Financial Pizza: Recent Episodes
Broadcasting Experts
Clips and more from some of the best financial radio programs heard around the country every week. Advisors share their insight and offer tips to help you get to retirement.
In this episode of Financial Pizza, host Steve Sedahl discusses various financial topics including the impact of AI on the market, the importance of behavioral finance in decision-making, strategies for minimizing investment risk, innovative life insurance options for retirement, and a cautionary tale about brokers behaving badly. The conversation features insights from several financial advisors and highlights the need for informed financial decisions in a rapidly changing landscape. Visit Financial Pizza to learn more.
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This week we hear from America’s Wealth Coach and bestselling author Pete D’Arruda. He’s got taxes on his mind. Joe Murphy has insites from this week in the market. Greg Berrian tackles Medicare and standard health care and helps us navigate through them. Kevin Brucher introduces us to a site called charity navigator and how you can use it to make sure your money is going to the best charity for you. A new Brokers Behaving Badly that we call from Texas Dudes to Texas Toast. To learn more visit Financial Pizza.
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This week features David Kutcher on long term care. Eric Kearney and Joesph Lanza tackle the topic of Behavioral Finance. Marc Geels says Time Segmented Distribution is the way to go in retirement planning. Mal Mason and Chae Kyle wade into the Federal layoffs and it could be an opportunity to save more in retirement. To learn more visit Financial Pizza.
Learn how to create your own podcast by visiting Broadcasting Experts.
See omnystudio.com/listener for privacy information.
This week we hear from America’s Wealth Coach and bestselling author Pete D’Arruda. He’s got taxes on his mind. Joe Murphy has insites from this week in the market. Greg Berrian tackles Medicare and standard health care and helps us navigate through them. Kevin Brucher introduces us to a site called charity navigator and how you can use it to make sure your money is going to the best charity for you. A new Brokers Behaving Badly that we call from Texas Dudes to Texas Toast. To learn more visit Financial Pizza.
For information on creating your own podcast visit Broadcasting Experts.
See omnystudio.com/listener for privacy information.
In this episode of Financial Pizza, host Steve Sedahl discusses various financial topics including the impact of AI on the market, the importance of behavioral finance in decision-making, strategies for minimizing investment risk, innovative life insurance options for retirement, and a cautionary tale about brokers behaving badly. The conversation features insights from several financial advisors and highlights the need for informed financial decisions in a rapidly changing landscape. Visit Financial Pizza to learn more.
See omnystudio.com/listener for privacy information.
This week Steve Sedahl has a breakdown of the week in the market. Pete D’Arruda and crew are taking about keeping your money safe as you head into retirement. Taytana Bunich explains the sequence of returns risk. Ben Fuchs says boomers are bowing out of the job market. Joe Murphy digs into tariffs and what they can mean to those in retirement.
Visit Financial Pizza to learn more. Check out Broadcasting Experts and learn how you can have your own podcast.
Check out here Are We On The Air with Shawn Wilsie and on YouTube, Steve Sedahl is a guest on the show and talked a lot about the Home Shopping Industry as well as my part in Let's Bowl.
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In this episode of Financial Pizza, host Steve Sedahl discusses various financial topics including the impact of AI on the market, the importance of behavioral finance in decision-making, strategies for minimizing investment risk, innovative life insurance options for retirement, and a cautionary tale about brokers behaving badly. The conversation features insights from several financial advisors and highlights the need for informed financial decisions in a rapidly changing landscape. Visit Financial Pizza to learn more.
See omnystudio.com/listener for privacy information.
This week features David Kutcher on long term care. Eric Kearney and Joesph Lanza tackle the topic of Behavioral Finance. Marc Geels says Time Segmented Distribution is the way to go in retirement planning. Mal Mason and Chae Kyle wade into the Federal layoffs and it could be an opportunity to save more in retirement. To learn more visit Financial Pizza.
Learn how to create your own podcast by visiting Broadcasting Experts.
See omnystudio.com/listener for privacy information.
In this episode of Financial Pizza, host Steve Sedahl discusses various financial topics including the impact of AI on the market, the importance of behavioral finance in decision-making, strategies for minimizing investment risk, innovative life insurance options for retirement, and a cautionary tale about brokers behaving badly. The conversation features insights from several financial advisors and highlights the need for informed financial decisions in a rapidly changing landscape. Visit Financial Pizza to learn more.
See omnystudio.com/listener for privacy information.
This episode of Financial Pizza features clips from various financial advisors discussing topics such as retirement planning, market trends, cybercrime, and the psychology of retirement. The advisors draw parallels between ancient philosophers and saving for retirement, discuss the impact of major diseases on financial planning, and explore the phases of retirement. They also touch on market volatility, pig butchering as a metaphor for financial scams, and the NFL's foray into private equity. Overall, the episode provides insights and advice on various financial topics. Visit Financial Pizza to learn more.
Check out Broadcasting Experts to learn how you can create your very own podcast.
See omnystudio.com/listener for privacy information.
The conversation continues to explore the concept of petrodollar and its impact on the United States. It discusses the historical agreement between the US and Saudi Arabia, orchestrated by Henry Kissinger, which allowed oil trades to be settled in US dollars. The conversation also delves into the rise of the BRICS countries (Brazil, Russia, India, China, and South Africa) and their efforts to create their own currency to settle trade, potentially challenging the dominance of the US dollar. The discussion highlights the importance of being aware of these geopolitical events and their potential impact on the value of the US dollar. Wealth Health Radio with Joe Murphy is heard Sundays at noon on AM 560 The Answer, WIND in Chicago. Visit MWM Financial to connect with Joe.
Reports of the petrodollar system's demise are 'fake news' - here's why
What the end of petrodollars means Atlantic Council
U.S.-Saudi Petrodollar Pact Ends after 50 Years Reddit
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Coach Pete D’Arruda talks with author Cheryl Moore about annuities. Joe Murphy shares his take on the fifty basis point drop in the Federal interest rate. Brian Quaranta takes us on an A-I financial education. Eric Kearney and Joseph Lanza say don’t beat yourself up if you're late to the saving party.
Learn more at Financial Pizza. Check out Broadcasting Experts to learn how you can have your own podcast.
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This week a bit of everything including Coach Pete D’Arruda asking the question why is this a good investment for me? Brian Quaranta defines the difference between an investment strategy and a retirement strategy. Dave Pimper says it’s all about the big picture. Don Cloud digs into generational wealth transfer today. Mal Mason and Chae Kyle suggest a Roth conversion to help minimize taxes in retirement. Visit Financial Pizza to learn more. Visit Broadcasting Experts.
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This week we’ll meet the advisors of Capital Financial. Coach Pete D’Arruda discusses how to retire after the election. Parker Holland spotlights what the wealthy do differently and how we can learn from them. Gregg Berrian create a solid financial and income plan. Marty Hensley has multiple income streams in mind.
Learn more by visiting Financial Pizza.
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Coach Pete D’Arruda dissects the election and its impact on seniors. Eric Kearney and Joseph Lanza discuss what the wealthy do differently and how we can adopt those strategies. Joe Murphy takes a deep dive inot the gig economy and how it’s changing saving for retirement. Tripp Limehouse says emotion plays a bigger role than we may realize in retirement planning.
To learn more visit Financial Pizza.
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This week Coach Pete D’Arruda talks about retirement income. Eric Kearney and Joseph Lanza compare unwelcome Thanksgiving guests to retirement planning. Dave Pimper says it’s all about the budget. Tripp Limehouse says boomers need to be careful to avoid some pitfalls. Gregg Berrian discusses Medicare. Learn more at Financial Pizza.
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In this episode of Financial Pizza, host Steve Sedahl discusses various aspects of financial planning, including market volatility, the importance of financial advisors, retirement strategies, and budgeting for retirement activities. The conversation emphasizes the need for consumer awareness regarding financial manipulation and the significance of early saving and establishing good financial habits. The episode features insights from various financial advisors and highlights actionable strategies for listeners to enhance their financial literacy and planning. Visit Financial Pizza to learn more.
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We hear from Coach Pete D’Arruda who is talking with Michael Wall of Wall Private Wealth. Then it’s time to talk Medicare and open enrollment. Joe Murphy has Medicare Jon Shurr, a Medicare specialist to break it all down.
Visit Financial Pizza to learn more.
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Coach Pete D’Arruda talks with author Cheryl Moore about annuities. Joe Murphy shares his take on the fifty basis point drop in the Federal interest rate. Brian Quaranta takes us on an A-I financial education. Eric Kearney and Joseph Lanza say don’t beat yourself up if you're late to the saving party.
Learn more at Financial Pizza. Check out Broadcasting Experts to learn how you can have your own podcast.
See omnystudio.com/listener for privacy information.
The advisors have plenty to say this week. Coach Pete D’Arruda answers listener questions. Curt Lyman takes us to the movies. Joe Murphy has a zombie story to tell. Brian Quaranta says who needs GPS, just give me a map. Parker Holland touches on some recent news stories related to retirement planning. To learn more visit Financial Pizza.
Check out Broadcasting Experts to discover how you can create your podcast.
See omnystudio.com/listener for privacy information.
This episode of Financial Pizza features clips from various financial advisors discussing topics such as retirement planning, market trends, cybercrime, and the psychology of retirement. The advisors draw parallels between ancient philosophers and saving for retirement, discuss the impact of major diseases on financial planning, and explore the phases of retirement. They also touch on market volatility, pig butchering as a metaphor for financial scams, and the NFL's foray into private equity. Overall, the episode provides insights and advice on various financial topics. Visit Financial Pizza to learn more.
Check out Broadcasting Experts to learn how you can create your very own podcast.
See omnystudio.com/listener for privacy information.
Plenty on this weeks pizza. Coach Pete D’Arruda has thoughts on the unemployment numbers. Russ Hackman evaluates the current presidential race. Jeremy Nelson says it’s all about the plan. To learn more visit Financial Pizza.
Check out Broadcasting Experts to learn how they can help you create your own podcast.
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A jam packed pizza including Coach Pete D’Arruda has a conversation about the book The Richest Man in Babylon, Joe Murphy has some thoughts on when is the right time to put a plan together, Gregg Berrian has a case study and Brian Quaranta outlines what happens at a first meeting. That and more on Financial Pizza.
To learn more about producing your own podcast visit Broadcasting Experts.
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This week Joe Murphy weighs in on this week's market dip and the impact it could have on your retirement. Coach Pete D’Arruda talks about the spend and leave plan for retirement. Russ Hackman speculates on what could happen depending on who wins the presidential election. Weston Lindeman tackles the pros and cons of annuities and Parker Holland explains how Roth conversions work and when it might make sense for you. Visit Financial Pizza to learn more.
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In this episode of Financial Pizza, Steve Sedahl and Chrissy Paradis discuss various financial topics and share clips from financial advisors. They cover stock market and economic news, retirement and financial planning mistakes, the three C's of financial planning, the world's worst financial advisor, creating income in retirement, the economic outlook and market risks, electric vehicle leasing, and the rare phenomenon of cicadas. The episode provides insights into financial planning, investment strategies, and current market trends. Visit Financial Pizza to learn more.
Originally posted January 26, 2024
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The conversation continues to explore the concept of petrodollar and its impact on the United States. It discusses the historical agreement between the US and Saudi Arabia, orchestrated by Henry Kissinger, which allowed oil trades to be settled in US dollars. The conversation also delves into the rise of the BRICS countries (Brazil, Russia, India, China, and South Africa) and their efforts to create their own currency to settle trade, potentially challenging the dominance of the US dollar. The discussion highlights the importance of being aware of these geopolitical events and their potential impact on the value of the US dollar. Wealth Health Radio with Joe Murphy is heard Sundays at noon on AM 560 The Answer, WIND in Chicago. Visit MWM Financial to connect with Joe.
