Ray Lucia & Mehdi Amini Part 1

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 opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

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 opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

Interviews from the Financial Safari to encourage and enlighten.

Coach Listens with Coach Pete

Author Ray Lucia and CEO Mehdi Amini: Part 1

David Walker joins Coach Listens, the interview series where Coach Pete D’Arruda sits down for real conversations about the issues that can shape retirement. This clip takes a deeper look at retirement planning, long-term financial decisions, and why people need to think beyond just saving money. Coach Pete and David Walker discuss the importance of understanding income, risk, future obligations, and the bigger picture when building a retirement strategy that can last.

David Walker joins Coach Listens, the interview series where Coach Pete D&rsquo;Arruda sits down for real conversations about the issues that can shape retirement. This clip takes a deeper look at retirement planning, long-term financial decisions, and why people need to think beyond just saving money. Coach Pete and David Walker discuss the importance of understanding income, risk, future obligations, and the bigger picture when building a retirement strategy that can last.

David Walker: Retirement and America’s Financial Future

Fees, non-traded REITs, and life insurance strategies take center stage in this episode of Coach Listens, the interview series where Coach Pete D’Arruda sits down for real conversations about the financial decisions that can shape retirement. This segment is all about looking under the hood: how fees can quietly eat away at your money, why certain investments may not be as simple as they sound, and how life insurance may be used as part of a broader retirement strategy when it is structured the right way.

Fees, non-traded REITs, and life insurance strategies take center stage in this episode of Coach Listens, the interview series where Coach Pete D&rsquo;Arruda sits down for real conversations about the financial decisions that can shape retirement. This segment is all about looking under the hood: how fees can quietly eat away at your money, why certain investments may not be as simple as they sound, and how life insurance may be used as part of a broader retirement strategy when it is structured the right way.

Tom Hegna: Avoid Fees & Non-Traded REITs

Retirement income planning takes center stage in this episode of Coach Listens, the interview series where Coach Pete D’Arruda sits down for real conversations about the decisions that shape your future. This segment s all about the difference between paychecks and playchecks in retirement: how to build income you can count on, why retirement should not feel like guessing month to month, and how a smart plan can help give you more confidence to enjoy the life you worked hard for.

Retirement income planning takes center stage in this episode of Coach Listens, the interview series where Coach Pete D&rsquo;Arruda sits down for real conversations about the decisions that shape your future. This segment s all about the difference between&nbsp;paychecks and playchecks in retirement: how to build income you can count on, why retirement should not feel like guessing month to month, and how a smart plan can help give you more confidence to enjoy the life you worked hard for.

Author Ray Lucia and CEO Mehdi Amini: Part 1

Coach Listens with Coach Pete

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Coach Listens with Coach Pete

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