Make sense of your 401(k) and the transition from saving to retirement income. Coach Pete D'Arruda and the America's 401k Show team discuss employer retirement plans, rollovers, Roth and traditional accounts, investment fees, and the questions to ask before choosing a strategy. Explore how workplace savings fit into your broader retirement plan.
Call 800-661-7383 or text PLAN to 600-700.
Explore episodes: Start Here (https://omny.fm/shows/americas-401k-show-with-coach-pete/playlists/start-here) · Full Episodes (https://omny.fm/shows/americas-401k-show-with-coach-pete/playlists/full-episode) · 401(k) Savings (https://omny.fm/shows/americas-401k-show-with-coach-pete/playlists/workplace-savings) · Roth Accounts (https://omny.fm/shows/americas-401k-show-with-coach-pete/playlists/roth-accounts).
More from Coach Pete: Financial Safari with Coach Pete (https://omny.fm/shows/financial-safari-with-coach-pete/playlists/podcast) · Rock on Retirement with Coach Pete (https://omny.fm/shows/rock-on-retirement/playlists/podcast).
In this episode of America's 401K Show, Coach Pete and the team discuss various topics related to retirement planning and financial management. They start with a casual conversation about Stanley Cups and college choices before diving into the concepts of risk and volatility. They emphasize the importance of thinking like a millionaire and having a long-term financial plan. The hosts also address the challenges of a broke mentality and the need for proper financial planning. They explain the difference between risk and volatility and highlight the significance of creating a comprehensive financial plan for retirement.
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.
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
1 Mar 2024
How to Protect Your Savings!
In this episode, Coach Pete and the team discuss a proposed act called 'You Earned It, You Keep It' that aims to eliminate the federal tax on social security. However, it also proposes eliminating the cap on social security, which would result in a wealth tax. The conversation explores the impact of taxes on social security and the potential means testing of benefits. It also touches on the intersection of politics and finance, tax-saving strategies, investing in stocks, managing risk, diversification, and the importance of green money in retirement.
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.
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
1 Mar 2024
Brokers Behaving Badly: Jesus Rodriguez
In this episode of America's 401K Show, Coach Pete discusses his upcoming book on retirement and the importance of making it accessible to readers. He also touches on the role of AI in writing books. The conversation then shifts to a segment on brokers behaving badly, highlighting the case of Jesus Rodriguez. The hosts also discuss the significance of including bucket list items in retirement planning. Lastly, they promote their other shows, Financial Pizza and Annuity Avenue, and offer a free retirement planning consultation to listeners.
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.
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
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