Reports of the petrodollar system's demise are 'fake news' - here's why
What the end of petrodollars means Atlantic Council
U.S.-Saudi Petrodollar Pact Ends after 50 Years Reddit
Visit Broadcasting Experts for more on podcast production.
See omnystudio.com/listener for privacy information.
There were plenty of headlines about the demise of the Petrodollar in recent weeks. The question is what does that mean? I sat down with Joe Murphy of Murphy Wealth Management in Valparaiso Indiana. Joe breaks it down in an easy to understand way and points out what it could mean and what impact it could have on retirees. This is the first of two parts that takes a deep dive into the Petrodollar and the de-dollarization. Joe Murphy and his show Wealth Health Radio heard Sundays at noon on AM 560 The Answer on WIND in Chicago. Visit MWMFinancial.tax to learn more.
Reports of the petrodollar system's demise are 'fake news' - here's why
What the end of petrodollars means Atlantic Council
U.S.-Saudi Petrodollar Pact Ends after 50 Years Reddit
See omnystudio.com/listener for privacy information.
On this week's show Coach Pete D’Arruda and Thomas Lipscomb have a lively conversation about making your retirement savings automatic. Kevin Sullivan and Robin Whitlock break down Social Security claiming strategies. Joe Murphy breaks down the Biden Crypto veto. Mark Henry shares a very personal and inspiring story.
Call 800-662-6808 or visit Financial Pizza to learn more.
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Another jam packed show with Coach Pete D’Arruda talking about a high stakes game of Monopoly. Joe Murphy digs into a book by Robert Shiller dealing with how our emotions can actually move the market. Chris Longworth uses clips from Seinfeld that relate to planning for retirement. That and much more. Visit Financial Pizza to learn more. Check out Broadcasting Experts to find out how you can have your own podcast. Call 800-662-6808 or Text PIZZA to 600700.
Here's a link to Narrative Economics by Robert Shiller
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This week Coach Pete D’Arruda has some thoughts on the potential benefits of a Roth IRA. Joe Murphy breaks down inflation, disinflation and deflation. Eric Kearney and Joseph Lanza discuss the importance of budgeting all the way through retirement. Learn more by visiting Financial Pizza or call 800-662-6808.
Visit Broadcasting Experts to see how they can help you have a media presence.
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In this episode of Financial Pizza, Steve Sedahl and Chrissy Paradis discuss various financial topics and share clips from financial advisors. They cover stock market and economic news, retirement and financial planning mistakes, the three C's of financial planning, the world's worst financial advisor, creating income in retirement, the economic outlook and market risks, electric vehicle leasing, and the rare phenomenon of cicadas. The episode provides insights into financial planning, investment strategies, and current market trends. Visit Financial Pizza to learn more.
Visit Broadcasting Experts to learn how you can have your own podcast.
See omnystudio.com/listener for privacy information.
A wide range of topics including Marty Hensley talking about the importance of working with an advisor to create that retirement and income plan. Jim Martin shares his take on the “rule of 100”. Spoiler alert, he’s not a big fan. Eric Kearney weighs in on how much emotions can dictate how we prepare for retirement. Kevin Brucher uses a classic sit-com to help frame why giving money to your grown children in retirement can be detrimental to your overall retirement. Gary Nolan has a trip planned back to 1924 and you’ve got first class seats.
Visit Financial Pizza to learn more. Visit Broadcasting Experts to learn how you can have your very own podcast and never have to leave your office.
See omnystudio.com/listener for privacy information.
Coach Pete D’Arruda wants you to have a steady reliable repeatable income stream in retirement. Joe Murphy examines the debt ceiling deal. Jay and Brittnay Hagy talk about the emotional side of retirement. Richard Pellitier says don’t take the first offer. Mal Mason and Chae Kyle explain some of the benefits of Indexed Universal Life Insurance. Gary Nolan has a look back at 1991. That and more on Financial Pizza. Call 800-662-6808
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Another jam packed show with Coach Pete D’Arruda talking abouFinancial Pizza From Monopoly to Narrative Economics, it's all covered here.t a high stakes game of Monopoly. Joe Murphy digs into a book by Robert Shiller dealing with how our emotions can actually move the market. Chris Longworth uses clips from Seinfeld that relate to planning for retirement. That and much more. Visit Financial Pizza to learn more. Check out Broadcasting Experts to find out how you can have your own podcast. Call 800-662-6808 or Text PIZZA to 600700.
Here's a link to Narrative Economics by Robert Shiller
See omnystudio.com/listener for privacy information.
This week Coach Pete D’Arruda has some thoughts on the potential benefits of a Roth IRA. Joe Murphy breaks down inflation, disinflation and deflation. Eric Kearney and Joseph Lanza discuss the importance of budgeting all the way through retirement. Learn more by visiting Financial Pizza or call 800-662-6808.
Visit Broadcasting Experts to see how they can help you have a media presence.
See omnystudio.com/listener for privacy information.
Good stuff all around this week. Marty Hensley showcases a case study that really shines. Eric Kearney reacts to J.P. Morgan Chase CEO’s thoughts on the economy. Joe Murphy tackles some things that show you might not be able to retire all in the vein of Jeff Foxworthy. Gary Nolan has time travel in mind when he takes us back to 1995. Visit Financial Pizza to learn more. Call 800-662-6808 or Text PIZZA to 600700.
See omnystudio.com/listener for privacy information.
In this episode of Financial Pizza, Steve Sedahl and Chrissy Paradis discuss various financial topics and share clips from financial advisors. They cover stock market and economic news, retirement and financial planning mistakes, the three C's of financial planning, the world's worst financial advisor, creating income in retirement, the economic outlook and market risks, electric vehicle leasing, and the rare phenomenon of cicadas. The episode provides insights into financial planning, investment strategies, and current market trends. Visit Financial Pizza to learn more.
Visit Broadcasting Experts to learn how you can have your own podcast.
See omnystudio.com/listener for privacy information.
A wide range of topics including Marty Hensley talking about the importance of working with an advisor to create that retirement and income plan. Jim Martin shares his take on the “rule of 100”. Spoiler alert, he’s not a big fan. Eric Kearney weighs in on how much emotions can dictate how we prepare for retirement. Kevin Brucher uses a classic sit-com to help frame why giving money to your grown children in retirement can be detrimental to your overall retirement. Gary Nolan has a trip planned back to 1924 and you’ve got first class seats.
Visit Financial Pizza to learn more. Visit Broadcasting Experts to learn how you can have your very own podcast and never have to leave your office.
See omnystudio.com/listener for privacy information.
This week Coach Pete D'Arruda talks about making sure your savings are automatic. Austin Porchelli from Help to Retire has annuities on his mind. Dan Groben and Phillip Menard take the annuity conversation a step further. Eric Kearney and Joseph Lanza discuss possibilities to build your retirement income in 2024. Visit Financial Pizza to learn more.
Check out BroadcastingExperts to learn how you can create your very own podcast.
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This week we hear from Coach Pete D’Arruda talking scams in the investment world. Russ Hackman explains the “Santa Claus Rally”. We have Mark Henry live on the show talking about the best gift he’s ever received coming in a selfless act of kindness from his son Hunter just in time for Christmas.
Visit Financial Pizza or call 800-662-8606 to learn more. Visit Broadcasting Experts to learn how you can have your own podcast.
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Coach Pete D’Arruda is talking about adjusting to retirement. Joe Murphy emphisizes the importance of the plan and be flexible with it. Marc Geels breaks down the sequence of returns risk. Gregg Berrian is talking about some year end retirement related things you should be doing. Kristina Ping Kepperling talks about adjusting to retirement. Dave Perkins takes us on a retirement road trip. Learn more by visiting Financial Pizza or call 800-662-6808.
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A cornucopia of fun retirement related stuff with an eye toward Thanksgiving. Coach Pete D’Arruda and Parker Holland break down a case study. Jeremy Nelson shares his thoughts on SECURE Act 2.0 and what lies ahead for 2024. John Papa has some suggestions on how to handle inflation in retirement. We’ll hear from ‘Sweet Lou’ and his rap on retirement. Visit Financial Pizza to learn more. Check out Broadcasting Experts to see how you can have your own podcast. Call 800-662-6808 or text PIZZA to 600700 to learn more.
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This episode originally appeared on July 28, 2023. Something a little different this week, we challenge the advisors to answer retirement related questions in the style of Regis Philbin and Who Wants to be a Retirement Millionaire. Join Dave Pimper out of Omaha, Nebraska, Kevin Brucher in Phoenix, Arizona, Joseph Lanza in Cape Coral, Florida, Mal Mason and Chae Kyle in Houston, Texas and Joe Murphy in Valparaiso, Indiana. Let’s see who goes home with a million dollars. Visit Financial Pizza to learn more. Check out Broadcasting Experts to find out how you could have your own customized podcast.
See omnystudio.com/listener for privacy information.
Another jam packed show with Coach Pete D’Arruda talking about a high stakes game of Monopoly. Joe Murphy digs into a book by Robert Shiller dealing with how our emotions can actually move the market. Chris Longworth uses clips from Seinfeld that relate to planning for retirement. That and much more. Visit Financial Pizza to learn more. Check out Broadcasting Experts to find out how you can have your own podcast. Call 800-662-6808 or Text PIZZA to 600700.
Here's a link to Narrative Economics by Robert Shiller
See omnystudio.com/listener for privacy information.
This week features Coach Pete D’Arruda with his view on the state of today’s mortgage rates. Joe Murphy breaks down just what a “Gold IRA” is and isn’t. Then we have some fun with Brad Olson and Joe Wilson and the importance of a budget as seen through the eyes of Michael Scott from The Office. To learn more visit Financial Pizza.
Visit Broadcasting Experts to learn how they can help you create your very own podcast.
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This week Joe Murphy breaks down just what could happen if Social Security is reduced and a chance to find out if you are at risk. Joseph Lanza has some thoughts on just how a retirement plan could come together. Parker Holland has a case study involving a 71-year-old man with $900,000 saved for retirement. Visit Financial Pizza for more. Check out Broadcasting Experts to learn how you can create your own podcast. Call 800-662-6808. Text Pizza to 600700.
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Plenty of good stuff, including Coach Pete D’Arruda, Dan Groben and Phillip Mendard battle it out in our version of Financial Jeopardy. Bruce Weinstein and Tim Travis talk about how to not run out of money in retirement and Parker Holland has a great case study to share. That and much more on this week's Financial Pizza.
Visit Financial Pizza for more. Check out Broadcasting Experts to learn how you can create your own podcast. Call 800-662-6808. Text Pizza to 600700.
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A nice collection of clips this week…Coach Pete D’Arruda is talking about 401-k’1. Kevin Sullivan and Robin Whitlock are talking about the late baby boomers and the challenges they are facing. Tom Mosley is concerned about hidden fees. Brian Ramsey says it’s important to maintain lifestyle in retirement and offers some tips to help you get there. Visit Financial Pizza for more. Check out Broadcasting Experts to learn how you can create your own podcast. Call 800-662-6808. Text Pizza to 600700.
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A nice assortment of pizza slices this week. Coach Pete D’Arruda gives us his take on working in retirement. Yes, he thinks it’s a good idea. Marc Geels talks about the importance of budgeting in retirement. Joe Hamel says advisors offer several levels of care, he’s got a great explanation. Richard Pellitier weighs in on how tax planning in retirement can make a huge and positive difference.Call 800-662-6808 Visit Financial Pizza to learn more.
