Coach Listens with Coach Pete
92 episodes - English - Latest episode: 2 months ago - ★★★★★ - 1 ratingInterviews from the Financial Safari to encourage and enlighten.
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Episodes
Chris Gaddis, Benefits Specialist and Business Strategist
February 16, 2024 20:00 - 12 minutes - 11.7 MBIn this episode, Coach Pete interviews Chris Gaddis, a benefit specialist, about strategies to reduce taxes for business owners. The main problem discussed is paying too much in taxes, and Chris shares several strategies to help business owners minimize their tax burden. One strategy is to implement wellness programs that not only benefit employees but also result in tax savings for the business owner. Chris explains how these programs can reduce healthcare costs and improve employee health....
Author Ray Lucia and CEO Mehdi Amini: Part 1
November 10, 2023 10:00 - 13 minutes - 12.1 MBHas it become difficult to separate financial fact from fiction? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, discussing how to navigate the financial world today. 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 (800) 661-7383. See omnystudio.com/listener for privacy in...
Author Ray Lucia and CEO Mehdi Amini: Part 2
November 10, 2023 10:00 - 13 minutes - 12.1 MBLife looked a lot different in 1921, and retirement has changed just as much! Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, reminiscing on the retirement planning world through the years. 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 (800) 661-7383. See omnystudio.com/...
Author Ray Lucia and CEO Mehdi Amini: Part 3
November 10, 2023 10:00 - 13 minutes - 12 MBWhen someone talks about 'taxes', you can hear the collective groan from people everywhere, but what if there were strategies to help minimize those taxes? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, breaking down how you can keep more money in your pocket and less out of Uncle Sam's. If you have questions about taxes in retirement, or if you want a second opinion on your retiremen...
Author Ray Lucia and CEO Mehdi Amini: Part 4
November 10, 2023 10:00 - 13 minutes - 12.3 MBHow do you get ahead in the money game, beyond the interest rates you find at the bank? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, talking about how real estate can become a part of your retirement portfolio. 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 (800) 661-73...
Tom Hegna, author of "Who Wants to be a Millionaire?", Part 2
October 12, 2023 12:50 - 14 minutes - 13.4 MBCoach Pete is joined in the studio by Tom Hegna, author of "Don't Worry, Retire Happy" and "Who Wants to be a Millionaire?", continuing the conversation about changes in the market and how to prepare for 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Tom Hegna, author of "Who Wants to be a Millionaire?", Part 1
October 12, 2023 12:50 - 14 minutes - 12.9 MBCoach Pete is joined in the studio by Tom Hegna, author of "Don't Worry, Retire Happy" and "Who Wants to be a Millionaire?", talking about changes in the market and how to prepare for 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 4
August 30, 2023 15:17 - 12 minutes - 11.6 MBCoach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, wrapping up the conversation about how you can build a retirement portfolio that can last you the rest of your life! 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 2
August 30, 2023 15:17 - 12 minutes - 11.7 MBCoach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, continuing the conversation about how you can build a retirement portfolio that can last you the rest of your life! 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 3
August 30, 2023 15:17 - 12 minutes - 11.7 MBCoach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, continuing the conversation about how you can build a retirement portfolio that can last you the rest of your life! 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 1
August 30, 2023 15:17 - 13 minutes - 12 MBCoach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, breaking down how you can build a retirement portfolio that can last you the rest of your life! 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Michael Wall, author of Retire Once, Retire Well: Part 2
December 14, 2022 21:16 - 14 minutes - 13.2 MBCoach Pete D'Arruda is joined in the studio by Michael Wall, CEO of Wall Private Wealth and author of "Retire Once, Retire Well", continuing the discussion on tax-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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Michael Wall, author of Retire Once, Retire Well: Part 1
December 14, 2022 21:16 - 13 minutes - 12.6 MBCoach Pete D'Arruda is joined in the studio by Michael Wall, CEO of Wall Private Wealth and author of "Retire Once, Retire Well", discussing tax-saving strategies, including how to reduce your taxable 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Jim Stovall, author of The Ultimate Gift and former Olympic weightlifter
November 16, 2022 17:50 - 14 minutes - 12.9 MBCoach Pete D'Arruda is joined in the studio by Jim Stovall, former Olympic weightlifter and author of 30 books, discussing the movie making business and breaking bad patterns in life 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Jeremy Roenick, former NHL player and co-owner of Whiskey in the Wild
October 26, 2022 14:05 - 13 minutes - 12.7 MBCoach Pete D'Arruda is joined in the studio by Jeremy Roenick, former NHL player that scored 500 goals, reminisce about sports and discuss his new whiskey company. 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Tom Hegna, author of "Don't Worry, Retire Happy" Part 2
October 19, 2022 11:00 - 13 minutes - 12.4 MBCoach Pete D'Arruda is joined in the studio by Tom Hegna, retirement expert and author, continuing the conversation about their passions for helping people get the retirement they've always dreamed of. 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
David Webb, host of the David Webb Show on SiriusXM Patriot 125
September 28, 2022 15:16 - 12 minutes - 11.9 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.
