America's 401k Show with Coach Pete

Hosted by Coach Pete D'Arruda

BusinessInterviews guestsExplicit

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Episodes

342

Latest episode

Mar 2024

Language

EN-US

About the show

Make sense of your 401(k) and the transition from saving to retirement income. Coach Pete D'Arruda and the America's 401k Show team discuss employer retirement plans, rollovers, Roth and traditional accounts, investment fees, and the questions to ask before choosing a strategy. Explore how workplace savings fit into your broader retirement plan. Call 800-661-7383 or text PLAN to 600-700. Explore episodes: Start Here · Full Episodes · 401(k) Savings · Roth Accounts . More from Coach Pete: Financial Safari with Coach Pete · Rock on Retirement with Coach Pete .

Listen to episodes

60 recent

March 1, 202412 min

Create a Long-Term Financial Plan!

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. Call 800-661-7383 or text PLAN to 600-700. See omnystudio.com/listener for privacy information.

March 1, 202411 min

Looking Back to Move Forward into Retirement

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. Call 800-661-7383 or text PLAN to 600-700. See omnystudio.com/listener for privacy information.

March 1, 202411 min

How to Protect Your Savings!

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. Call 800-661-7383 or text PLAN to 600-700. See omnystudio.com/listener for privacy information.

March 1, 202412 min

Brokers Behaving Badly: Jesus Rodriguez

In this episode of America's 401K Show, Coach Pete discusses his upcoming book on retirement and the importance of making it accessible to readers. He also touches on the role of AI in writing books. The conversation then shifts to a segment on brokers behaving badly, highlighting the case of Jesus Rodriguez. The hosts also discuss the significance of including bucket list items in retirement planning. Lastly, they promote their other shows, Financial Pizza and Annuity Avenue, and offer a free retirement planning consultation to listeners. Call 800-661-7383 or text PLAN to 600-700. See omnystudio.com/listener for privacy information.

March 1, 202449 min

Mortgage Questions, Market Swings, and Making Time for Retirement Planning

Coach Pete and the America's 401k Show team discuss mortgages, recalling earlier experiences with assumable loans and asking questions about how lending arrangements work. The conversation also examines the emotions that can accompany fast-moving investments and market headlines. The episode connects those decisions with long-term financial goals and the value of making time for a retirement review. Stories about procrastination and planning lead back to understanding your overall financial situation before choosing individual strategies. Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan. See omnystudio.com/listener for privacy information.

June 30, 202350 min

401k Features, Employer Matches and Vesting Questions

Coach Pete and the America’s 401k team discuss features to review in an employer retirement plan. The conversation considers account access, employer matches and understanding vesting requirements. The episode also examines emotional reactions to market movements and the different roles of savings and retirement income. The team discusses asking how a plan’s resources support future needs. Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan. See omnystudio.com/listener for privacy information.

June 23, 202357 min

Retirement Checklists, Future Care and Inflation Questions

Coach Pete and the America’s 401k team work through retirement checklist questions. The conversation considers market fluctuations, diversification and the effect of inflation on household plans. The episode also examines future care costs and life insurance living benefits. Discussions of financial advice focus on asking questions about personal needs before selecting products or strategies. Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan. See omnystudio.com/listener for privacy information.

June 21, 202313 min

Beware the 'Secret Formulas' for Retirement!

Are you trying to time the Stock Market? You might as well try your luck at the roulette table. Do you have your savings protected? Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings. Call 800-661-7383 or text PLAN to 600-700. See omnystudio.com/listener for privacy information.

June 21, 202312 min

Index Universal Life Insurance: is it right for you?

Have you ever been sold on a product based on 'projections' instead of guarantees? Coach Pete is in the studio, talking about how to avoid games and gimmicks when preparing for retirement. Call 800-661-7383 or text PLAN to 600-700. See omnystudio.com/listener for privacy information.

June 21, 202312 min

Questions for Coach!

Have you wondered about how to build up your retirement savings vs. maintaining that portfolio? Coach Pete is in the studio, breaking down the consumer advocates, Steve and Thomas, attempts at stumping Coach! Call 800-661-7383 or text PLAN to 600-700. See omnystudio.com/listener for privacy information.

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