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Good stuff all around this week. Marty Hensley showcases a case study that really shines. Eric Kearney reacts to J.P. Morgan Chase CEO’s thoughts on the economy. Joe Murphy tackles some things that show you might not be able to retire all in the vein of Jeff Foxworthy. Gary Nolan has time travel in mind when he takes us back to 1995. Visit Financial Pizza to learn more. Call 800-662-6808 or Text PIZZA to 600700.
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This podcast originally posted June 23, 2023.
Coach Pete D’Arruda discusses being ready for anything when it comes to retirement planning. Annuities, pros and cons from Eric Kearney and Joseph Lanza. Joe Murphy explains the basics of a reverse mortgage. Brittany and Jay Hagy talk about the emotional side of retirement planning. Richard Pellitier defines the Fed. Marc Geels breaks down sequence of returns risk. That and more today.
Visit Financial Pizza to learn more. Check out Broadcasting Experts to find out how you can have your own podcast.
See omnystudio.com/listener for privacy information.
Something a little different this week, we challenge the advisors to answer retirement related questions in the style of Regis Philbin and Who Wants to be a Retirement Millionaire. Join Dave Pimper out of Omaha, Nebraska, Kevin Brucher in Phoenix, Arizona, Joseph Lanza in Cape Coral, Florida, Mal Mason and Chae Kyle in Houston, Texas and Joe Murphy in Valparaiso, Indiana. Let’s see who goes home with a million dollars. Visit Financial Pizza to learn more. Check out Broadcasting Experts to find out how you could have your own customized podcast.
See omnystudio.com/listener for privacy information.
A wide range of topics including Marty Hensley talking about the importance of working with an advisor to create that retirement and income plan. Jim Martin shares his take on the “rule of 100”. Spoiler alert, he’s not a big fan. Eric Kearney weighs in on how much emotions can dictate how we prepare for retirement. Kevin Brucher uses a classic sit-com to help frame why giving money to your grown children in retirement can be detrimental to your overall retirement. Gary Nolan has a trip planned back to 1924 and you’ve got first class seats.
Visit Financial Pizza to learn more. Visit Broadcasting Experts to learn how you can have your very own podcast and never have to leave your office.
See omnystudio.com/listener for privacy information.
Plenty of topics. We hear from Coach Pete D’Arruda along with Brad Olson and Joe Wilson talking about retirement basics. Marc Geels takes us through a checklist of what to look for in a financial advisor. Kevin Brucher has a plan for Social Security. Dave Pimper takes a deep dive into what is the magic number needed to retire. Dave Perkins takes us back to 1981. Visit Financial Pizza to learn more.
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Coach Pete D’Arruda discusses being ready for anything when it comes to retirement planning. Annuities, pros and cons from Eric Kearney and Joseph Lanza. Joe Murphy explains the basics of a reverse mortgage. Brittany and Jay Hagy talk about the emotional side of retirement planning. Richard Pellitier defines the Fed. Marc Geels breaks down sequence of returns risk. That and more today.
Visit Financial Pizza to learn more. Check out Broadcasting Experts to find out how you can have your own podcast.
See omnystudio.com/listener for privacy information.
In this Best Of show originally posted April 28, 2023, Joe Murphy shares his view on today’s economy and where it could be headed. Eric Kearney has his own thoughts on the economy and has a declaration about Target Date Funds. Kristina Ping has some thoughts on generating rental income in retirement. Kevin Brucher has a strategy for laddering annuities for retirement income. Brad Olson and Joe Wilson talk about movie clips that relate to retirement. That and more on Financial Pizza. Call 800-662-6808. Text PIZZA to 600700.
Wanna create your own podcast? Check out Broadcasting Experts to learn how.
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Coach Pete D’Arruda wants you to have a steady reliable repeatable income stream in retirement. Joe Murphy examines the debt ceiling deal. Jay and Brittnay Hagy talk about the emotional side of retirement. Richard Pellitier says don’t take the first offer. Mal Mason and Chae Kyle explain some of the benefits of Indexed Universal Life Insurance. Gary Nolan has a look back at 1991. That and more on Financial Pizza. Call 800-662-6808.
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Plenty to talk about including Joe Murphy on the debt ceiling. Dan Groben and Phillip Menard break down the biggest takeaways from a recent retirement survey. Alan Kifer has Roth conversions on his mind and Prashant Sabapathi discusses the impact on potential changes to Social Security. Jackie Selby takes us on a journey back to 2004. That and more on Financial Pizza. Call 800-662-6808. Text PIZZA to 600700.
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This week Coach Pete D’Arruda and Parker Holland discuss a case study. Brian Quaranta is talking about taxes in retirement. Eric Kearney delves into long term care. Marc Geels has a different take on 401(k)’s. Call 800-662-6808. Visit FinancialPizza.com.
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A wide variety of topics including saving on taxes from Coach Pete D'Arruda. When is the right time to retire? Eric Kearney has some ideas. Nathan Forte says maxing our your 401(k) is admirable. Marc Geels says a Roth IRA can also help pay for college. An interesting concept for sure. Richard Pellitier talks about the Fed and what they are doing to help the economy.
Visit Financial Pizza to learn more. Call 800-662-6808.
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Joe Murphy shares his view on today’s economy and where it could be headed. Eric Kearney has his own thoughts on the economy and has a declaration about Target Date Funds. Kristina Ping has some thoughts on generating rental income in retirement. Kevin Brucher has a strategy for laddering annuities for retirement income. Brad Olson and Joe Wilson talk about movie clips that relate to retirement. That and more on Financial Pizza. Call 800-662-6808. Text PIZZA to 600700.
Wanna create your own podcast? Check out Broadcasting Experts to learn how.
See omnystudio.com/listener for privacy information.
This is a best of originally posted July 2022. Back next week with a brand new episode.
This week we hear from Coach Pete D’Arruda and his take on inflation and potentially recession. Joe Murphy weighs in on the topic and expands on it. Eric Kearney talks about Crypto currency and much more. Then Coach Pete talks with Rey Arias, a local restaurateur. He’s a true American success story. Call 800-662-6808. FinancialPizza.com
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Coach Pete D’arruda has special guests on Financial Safari. Joe Murphy has some thoughts on the banking crisis and the recent interest rate hike by the Fed. Brian Quaranta highlights five areas of retirement that need to be addressed. Richard Pellitier has long term investing on his mind. Brad Olson and Joe Wilson have some fun with their host. Visit Financial Safari. Call 800-662-6808 Text PIZZA to 600700.
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Plenty of variety this week. Coach Pete D’Arruda says you are not up until you are out. Brian Quaranta weighs in on the SVB failure. Joe Murphy offers his opinion of the current banking situation. Mike Wall fills in for Coach Pete D’Arruda on Financial Safari. Eric Kearney turns the tables and asks me questions about retirement. Visit Financial Pizza to learn more. Text PIZZA to 600700.
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The Silicon Valley Bank failure had the advisors attention this week. We hear from several advisors to hear their take on what happened and how we can learn from it. Coach Pete D’Arruda from Financial Safari is here. Joe Murphy from Wealth Health radio checks in along with Paul Roberts and Eric Kearney. Visit Financial Pizza to learn more. Call 800-662-6808 or Text PIZZA to 600700.
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A nice assortment of pizza slices this week. Coach Pete D’Arruda gives us his take on working in retirement. Yes, he thinks it’s a good idea. Marc Geels talks about the importance of budgeting in retirement. Joe Hamel says advisors offer several levels of care, he’s got a great explanation. Richard Pellitier weighs in on how tax planning in retirement can make a huge and positive difference.Call 800-662-6808 Visit Financial Pizza to learn more.
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Diverse topics this week include Coach Pete D’Arruda has safe money on his mind. Eric Kearney says the plan is what retirement is all about. Joe Murphy breaks down just what a reverse mortgage is and what it isn’t. Brooklyn Chandler Willy says there’s an annuity for just about everyone. Gary Nolan takes us back to 1938. Call 800-662-6808. Text PIZZA to 600700. Visit Financial Pizza and check out Broadcasting Experts.
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Good stuff all around this week. Marty Hensley showcases a case study that really shines. Eric Kearney reacts to J.P. Morgan Chase CEO’s thoughts on the economy. Joe Murphy tackles some things that show you might not be able to retire all in the vein of Jeff Foxworthy. Gary Nolan has time travel in mind when he takes us back to 1995. Visit Financial Pizza to learn more. Call 800-662-6808 or Text PIZZA to 600700.
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Coach Pete D’Arruda and Kevin Frisbie have guaranteed income in retirement on their minds. Brian Quaranta is touting his new book that helps folks put the right plan together for retirement. Eric Kearney and Joseph Lanza are talking about the less than desirable 60/40 split in retirement accounts. Joe Murphy introduces us to Paul Payne, a life insurance expert who talks about life insurance can be so much more than a death benefit. Marc Geels has some insight on inflation and its impact. Marty Hensley and Gregg Berrian break down the importance of asset allocation and how it changes as we get older.
This podcast was originally posted June 6, 2022.
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Plenty of topics this week including Coach Pete explains some new IRS rules that could prove beneficial to your bottom line. Eric Kearney and Joe Murphy dig into annuities pros and cons. Gary Nolan takes us on a journey back to 1974. Visit Financial Pizza for more. Call 800-662-6808. Visit Broadcasting Experts.
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Great topics this week include Coach Pete D’Arruda shares insight on taxes in retirement. Brian Quaranta breaks down annuities. Eric Kearney asks the age old question: so when can I retire? Kevin Frisbie says you must have these five documents in place before you retire. Dave Perkins has his own take on annuities. Call 800-662-6808 or Text PIZZA to 600-700. Visit Financial Pizza for more. Check out Broadcasting Experts to see how easy it is to get your own podcast.
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This week Coach Pete D’Arruda sits down with business entrepreneur Jason Wojciechowski or WoJo for short. Jason offers some tip on how to get your life and your business on track for success. Get started by visiting Lifeonaire. Call 800-662-6808. Visit Financial Pizza to learn more.
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A special episode of Financial Pizza this week. Coach Pete D’Arruda has a great conversation with CPA Stan Moore. If you own a small business this interview is for you. He goes over how you can legally begin to minimize your business taxes. If you’re planning to retire this year Stan has some tips for you too. To learn more about Coach Pete visit Pete on Demand. For more on Stan visit Stan Moore CPA. Visit Financial Pizza and Broadcasting Experts.
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A great way to kick off the new year. Coach Pete D’Arruda looks at what 2023 may have in store. Eric Kearney says there are lessons to be learned from 2022. Joe Murphy announces a new annuity specifically for long term care. Brooklyn Chandler Willy breaks down your income replacement rate in retirement. Gary Nolan reviews 1991.
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This week Coach Pete D’Arruda and Parker Holland discuss a case study. Brian Quaranta is talking about taxes in retirement. Eric Kearney dives into long term care. Marc Geels has a different take on 401(k)’s. Steve Sedahl has a brokers behaving badly. Call 800-662-6808. Visit FinancialPizza.com.
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This week on Financial Safari Capital Financials Chief Wealth Strategist Parker Holland breaks down some strategies that could help you retire a little earlier than planned. Eric Kearney explains why you need a solid relationship with a financial advisor. Joe Murphy talks about how today’s economy is a lot like the 1970’s. Kevin Frisbie weighs in on life insurance and how it’s changed over the past ten years. Senior Wealth Strategist Marty Hensley recounts his start in the business and how it’s unrecognizable today. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com to learn more.
