Best 401k Mutual Funds Podcasts (2024)

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Buying and Selling Gold: a worthy investment? 12:32

20h ago12:32

12:32

On this episode of Financial Safari, Coach Pete discusses the challenges and risks associated with buying physical gold, such as storage and security. He also mentions alternative ways to invest in gold, such as through ETFs. The conversation then transitions to the importance of retirement planning and the role of a fiduciary in providing a safe a…

1
Don't Cry Over Taxes! 12:35

8h ago12:35

12:35

On this episode of The Financial Safari, various topics related to taxes, retirement planning, and income strategies are covered. Coach Pete emphasizes the importance of tax planning and strategizing to protect one's finances. He also discusses the concept of pre-stretching, comparing it to tax planning to avoid future financial pain. The conversat…

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33. Current State of the Stock Market + Q&A (Pt. 2) 29:32

1h ago29:32

29:32

Questions on questions: Y'all submitted sooo many questions we had to make this Q&A a two-parter. Be sure to follow us and subscribe to our email newsletter (all links at the bottom) to keep up with all the stock market happenings! But First, A Quick SMU! We also get a quick Stock Market Update from Jess Inskip. This investing rollercoaster we're o…

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32. Q&A: Answering All YOUR Questions (keep 'em coming) 24:03

13d ago24:03

24:03

We're back, we had to take a week off because, if you didn't know, Jess is the sun and Jessie is the moon - we had to eclipse. 🌚🌞 First, a quick market update for April 11, 2024 about CPI and PPI! Then we get to allllll your questions, yes, even questions from our very early episodes (told ya we'd get to them eventually 😅). Questions we answer in t…

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401k Match = FREE Money! 12:32

14d ago12:32

12:32

In this episode of Financial Safari, Coach Pete and the team are in the studio, covering various aspects of retirement planning and financial security. They begin by discussing the low participation rate in workplace retirement plans. The conversation then explores the mindset of treating retirement savings as a bill and the importance of starting …

1
Is your Retirement like a Donut with no filling? 12:46

15d ago12:46

12:46

Coach Pete is joined in the studio by former Voice of the Carolinas, Chuck Kaiton! The conversation covers various topics related to retirement planning, including the importance of guaranteed income, the need for income in retirement, and strategies for managing market volatility. They also discuss the significance of safety and risk in retirement…

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31. Edu-action: How To Build A Brokerage CD Ladder 36:01

20d ago36:01

36:01

In the last episode (Ep. 30) of the Market MakeHer Podcast, we discussed how “The Fed” projects to cut interest rates 3 times by end of year. Hopefully, this means lower inflation, but it also means lower interest rates on your High Yield Savings Accounts as well. Where can we stash our cash with higher interest rates for longer? Brokerage CDs! One…

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30. FOMC Meeting, Interest Rate Cuts & Inflation (aka Jess Watched The Fed Press Conference So You Don't Have To) 35:20

27d ago35:20

35:20

The FOMC (aka "The Fed" aka The Federal Reserve) had a press conference on March 20, 2024 where they talked about federal reserve rates remaining unchanged, but there's 3 projected interest rate cuts by end of year. What does this mean for our High Yield Savings Accounts interest rates, mortgages, credit cards, loans, and the economy? What's going …

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29. Investment Risk Tolerance, HYSA Interest Rates and Fed Balancing Act 33:49

1M ago33:49

33:49

What's your investment risk tolerance? (check out the risk pyramid below) How are you diversifying your investments in your portfolio? Are the interest rates on our high yield savings account coming down? What should we do with our cash to make sure it's out-pacing inflation? Figure Out Your Risk Tolerance There are lots of quizzes you can do at yo…

1
Coach Pete's Power Plan! 12:28

1M ago12:28

12:28

In this episode, various topics related to retirement planning are discussed. The importance of taxes and social security in retirement is highlighted, emphasizing the need for a comprehensive retirement plan. The million dollar number and asset allocation are explored, along with the pitfalls of a one-size-fits-all retirement plan. The importance …

1
The Emergency Savings Plan to protect your retirement! 12:48

1M ago12:48

12:48

In this episode of The Financial Safari, Coach Pete discusses and debunks common bad financial advice. He emphasizes the importance of planning for taxes in retirement, not assuming that spending will decrease in retirement, avoiding dipping into retirement accounts for emergencies, understanding that a million dollars may not be enough to retire c…

