Create a Long-Term Financial Plan!

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 imp…

Looking Back to Move Forward into Retirement

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…

How to Protect Your Savings!

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 o…

Brokers Behaving Badly: Jesus Rodriguez

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…

Mortgage Questions, Market Swings, and Making Time for Retirement Planning

Coach Pete and the America's 401k Show team discuss mortgages, recalling earlier experiences with assumable loans and asking questions about how lending arrangements work. The conversation also examines the emotions that can accompany fast-moving investments and market headlines. The episode conne…

401k Features, Employer Matches and Vesting Questions

Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements. The episode also examines emotional reactions to market movements and the different roles of savings…

Retirement Checklists, Future Care and Inflation Questions

Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans. The episode also examines future care costs and life insurance living benefits. Discussions of financi…

Beware the 'Secret Formulas' for Retirement!

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. Call 800-661-7383 or text PLAN to 600-700.

Index Universal Life Insurance: is it right for you?

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. Call 800-661-7383 or text PLAN to 600-700.

Questions for Coach!

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! Call 800-661-7383 or text PLAN to 600-700.