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We’ll hear different takes on your 401(k), learn how a Roth can be multi-purpose and what’s up with the Santa Claus Wall Street rally. That and much more. Call 800-662-6808. Text Pizza to 600700. Check out Financial Pizza. Visit Broadcasting Experts to learn more.
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We’ll hear different takes on your 401(k), learn how a Roth can be multi-purpose and what’s up with the Santa Claus Wall Street rally. That and much more. Call 800-662-6808. Text Pizza to 600700. Check out Financial Pizza. Visit Broadcasting Experts to learn more.
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Coach Pete D’Arruda says where you put your savings for retirement makes a big difference. Marc Geels shares his take on Social Security and perhaps what you may not be aware of. Eric Kearney has a great description of just what building a floor in your retirement plan. Paul Roberts offers some strategies to increase your retirement savings. Chuck Carrier talks about risk assessment and how important that is for people. Gary Nolan takes the wayback machine to 1941. Visit Financial Pizza for more. Check out Broadcasting Experts to learn how you can create your own podcast. Call 800-662-6808. Text Pizza to 600700.
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The Advisors have taxes on their minds, specifically tax planning in retirement. We hear from Brian Quaranta explaining how a Roth conversion can help lower your taxes. Richard Pellitier talks about how a trust can be used to help minimize the tax bite. Eric Kearney says don’t procrastinate, face the tax issue head on. Parker Holland shares a case study of a 61-year-old couple and how they successfully retired and left a legacy. Gary Nolan has warmed up the ‘WayBack’ machine for a trip back to 1988.
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Coach Pete D’Arruda and Parker Holland break down a case study with amazing results. Richard Pellitier brings us up to date on the Secure Act and the stretch IRA. Ed Storer is talking about inflation. Eric Kearney has some observations about the election, inflation and what you can do to help your retirement. Gary Nolan took the Wayback machine all the way to 1949. Visit Financial Pizza for more. Check out Broadcasting Experts to learn how you can create your own podcast. Call 800-662-6808. Text Pizza to 600700.
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Coach Pete D’Arruda and Parker Holland break down a case study with amazing results. Richard Pellitier brings us up to date on the Secure Act and the stretch IRA. Ed Storer is talking about inflation. Eric Kearney has some observations about the election, inflation and what you can do to help your retirement. Gary Nolan took the Wayback machine all the way to 1949. Visit Financial Pizza for more. Check out Broadcasting Experts to learn how you can create your own podcast. Call 800-662-6808. Text Pizza to 600700.
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Something a little different this week. It’s an interview with filmmaker Doug Orchard. His latest film is called The Baby Boomer Dilemma. It’s an in-depth look at the state of retirement, specifically baby boomers. Coach Pete D’Arruda and Doug have a spirited conversation about the film and what it could mean going forward. Visit Financial Pizza.com. Call 800-662-6808.
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This week Russ Hackman shares his thoughts on how to navigate a volatile market. Richard Pellitier says finding your philosophy for investing is important. Joe Murphy talks about creating balance in your portfolio. Gary Nolan takes us back to 1955. Steve Sedahl has a Brokers Behaving Badly. Visit Financial Pizza for more. Check out Broadcasting Experts to learn how you can create your own podcast. Call 800-662-6808. Text Pizza to 6008700.
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A special episode of Financial Pizza. Eric Kearney and Joseph Lanza were in the thick of Hurricane Ian in southwest Florida. It took three weeks but they are back and certainly have some stories to tell. Call 800-662-6808. Text PIZZA to 600700. Visit Financial Pizza to learn more. Visit Broadcasting Experts to learn how you could have your very own podcast.
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A fun show this week featuring Pete D’Arruda talking about the financial fill up strategy. Jeff Truchon outlines why having a fiduciary advisor can make a huge difference in your retirement planning. Richard Pellitier has some thoughts on inflation and how to deal with it in retirement. Gary Nolan takes us on a trip back to 1983. Visit Financial Pizza to learn more. Check out Broadcasting Experts to learn how you can have your own podcast. Call 800-662-6808. Text PIZZA to 600-700.
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Coach Pete D’Arruda offers his thoughts on putting precious metals in your retirement accounts. Marc Geels breaks down sequence of returns risk. Richard Pellitier has some thoughts on the Federal Reserve. Coach Pete interviews Eric Balchunas about his new book The Bogle Effect.
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A nice mix this week on a variety of topics. Coach Pete D’Arruda has a conversation with bestselling author and financial expert Tom Hegna. Eric Kearney and Joesph Lanza dig into what’s going on in the market and how it’s affecting those in retirement. Joe Murphy has Medicare specialist Carol Van Noot outlining what is new with Medicare in 2023. Visit Financial Pizza to learn more. Call 800-662-6808 or text PIZZA to 600700.
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A nice mix this week on a variety of topics. Coach Pete D’Arruda has a conversation with bestselling author and financial expert Tom Hegna. Eric Kearney and Joesph Lanza dig into what’s going on in the market and how it’s affecting those in retirement. Joe Murphy has Medicare specialist Carol Van Noot outlining what is new with Medicare in 2023. Visit Financial Pizza to learn more. Call 800-662-6808 or text PIZZA to 600700.
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This week we’ll hear from Coach Pete D’Arruda on income planning. We introduce Brooklynn Chandler Willy with her take on proposed changes to RMD’s. Richard Pellitier explains what a safe withdrawal rate is from your retirement accounts. Eric Kearney and Joseph Lanza look at longevity risk. Steve Sedahl has a Brokers Behaving Badly. To learn more visit FinancialPizza.com. Call 800-662-6808.
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This week we’ll hear from Coach Pete D’Arruda on income planning. We introduce Brooklynn Chandler Willy with her take on proposed changes to RMD’s. Richard Pellitier explains what a safe withdrawal rate is from your retirement accounts. Eric Kearney and Joseph Lanza look at longevity risk. Steve Sedahl has a Brokers Behaving Badly. To learn more visit FinancialPizza.com. Call 800-662-6808.
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This week Coach Pete D’Arruda sits down with former Congressman J. D. Hayworth for a rousing conversation. Topics include politics, of course, growing up in North Carolina and the rivalry between UNC and NC State. Call 800-662-6808. Text PIZZA to 600-700 Visit FinancialPizza.com.
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This week Coach Pete D’Arruda sits down with former Congressman J. D. Hayworth for a rousing conversation. Topics include politics, of course, growing up in North Carolina and the rivalry between UNC and NC State. Call 800-662-6808. Text PIZZA to 600-700 Visit FinancialPizza.com.
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This week Coach Pete D’Arruda explains what a front end load means. Marc Geels breaks down how segmented your retirement dollars can get you where you want to be in retirement. Eric Kearney talks about sequence of returns risk and Gary Nolan takes us back to 1978. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com.
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This week Coach Pete D’Arruda weighs in with some car buying tips especially if you’re in retirement. Kevin Frisbie discusses the importance of maintaining your lifestyle in retirement. Eric Kearney tackles tax planning in retirement and just how important that can be. Dave Pimper has a great overview of Social Security and Steve Sedahl has a Brokers Behaving Badly that will make your head hurt. Call 800-662-6808. Text PIZZA to 600-700.
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This week Coach Pete D’Arruda discusses the importance of having fun in retirement as long as the financial portion is covered. Marc Geels breaks down the Titanic effect as it relates to retirement. Saba Khan takes us through her process of getting someone set up for retirement. We also hear from Eric Kearney and Joe Hamel. Call 800-662-6808 Visit Financial Pizza and Broadcasting Experts to learn more.
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A tasty pizza this week. Coach Pete D’Arruda and Kevin Frisbie talk when is the right time to retire. Eric Kearney shares his thoughts on what some are saying about the potential ‘financial hurricane’ coming down the road. Joe Murphy and Estate Planning Attorney Brian Less discuss what should be in your plan. Parker Holland breaks down a case study of a successful retirement. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com.
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This week Coach Pete D’Arruda talks with author and entrepreneur Jim Stovall. Brian Quaranta says maybe you can retire early. Kevin Frisbie visits the ins and outs of Social Security claiming. Eric Kearney talks about maintaining lifestyle throughout retirement. Dave Perkins takes us back to 1960. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com to learn more.
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This week we hear from Coach Pete D’Arruda and his take on inflation and potentially recession. Joe Murphy weighs in on the topic and expands on it. Eric Kearney talks about Crypto currency and much more. Then Coach Pete talks with Rey Arias, a local restaurateur. He’s a true American success story. Call 800-662-6808. FinancialPizza.com
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Something a little different this week. It’s an interview with filmmaker Doug Orchard. His latest film is called The Baby Boomer Dilemma. It’s an in-depth look at the state of retirement, specifically baby boomers. Coach Pete D’Arruda and Doug have a spirited conversation about the film and what it could mean going forward. Visit Financial Pizza.com. Call 800-662-6808.
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A nice assortment of pizza slices this week. Coach Pete D’Arruda gives us his take on working in retirement. Yes, he thinks it’s a good idea. Marc Geels talks about the importance of budgeting in retirement. Joe Hamel says advisors offer several levels of care, he’s got a great explanation. Richard Pellitier weighs in on how tax planning in retirement can make a huge and positive difference. Brian Quaranta says inflation is a bit of a problem. Visit FinancialPizza.com. Production at Broadcasting Experts, Apex, NC.
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This week Coach Pete D’Arruda has Stratego on his mind and then he interviews best selling author Eric Balchunas about his book The Bogle Effect. Eric Kearney has some interesting thoughts on losing value versus losing money. Joe Murphy talks about retirement regrets. That and more on Financial pizza. Visit FinancialPizza.com Call 800-662-6808. Visit BroadcastingExperts.com to learn more about our state of the art audio and video production.
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This week on Financial Safari Capital Financials Chief Wealth Strategist Parker Holland breaks down some strategies that could help you retire a little earlier than planned. Eric Kearney explains why you need a solid relationship with a financial advisor. Joe Murphy talks about how today’s economy is a lot like the 1970’s. Kevin Frisbie weighs in on life insurance and how it’s changed over the past ten years. Senior Wealth Strategist Marty Hensley recounts his start in the business and how it’s unrecognizable today. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com to learn more.
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Coach Pete D’Arruda and Kevin Frisbie have guaranteed income in retirement on their minds. Brian Quaranta is touting his new book that helps folks put the right plan together for retirement. Eric Kearney and Joseph Lanza are talking about the less than desirable 60/40 split in retirement accounts. Joe Murphy introduces us to Paul Payne, a life insurance expert who talks about life insurance can be so much more than a death benefit. Marc Geels has some insight on inflation and its impact. Marty Hensley and Gregg Berrian break down the importance of asset allocation and how it changes as we get older.
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This week Coach Pete D’Arruda talks about bubble wealth. Richard Pellitier says we need to be acutely aware of income taxes in retirement. Eric Kearney says you can’t do a job with a tool box full of hammers. Joe Murphy offers up some reasons to work in retirement. Dave Perkins takes us on a retirement road trip. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com.
This podcast was originally released December 3, 2021
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Kicking off summer with Coach Pete D’Arruda who says you have to take action not just complain about the current state of the economy. Joe Murphy weighs in on the lingering effects of inflation. Eric Kearney says there is one universal truth in retirement. Cynthia Fick and Gina White say no need to panic, market corrections are a normal part of things. Marty Hensley and Gregg Berrian speculate about what lies ahead for those entering retirement. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808 Visit FinancialPizza.com
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Kicking off summer with Coach Pete D’Arruda who says you have to take action not just complain about the current state of the economy. Joe Murphy weighs in on the lingering effects of inflation. Eric Kearney says there is one universal truth in retirement. Cynthia Fick and Gina White say no need to panic, market corrections are a normal part of things. Marty Hensley and Gregg Berrian speculate about what lies ahead for those entering retirement. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808 Visit FinancialPizza.com
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This week Coach Pete D’Arruda sits down with Chris Gronkowski to discuss his latest business venture. The advisors have crypto on their minds. Coach Pete and Eric Kearney offer their views of cryptocurrency. Brian Quaranta breaks down inflation and its effect on Seniors. Joe Murphy brings some great information about cyber security. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com.