Tom Hegna, author of "Don't Worry, Retire Happy" Part 1
September 28, 2022 15:15 - 13 minutes - 12.1 MBCoach Pete D'Arruda is joined in the studio by Tom Hegna, retirement expert and author, discussing their passions for helping people get the retirement they've always dreamed of. 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Van Eure, owner of The Angus Barn
September 21, 2022 15:13 - 14 minutes - 13.1 MBCoach Pete D'Arruda is joined in the studio by Van Eure, owner of The Angus Barn, discussing the success of her restaurant and her charity work. 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
JD Hayworth, former member of the US House of Representatives
September 07, 2022 15:12 - 13 minutes - 11.9 MBNC university alums reunite on this episode! Coach Pete D'Arruda is joined in the studio by JD Hayworth, tv host and former member of the US House of Representatives, reminiscing on life in the Southeast and talking about student debt forgiveness. 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Shirley Luu, author of I.U.L. ASAP!
August 24, 2022 15:09 - 13 minutes - 12.5 MBDo you want to earn on the gains and suffer none of the losses? Coach Pete D'Arruda is joined in the studio by Shirley Luu, founder of Shirley Luu & Associates and author of IUL ASAP, going over how Indexed Universal Life Insurance can benefit your life 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 (800) 661-7383. See omnystudio.com/listener for privacy informa...
Doug Orchard, director of The Baby Boomer Dilemma
August 23, 2022 15:11 - 15 minutes - 14.5 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...
Rey Arias, owner of Rey's Restaurant
August 03, 2022 15:07 - 14 minutes - 12.9 MBFind inspiration from your beginnings! Coach Pete D'Arruda is joined in the studio by Rey Arias, owner of Rey's Restaurant, discussing business success stories and how to be excellent in your industry. 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 (800) 661-7383. See omnystudio.com/listener for privacy information.
Richard Heart, Founder of Hex and PulseChain
July 27, 2022 18:27 - 49 minutes - 45.5 MBRichard Heart, Founder of Hex and PulseChain, explains us the secrets for success and common mistakes in the Crypto World. Richard is a serial entrepreneur, author, YouTuber, and philanthropist. He is the founder of Hex, the world’s first high-interest blockchain certificate of deposit and PulseChain network. Heart is best known for raising over $27 million for medical research via the PulseChain network. See omnystudio.com/listener for privacy information.
Chris Gronkowski, Former NFL player and Founder of Ice Shaker
May 21, 2022 20:26 - 11 minutes - 10.4 MBIn this episode, Coach Pete D'Arruda is joined by Chris Gronkowski, Former NFL player and Founder of Ice Shaker, to discuss growing up in football family, playing sports at a professional level and the transition to becoming an entrepreneur. See omnystudio.com/listener for privacy information.
David Macchia, author of The Constrained Investor
May 14, 2022 20:10 - 14 minutes - 13 MBIn this episode, Coach Pete D'Arruda interviews CEO of Wealth2k and author of Constrained Investor, David Macchia, about the importance of creating an income in retirement. See omnystudio.com/listener for privacy information.
