2024-03-02 401k SEG 4

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 long-term financial plan. The hosts also address the challenges of a broke mentality and the need for proper financial planning. They explain the difference between risk and volatility and highlight the significance of creating a comprehensive financial plan 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 (888) 623-8858.

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 long-term financial plan. The hosts also address the challenges of a broke mentality and the need for proper financial planning. They explain the difference between risk and volatility and highlight the significance of creating a comprehensive financial plan 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 (888) 623-8858.

Create a Long-Term Financial Plan!

2024-03-02 401k SEG 1

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 mention the concept of 'money dates' and the significance of open communication and planning with a partner. Overall, the episode provides insights and strategies for achieving a worry-free 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 (888) 623-8858.

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 mention the concept of 'money dates' and the significance of open communication and planning with a partner. Overall, the episode provides insights and strategies for achieving a worry-free 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 (888) 623-8858.

Looking Back to Move Forward into Retirement

2024-03-02 401k SEG 2

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 testing of benefits. It also touches on the intersection of politics and finance, tax-saving strategies, investing in stocks, managing risk, diversification, and the importance of green money 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 at (888) 623-8858.

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 testing of benefits. It also touches on the intersection of politics and finance, tax-saving strategies, investing in stocks, managing risk, diversification, and the importance of green money 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 at (888) 623-8858.

How to Protect Your Savings!

2024-03-02 401k SEG 3

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 of including bucket list items in retirement planning. Lastly, they promote their other shows, Financial Pizza and Annuity Avenue, and offer a free retirement planning consultation to listeners.

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.

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 of including bucket list items in retirement planning. Lastly, they promote their other shows, Financial Pizza and Annuity Avenue, and offer a free retirement planning consultation to listeners.
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.

Brokers Behaving Badly: Jesus Rodriguez

2023-06-17 401k SEG 1

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 Coach Pete and the team at Capital Financial at (888) 623-8858.

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 Coach Pete and the team at Capital Financial at (888) 623-8858.

Beware the 'Secret Formulas' for Retirement!

2023-06-17 401k SEG 4

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 (888) 623-8858.

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 (888) 623-8858.

Index Universal Life Insurance: is it right for you?

2023-06-17 401k SEG 3

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 Capital Financial at (888) 623-8858.

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 Capital Financial at (888) 623-8858.

Questions for Coach!

2023-06-17 401k SEG 2

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, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

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, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.

Tax Strategies as you approach retirement!

2022-11-19 401k SEG 4

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.

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.

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

2022-11-19 401k SEG 3

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 the team at Capital Financial at (888) 623-8858.

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 the team at Capital Financial at (888) 623-8858.

Market corrections aren't as bad as you think... if you have a plan!

America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

America's 401k Show with Coach Pete

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