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This week Coach Pete D’Arruda and Parker Holland discuss a case study. Brian Quaranta is talking about taxes in retirement. Eric Kearney delves into long term care. Marc Geels has a different take on 401(k)’s. Steve Sedahl has a brokers behaving badly. Call 800-662-6808. Visit FinancialPizza.com.
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Coach Pete D’Arruda warns us of a “tax train” coming. Eric Kearney digs into a bit of behavioral finance. Saba Khan talks about longevity and how we have to prepare for it. Marc Geels compares retirement to moving to a foreign country. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808 Text PIZZA to 21000 Visit FinancialPizza.com Visit CapitalFinancialUSA.com
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This week, Coach Pete D’Arruda discusses ‘financial termites’ and how they could be eating away at your retirement dollars. Cynthia Fick and Gina White talk about how working a little bit longer before retirement can make a huge difference. Joe Murphy explains the living benefit of life insurance. Eric Kearney says maintaining your lifestyle in retirement is part art, part science and part common sense. Steve Sedahl has a broker behaving badly. Call 800-662-6808. Visit FinancialPizza.com.
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(BEST OF) A nice mix this week. We’ll hear from Coach Pete D’Arruda talking with bestselling author Andrew Hallam. Retirement Coach Joe Hamel goes over the standards of care in the financial industry. Eric Kearney and Joseph Lanza check in. We have the story of duck or duct tape from Dave Perkins and a financial success story from Gary Nolan. Call 800-662-6808. Visit FinancialPizza.com
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This week Coach Pete D’Arruda talks with Eric Balchunas about his new book called The Bogle Effect. Richard Pellitier shares his thoughts about the bond market. Eric Kearney says the national debt could trigger higher taxes. Dave Perkins takes us back to 1929. Call 800-662-6808. Visit FinancialPizza.com.
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This week Coach Pete D’Arruda interviews bestselling author Andrew Hallam. Richard Pellitier weighs in on taxes in retirement. Brian Quaranta takes us through how inflation can impact our retirement. Dave Perkins takes us back to 1987. Learn more at FinancialPizza.com. Call 800-662-6808. Text PIZZA to 600700
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Coach Pete D’Arruda kicks things off this week with a discussion on precious metals in your retirement accounts. Brian Quaranta says it’s never too late to start saving for retirement. Eric Kearney says there’s a difference between being a saver and being an investor. Dave Perkins has the story of the microwave and Steve Sedahl has a brokers behaving badly. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com.
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This week, Coach Pete D’Arruda discusses risk in retirement. Marc Geels shares his unique approach to budgeting. Eric Kearney says yes, everyone needs an income plan in retirement. Kevin Frisbie talks about pros and cons of a Roth IRA. Gary Nolan takes us back to 1984. Call 800-662-6808 Text PIZZA to 21000 Visit FinancialPIzza.com
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A nice mix this week. We’ll hear from Coach Pete D’Arruda talking with bestselling author Andrew Hallam. Retirement Coach Joe Hamel goes over the standards of care in the financial industry. Eric Kearney and Joseph Lanza check in. We have the story of duck or duct tape from Dave Perkins and a financial success story from Gary Nolan. Call 800-662-6808. Visit FinancialPizza.com
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A different kind of podcast this week. We feature Coach Pete D’Arruda talking with bestselling author, motivational speaker and movie producer Jim Stovall. We then showcase some of the features we do for some of the other shows. We’ll hear from Dave Perkins on a trip back to 1929. Gary Nolan has a financial failure story and Steve Sedahl has a broker behaving badly. Call 800-662-6808. Visit FinancialPizza.com
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This week is all about a topsy turvy stock market. Coach Pete D’Arruda talks about financial fundamentals. Kevin Frisbie says it’s been a tough year in the market and it’s only January. Cynthia Fick and Gina White put the current market in perspective from a historical viewpoint. Eric Kearney says the current market can be a great opportunity. Kevin Brucher explains how algorithms rule the market and why that’s important. Dave Perkins takes us back to 1929. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com
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This week is all about a topsy turvy stock market. Coach Pete D’Arruda talks about financial fundamentals. Kevin Frisbie says it’s been a tough year in the market and it’s only January. Cynthia Fick and Gina White put the current market in perspective from a historical viewpoint. Eric Kearney says the current market can be a great opportunity. Kevin Brucher explains how algorithms rule the market and why that’s important. Dave Perkins takes us back to 1929. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com
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A nice variety of flavors on this week's pizza. Marty Hensley and Gregg Berrian discuss market volatility and how to deal with it in retirement on America’s 401(k) show. Eric Kearney has a plan for long term care that might surprise you. Mike Catalano tackles longevity in your retirement plan. Kevin Frisbie has estate planning on his mind. Gary Nolan takes us back to 1984. Steve Sedahl has an updated Brokers Behaving Badly. Call 800-662-6808 or text PIZZA to 600700. Visit FinancialPizza.com.
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Coach Pete D’Arruda warns us of a “tax train” coming. Eric Kearney digs into a bit of behavioral finance. Kevin Frisbie talks about the new administration and how that could affect our retirement accounts. Saba Khan-Smith talks about longevity and how we have to prepare for it. Marc Geels compares retirement to moving to a foreign country. Gary Nolan takes us back to 1977. Call 800-662-6808 Text PIZZA to 21000 Visit FinancialPizza.com Visit CapitalFinancialUSA.com
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A New Year themed podcast today. Coach Pete D’Arruda talks about a new movie he’s involved with called The Baby Boomers Dilemma. Dave Pimper talks about how we shouldn’t get spooked by the market. Brian Quaranta says tax planning is key in retirement. Marc Geels explains IRMA. Steve Caruso says retirement planning doesn’t need to be overwhelming. Dave Perkins takes us back to 1985. Call 800-662-6808. Visit FinancialPizza.com.
The Baby Boomer Documentary Trailer
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In this 'best of show' we celebrate 100 episodes of Financial Pizza. A nice variety of stuff here that is worth hearing again.
Back again next week with all new episodes for 2022.
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In this year end, special, best of episode of Financial Pizza Coach Pete D’Arruda previews his latest book. We dig into the chapter on taxes in retirement. Marc Geels says there are several things you can do with your 401(k) after you retire. Eric Kearney tackles government spending and its potential impact on your retirement portfolio. Dave Pimper has Social Security on his mind. Dave Perkins takes us back to 1981 in our Through the Years segment. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com.
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This week features Coach Pete D’Arruda talking about the benefits of working in retirement. Kevin Frisbie says annuity is not a bad word. Richard Pellitier puts his spin on a new kind of life insurance. Marc Geels says you can use a Roth IRA to help save for college. Dave Perkins takes us on a road trip to the Crystal Coast. Call 800-662-6808. Text Pizza to 600 700. Visit FinancialPizza.com
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This week Coach Pete D’Arruda talks about bubble wealth. Richard Pellitier says we need to be acutely aware of income taxes in retirement. Eric Kearney says you can’t do a job with a tool box full of hammers. Joe Murphy offers up some reasons to work in retirement. Dave Perkins takes us on a retirement road trip. Call 800-662-68085. Text PIZZA to 600700. Visit FinancialPizza.com.
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This week we highlight some of the feature pieces we’ve done over the past year. Included is a Thanksgiving Road Trip with Dave Perkins. We then have a couple of Brokers Behaving Badly as well as visits to Virginia and Minnesota. Check out FinancialPizza.com.
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This week Coach Pete D’Arruda previews his latest book. We dig into the chapter on taxes in retirement. Marc Geels says there are several things you can do with your 401(k) after you retire. Eric Kearney tackles government spending and its potential impact on your retirement portfolio. Dave Pimper has Social Security on his mind. Dave Perkins takes us back to 1981 in our Through the Years segment. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com.
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We hear from Coach Pete D’Arruda discussing the new acronym taking the place of FANG. Eric Kearney says a bag of hammers can be like the wrong retirement plan. Marc Geels highlights a very different approach to saving in your 401(k). Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com for more.
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This week, Coach Pete D’Arruda has taxes in retirement on his mind. Kevin Frisbie schools on annuities. Eric Kearney says to expect the unexpected in retirement. Nathan Fort says you need to create income in retirement. Richard Pellitier talks about what his clients are asking him. Dave Perkins takes us back to 1960. To learn more call 800-662-6808. Visit FinancialPizza.com.
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A variety of topics this week. Coach Pete D’Arruda is talking to business owners about what he calls Enterprise Risk Management. Kevin Brucher says this week's market has him thinking a little differently. Joe Murphy says we can learn from the past and apply what we learned to modern times. Saba Khan breaks down the needs and wants of retirement planning. Kevin Frisbie has some great insight on inflation today and how to make sure you are protected. Morgan Patrick takes us back to 1967. Visit FinancialPizza.com
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This week’s financial nuggets include Coach Pete D’Arruda with some advice on life insurance. Marc Geels explains how to stress test your portfolio. Richard Pellitier has some thoughts on the proposed tax changes coming out of Washington, D.C. Dave Perkins takes us on a nostalgic trip back to 1979. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com.
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Plenty of financial nuggets in this week's show. Coach Pete D’Arruda says inflation needs to be top of mind in retirement. Joe Murphy says we have much to learn about the SECURE Act 2.0. Brian Quaranta outlines some mistakes to avoid going into retirement. Eric Kearney compares today's market to a hurricane. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com.
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This week it’s all about SECURE Act 2.0. Coach Pete D’Arruda talks about bonds and how they can be a part of your portfolio. Richard Pellitier tells it like it is when it comes to SECURE Act 2.0. Nathan Fort digs into the Ways and Means tax proposal. Kevin Frisbie says SECURE Act 2.0 has some good parts to it. Eric Kearney sums up the week in his own unique way. Steve Sedahl has a Brokers Behaving Badly that will make you shake your head in disbelief. Visit FinancialPizza.com. Call 800-662-6808. Text PIZZA to 600-700.
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Another eclectic mix of financial nuggets including Coach Pete D’Arruda turning paychecks into paychecks. Paul Roberts and Kevin Frisbie have some interesting insight to cryptocurrency. Mike Levy says today’s life insurance could even work for single people. Brian Quaranta gets into new rules for inherited IRA’s. Dave Perkins takes us back to 1997 and Steve Sedahl has a Brokers Behaving Badly that will make you angry.
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An eclectic mix of financial talk on this week's pizza. Coach Pete D’Arruda has inflation on his mind. Paul Roberts and Eric Kearney both talking about cryptocurrency and is it right for your portfolio. Joe Murphy has some do’s when it comes to retirement planning. Richard Pellitier says don’t forget about the RMD’s. Dave Perkins takes us on a trip back to 1964. Call 800-662-6808. Text PIZZA to 600 700. Visit FinancialPIzza.com.
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This week's pizza features slices from Coach Pete D’Arruda talking about retirement myths. Eric Kearney asks how much is too much risk in your retirement plan. Kevin Frisbie says some annuities can be beneficial in retirement. Marc Geels puts the old 4% rule to rest. Steve Sedahl shares his 9/11 story. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com.
