Latest Financialsafari Podcast Episodes
Brokers Behaving Badly: Jesus Rodriguez
America's 401k Show with Coach Pete - March 01, 2024 20:00 - 12 minutes ★★★★ - 6 ratingsIn 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 Je...
Looking Back to Move Forward into Retirement
America's 401k Show with Coach Pete - March 01, 2024 20:00 - 11 minutes ★★★★ - 6 ratingsIn 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...
How to Protect Your Savings!
America's 401k Show with Coach Pete - March 01, 2024 20:00 - 11 minutes ★★★★ - 6 ratingsIn 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 impac...
Create a Long-Term Financial Plan!
America's 401k Show with Coach Pete - March 01, 2024 20:00 - 12 minutes ★★★★ - 6 ratingsIn 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 ...
Chris Gaddis, Benefits Specialist and Business Strategist
Coach Listens with Coach Pete - February 16, 2024 20:00 - 12 minutes ★★★★★ - 1 ratingIn 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 imple...
Author Ray Lucia and CEO Mehdi Amini: Part 2
Coach Listens with Coach Pete - November 10, 2023 10:00 - 13 minutes ★★★★★ - 1 ratingLife 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....
Author Ray Lucia and CEO Mehdi Amini: Part 4
Coach Listens with Coach Pete - November 10, 2023 10:00 - 13 minutes ★★★★★ - 1 ratingHow 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 yo...
Author Ray Lucia and CEO Mehdi Amini: Part 1
Coach Listens with Coach Pete - November 10, 2023 10:00 - 13 minutes ★★★★★ - 1 ratingHas 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 question...
Author Ray Lucia and CEO Mehdi Amini: Part 3
Coach Listens with Coach Pete - November 10, 2023 10:00 - 13 minutes ★★★★★ - 1 ratingWhen 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 ...
Tom Hegna, author of "Who Wants to be a Millionaire?", Part 2
Coach Listens with Coach Pete - October 12, 2023 12:50 - 14 minutes ★★★★★ - 1 ratingCoach 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...
Tom Hegna, author of "Who Wants to be a Millionaire?", Part 1
Coach Listens with Coach Pete - October 12, 2023 12:50 - 14 minutes ★★★★★ - 1 ratingCoach 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 y...
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 4
Coach Listens with Coach Pete - August 30, 2023 15:17 - 12 minutes ★★★★★ - 1 ratingCoach 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 r...
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 2
Coach Listens with Coach Pete - August 30, 2023 15:17 - 12 minutes ★★★★★ - 1 ratingCoach 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 re...
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 1
Coach Listens with Coach Pete - August 30, 2023 15:17 - 13 minutes ★★★★★ - 1 ratingCoach 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, conta...
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 3
Coach Listens with Coach Pete - August 30, 2023 15:17 - 12 minutes ★★★★★ - 1 ratingCoach 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 re...
Beware the 'Secret Formulas' for Retirement!
America's 401k Show with Coach Pete - June 21, 2023 19:29 - 13 minutes ★★★★ - 6 ratingsAre 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...
Index Universal Life Insurance: is it right for you?
America's 401k Show with Coach Pete - June 21, 2023 17:39 - 12 minutes ★★★★ - 6 ratingsHave 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, ...
Questions for Coach!
America's 401k Show with Coach Pete - June 21, 2023 17:32 - 12 minutes ★★★★ - 6 ratingsHave 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 yo...
Tax Strategies as you approach retirement!
America's 401k Show with Coach Pete - June 21, 2023 17:28 - 13 minutes ★★★★ - 6 ratingsDo 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 t...
Michael Wall, author of Retire Once, Retire Well: Part 2
Coach Listens with Coach Pete - December 14, 2022 21:16 - 14 minutes ★★★★★ - 1 ratingCoach 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, contac...
Michael Wall, author of Retire Once, Retire Well: Part 1
Coach Listens with Coach Pete - December 14, 2022 21:16 - 13 minutes ★★★★★ - 1 ratingCoach 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 secon...
Listener questions: Should I maximize my 401k if it's in company stock?
America's 401k Show with Coach Pete - November 23, 2022 15:48 - 12 minutes ★★★★ - 6 ratingsWhat'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 C...
Market corrections aren't as bad as you think... if you have a plan!
America's 401k Show with Coach Pete - November 23, 2022 15:40 - 12 minutes ★★★★ - 6 ratingsWith 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 o...
Why you would benefit from a customized, retirement plan
America's 401k Show with Coach Pete - November 23, 2022 15:21 - 14 minutes ★★★★ - 6 ratingsWhen 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 re...
Retirement Strategies for Economic Downturns
America's 401k Show with Coach Pete - November 23, 2022 15:05 - 12 minutes ★★★★ - 6 ratingsDo 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 opi...
Jim Stovall, author of The Ultimate Gift and former Olympic weightlifter
Coach Listens with Coach Pete - November 16, 2022 17:50 - 14 minutes ★★★★★ - 1 ratingCoach 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, conta...
Protection against price increases
America's 401k Show with Coach Pete - November 09, 2022 12:00 - 13 minutes ★★★★ - 6 ratingsAn 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 reti...
Breaking down the Housing Market
America's 401k Show with Coach Pete - November 09, 2022 12:00 - 14 minutes ★★★★ - 6 ratingsInterest 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 retire...
2022-11-05 401k SEG 4
America's 401k Show with Coach Pete - November 09, 2022 12:00 - 13 minutes ★★★★ - 6 ratingsAn 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 r...
Keeping up with the market
America's 401k Show with Coach Pete - November 09, 2022 12:00 - 14 minutes ★★★★ - 6 ratingsFAANG 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...
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