Best Financialsafari Podcasts (2024)

1
Brokers Behaving Badly: Jesus Rodriguez 12:17

2M ago12:17

12:17

In 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 Jesus Rodriguez. The hosts also discuss the significance…

1
How to Protect Your Savings! 11:37

2M ago11:37

11:37

In 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 impact of taxes on social security and the potential means …

1
Looking Back to Move Forward into Retirement 11:44

2M ago11:44

11:44

In 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 is a better life than when working. The hosts also me…

1
Create a Long-Term Financial Plan! 12:08

2M ago12:08

12:08

In 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 importance of thinking like a millionaire and having a…

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

2M 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
Author Ray Lucia and CEO Mehdi Amini: Part 4 13:23

6M ago13:23

13:23

How 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 t…

1
Author Ray Lucia and CEO Mehdi Amini: Part 2 13:09

6M ago13:09

13:09

Life 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 i…

1
Author Ray Lucia and CEO Mehdi Amini: Part 3 13:03

6M ago13:03

13:03

When 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 mon…

1
Author Ray Lucia and CEO Mehdi Amini: Part 1 13:07

6M ago13:07

13:07

Has 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 opi…

1
Tom Hegna, author of "Who Wants to be a Millionaire?", Part 2 14:37

7M ago14:37

14:37

Coach 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 P…

1
Tom Hegna, author of "Who Wants to be a Millionaire?", Part 1 14:05

7M ago14:05

14:05

Coach 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 …

1
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 4 12:40

8M ago12:40

12:40

Coach 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 Capit…

1
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 2 12:43

8M ago12:43

12:43

Coach 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 Capita…

1
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 1 13:05

8M ago13:05

13:05

Coach 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)…

1
Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 3 12:47

8M ago12:47

12:47

Coach 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 Capita…

1
Beware the 'Secret Formulas' for Retirement! 13:03

10M ago13:03

13:03

Are 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 want a second opinion on your retirement plan, contact…

1
Index Universal Life Insurance: is it right for you? 12:58

10M ago12:58

12:58

Have 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, contact Coach Pete and the team at Capital Financial at…

1
Questions for Coach! 12:58

10M ago12:58

12:58

Have 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 your retirement plan, contact Coach Pete and the team at …

1
Tax Strategies as you approach retirement! 13:48

10M ago13:48

13:48

Do 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 to now. If you have questions about taxes in retirement…

1
Michael Wall, author of Retire Once, Retire Well: Part 2 14:22

1+ y ago14:22

14:22

Coach 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) …

1
Michael Wall, author of Retire Once, Retire Well: Part 1 13:45

1+ y ago13:45

13:45

Coach 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 an…

1
Listener questions: Should I maximize my 401k if it's in company stock? 12:25

1+ y ago12:25

12:25

What'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 Capital Financial at (888) 623-8858. See omnystudio.com/…

1
Market corrections aren't as bad as you think... if you have a plan! 12:56

1+ y ago12:56

12:56

With 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 opinion on your retirement plan, contact Coach Pete and …

1
Why you would benefit from a customized, retirement plan 14:58

1+ y ago14:58

14:58

When 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 retirement, or if you want a second opinion on your retir…

1
Retirement Strategies for Economic Downturns 12:13

1+ y ago12:13

12:13

Do 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 opinion on your retirement plan, contact Coach Pete and the…

1
Jim Stovall, author of The Ultimate Gift and former Olympic weightlifter 14:03

1+ y ago14:03

14:03

Coach 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)…

1
Protection against price increases 13:47

1+ y ago13:47

13:47

An 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 retirement, or if you want a second opinion on your retirem…

1
2022-11-05 401k SEG 4 13:19

1+ y ago13:19

13:19

An 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 retirement, or if you want a second opinion on your reti…

1
Breaking down the Housing Market 14:46

1+ y ago14:46

14:46

Interest 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 retirement plan, contact Coach Pete and the team at Capital F…

1
Keeping up with the market 14:00

1+ y ago14:00

14:00

FAANG 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 Coach Pete and the team at Capital Financial at (888) …

1
Jeremy Roenick, former NHL player and co-owner of Whiskey in the Wild 13:48

1+ y ago13:48

13:48

Coach 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 omny…

1
Creating a personal pension 13:10

1+ y ago13:10

13:10

There 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 questions about taxes in retirement, or if you want a second…

1
Spin the Wheel: Answering your Questions! 13:33

1+ y ago13:33

13:33

It'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 second opinion on your retirement plan, contact Coach P…

1
The Mistakes You Need To Avoid In Retirement 13:42

1+ y ago13:42

13:42

Have 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 retirement, or if you want a second opinion on your retirement p…

1
7 Solid Financial Moves when You're Ready to Retire 14:39

1+ y ago14:39

14:39

As 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 about taxes in retirement, or if you want a second opin…

1
Tom Hegna, author of "Don't Worry, Retire Happy" Part 2 13:31

1+ y ago13:31

13:31

Coach 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…

1
David Webb, host of the David Webb Show on SiriusXM Patriot 125 12:55

1+ y ago12:55

12:55

Coach 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 …

1
Tom Hegna, author of "Don't Worry, Retire Happy" Part 1 13:07

1+ y ago13:07

13:07

Coach 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…

1
What you need to know about investing for retirement 14:18

1+ y ago14:18

14:18

As 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 increase your income in retirement. If you have quest…

1
David Webb, host of the David Webb Show on SiriusXM Patriot 125 13:25

1+ y ago13:25

13:25

Coach 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 …

1
Shifting Gears between Saving and Spending 13:46

1+ y ago13:46

13:46

Smart 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 retirement plan, contact Coach Pete and the team at Capital …

1
Making Adjustments to your Retirement 13:14

1+ y ago13:14

13:14

So 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 financial world. If you have questions about taxes in retirem…

1
Van Eure, owner of The Angus Barn 14:14

1+ y ago14:14

14:14

Coach 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…

1
Get a financial educator! 13:40

1+ y ago13:40

13:40

Do 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 taxes in retirement, or if you want a second opinion on yo…

1
Personalized service vs. Big corporations 14:10

1+ y ago14:10

14:10

Why 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 questions about taxes in retirement, or if you want a second op…

1
How can you reduce taxes in retirement? 14:18

1+ y ago14:18

14:18

Are 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, contact Coach Pete and the team at Capital Financial …

1
Make sure that your income will last! 14:46

1+ y ago14:46

14:46

Outlasting 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 retirement plan, contact Coach Pete and the team at Capital Fi…

1
JD Hayworth, former member of the US House of Representatives 13:00

1+ y ago13:00

13:00

NC 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 pl…

1
Listener questions: Should I contribute to my 401k or my Roth? 13:36

1+ y ago13:36

13:36

Everyone'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 opinion on your retirement plan, contact Coach Pete an…

1
The objective of a good plan 13:19

1+ y ago13:19

13:19

On 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 opinion on your retirement plan, contact Coach Pete and the…

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Financialsafari Podcasts

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