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This week Coach Pete D’Arruda explains what a front end load means. Marc Geels breaks down how segmented your retirement dollars can get you where you want to be in retirement. Eric Kearney talks about sequence of returns. Dave Perkins takes us back to 1962 and Steve Sedahl has a new Brokers Behaving Badly. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com
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This week Coach Pete D’Arruda previews his latest book. We dig into the chapter on taxes in retirement. Marc Geels says there are several things you can do with your 401(k) after you retire. Eric Kearney tackles government spending and its potential impact on your retirement portfolio. Dave Pimper has Social Security on his mind. Dave Perkins takes us back to 1981 in our Through the Years segment. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com.
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This week, Coach Pete D’Arruda talks with author and entrepreneur Jim Stovall. Brian Quaranta says maybe you can retire early. Kevin Frisbie visits the ins and outs of Social Security claiming. Eric Kearney talks about maintaining lifestyle throughout retirement. Dave Perkins takes us back to 1960. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com to learn more.
Visit Jim Stovall.com to learn more and get the book.
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This week something a little different. We’ll hear from Coach Pete D’Arruda in NC and Kevin Frisbie in ME together. It makes for some interesting conversation. Eric Kearney weighs in on what he does to help educate people on financial planning. We meet Cory Zafke and Taylor Sundeen from Clear Path Wealth Solutions. Theresa Opaka introduces us to Prashant Sabapathi. He has some insight on HSA’s. Morgan Patrick takes us back to 1967. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com
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This week Coach Pete D’Arruda describes a 401(k) or and IRA as a “lump sum time bomb”. Eric Kearney poses the question, what does my life cost. Marc Geels is focused on keeping taxes manageable in retirement. Kevin Frisbie is talking about a Roth conversion and how it is accomplished. Morgan Patrick takes us back to 1965. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com.
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This week Coach Pete D’Arruda has a conversation with an icon of the financial advisor world, Ray Lucia. Brian Quaranta talks about retirement milestones. Eric Kearney really gets into tax planning in retirement. Kevin Frisbie says interview several advisors before you commit. Dave Perkins takes us on a journey to Virginia. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com
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This week Coach Pete D’Arruda has a special guest on Financial Safari. Eric Kearney says purpose determines placement of your retirement dollars. Kevin Frisbie talks about tying up loose ends heading into retirement. Marc Geels has a great description of what a fiduciary is and what they aren’t. Mike Levy talks about the 80% rule. We introduce a new feature that highlights states. Call 800-662-6808. Visit FinancialPizza.com.
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This week, Coach Pete D’Arruda has taxes in retirement on his mind. Kevin Frisbie schools us on annuities. Eric Kearney says to expect the unexpected in retirement. Nathan Fort says you need to create income in retirement. Richard Pellitier talks about what his clients are asking him. Theresa Opeka takes us back to 1971. To learn more call 800-662-6808. Visit FinancialPizza.com.
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This week, Coach Pete D’Arruda talks about gray divorce. Eric Kearney says even the best laid plans can blow up. Richard Pellitier has Roth conversions on his mind. Kevin Frisbie breaks down the 401(k). Brian Quaranta wants to make sure you know what fees you are paying in your portfolio. Steve Sedahl has another Brokers Behaving Badly. Call 800-662-6808 or text PIZZA to 21000. Visit FinancialPizza.com.
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Plenty of great information this week. Coach Pete D’Arruda poses the question, how much do I really need to retire. Kevin Frisbie breaks down withdrawal strategies. Marc Geels uses football to show why it’s important to make sure your retirement plan changes with the times. Steve Carouso says tax planning in retirement is crucial. Dave Pimper has his own take on how much you need to retire. Dave Perkins takes us on a retirement road trip to the Crystal Coast of North Carolina. Call 800-662-6808. Visit FinancialPizza.com.
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Another eclectic mix of retirement themed tidbits from independent advisors around the country. Coach Pete D’Arruda talks about estate planning. Eric Kearney explains why purpose determines placement. Richard Pellitier has tax planning on his mind. Kevin Frisbie explains what an in-service rollover of your 401(k) is all about. Dave Perkins takes us back to 1964. Call 800-662-6808 or text PIZZA to 21000. FinancialPizza.com
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Plenty of discussion this week. Coach Pete D’Arruda says your retirement plan needs to be regularly evaluated. Kevin Frisbie breaks down the pieces of a good retirement plan. Richard Pellitier says it’s a bit tricky if one spouse wants to retire while the other keeps working. Mike Levy points out the importance of keeping your beneficiary designations up to date. Marc Geels outlines what we really need to retire. Brian Quaranta says he and his team are problem solvers. Morgan Patrick takes us back to 1965.
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This week, gray divorce. It’s a growing problem. One in four couples over 50 divorce and Coach Pete D’Arruda tackles it head on. Richard Pellitier has a different take on life insurance. Nathan Fort has some thoughts on annuities. Marc Geels explains how you can save for retirement and college in the same Roth IRA. Steve Sedahl takes us back to 1957. Visit FinancialPizza.com Call or text 800-662-6808.
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A busy week for the advisors. Coach Pete D’Arruda weighs in on crypto currency. Eric Kearney tells us about a client that was completely unaware of the SECURE Act and how it could impact his retirement. Nathan Fort highlights SECURE Act 2.0. Marc Geels has some 401(k) tips you need to know. Kevin Brucher talks about his fund called Pure Growth. Dave Perkins takes us Through the Years to 1963. Call 800-662-6808 or text PIZZA to 800-662-6808. Visit FinancialPizza.com.
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This week, Coach Pete D’Arruda talks about how to dispel retirement myths. Marc Geels talks about longevity risk. Eric Kearney takes us on a boat ride called navigating retirement. Kevin Frisbie says it’s not if it’s when there will be a market correction. Richard Pellitier discusses Social Security claiming. Steve Sedahl has a Brokers Behaving Badly. Visit FinancialPizza.com. Call or text 800-662-6808.
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Good stuff this week, Coach Pete D’Arruda has taxes on his mind and he’s got a guest that digs into that. Kevin Frisbie offers insight to annuities. Ben Heizer tells us what to look for in an advisor. Richard Pellitier outlines what happens to our retirement plan when a spouse dies. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808 or text PIZZA to 800-662-6808. Visit FinancialPizza.com.
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This week is a wood fired pizza concocted just for you. Coach Pete D’Arruda talks about his “No Big Slide” concept. Robert Kuhn tackles defined outcome investing. Richard Pellitier has some thoughts on Social Security. Eric Kearney discussed inflation. Marc Geels says budgeting doesn’t have to be difficult. Dave Perkins takes us Through the Years to 1963. Call or text 800-662-6808. FinancialPizza.com.
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This week is episode 100 of Financial Pizza. Coach Pete D’Arruda talks about a total retirement plan. Marc Geels has Roth IRA’s on his mind. Alan Kifer talks about how to achieve your own personal pension plan. Brian Quaranta talks about how Covid has changed the way many of us look at retirement. Eric Kearney takes us through the industrial revolution. Steve Sedahl has a Brokers Behaving Badly. Call or text 800-662-6808. Visit FinanicalPizza.com.
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This week Coach Pete D’Arruda has taxes and long term care on his mind. Marc Geels dispels the 4% rule. Nathan Fort discusses roll over IRA’s. Ken Loebel has some thoughts on the media and retirement. Kevin Frisbie says we need to be ready for market corrections when they come. Steve Sedahl takes us through the years stopping at 1957. Call or text 800-662-6808 Visit FinancialPizza.com
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America’s Wealth Coach Pete D’Arruda has two tax experts on Financial Safari. Ed Lyon is CEO of Tax Master Network and John Pollack is CEO of MPath Advisory. Kevin Brucher says Roth conversions in your 60’s means tax free income in your 70’s. Mike Levy discusses fees in your portfolio. Richard Pellitier says Covid -19 has some of his clients on edge. Eric Kearney says he’s concerned about taxes. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808. Text PIZZA to 21000. FinancialPizza.com.
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This week Coach Pete D’Arruda takes us through his process including using annuities to generate income. Kevin Frisbie breaks down Social Security claiming. Paul Roberts shows us how average returns in your portfolio can be confusing. Marc Geels says it’s okay to loan the kids money but be careful if you’re already in retirement. Alan Kifer breaks down kinds of annuities. Eric Kearney talks about inflation and the impact on retirees. Call 800-662-688 Text PIZZA to 21000 FinancialPizza.com
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This week's pizza features Coach Pete D’Arruda explaining what the “lump sum time bomb” is all about. Richard Pellitier breaks down annuities. Nathen Fort says we have to know our risk number going into retirement. Joe Hamel lays out a case study of a very successful retirement. Eric Kearney talks about navigating your way to retirement. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808 Text PIZZA to 21000 Visit FinancialPizza.
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This week, Coach Pete D’Arruda explains what “microwave money” is all about. Kevin Frisbie emphasizes the importance of estate planning. Eric Kearney travels down the “what if” trail of retirement planning. Robert Kuhn introduces us to defined outcome investing. Steve Sedahl has an update on a couple of brokers behaving badly. Call 800-662-6808 Text PIZZA to 21000 Visit FinancialPizza.com
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This week, Coach Pete D’Arruda talks about his latest movie project, The Last Blockbuster, he has a small part in it and then talks taxes. Eric Kearney, Wealth Worx Radio, Ed Storer from Wealth Training Academy and Andrew Nida from Retirement Untangled all talk about Roth IRA’s. Steve Carouso digs into paying off a mortgage or not going into retirement. Richard Pelletier lays out what could happen with Social Security. Steve Sedahl has a Brokers Behaving Badly update. Call 800-662-6808 Text PIZZA to 21000 Visit FinancalPizza.com.
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This week Coach Pete D’Arruda helps break through the “money noise” with some solid advice on keeping your money safe. Marc Geels talks statistics and longevity risk. Mike Levy dips into the impact divorce has on retirement. Eric Kearney talks about generational wealth and how to keep it going to your beneficiaries. Risk tolerance is on Scott Schuetts mind. Theresa Opeka breaks down a trillion. Call 800-662-6808 Text PIZZA to 21000 Visit FinancialPizza.com
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This week, Coach Pete D’Arruda discusses risk in retirement. Marc Geels shares his unique approach to budgeting. Eric Kearney says yes, everyone needs an income plan in retirement. Nathan Fort says being prepared for retirement is key. Kevin Frisbie talks about pros and cons of a Roth IRA. Call 800-662-6808 Text PIZZA to 21000 Visit FinancialPIzza.com
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This week Coach Pete D’Arruda talks about one of the biggest risks in retirement, longevity. The Insurance Professor, Victor Whang sheds some light on what Congress is trying to do that could have a big impact on health insurance and your taxes. Dave Pimper says keep some risk in retirement but too much can backfire. Eric Kearney outlines what he does to help his clients in retirement. Saba Khan-Smith lays out why tax planning is so important when planning for retirement. Call 800-662-6808. Text PIZZA to 21000 Visit FinancialPizza.com
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Coach Pete D’Arruda dispels some common myths about retirement and then digs into financial physics. Eric Kearny talks about huge market swings and how knee jerk reactions can really impact your retirement plan. Richard Pelliter lays out Roth conversions in a way you may not have thought about. Tripp Limehouse also talking about rollovers and conversions in your retirement accounts. Theresa Opeka has the story of the rise and fall F. W. Woolworth five and dime stores. Call 800-662-6808. Text PIZZA to 21000. Visit FinancialPizza.com.
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Coach Pete D’Arruda tackles a couple of topics including talking about annuities. Kevin Brucher faces the GameStop story. Robert Kuhn has his own take on the market this week. Eric Kearney says these questions need to be answered before you retire. Kevin Frisbie stresses the importance of getting your affairs in order. Dave Perkins compares annuities to rock singers. Visit FinancialPizza.com. Call 800-662-8608 Text Pizza to 21000.