Alan Stein Jr, Author of Raise Your Game
May 13, 2022 04:00 - 12 minutes - 11.2 MBIn this episode, Coach Pete D'Arruda speaks with Alan Stein about his book Raise Your Game. See omnystudio.com/listener for privacy information.
David Walker, Former US Comptroller General
May 10, 2022 20:03 - 13 minutes - 12.4 MBIn this episode, Coach Pete D'Arruda is joined by David Walker, Former US Comptroller General, to discuss the 10 Million-A-Minute Tour and how government policies can affect you. See omnystudio.com/listener for privacy information.
Kelly Slaught, author of The Great Retirement Mystery
April 16, 2022 19:56 - 13 minutes - 12.1 MBIn this episode, Coach Pete D'Arruda discusses the book, The Great Retirement Mystery, with author and CEO of California Wealth Advisors, Kelley Slaught. See omnystudio.com/listener for privacy information.
Eric Balchunas, author of The Bogle Effect
April 09, 2022 19:52 - 12 minutes - 11.8 MBIn this episode, Coach Pete D'Arruda interviews Senior ETF Analyst for Bloomberg Intelligence, Eric Balchunas, about his book, The Bogle Effect. See omnystudio.com/listener for privacy information.
Navigating the truth, lies and middle ground of retirement planning with Michael Markey
March 17, 2022 04:00 - 13 minutes - 12.3 MBIn this episode, Coach Pete speaks with Michael Markey on the truth, lies and middle ground found in the world of financial and retirement planning. See omnystudio.com/listener for privacy information.
Kristina Ping, Author of The Retirement Train
March 10, 2022 05:00 - 12 minutes - 11.9 MBIn this episode, Coach Pete D'Arruda interviews Kristina Ping, CEO of Powerful Legacy Insurance and Financial Services, about her latest book: The Retirement Train See omnystudio.com/listener for privacy information.
Employee Retention Credit with Josh Zieglowsky and Mark Sullivan
March 03, 2022 18:00 - 12 minutes - 11.7 MBIn this episode, Coach Pete talks with the ERC Action team on ways small business owners can take advantage of a little known government program called the Employee Retention Credit which is similar to the PPP. See omnystudio.com/listener for privacy information.
Andrew Hallam, Author of Balance: How to Invest and Spend for Happiness, Health, and Wealth
February 24, 2022 17:53 - 12 minutes - 11.2 MBIn this episode, Coach Pete speaks with Andrew Hallam, author of Balance: How to Invest and Spend for Happiness, Health, and Wealth, about his latest book and the principles we can learn to live a more healthy financial life. See omnystudio.com/listener for privacy information.
[Bonus] Andrew Hallam, Author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School
February 17, 2022 17:50 - 12 minutes - 11.5 MBIn this special bonus episode, Coach Pete continues the conversation with Andrew Hallam, Author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School. See omnystudio.com/listener for privacy information.
Andrew Hallam, Author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School
February 17, 2022 17:47 - 12 minutes - 11.2 MBIn this episode, Coach Pete speaks with Andrew Hallam, Author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School. See omnystudio.com/listener for privacy information.
Phil Graham discusses how to not let your retirement take a H.I.T.
February 03, 2022 20:16 - 12 minutes - 11.2 MBIn this episode, Coach Pete brings back Phil Graham and they discuss how to not let your retirement take a H.I.T. See omnystudio.com/listener for privacy information.
Tom Hegna and Streams of Income
January 04, 2022 20:11 - 12 minutes - 11.9 MBIn this episode of the podcast, Coach Pete speaks with Tom Hegna on Streams of Income. See omnystudio.com/listener for privacy information.
Tom Hegna and Bubble Wealth
December 17, 2021 20:09 - 12 minutes - 11.7 MBIn this episode, Coach Pete talks to Tom Hegna about Bubble Wealth. See omnystudio.com/listener for privacy information.