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Planning to make everyday Saturday! 12:29

2M ago12:29

12:29

In this episode of The Financial Safari, Coach Pete discusses various financial topics and dispels common bad advice. He emphasizes the importance of planning for taxes and retirement spending, as well as the need for supplemental retirement income beyond social security benefits. Coach Pete also highlights the advantages of working with an indepen…

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Bad Retirement Advice and how to spot it! 12:14

1M ago12:14

12:14

In this episode of the Financial Safari, Coach Pete discusses common bad advice related to retirement planning. The conversation covers topics such as tax planning, underestimating retirement expenses, healthcare costs, and the importance of proactive planning. Coach Pete emphasizes the need to anticipate future tax changes and take advantage of to…

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28. $AAPL Stock Impacts & Tools to Compare ETFs ($VOO vs $VTI) 28:52

1M ago28:52

28:52

Let's talk about what's going on with the $AAPL stock and also learn how to compare ETFs, like $VTI vs $VOO, with a tool! You'll want to watch the video about 10 minutes in, but if you can't watch it, we do describe everything we're analyzing. $AAPL Stock Is Down, But The Market Is Up? We know that Apple is one of the biggest stocks or companies in…

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27. Q&A Quickie: Investing at 40, Social Security and Money Mindset 7:57

2M ago7:57

7:57

We have a Market MakeHer short and sweet Q&A for you today regarding investing a little bit later. Question from listener @spacey on TikTok: Should I be worried if I haven't started investing yet and I'm approaching 40? Short Answer: No, but get started ASAP! Like we've said in previous episodes, time in the market is your best strategy. Cut down e…

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The Big Retirement 3: Safety, Growth and Income! 12:30

2M ago12:30

12:30

In this episode of Financial Safari, Coach Pete discusses retirement strategies and the confusion surrounding them. He emphasizes the importance of safety and diversification in investments and highlights the three key ingredients of a successful retirement plan: safety, growth, and income. The conversation also touches on the topic of inflation an…

1
Life Insurance Strategies for Saving! 12:27

2M ago12:27

12:27

In this episode of the Financial Safari, Coach Pete and his guests discuss various topics related to finance and retirement. They start by talking about the Super Bowl and unusual bets. The rising cost of Super Bowl commercials is also mentioned. The importance of financial planning for retirement and the challenges of managing personal investments…

1
How to Avoid Investment Losses 12:39

2M ago12:39

12:39

In this episode of the Financial Safari, Coach Pete discusses various topics related to retirement planning and investment strategies. He emphasizes the importance of diversification and avoiding losses in investments. Coach Pete also explains the concept of bid and ask prices in gold and silver investments. He highlights the risk of waiting to rea…

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26. Stock Market Update: Earnings Report Card, Nvidia Earnings, Sticky Inflation 33:02

2M ago33:02

33:02

It's a Stock Market Tea Party, and you're invited! 🍵🍵 In our Feb. 2024 SMU, Jess serves Jessie the tea on the recent earnings season (the winners of positive earnings and growth in the market last quarter with many companies beating expectations) and they specifically focus on Nvidia's impressive earnings and its role in the AI industry. The hosts …

1
Through the Years: 1936! 12:36

2M ago12:36

12:36

In this episode of Financial Safari, Coach Pete discusses various topics related to retirement planning and financial security. The conversation begins with an introduction to the show and Coach Pete's expertise. Then, the hosts take a trip back in time to 1936, discussing significant events and the cost of living during that year. The importance o…

1
Risk vs. Reward with your savings 12:33

2M ago12:33

12:33

In this episode, Coach Pete and our hosts have a conversation that revolves around retirement planning and the importance of money. The concept of lifetime income is introduced, highlighting the benefits of guaranteed income in retirement. The importance of solving for income and planning for the worst-case scenario is emphasized. The three worlds …

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Creating Multiple Income Streams in Retirement 12:47

2M ago12:47

12:47

In this episode of The Financial Safari, Coach Pete discusses the importance of having an income plan in retirement. He emphasizes the need for multiple streams of income, such as social security and annuities, to ensure financial security. The conversation also addresses the question of whether it's too late to start planning for retirement and th…

