America's 401k Show, Coach Pete wants to make sure you can continue to live your life even when you are entering retirement. This week on America's 401k Show, Coach Pete is helping listeners stay ahead of the game and staying prepared for risks entering retirement. If you want more information call or text 888-623-8858. See omnystudio.com/listener for privacy information.
How to turn retirement red flags green!
September 19, 2020 06:00 - 50 minutes - 46.5 MBThis week on America's 401k Show, Coach Pete wants to help you navigate this crazy year that has brought on some unexpected retirements. Call or 888-623-8858 for more information! See omnystudio.com/listener for privacy information.
How to turn retirement red flags green!
September 19, 2020 06:00 - 50 minutes - 70.2 MBThis week on America's 401k Show, Coach Pete wants to help you navigate this crazy year that has brought on some unexpected retirements. Call 888-623-8858 or text PLAN 21000 for more information!
This year has caused some unplanned retirements, what you can do to get ahead!
September 12, 2020 06:00 - 52 minutes - 73.1 MBThis week on America's 401k Show, Coach Pete wants to help you navigate this crazy year that has brought on some unexpected retirements. Call 888-623-8858 or text PLAN 21000 for more information!