Phil Graham: Medicare Premiums, Social Security Taxes, and Quiet Costs (Part 4)

Coach Pete D’Arruda and Phil Graham examine costs that can quietly reduce a retirement paycheck. Topics include Medicare’s income-related premium adjustments, taxes on Social Security benefits, Roth conversion considerations, and the cumulative effect of investment fees. They discuss why understand…

Phil Graham: The Beneficiary Forms Your Will May Not Control (Part 2)

Coach Pete D’Arruda and Phil Graham discuss why a will does not necessarily decide who receives every account. They explore beneficiary designations, payable-on-death and transfer-on-death arrangements, life insurance, and the problems that can follow outdated paperwork. Hear the questions they sug…

David Walker: National Debt, Social Security, and Your Retirement

Former U.S. Comptroller General David Walker joins Coach Pete D’Arruda to discuss America’s debt, the pressures facing Social Security and Medicare, and why fiscal decisions in Washington matter to families preparing for retirement. They explore Walker’s proposals for reform, his concerns for futur…

Tom Hegna: Hidden Fees, Non-Traded REITs, and Planning Your Legacy

Coach Pete D’Arruda and Tom Hegna look beneath the surface of retirement products, from recurring fees and commissions to the liquidity concerns surrounding non-traded REITs. They discuss why comparing costs requires understanding how a product works, how life insurance may fit into wealth transfer…

Gary Marriage and Phil Graham: Stop Putting Off Your Retirement Plan (Part 4)

Coach Pete D’Arruda, Gary Marriage, and Phil Graham wrap up their conversation about making a retirement plan understandable and putting it into action. They discuss procrastination, retirement resources, and the importance of doing more than assuming everything will work out. The group also shares…

Amanda Daughtry: Women, Money, and Building a Personal Pension (Part 2)

Amanda Daughtry returns with Coach Pete D’Arruda and Thomas Lipscomb to discuss financial education, the retirement challenges facing women, and creating an income plan beyond a workplace pension. They share stories about music and family while exploring the value of understanding the resources ava…

Amanda Daughtry: Music, Morning Radio, and Planning the Next Chapter (Part 1)

QDR morning-show personality Amanda Daughtry joins Coach Pete D’Arruda and Thomas Lipscomb for a conversation about her Nashville background, life on the radio, and planning ahead. They share stories, discuss the timing of financial decisions, and connect everyday choices with the longer work of pr…

Nile Nickel: AI, Robotics, and the Technology Changing Everyday Life

Technology expert Nile Nickel joins Coach Pete D’Arruda for a conversation about artificial intelligence and what the next wave of technology could mean for work, healthcare, transportation, and life at home. Nickel explains why he treats AI as an assistant whose answers still need review, then dis…

Tony Haynes and Chuck Kaiton: Changing Technology and Retirement Decisions (Part 2)

Tony Haynes and Chuck Kaiton continue their conversation with Coach Pete D’Arruda and Thomas Lipscomb. They discuss how technology is changing everyday life, share stories from the world of sports, and connect those changes with financial and retirement decisions. Hear the perspective of two longti…

Tony Haynes and Chuck Kaiton: Sports, Broadcasting, and Life Beyond the Booth (Part 1)

The voice of the Wolfpack, Tony Haynes, and former Carolina Hurricanes broadcaster Chuck Kaiton join Coach Pete D’Arruda and Thomas Lipscomb for a conversation about sports, broadcasting, and the next stage of life. They reflect on their careers and bring a different perspective to the discussion o…