Coach Listens with Coach Pete: Recent Episodes
Coach Listens
David Walker joins Coach Listens, the interview series where Coach Pete D’Arruda sits down for real conversations about the issues that can shape retirement. This clip takes a deeper look at retirement planning, long-term financial decisions, and why people need to think beyond just saving money. Coach Pete and David Walker discuss the importance of understanding income, risk, future obligations, and the bigger picture when building a retirement strategy that can last.
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Fees, non-traded REITs, and life insurance strategies take center stage in this episode of Coach Listens, the interview series where Coach Pete D’Arruda sits down for real conversations about the financial decisions that can shape retirement. This segment is all about looking under the hood: how fees can quietly eat away at your money, why certain investments may not be as simple as they sound, and how life insurance may be used as part of a broader retirement strategy when it is structured the right way.
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Retirement income planning takes center stage in this episode of Coach Listens, the interview series where Coach Pete D’Arruda sits down for real conversations about the decisions that shape your future. This segment s all about the difference between paychecks and playchecks in retirement: how to build income you can count on, why retirement should not feel like guessing month to month, and how a smart plan can help give you more confidence to enjoy the life you worked hard for.
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Tech expert Nile Nickel joins Coach Listens, the interview series where Coach Pete D’Arruda — America’s wealth and income coach — sits down with smart, interesting people to dig into what’s coming next and what it means for regular folks. This episode is all about AI: how it’s changing work, healthcare, and transportation, plus the upside as a powerful assistant and the risk when it gets misused. We even used AI while producing this episode to help clean up the recording of Nile!
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In this conversation, J.W. Roth discusses his journey from the food industry to launching Venu, a company focused on revolutionizing the live music experience through modern amphitheaters. He shares insights on financing strategies, the unifying power of live music, and the potential for virtual experiences in the future. Roth emphasizes the importance of creating memorable experiences for fans and the growing demand for live music.
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In this episode, Coach Pete interviews Chris Gaddis, a benefit specialist, about strategies to reduce taxes for business owners. The main problem discussed is paying too much in taxes, and Chris shares several strategies to help business owners minimize their tax burden. One strategy is to implement wellness programs that not only benefit employees but also result in tax savings for the business owner. Chris explains how these programs can reduce healthcare costs and improve employee health. He also highlights the tax-efficient dollars that employees can use to buy benefits.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Has it become difficult to separate financial fact from fiction? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, discussing how to navigate the financial world today.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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How do you get ahead in the money game, beyond the interest rates you find at the bank? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, talking about how real estate can become a part of your retirement portfolio.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Life looked a lot different in 1921, and retirement has changed just as much! Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, reminiscing on the retirement planning world through the years.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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When someone talks about 'taxes', you can hear the collective groan from people everywhere, but what if there were strategies to help minimize those taxes? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, breaking down how you can keep more money in your pocket and less out of Uncle Sam's.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Coach Pete is joined in the studio by Tom Hegna, author of "Don't Worry, Retire Happy" and "Who Wants to be a Millionaire?", continuing the conversation about changes in the market and how to prepare for the retirement you want!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Coach Pete is joined in the studio by Tom Hegna, author of "Don't Worry, Retire Happy" and "Who Wants to be a Millionaire?", talking about changes in the market and how to prepare for the retirement you want!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, wrapping up the conversation about how you can build a retirement portfolio that can last you the rest of your life!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, continuing the conversation about how you can build a retirement portfolio that can last you the rest of your life!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
See omnystudio.com/listener for privacy information.
Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, continuing the conversation about how you can build a retirement portfolio that can last you the rest of your life!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
See omnystudio.com/listener for privacy information.
Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, breaking down how you can build a retirement portfolio that can last you the rest of your life!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
See omnystudio.com/listener for privacy information.
Coach Pete D'Arruda is joined in the studio by Michael Wall, CEO of Wall Private Wealth and author of "Retire Once, Retire Well", continuing the discussion on tax-saving strategies.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Coach Pete D'Arruda is joined in the studio by Michael Wall, CEO of Wall Private Wealth and author of "Retire Once, Retire Well", discussing tax-saving strategies, including how to reduce your taxable income in retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
See omnystudio.com/listener for privacy information.
