Retirement Income, Roth Accounts and Organizing Financial Records

Coach Pete and the America’s 401k team discuss reviewing a retirement plan and organizing account information. The conversation considers future income, flexibility and the questions that help clarify a household’s financial position. The episode also explores Roth accounts and family legacy goals…

Financial Education, Retirement Income and Roth Legacy Goals

Coach Pete and the America’s 401k team discuss reviewing retirement resources and understanding future income. The conversation considers flexibility and the balance between risk, safety and income needs. The episode also explores Roth accounts and family legacy goals. Financial education, asking …

Retirement Income, Roth Accounts and Organizing Financial Records

Coach Pete and the America’s 401k team discuss reviewing a retirement plan and organizing account information. The conversation considers future income, flexibility and the questions that help clarify a household’s financial position. The episode also explores Roth accounts and family legacy goals…

Precious Metals, Investment Costs and Roth Contribution Questions

Coach Pete and the America’s 401k team discuss precious-metal advertising and the roles of different investments in a retirement plan. The conversation considers investment costs, frequent trading and reviewing expectations for future goals. The episode also addresses a listener’s question about t…

Retirement Account Taxes, Market Risk, and Fee Reviews

Coach Pete and the team discuss traditional retirement account taxes and the Roth option. The conversation explores how account choices relate to a household's retirement priorities. The episode also considers market volatility, investment allocations, and fees. The team discusses looking more clo…

Traditional and Roth Contributions, Risk, and Planning Projections

Coach Pete and the team discuss traditional and Roth retirement contributions in response to a listener question. The conversation explores the tax questions and personal circumstances behind those choices. The episode also considers risk reduction and the difference between projections and contra…

Inflation Costs, Traditional and Roth Accounts, and Retirement Choices

Coach Pete and the team discuss inflation, mortgage costs, and the spending choices households face. The conversation considers how changing expenses can affect expectations about retirement. The episode also explores traditional and Roth retirement accounts. The team connects tax questions and ac…

Annuity Questions, Investment Restrictions and Roth Planning

Coach Pete and the America’s 401k team discuss market risk and a listener’s questions about the basics of annuities. They consider matching financial products to individual goals and understanding the trade-offs. The conversation also examines fees and withdrawal restrictions in real estate invest…

Retirement Decisions, Roth Choices and Getting a Second Opinion

Coach Pete and the America’s 401k team discuss estimating retirement needs and the tax treatment of Roth and traditional workplace savings. They consider making decisions with an understanding of available resources and account terms. The conversation also examines an investment fraud case, financ…

Lifetime Income, Capital Gains and Balancing Savings Goals

Coach Pete and the America’s 401k team discuss coordinating income resources for different stages of retirement. They consider future cost increases and the need for flexibility in a plan. The episode examines capital gains tax questions and Roth savings. A listener question asks how to balance em…