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This week Coach Pete D’Arruda digs into annuities and how they can be a solid piece of a retirement and income plan. Kevin Frisbie outlines some pros and cons of 401(k) plans. Robert Kuhn talks about different kinds of advisors and how important it is to find the right one for you. Saba Khan-Smith outlines her process for new clients. Brian Quaranta breaks down a variety of fees in retirement plans. Richard Pellitier talks about the importance of asset allocation. Learn more by calling 800-662-6808. Visit FinancialPizza.com Text PIZZA to 21000.
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Coach Pete D’Arruda warns us of a “tax train” coming. Eric Kearney digs into a bit of behavioral finance. Kevin Frisbie talks about the new administration and how that could affect our retirement accounts. Saba Khan-Smith talks about longevity and how we have to prepare for it. Marc Geels compares retirement to moving to a foreign country. Call 800-662-6808 Text PIZZA to 21000 Visit FinancialPizza.com Visit CapitalFinancialUSA.com
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This week Coach Pete D’Arruda shares some great information about the stock market and stocks in general. Brian Quaranta digs into long term care solutions. Eric Kearney pulls no punches on some advisors. Saba Khan-Smith talks about how women have a tougher time getting to a successful retirement. Steve Sedahl has a Brokers Behaving Badly.
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This special year end edition of Financial Pizza features some of the best clips from 2020. We hear from Coach Pete D'Arruda, Marc Geels, Brian Quaranta, Robert Kuhn and Richard Pellitier. Call 800-626-6808 Text PIZZA to 21000.
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This week Coach Pete D’Arruda discusses his book 7 Baby Steps. Kevin Frisbie addresses the question of how long do you think your retirement will last. Richard Pellitier breaks down the overall effects of inflation. Theresa Opeka highlights this years trendiest holiday gifts. Steve Sedahl has a Brokers Behaving Badly segment that defines “red collar crime”.
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This week Coach Pete D’Arruda tracks five stocks that, according to an analyst, you should stay away from. Eric Kearney shares a cautionary tale about a 401(k). Marc Geels really digs into the HSA (Health Savings Account). Dave Pimper talks about some year end things you could do to help your retirement. Joe Hamel outlines the three stages of retirement. Theresa Opeka shares some of the most popular Christmas gifts ever. Call 800-662-6808 Text PIZZA to 21000 FinancialPizza.com
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Coach Pete D’Arruda reveals why he’s called “Coach Pete”. Robert Kuhn talks about market conditions this week. Eric Kearney suggests we hit an “emotional reset” button. Richard Pelliter breaks down asset allocation in a wild market. Kevin Frisbie takes it back to basics with pros and cons of a 401(k). Theresa Opeka reveals the hottest toys for Christmas. Call 800-662-6808 Text PIZZA to 21000. Financial PIzza.
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A special "best of" Financial Pizza from October 23, 2020.
A jam packed pizza this week. Coach Pete D’Arruda talks about a nest egg as it relates to retirement. Robert Kuhn gets back to basics in retirement starting with longevity risk.Eric Kearney takes us through his process of getting clients to retirement. Coach Joe Hamel talks about the stages of retirement. Kevin Frisbie outlines the four must have documents you need no matter your age. Steve Sedahl has a Brokers Behaving Badly.
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Join Coach Pete D’Arruda in a conversation about annuities. Robert Kuhn says it’s okay to look back but keep an eye on the future for the best retirement today. Saba Khan-Smith discusses what is concerning her clients today. Kevin Frisbie has taxes on his mind. Richard Pellitier compares taking a bath to inflation. Theresa Opeka reminds us of the history of Thanksgiving.
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This week Coach Pete D’Arruda goes over some mistakes to avoid in retirement. Kevin Frisbie breaks down how some fees work in your retirement plan. Joe Hamel talks about options in long term care. Dave Pimper stresses the importance of a written retirement plan. Eric Kearney digs into tax planning in retirement. Theresa Opeka has a rundown of the top ten Christmas movies. Call 800-662-6808 Text Pizza to 21000 @stevesedhl
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Coach Pete D’Arruda talks taxes in retirement. Joe Hamel does a compare and contrast in retirement then versus now. The Insurance Professor Victor Whang digs into Medicare open enrollment. Eric Kearney discusses what he’s doing to help his clients in the midst of a pandemic. Richard Pelletier offers his opinion on CARES Act 2.0. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808 Text PIZZA to 21000
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Can you win in a volatile market? Coach Pete D’Arruda digs into that and more. Has the 4% rule outlived its usefulness? Brian Quaranta says yes. Richard Pelitier lays out a plan to save more once the kids are out of the house. Marc Geels warns of hidden fees in retirement accounts. Kevin Brucher outlines the ins and outs of HSA’s. Steve Sedahl has a Brokers Behaving Badly that has the FBI asking for your help. Text PIZZA to 21000. Call 800-662-6808.
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A jam packed pizza this week. Coach Pete D’Arruda talks about a nest egg as it relates to retirement. Robert Kuhn gets back to basics in retirement starting with longevity risk.Eric Kearney takes us through his process of getting clients to retirement. Coach Joe Hamel talks about the stages of retirement. Kevin Frisbie outlines the four must have documents you need no matter your age. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808 Text PIZZA to 21000.
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Coach Pete D’Arruda checks in with some interesting observations about bonds. Eric Kearney talks about what he feels advisors should be doing moving through the pandemic. Marc Geels has some thoughts about tax planning in retirement. Robert Kuhn talks about the importance of being independent. Coach Joe Hamel compares baseball to retirement.
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Coach Pete D’Arruda compares a dozen eggs to retirement planning. Yes. it does make sense. Robert Kuhn says financial planning takes the speculation out of the question, can I retire. Eric Kearney tells us what his clients are asking about the most this year. Kevin Frisbie explains the rule of 55. Brian Quaranta digs into tax planning. Steve Sedahl has a Brokers Behaving Badly. 800-662-6808 Text PIZZA to 21000 steve@financialpizza.com
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This week Coach Pete D’Arruda digs into maintaining lifestyle in retirement. Marc Geels stresses the importance of having a solid relationship with an advisor. Kevin Brucher discusses the ins and outs of Health Savings Accounts. Robert Kuhn poses the question: do you want your advisor to be proactive or reactive? Kevin Frisbie talks retirement regrets. Dave Perkins takes us on a haunted road trip.
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Plenty of great information this week. Coach Pete D’Arruda talks about not being up until you’re out. Robert Kuhn and Eric Kearney drive the point home that in times of market volatility it’s important that your advisor is being proactive with your portfolio. Brian Quaranta breaks down the black and white math when it comes to retirement income streams. Richard Pellitier outlines one aspect of the SECURE act. Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808. Text PIZZA to 21000. Twitter @stevesedahl
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This week Coach Pete D’Arruda gives us a lesson in the dow. Brian Quaranta takes us back to basics in retirement planning. Kevin Frisbie offers some tips on how to pay less taxes in retirement. Joe Hamel takes us through the three worlds of investing. Richard Pellitier touts the advantage of tactical management of your retirement accounts. Parker Holland takes us through a case study. You’ll love the way this turns out. 800-662-6808 Text PIZZA to 21000. Twitter @stevesedahl
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Plenty of discussion this week. Coach Pete D’Arruda on the Calculated Risk Exposure Level. The election was on the mind of several advisors. Richard Pelliter talks about the election and potential impact on his clients. Eric Kearney takes on the impact of the pandemic and how that affects clients. Brian Quaranta says no matter what it’s the plan that’s important. Joe Hamel answers the question, when can I retire. Steve Sedahl remembers 9/11. Call 800-662-6808. Text PIZZA to 21000.
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Coach Pete D’Arruda talks about longevity risk. Robert Kuhn dives into the lost decade of the market. Richard Pellitier tackles taxes in retirement and speculates about what could happen. Eric Kearney outlines bracketing strategy. Brian Quaranta talks about healthcare and long term care options in retirement. Jennifer Ransdell has a Glass Ceiling segment.
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This week Coach Pete D’Arruda weighs in with some car buying tips especially if you’re in retirement. Kevin Frisbie discusses the importance of maintaining your lifestyle in retirement. Eric Kearney tackles tax planning in retirement and just how important that can be. Dave Pimper has a great overview of Social Security and Steve Sedahl has a Brokers Behaving Badly that will make your head hurt. Call 800-662-6808. Text PIZZA to 21000. @stevesedahl
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This week, Coach Pete D’Arruda talks income for life. Kevin Frisbie discusses common fears retirees face. We meet Robert Kuhn from Chicago talking about his show Decoding Wall Street. Brian Quaranta introduces us to Estate and Tax Planning Attorney Michele Conti. Eric Kearney goes over his process of getting clients to a successful retirement. Dave Perkins takes us on a cheesy photo road trip. Call 800-662-6808. Text PIZZA to 21-000.
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This week Coach Pete D’Arruda discusses the importance of having fun in retirement as long as the financial portion is covered. Marc Geels breaks down the Titanic effect as it relates to retirement. Saba Khan-Smith takes us through her process of getting someone set up for retirement. We also hear from Eric Kearney, Joe Hamel and Jennifer Ransdell introduces us to Sally Ride.
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Coach Pete D’Arruda kicks things off with a quote all about Las Vegas and how it ties to retirement planning. Eric Kearney describes what he calls a “financial parking lot”. Robert Kuhn takes us through their process of getting a client set up for a successful retirement. Marc Geels explains why he takes plans all the way through 100 if necessary. Kevin Frisbie runs through a checklist to see if you are ready for an early retirement. Steve Sedahl has a Brokers Behaving Badly that will leave you shaking your head in disbelief. Call 800-662-6808. Text PIZZA to 21000. FinancialPIzza.com @stevesedahl
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This week we hear from Coach Pete D’Arruda a couple of times. One he’s talking about a 401(k) and the other is an interview Coach does with legendary sports broadcaster Dick Vitale. We hear from Robert Kuhn with some interesting stats. Brian Quaranta has a quote from George Foreman talking about retirement. To learn more about the V-Foundation and Jimmy Valvano visit V.org.
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Coach Pete D’Arruda talks about how it’s wise to have some cash on hand when things are volatile. Robert Kuhn weighs in on the same topic with a different perspective. We talk baseball and retirement with Retirement Coach Joe Hamel. We meet Saba Khan-Smith. We drop in on Kevin Frisbie. Steve Sedahl has a Brokers Behaving Badly that will leave you shaking your head in disbelief. Call 800-662-6808 Text PIZZA to 21000. Visit FinancialPizza.com.
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Coach Pete D’Arruda outlines his new two book set called The Virtual Fiduciary Plan. Robert Kuhn explains what he and his firm have created called the KCP Alpha Trading Portfolio. Brian Quaranta details that breaking up with an advisor is hard to do. Richard Pellitier shares a story about a potential client and the nightmares they experienced. Eric Kearney talks about the importance of working with the right advisor. Steve Sedahl has a new Brokers Behaving Badly. Call 800-662-6808 Text PIZZA to 21000 Twitter @SteveSedahl
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On America’s 401(k) Show Coach Pete D’Arruda points out how important it is to see your advisor on a regular basis. Kevin Frisbie on Financial Safari digs into annuities and how they can be an important tool in the retirement tool box. On Decoding Wall Street Robert Kuhn discusses the World Wealth Report. Dave Pimper points out how to take advantage of the 401(K) non hardship withdrawal. Eric Kearney takes us through some retirement stages. Coach Pete wraps things up on Financial Safari talks about one of his favorite books on financial planning. Call 800-662-6808. Text PIZZA to 21000. On Twitter @stevesedahlFinancialPizza.com
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Coach Pete D’Arruda digs into putting together the best plan to help get you to and through retirement. Eric Kearney talks about what the wealthy do differently and how we can make the same kind of changes to create the same effect. Marc Geels outlines how not having a budget can lead to a successful retirement. Call 800-662-6808. Text PIZZA to 21000. Visit FinancialPizza.com.
