America's 401k Show with Coach Pete
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.
Episodes
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 ot...
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...
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 pla...
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...
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 an...
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...
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...
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.
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.
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.
Do you need a hand planning out tax strategies as you approach retirement? Maybe it's time to go back to the fundamentals of retirement! Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings and going back in time to 1925, comparing yester-year to now.
Call 800-661-7383 or text PLAN to 600-700.
See omnystudio.com/listener for privacy information.
Coach Pete and the team discuss the difference between holding a 401(k) account and developing a retirement income plan. The conversation considers market swings and the decisions involved in drawing on savings.
The episode also explores life insurance policy details and reviewing the values shown in an illustration. The team discusses the questions that can arise when a contract's costs or benefits differ from what was expected.
C...
Coach Pete and the America’s 401k team discuss cryptocurrency volatility, investment research and financial fraud concerns. The conversation considers how excitement and fear of missing out can affect financial choices.
The episode also explores retirement expectations and discussing goals with a spouse. Inflation, interest rates and changing household costs raise questions about reviewing an income plan.
Call 800-661-7383 or...
Coach Pete and the America’s 401k team discuss building a plan around personal retirement goals. The conversation examines the transition from accumulating savings to drawing on those resources.
The episode also considers investment costs, portfolio risk and retirement income examples. The team discusses reviewing account details and asking how different parts of a financial plan fit together.
Call 800-661-7383 or text PLAN t...
Coach Pete and the America’s 401k team discuss reviewing a retirement plan and organizing account information. The conversation considers future income, flexibility and the questions that help clarify a household’s financial position.
The episode also explores Roth accounts and family legacy goals. Financial education and understanding the resources available for retirement are recurring themes.
Call 800-661-7383 or tex...
Coach Pete and the America’s 401k team discuss financial rules of thumb and the differences between individual stocks and groups of investments. The conversation considers spreading risk while examining the purposes of retirement resources.
The episode also explores retirement income, household bills and spending habits. Stories about entrepreneurship and money decisions connect long-term goals with the practical task of mana...
Coach Pete and the America’s 401k team discuss retirement readiness and the difference between having accounts and having a coordinated plan. The conversation considers fees, financial fraud concerns and organizing retirement resources.
The episode also examines how couples discuss spending, saving and their preferred retirement lifestyle. Income examples and questions about procrastination connect personal goals with reviewi...
Coach Pete and the America’s 401k team discuss employer retirement plans, vesting schedules and profit sharing. The conversation examines emotional responses to market movements and questions about account decisions.
The episode also considers tax deferral and future retirement income. Discussions of financial resources and broker misconduct emphasize understanding account details and asking questions before taking action.
Ca...
Coach Pete and the America’s 401k team work through retirement planning questions. The conversation considers diversification, market fluctuations and the effect of rising household costs.
The episode also discusses life insurance living benefits and future care expenses. The team examines asking about personal needs and reviewing how the pieces of a financial plan fit together.
Call 800-661-7383 or text PLAN to 600-700 to co...
Coach Pete and the America’s 401k team discuss cryptocurrency volatility and the questions to ask about investment information. Financial fraud concerns and fear of missing out are among the topics.
The episode also considers retirement expectations and discussing goals with a spouse. Inflation, interest rates and household costs raise questions about checking the assumptions in a retirement plan.
Call 800-661-7383 or text PL...
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