Coach Pete D'Arruda is joined in the studio by Jim Stovall, former Olympic weightlifter and author of 30 books, discussing the movie making business and breaking bad patterns in life
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Coach Pete D'Arruda is joined in the studio by Jeremy Roenick, former NHL player that scored 500 goals, reminisce about sports and discuss his new whiskey company.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Coach Pete D'Arruda is joined in the studio by Tom Hegna, retirement expert and author, continuing the conversation about their passions for helping people get the retirement they've always dreamed of.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Coach Pete is joined by David Webb, Fox News columnist and host of the David Webb Show on SiriusXM Patriot 125, breaking down the current state of the financial world.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
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Coach Pete D'Arruda is joined in the studio by Tom Hegna, retirement expert and author, discussing their passions for helping people get the retirement they've always dreamed of.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Coach Pete D'Arruda is joined in the studio by Van Eure, owner of The Angus Barn, discussing the success of her restaurant and her charity work.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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NC university alums reunite on this episode! Coach Pete D'Arruda is joined in the studio by JD Hayworth, tv host and former member of the US House of Representatives, reminiscing on life in the Southeast and talking about student debt forgiveness.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Do you want to earn on the gains and suffer none of the losses? Coach Pete D'Arruda is joined in the studio by Shirley Luu, founder of Shirley Luu & Associates and author of IUL ASAP, going over how Indexed Universal Life Insurance can benefit your life in retirement.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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What are the biggest problems for Baby Boomers today and what's the solution? Coach Pete is joined in the studio by Doug Orchard, documentarian and director of The Baby Boomer Dilemma, to break down the importance of creating a secure financial future before it's too late.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
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Find inspiration from your beginnings! Coach Pete D'Arruda is joined in the studio by Rey Arias, owner of Rey's Restaurant, discussing business success stories and how to be excellent in your industry.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.
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Richard Heart, Founder of Hex and PulseChain, explains us the secrets for success and common mistakes in the Crypto World.
Richard is a serial entrepreneur, author, YouTuber, and philanthropist. He is the founder of Hex, the world’s first high-interest blockchain certificate of deposit and PulseChain network. Heart is best known for raising over $27 million for medical research via the PulseChain network.
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In this episode, Coach Pete D'Arruda is joined by Chris Gronkowski, Former NFL player and Founder of Ice Shaker, to discuss growing up in football family, playing sports at a professional level and the transition to becoming an entrepreneur.
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In this episode, Coach Pete D'Arruda interviews CEO of Wealth2k and author of Constrained Investor, David Macchia, about the importance of creating an income in retirement.
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In this episode, Coach Pete D'Arruda speaks with Alan Stein about his book Raise Your Game.
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In this episode, Coach Pete speaks with Michael Markey on the truth, lies and middle ground found in the world of financial and retirement planning.
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In this episode, Coach Pete D'Arruda interviews Kristina Ping, CEO of Powerful Legacy Insurance and Financial Services, about her latest book: The Retirement Train
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In this episode, Coach Pete talks with the ERC Action team on ways small business owners can take advantage of a little known government program called the Employee Retention Credit which is similar to the PPP.
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In this episode, Coach Pete speaks with Andrew Hallam, author of Balance: How to Invest and Spend for Happiness, Health, and Wealth, about his latest book and the principles we can learn to live a more healthy financial life.
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In this special bonus episode, Coach Pete continues the conversation with Andrew Hallam, Author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School.
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In this episode, Coach Pete speaks with Andrew Hallam, Author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School.
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In this episode, Coach Pete brings back Phil Graham and they discuss how to not let your retirement take a H.I.T.
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In this episode of the podcast, Coach Pete speaks with Tom Hegna on Streams of Income.
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In this episode, Coach Pete talks to Tom Hegna about Bubble Wealth.
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In this episode, Phil Graham and Coach Pete discuss what to do with your finances when someone passes away.
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Coach interviews author Jim Stovall
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Coach Pete D'Arruda and Phil Graham, Founder and Chief Sales Officer, The Alternative Group, Charlotte, North Carolina, talk about Coach Pete's book "The Little Green Book of Life" and the steps you need to take to help your family before you pass away.
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Coach Pete and Jennifer Ransdell talk with Brooke Iapuluchio, Real Estate Agent with Keller Williams Preferred, Durham, North Carolina. She talks about what you need to know when it comes to buying and selling, especially in a competitive real estate market
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Steve Sedahl is joined by Taylor Holgate, Director of Federal Government Affairs Consumer Healthcare Products Association and Marsha Barnes, Finance Bar. They discuss how HSA's and FSA's can help reduce your healthcare costs.
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Coach Pete D'Arruda talks with Tom Hegna, Author of "Don't Worry, Retire Happy: 7 Steps to Retirement Security" and "Paychecks and Playchecks: Retirement Solutions For Life. They discuss the problem with the Monte Carlo Simulation and how to have lifetime income - better known as annuities.
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Coach Pete D'Arruda talks with Michele Schneider, Managing Director, Marketgauge and MGAM, Santa Fe, New Mexico, about the trouble Boeing has had with its 737 Max. including the two fatal crashes.
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Victoria Gunvalson is an American reality television personality and businesswoman best known for a starring role as a housewife in the Bravo reality television series The Real Housewives of Orange County for fourteen seasons. She is the founder of Coto Insurance.
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On this session of Coach Listens, Coach Pete D'Arruda gets together with Mike Wall of Wall Private Wealth to talk about managing your wealth into Retirement.
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A conversation with Grant Baldwin, speaker, entrepreneur and author of the new book The Successful Speaker, Five Steps for Booking Gigs, Getting Paid and Building Your Platform. Grant built a six figure speaking business and now he’s ready to help you build yours. The book is available everywhere. To learn more visit TheSpeakerLab.com/book.