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Coach Pete D’Arruda has some do’s and don’ts for using credit cards. Richard Pelliter talks about estate planning specifically the importance of the advance health care directive. Eric Kearney outlines what he does for his clients during a volatile market. Robert Kuhn digs into the 60/40 portfolio. Brian Quaranta talks about algorithms and how they can keep your portfolio in check. Gregg Berrian stresses the importance of guaranteed income in retirement. Steve Sedahl has a Brokers Behaving Badly involving family members. Text PIZZA to 21000. Call 800-662-6808. Visit FinancialPizza.com.
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Coach Pete D’Arruda digs into the do’s and don’ts of credit cards and has a few things to say about variable annuities. We hear a great story from Kevin Frisbie in Maine about what he’s doing for his clients. Robert Kuhn from Chicago talks about the complexities of retirement planning and how things are only getting more complicated. Brian Quaranta talks fees in retirement plans both hidden and not hidden. Gregg Berrian outlines what he feels the ideal advisor should be. Richard Pelltier breaks down some Social Security claiming strategies. Steve Sedahl has a Brokers Behaving Badly that features some radio guys that you may have heard on the air. But not any more. Call 800-662-6808. Text PIZZA to 21000. Financial PIzza.
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Coach Pete D’Arruda tackle some deep topics including playing pool and how that ties into retirement planning. Brian Quaranta takes us through high frequency trading. Kevin Brucher lays out what hedging can mean in a topsy turvy market and we’re not talking about a hedge fund. Richard Pelitier lays out the new IRA rules for inherited IRA’s. Tripp Limehouse takes us on the road to retirement and how a wrong turn can really turn things upside down. Coach Pete talks with author, advisor and speaker Tom Henga. Call 800-662-6808. Text PIZZA to 21-000. @stevesedahl on Twitter.
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Coach Pete D’Arruda discusses his soon to be released book Math is Money, The Book on Retirement, Robert Kuhn breaks down the lost decade of retirement planning. Tripp Limehouse takes us through his process. Retirement Coach Joe Hamel talks potholes and retirement. Eric Kearney digs into behavioral finance. Coach Pete interviews retirement expert Dr. Wade Pfau and his new book. Call 800-662-6808. Text PIZZA to 21-000.
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This week, Coach Pete D’Arruda checks in a couple of times. First he looks at fees in your portfolio and then gets into REIT’s. Real Estate Investment Trusts. We hear from Marc Geels as he breaks down the first ten years of retirement. Richard Pelitier talks about Roth conversions in a bear market. We have a great case study from Parker Holland. Gregg Berrian creates a “financial lullaby”. Coach Pete interviews Behavioral Economist Dr. Dan Gellar. Call 800-662-6808. Text PIZZA to 21-000.
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Plenty of great information this week, Coach Pete D’Arruda talks how to make sure you can have lifetime income. Robert Kuhn says tactical management is one of several strategies needed for a successful retirement. Kevin Frisbie has some disturbing news about what could happen to income taxes in the future. Richard Pelitier breaks down tactical and passive management of our retirement portfolios. Gregg Berrian has a nice overview of Medicare and long term care. Steve Sedahl has a “Funny Money” story that you’ll want to tell your friends.
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This week, Coach Pete D’Arruda talks income for life. Kevin Frisbie discusses common fears retirees face. We meet Robert Kuhn from Chicago talking about his show Decoding Wall Street. Brian Quaranta introduces us to Estate and Tax Planning Attorney Michele Conti. Eric Kearney goes over his process of getting clients to a successful retirement. Dave Perkins takes us on a cheesy photo road trip. Call 800-662-6808. Text PIZZA to 21-000.
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This week Coach Pete D’Arruda talks about the importance of a “core and explore” retirement plan. Kevin Frisbie breaks down tactical management of retirement accounts. Marc Geels says retirement planning isn’t just about the money. Eric Kearney makes a comparison to big business and your retirement plan. Gregg Berrian is all about the bucketing strategy in planning for retirement. Steve Sedahl has a follow up on a broker behaving badly. Call 800-662-6808. Text PIZZA to 21000. FinancialPizza.comCapital Advisory Group
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Coach Pete D’Arruda points out that managing your own portfolio can be a bit tricky. Brian Quaranta says amid the pandemic it’s time to get back to basics in retirement planning. Richard Pelitier touts the merits of a Roth conversion in a down market. Dave Pimper compares the market to an umbrella and it makes sense. Dave Perkins takes us to Lancaster, PA for a unique road trip and Steve Sedahl has a broker behaving badly.
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Coach Pete D’Arruda says the retirement and income plan is what matters most no matter what the market does. Eric Kearney digs into a little behavioral finance. Richard Pelitier says when all is said and done taxes have nowhere to go but up. Marc Geels relates a story of one person who let emotion determine when to sell his stock. Dave Perkins takes us on a road trip to nowhere. Call 800-662-6808. Text PIZZA to 21000. Your host Steve Sedahl can be reached on Twitter @stevesedahl.
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On Financial Safari Marty Hensley breaks down several pieces of the CARES Act and how it affects pre-retirees and retirees. Richard Pelitier continues the theme talking about Americans getting checks from the IRS. Brian Quaranta digs into a steady income stream in retirement. Greg Berrian talks health insurance if you find yourself laid off. Joe Hamel breaks down his version of what a financial advisor should be. Eric Kearney outlines what he and his team are doing to help retirees keep what they have despite a down market. Parker Holland lays out a case study created in a very volatile market. Call 800-662-6808 or text PIZZA to 21000.
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This week, Coach Pete D’Arruda along with Marty Hensley cuts through the hype in today's volatile market. Brian Quaranta talks about consistent income in retirement. Richard Pelitier has some advice for pre-retirees. Marc Geels recounts some calls he’s been getting from people concerned about retiring later this year. Kevin Brucher offers his thoughts on a recession and what that might mean for retirees. Eric Kearney explains what he does to stay on top of the ever changing up and down market. Coach Pete has a conversation with author Scott McLean and his new book Three blind Mice.
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Another wide ranging Financial Pizza. Coach Pete D’Arruda talks core and explore. Brian Quaranta has a great message of hope then talks risk and reward. Kevin Frisbie says there are some great buying opportunities. Dave Pimper says you can’t time the market but you can be prepared. Richard Pelitier talks recovery and what we can expect. Dave Perkins has a coronavirus road trip. So what are kids doing when they're home and not in school? Regan is 12 and she came up with a great parody song.
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Coach Pete D’Arruda takes Steve Sedahl to task on America’s 401(k) show. Eric Kearney talks a little bit of history and applies it to helping his clients today. Richard Pelitier says beware the hype in today’s environment. Kevin Frisbie talks about what he and his team are doing to help people focus on what's important in today’s market. Marc Geels in Sioux City, Iowa says you can have a successful retirement no matter what the market is doing. Dave Perkins has a Funny Money segment and Steve Sedahl has a Brokers Behaving Badly. Call 800-662-6808. Text PIZZA to 21000. Twitter: @stevesedahl, FinancialPizza.com.
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Coach Pete D’Arruda talks with Steve Sedahl and cuts through the noise and hype and offers a cool calm and collected viewpoint on what’s happening in the market and how it’s affecting your retirement portfolio. Coach is hunkered down in Las Vegas but not to worry you can reach the team at Capital Financial by calling 800-662-6808 or texting PIZZA to 21-000. On Twitter @stevesedahl
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Coach Pete D’Arruda tackles the wild market and Coronavirus. Dave Pimper says saving just a little more can make a big difference. A changing market from Brian Quaranta. The SECURE act explained by Richard Peltier. Coach Pete says we need to look at things differently. Dave Perkins has a “Funny Money” segment and Steve Sedahl has another “Broker Behaving Badly”. Call 800-662-6808. Text PIZZA to 21000 Twitter @stevesedahl. Financial Pizza.
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Another volatile week in the market and the advisors are staying on top of the situation. We hear from Coach Pete D’Arruda talking about hidden fees in our portfolio and how to avoid them. Dave Pimper talks about market volatility and making sure our portfolios are protected. Brain Quaranta dissects part of the new SECURE Act. Arthur Roth talks about when couples should retire. Together or separately. Greg Berian tackles market volatility and the CoronaVirus. Dave Perkins takes us to Mt Rushmore and Steve Sedahl has another broker behaving badly. To reach us call 800-662-6808 or text PIZZA to 21000.
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A volatile week in the market and the advisors want to talk about it. We get insight from Marc Geels and Eric Kearney. Coach Pete D’Arruda talks about retirement “land mines” and some of the seven blind spots in retirement. Greg Berian talks about inflation and Dave Perkins pulls a quote you haven't heard since 1974. We have a road trip to some of the countries best roller coasters and Steve Sedahl found another broker behaving badly. You can reach us at 800-662-6808 or text PIZZA to 21-000. On Twitter @stevesedahl.
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This week Coach Pete has a classic analogy comparing retirement to the TV show Shameless. Kevin Frisbie talks tax savings. Greg Berian on A-Plus Retirement discusses being single in retirement. Eric Kearney details the importance of income planning. Dave Perkins takes us on a retirement road trip. Steve Sedahl has a broker behaving badly. To reach anyone here call 800-662-6808 or text PIZZA to 21000. Email Steve at steve@financialpizza.com or on Twitter @SteveSedahll Instagram @stevethespeakerguy.
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Coach Pete D’Arruda reveals why he’s called “Coach”. Kevin Frisbie and Lance Gilman discuss Roth 401(k)’s and Social Security claiming strategies. Brian Quaranta digs into tax planning in retirement. Eric Kearney discusses how to choose the best advisor for getting to and through retirement. Dave Perkins takes us on a journey downRoute 66. Steve Sedahl talks with Grant Baldwin about his book The Successful Speaker. To reach us call 800-662-6808 or text PIZZA to 21000. On Twitter @stevesedahl Instagram @stevethespeakerguy
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This week Coach Pete D’Arruda on Financial Safari digs into risks that can damage retirement. Kevin Frisbie from Maine outlines what to look for in an advisor. Eric Kearney from Wealth Works Radio poses some difficult questions for retirees. Richard Pelitier on his Financial Safari introduces us to “retroactive intelligence” and a segment of Rock on Retirement with Coach Pete D’Arruda. Dave Perkins interviews author Dr Rana Al-Falaki and Steve Sedahl has a Brokers Behaving Badly. For more info call 800-662-6808 or text PIZZA to 21000. financialpizza.com
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This week the advisors cover a wide range of topics. Coach Pete D’Arruda talks “core and explore” and how that can help you have a solid retirement. Eric Kearney and I dig into forensic accounting and what that means to someone getting divorced near retirement. Greg Berian from A-Plus Retirement talks annuities. Brian Quaranta shares a fantastic success story and Marty Hensley lays out a case study for a hypothetical couple getting to retirement. Dave Perkins interviews Pete Trabucco on amusement parks and Steve Sedahl has a Brokers Behaving Badly. You can reach us anytime at 800-662-6808 or text PIZZA TO 21000. On the Web at financialpizza.com. Email steve@financialpizza.com on Twitter @SteveSedahll or Instagram @stevethespeakerguy.
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