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.

Tom Hegna:  Paychecks and Playchecks in Retirement

Tech expert Nile Nickel joins Coach Listens, the interview series where Coach Pete D’Arruda — America’s wealth and income coach — sits down with smart, interesting people to dig into what’s coming next and what it means for regular folks. This episode is all about AI: how it’s changing work, healthcare, and transportation, plus the upside as a powerful assistant and the risk when it gets misused. We even used AI while producing this episode to help clean up the recording of Nile!

Tech expert Nile Nickel joins Coach Listens, the interview series where Coach Pete D&rsquo;Arruda &mdash; America&rsquo;s wealth and income coach &mdash; sits down with smart, interesting people to dig into what&rsquo;s coming next and what it means for regular folks. This episode is all about AI: how it&rsquo;s changing work, healthcare, and transportation, plus the upside as a powerful assistant and the risk when it gets misused. We even used AI while producing this episode to help clean up the recording of Nile!

Nile Nickel: When AI Leaves the Lab and Shows Up at Your Door

In this conversation, J.W. Roth discusses his journey from the food industry to launching Venu, a company focused on revolutionizing the live music experience through modern amphitheaters. He shares insights on financing strategies, the unifying power of live music, and the potential for virtual experiences in the future. Roth emphasizes the importance of creating memorable experiences for fans and the growing demand for live music.

In this conversation, J.W. Roth discusses his journey from the food industry to launching Venu, a company focused on revolutionizing the live music experience through modern amphitheaters. He shares insights on financing strategies, the unifying power of live music, and the potential for virtual experiences in the future. Roth emphasizes the importance of creating memorable experiences for fans and the growing demand for live music.

J.W. Roth of VENU

Chuck Woolery

2024-02-10 Darruda SEG2

In this episode, Coach Pete interviews Chris Gaddis, a benefit specialist, about strategies to reduce taxes for business owners. The main problem discussed is paying too much in taxes, and Chris shares several strategies to help business owners minimize their tax burden. One strategy is to implement wellness programs that not only benefit employees but also result in tax savings for the business owner. Chris explains how these programs can reduce healthcare costs and improve employee health. He also highlights the tax-efficient dollars that employees can use to buy benefits. 

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.

In this episode, Coach Pete interviews Chris Gaddis, a benefit specialist, about strategies to reduce taxes for business owners. The main problem discussed is paying too much in taxes, and Chris shares several strategies to help business owners minimize their tax burden. One strategy is to implement wellness programs that not only benefit employees but also result in tax savings for the business owner. Chris explains how these programs can reduce healthcare costs and improve employee health. He also highlights the tax-efficient dollars that employees can use to buy benefits. 
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.

Chris Gaddis, Benefits Specialist and Business Strategist

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.

Author Ray Lucia and CEO Mehdi Amini: Part 1

Ray Lucia & Mehdi Amini Part 3

When someone talks about 'taxes', you can hear the collective groan from people everywhere, but what if there were strategies to help minimize those taxes? 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, breaking down how you can keep more money in your pocket and less out of Uncle Sam's.

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.

When someone talks about 'taxes', you can hear the collective groan from people everywhere, but what if there were strategies to help minimize those taxes? 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, breaking down how you can keep more money in your pocket and less out of Uncle Sam's.
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.

Author Ray Lucia and CEO Mehdi Amini: Part 3

Ray Lucia & Mehdi Amini Part 2

Life looked a lot different in 1921, and retirement has changed just as much! 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, reminiscing on the retirement planning world through the years.

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.

Life looked a lot different in 1921, and retirement has changed just as much! 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, reminiscing on the retirement planning world through the years.
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.

Author Ray Lucia and CEO Mehdi Amini: Part 2

Interviews from the Financial Safari to encourage and enlighten.

Coach Listens with Coach Pete

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