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25. Q&A: Roth IRA 101, Backdoor Roth IRA Contributions, Lifestyle Creep 19:07

2M ago19:07

19:07

Q&A from our listeners: How do I do a backdoor Roth IRA contribution or conversion? How do I rollover a 401k into an IRA? 🏘 Remember in Episode 12 how we used the "building your dreamhouse" analogy to explain how to invest in the stock market? Well remember that dreamhouse during this episode and the different rooms that are your retirements accoun…

1
Preparing For Your Financial Future 12:39

3M ago12:39

12:39

In this episode of the Financial Safari, Coach Pete discusses various topics related to personal finance and retirement planning. He and the other hosts start by talking about their upcoming documentary series with Kathie Lee Gifford and her wine line. The conversation then shifts to Roth IRAs and the benefits of investing in them. They also discus…

1
Measuring how Inflation impacts your everyday 12:37

3M ago12:37

12:37

In this episode of Financial Safari, Coach Pete and the team discuss various topics including sports, the importance of financial planning, and rising inflation. The conversation also touches on the 529 college savings plan and the challenges of preparing for future events. The hosts highlight the impact of inflation on everyday expenses and emphas…

1
Chris Gaddis, Benefits Specialist and Business Strategist 12:46

3M ago12:46

12:46

In 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…

1
Short-Term Market vs. Long-Term Plans 12:24

3M ago12:24

12:24

In this episode of The Financial Safari, Coach Pete and the team discuss various financial topics and interview guests. They emphasize the importance of lifetime income and the proper combination of risk and safety in retirement planning. They also discuss the 2024 outlook and the impact of interest rate cuts. Additionally, they highlight the signi…

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24. Pay Yourself First (Saving, Budgeting, Investing) 31:09

2M ago31:09

31:09

Do I add money to my emergency account before maxing out my IRA? When do I put my funds into a taxable account? What makes the most sense for ME? In this episode, we cover the order of events of how to pay yourself -- and some of the nuances you may want to consider as you enter various life stages. This is not a one size fits all formula. We'll he…

1
Building wealth that can last a lifetime! 12:41

3M ago12:41

12:41

What does "wealthy" mean to you? What used to be a lot of money doesn't go nearly as far anymore. Coach Pete is in the studio, discussing strategies to create a guaranteed lifetime 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…

1
How to Fund the Right Retirement Strategy 12:42

3M ago12:42

12:42

There are so many different savings vehicles, all vying for your attention. Which ones can make sure that you are taken care of? Coach Pete is in the studio, breaking down the financial fundamentals 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 te…

1
A Logistical Look at your Savings 12:44

3M ago12:44

12:44

It can be difficult to find the right allocation for your retirement portfolio, especially when you're focused on working and everything life brings! Coach Pete is in the studio, talking about what it takes to create a proper plan. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coac…

1
Make sure you KNOW where your Risk is! 12:37

3M ago12:37

12:37

When asked, most people would say they want NONE of their money "at risk", yet select saving strategies where they could lose their principle! Coach Pete is in the studio, breaking down the tools and techniques to protect your savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact …

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23. The Stock Market Explained with ONLY Taylor Swift Analogies 27:30

3M ago27:30

27:30

Welcome to Taylor's Version of the Stock Market. We're starting off Season 2 with a refreshed brand (check out our website to see the makeover) and we're also giving you a little refresher on how the stock market works - from a Swiftie's perspective. That's right, you guessed it, Jessica Inskip is unhinged with the Taylor Swift references once agai…

1
The Rule of 100! 12:21

3M ago12:21

12:21

How much of your savings do you want at risk as you approach retirement? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing some retirement rules of thumb and travelling back to 1918! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the te…

1
Be Careful with Credit Cards! 11:50

3M ago11:50

11:50

If you have to spend $250 to save $50, you really just lost $200! Credit cards offer lots of savings but only if you spend way more! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, offering advice on how to navigate credit cards, loans, consolidating debt, and more! If you have questions about taxes in retirement, or if you …

1
Simplify as much as Possible! 12:49

3M ago12:49

12:49

Saving for the retirement that you want shouldn't be complicated! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, breaking down the financial world for retirees and pre-retirees. 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 Capita…

