On this week's America's 401K Show, Coach Pete and Steve Sedahl talk about retirement planning mistakes people make including the basics of not having a plan and no, having a 401k isn'r a plan, how to minimize taxes, making sure you have the right beneficiary designations,  Steve with Brokers Behaving Badly; Morgan Patrick with a look back at 1965; a Twenty Decisions Checklist and a lot more!     If you want more information call  or text 401K to  888-623-8858.

On this week's America's 401K Show, Coach Pete and Steve Sedahl talk about retirement planning mistakes people make including the basics of not having a plan and no, having a 401k isn'r a plan, how to minimize taxes, making sure you have the right beneficiary designations,  Steve with Brokers Behaving Badly; Morgan Patrick with a look back at 1965; a Twenty Decisions Checklist and a lot more!     If you want more information call  or text 401K to  888-623-8858.

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

On this week's America's 401K Show, Coach Pete and Steve Sedahl talk about retirement planning mistakes people make including the basics of not having a plan and no, having a 401k isn'r a plan, how to minimize taxes, making sure you have the right...

Retirement Planning Mistakes, Twenty Decisions Checklist and More!

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.

Retirement Planning Mistakes, Twenty Decisions Checklist and More!

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