Latest Financialsafari Podcast Episodes
Jeremy Roenick, former NHL player and co-owner of Whiskey in the Wild
Coach Listens with Coach Pete - October 26, 2022 14:05 - 13 minutes ★★★★★ - 1 ratingCoach 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 ...
Creating a personal pension
America's 401k Show with Coach Pete - October 19, 2022 16:16 - 13 minutes ★★★★ - 6 ratingsThere 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 quest...
Spin the Wheel: Answering your Questions!
America's 401k Show with Coach Pete - October 19, 2022 16:15 - 13 minutes ★★★★ - 6 ratingsIt'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 ...
The Mistakes You Need To Avoid In Retirement
America's 401k Show with Coach Pete - October 19, 2022 15:30 - 13 minutes ★★★★ - 6 ratingsHave 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 retiremen...
7 Solid Financial Moves when You're Ready to Retire
America's 401k Show with Coach Pete - October 19, 2022 15:27 - 14 minutes ★★★★ - 6 ratingsAs 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 ...
Tom Hegna, author of "Don't Worry, Retire Happy" Part 2
Coach Listens with Coach Pete - October 19, 2022 11:00 - 13 minutes ★★★★★ - 1 ratingCoach 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 ret...
David Webb, host of the David Webb Show on SiriusXM Patriot 125
Coach Listens with Coach Pete - September 28, 2022 15:16 - 12 minutes ★★★★★ - 1 ratingCoach 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 a...
Tom Hegna, author of "Don't Worry, Retire Happy" Part 1
Coach Listens with Coach Pete - September 28, 2022 15:15 - 13 minutes ★★★★★ - 1 ratingCoach 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 C...
What you need to know about investing for retirement
America's 401k Show with Coach Pete - September 28, 2022 14:44 - 14 minutes ★★★★ - 6 ratingsAs 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...
David Webb, host of the David Webb Show on SiriusXM Patriot 125
America's 401k Show with Coach Pete - September 28, 2022 14:34 - 13 minutes ★★★★ - 6 ratingsCoach 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 an...
Shifting Gears between Saving and Spending
America's 401k Show with Coach Pete - September 28, 2022 14:28 - 13 minutes ★★★★ - 6 ratingsSmart 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 retir...
Making Adjustments to your Retirement
America's 401k Show with Coach Pete - September 28, 2022 14:22 - 13 minutes ★★★★ - 6 ratingsSo 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 financi...
Van Eure, owner of The Angus Barn
Coach Listens with Coach Pete - September 21, 2022 15:13 - 14 minutes ★★★★★ - 1 ratingCoach 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 ...
Get a financial educator!
America's 401k Show with Coach Pete - September 07, 2022 19:40 - 13 minutes ★★★★ - 6 ratingsDo 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 tax...
Personalized service vs. Big corporations
America's 401k Show with Coach Pete - September 07, 2022 19:36 - 14 minutes ★★★★ - 6 ratingsWhy 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 question...
How can you reduce taxes in retirement?
America's 401k Show with Coach Pete - September 07, 2022 19:27 - 14 minutes ★★★★ - 6 ratingsAre 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...
Make sure that your income will last!
America's 401k Show with Coach Pete - September 07, 2022 19:20 - 14 minutes ★★★★ - 6 ratingsOutlasting 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 retirem...
JD Hayworth, former member of the US House of Representatives
Coach Listens with Coach Pete - September 07, 2022 15:12 - 13 minutes ★★★★★ - 1 ratingNC 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 retiremen...
Listener questions: Should I contribute to my 401k or my Roth?
America's 401k Show with Coach Pete - August 31, 2022 19:11 - 13 minutes ★★★★ - 6 ratingsEveryone'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...
The objective of a good plan
America's 401k Show with Coach Pete - August 31, 2022 19:09 - 13 minutes ★★★★ - 6 ratingsOn 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 opin...
Risk reduction in retirement
America's 401k Show with Coach Pete - August 31, 2022 18:52 - 13 minutes ★★★★ - 6 ratingsWhat 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 o...
Is 'The Gold Standard' really all that high?
America's 401k Show with Coach Pete - August 31, 2022 18:49 - 13 minutes ★★★★ - 6 ratingsWe'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,...
How to weather the "Perfect Retirement Storm"
America's 401k Show with Coach Pete - August 24, 2022 18:44 - 12 minutes ★★★★ - 6 ratingsDoes 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 r...
Misconceptions about retirement planning
America's 401k Show with Coach Pete - August 24, 2022 18:40 - 13 minutes ★★★★ - 6 ratingsYou'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...
Doug Orchard, director of The Baby Boomer Dilemma
America's 401k Show with Coach Pete - August 24, 2022 18:33 - 16 minutes ★★★★ - 6 ratingsWhat 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...
Everything you can do with Life Insurance
America's 401k Show with Coach Pete - August 24, 2022 18:28 - 10 minutes ★★★★ - 6 ratingsLife 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 ...
Shirley Luu, author of I.U.L. ASAP!
Coach Listens with Coach Pete - August 24, 2022 15:09 - 13 minutes ★★★★★ - 1 ratingDo 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 abo...
Doug Orchard, director of The Baby Boomer Dilemma
Coach Listens with Coach Pete - August 23, 2022 15:11 - 15 minutes ★★★★★ - 1 ratingWhat 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 question...
Listener Questions: How can I protect my 401k?
America's 401k Show with Coach Pete - August 17, 2022 15:46 - 12 minutes ★★★★ - 6 ratingsYou'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 p...
Case Study: Growing your principle to last a lifetime?
America's 401k Show with Coach Pete - August 17, 2022 15:24 - 15 minutes ★★★★ - 6 ratings3 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 ...
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