1
How to Generate a Lifetime Income! 12:03

3M ago12:03

12:03

Some investments are left to the whims of the market, but are there investments that can guarantee a lifetime income? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing a case study and talking about how to stop worrying about running out of money! If you have questions about taxes in retirement, or if you want a seco…

1
Retirement and the Small Business Owner. 12:25

4M ago12:25

12:25

"Some people like working 120 hours a week for themselves rather than 40 hours a week for someone else!" Coach Pete is in the studio, talking about some of the difficulties of small business ownership and how to set yourself up for success. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, con…

1
How to maintain Financial Resolutions! 12:34

4M ago12:34

12:34

It's a new year and it's time to reflect on your finances! Coach Pete is in the studio, analyzing strategies on how to keep up with your finances as you go into the new year! 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) 661-738…

1
Adjust your Financial Diet! 12:29

4M ago12:29

12:29

You probably can't throw down in the buffet line like you used to, and you shouldn't continue to throw money into risky savings vehicles! Coach Pete is in the studio, talking about how to create a savings portfolio with money that won't go away! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan…

1
Recency Bias and how it can affect your retirement! 12:30

4M ago12:30

12:30

Whenever you hear folks bragging about their finances, it may be prudent to take it with a grain of salt! Most people only share their successes and not what it took to get there! Coach Pete is in the studio, talking about how to make sure you are on track with your goals! If you have questions about taxes in retirement, or if you want a second opi…

1
Taking the Steps to Accelerate Your Retirement! 12:15

4M ago12:15

12:15

When comparing your retirement portfolio this years to previous years, are your savings improving and growing? Coach Pete is in the studio, talking about how you can create a retirement plan to make your savings last a lifetime! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach P…

1
Tom Haines of Annexus Retirement Solutions 13:09

4M ago13:09

13:09

Coach Pete is joined in the studio by Tom Haines, Executive Vice President and Head of Index Solutions for Annexus, discussing everything from indexed annuities to how to submit a patent! 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 …

1
David Duley, Founder and CEO of PlanGap 13:25

4M ago13:25

13:25

Coach Pete is joined in the studio by David Duley, Founder of PlanGap, discussing retirement solutions and how to cover the gap left by Social Security. 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/…

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A Potent Tool for Diversifying Away from Equities 12:33

4M ago12:33

12:33

Where do you save your money during your working years? Most folks use a 401k, 403b, Roth, etc. There may be some safer options! Coach Pete is in the studio, breaking down some saving strategies to help protect your money! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete an…

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22. Q&A: Can I Have Multiple Roth IRAs? Are There 401k Rollover to IRA Tax Implications? 15:04

4M ago15:04

15:04

Questions on questions! We answer 3 questions from our listeners related to IRAs, 401ks, and taxes...and then Jessie asks additional questions - as usual. Question 1: How to figure out taxes when moving 401k into a rollover IRA? Question 2: Can you control how your employer 401k gets invested? (side note: you can borrow money from yourself!) Questi…

1
Creating a Light Along Your Retirement Path 12:40

5M ago12:40

12:40

You may have a lifetime's worth of savings as you approach retirement, yet no vision for how to move forward. Coach Pete is in the studio, offering advice on how to create the kind of 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 Capi…

1
A Retirement That Runs Forever 12:44

5M ago12:44

12:44

Your retirement plan may be 98% complete, but it might be missing the final, key component: lifetime income. Coach Pete is in the studio, talking about how to ask your retirement planners the right 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 …

1
Savings Independent of the Stock Market 12:41

5M ago12:41

12:41

Social Security is not enough for the modern retiree and the volatility of the stock market could be detrimental to your savings; what can you do to strengthen your portfolio? Coach Pete is in the studio, breaking down some of the things to watch out for in retirement. If you have questions about taxes in retirement, or if you want a second opinion…

1
Goals vs. Actions in the Financial World 12:44

5M ago12:44

12:44

Hitting goals are important and it takes the right actions to proceed along the right path. Coach Pete is in the studio, discussing how to create a plan that maximizes retirement income and the steps to achieve your goals. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete an…

Podcasts Worth a Listen

401k Mutual Funds Podcasts

Podcasts Worth a Listen

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