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Pete Trabucco talks about his book which gives tips on how to better enjoy your time at an amusement park, secrets of amusements parks, and how to save money going to them.
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Dr. Al-Falaki is a women's empowerment expert, strategic life coach, master speaker, and renowned author of "Women Who Want More: How to Create a Balanced & Fulfilled Life."
She offers information, tips, and exercises that can apply to women and men on how to achieve happiness and fulfillment in all aspects of life including work, financial matters, family, friends, and life activities.
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Coach Pete D'Arruda talks with tech expert Nile Nickel on his time at the recent Consumer Electronics Show in Las Vegas. They discuss the advancements he saw at the show including 3-D , virtual, driverless vehicles, and 5-G technology.
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Host Steve Sedahl talks with Managing Director and Head Economist for Commercial Banking at JP Morgan Chase about the results of the 2020 Business Leaders Outlook Survey.
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Coach Pete D'Arruda chats with rock icon Eddie Money. The talk about his new reality show on AXS TV, how the Internet has changed the way we listen to music and even how high the taxes are in California.
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George Graziani discussed the Reliable Living Plan, a new and innovative approach to long term care. While most long term care plans require a high monthly premium, the Reliable Living Plan requires a one time premium and life long benefits.
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It's more than how much American's spending on the holidays this year it's where they are spending that money. Tom McGee has insight to just that and more.
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It's more than how much American's spending on the holidays this year it's where they are spending that money. Tom McGee has insight to just that and more.
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Jeff's book "Turning Financial Planning Right-Side Up teaches people why it's important to invest for purpose first when developing a retirement strategy.
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Laura Adams is a personal finance expert, author, speaker, and spokesperson who loves making it easy to understand complex financial topics. Millions of readers, Money Girl Podcast listeners, and students benefit from her advice.
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What is Income Tax? Chairman of the Republican Liberty Caucus and Seasoned Political Activist Matt Nye uses his expertise to comment on income tax, why we have it and how tax money is used by Big Government.
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Jennifer Fitzpatrick author of "Cruising Through Caregiving: Reducing the Stress of Caring for your Loved One.
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Alexis Love is training for the 2020 Olympics in Tokyo, Japan. She got a full ride scholarship to Murray State University in Kentucky. She talks about being a college athlete and says it’s not easy but the rewards are worth it.
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Alexis Love is training for the 2020 Olympics in Tokyo, Japan. She got a full ride scholarship to Murray State University in Kentucky. She talks about being a college athlete and says it’s not easy but the rewards are worth it.
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Do you have enough money for retirement? We talk with two professionals that give us some insight.
Joseph Coughlin, PhD is the founder and director of the Massachusetts Institute of Technology AgeLab, a multidisciplinary research program created to understand the behavior of the 50+ population, the role of technology and design in their lives, and the opportunity for innovation to improve quality of life for older adults and their families.
Diane Garnick is Managing Director and Chief Income Strategist at TIAA – the leading financial services provider for the not-for-profit market offering a wide range of financial solutions, including investing, banking, advice and guidance, and retirement services.
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Do you have enough money for retirement? We talk with two professionals that give us some insight.
Joseph Coughlin, PhD is the founder and director of the Massachusetts Institute of Technology AgeLab, a multidisciplinary research program created to understand the behavior of the 50+ population, the role of technology and design in their lives, and the opportunity for innovation to improve quality of life for older adults and their families.
Diane Garnick is Managing Director and Chief Income Strategist at TIAA – the leading financial services provider for the not-for-profit market offering a wide range of financial solutions, including investing, banking, advice and guidance, and retirement services.
See omnystudio.com/listener for privacy information.
Al Zdnek is an author speaker and wealth advisor. We talk about his book "Master Your Cashflow: The Key to Grow and Retain Wealth"
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Travel expert Melanie Fish gives us tips on planning a winter vacation with kids and grandkids.
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Travel expert Melanie Fish gives us tips on planning a winter vacation with kids and grandkids.
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Author Jessica Bruder discusses her latest book "Nomadland, Surviving America in the Twenty-First Century. She travels the country in a used RV and discovers a subculture that lives on the road.
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Author Jessica Bruder discusses her latest book "Nomadland, Surviving America in the Twenty-First Century. She travels the country in a used RV and discovers a subculture that lives on the road.
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Dr Dan Geller is a Behavioral Economist at Touro University in San Fransisco, CA.
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Author Jen Sincero talks about her latest book "You are A Badass at Making Money: Mastering the Mindset of Wealth.
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Author Jen Sincero talks about her latest book "You are A Badass at Making Money: Mastering the Mindset of Wealth.
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James Younger is the Executive Producer of "This is Us" seen on the National Geographic channel starring Morgan Freeman.
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Al Zdnek is an author speaker and wealth advisor. We talk about his book "Master Your Cashflow: The Key to Grow and Retain Wealth"
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James Younger is the Executive Producer of the NatGeo show "This is Us" starring Morgan Freeman.
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