Phil Graham and Financial Tips for When Someone Passes Away
November 18, 2021 20:13 - 12 minutes - 11.3 MBIn this episode, Phil Graham and Coach Pete discuss what to do with your finances when someone passes away. See omnystudio.com/listener for privacy information.
Jim Stovall and Overcoming Adversity
August 05, 2021 18:15 - 12 minutes - 11.7 MBCoach interviews author Jim Stovall See omnystudio.com/listener for privacy information.
Discussion on Boeing's 737 Max
May 25, 2021 14:17 - 12 minutes - 11.8 MBCoach Pete D'Arruda talks with Michele Schneider, Managing Director, Marketgauge and MGAM, Santa Fe, New Mexico, about the trouble Boeing has had with its 737 Max. including the two fatal crashes. See omnystudio.com/listener for privacy information.
Helping Your Family After Your Passing
May 25, 2021 13:47 - 12 minutes - 11.2 MBCoach Pete D'Arruda and Phil Graham, Founder and Chief Sales Officer, The Alternative Group, Charlotte, North Carolina, talk about Coach Pete's book "The Little Green Book of Life" and the steps you need to take to help your family before you pass away. See omnystudio.com/listener for privacy information.
Real Estate Tips
May 24, 2021 17:49 - 10 minutes - 9.77 MBCoach Pete and Jennifer Ransdell talk with Brooke Iapuluchio, Real Estate Agent with Keller Williams Preferred, Durham, North Carolina. She talks about what you need to know when it comes to buying and selling, especially in a competitive real estate market See omnystudio.com/listener for privacy information.
How HSA's and FSA's Can Help Reduce Your Healthcare Costs
May 24, 2021 15:21 - 9 minutes - 8.64 MBSteve Sedahl is joined by Taylor Holgate, Director of Federal Government Affairs Consumer Healthcare Products Association and Marsha Barnes, Finance Bar. They discuss how HSA's and FSA's can help reduce your healthcare costs. See omnystudio.com/listener for privacy information.
The Problem With The Monte Carlo Simulation and How To Have Lifetime Income
March 24, 2021 15:00 - 12 minutes - 11.9 MBCoach Pete D'Arruda talks with Tom Hegna, Author of "Don't Worry, Retire Happy: 7 Steps to Retirement Security" and "Paychecks and Playchecks: Retirement Solutions For Life. They discuss the problem with the Monte Carlo Simulation and how to have lifetime income - better known as annuities. See omnystudio.com/listener for privacy information.
Michele Schneider and a Discussion on Boeing's 737 Max
December 02, 2020 15:17 - 12 minutes - 11.8 MBCoach Pete D'Arruda talks with Michele Schneider, Managing Director, Marketgauge and MGAM, Santa Fe, New Mexico, about the trouble Boeing has had with its 737 Max. including the two fatal crashes. See omnystudio.com/listener for privacy information.
Vicki Gunvalson
October 13, 2020 17:33 - 12 minutes - 11.6 MBVictoria Gunvalson is an American reality television personality and businesswoman best known for a starring role as a housewife in the Bravo reality television series The Real Housewives of Orange County for fourteen seasons. She is the founder of Coto Insurance. See omnystudio.com/listener for privacy information.
Coach Listens with Coach Pete and Guest Mike Wall
July 04, 2020 06:00 - 10 minutes - 10.1 MBOn this session of Coach Listens, Coach Pete D'Arruda gets together with Mike Wall of Wall Private Wealth to talk about managing your wealth into Retirement. See omnystudio.com/listener for privacy information.
An Interview with Grant Baldwin author of The Successful Speaker
February 14, 2020 21:25 - 19 minutes - 17.7 MBA conversation with Grant Baldwin, speaker, entrepreneur and author of the new book The Successful Speaker, Five Steps for Booking Gigs, Getting Paid and Building Your Platform. Grant built a six figure speaking business and now he’s ready to help you build yours. The book is available everywhere. To learn more visit TheSpeakerLab.com/book. See omnystudio.com/listener for privacy information.