America's 401k Show with Coach Pete

In this episode of America's 401K Show, Coach Pete and the team discuss various topics related to retirement planning and financial management. They start with a casual conversation about Stanley Cups and college choices before diving into the concepts of risk and volatility. They emphasize the importance of thinking like a millionaire and having a long-term financial plan. The hosts also address the challenges of a broke mentality and the need for proper financial planning. They explain the difference between risk and volatility and highlight the significance of creating a comprehensive financial plan for retirement. Call 800-661-7383 or text PLAN to 600-700.See omnystudio.com/listener for privacy information.

In this episode of America's 401K Show, Coach Pete and the team discuss various financial topics, including inflation, interest rates, mortgage rates, retirement planning, and budgeting. They emphasize the importance of having a lifetime income plan for retirement and making sure that retirement is a better life than when working. The hosts also mention the concept of 'money dates' and the significance of open communication and planning with a partner. Overall, the episode provides insights and strategies for achieving a worry-free retirement. Call 800-661-7383 or text PLAN to 600-700.See omnystudio.com/listener for privacy information.

In this episode, Coach Pete and the team discuss a proposed act called 'You Earned It, You Keep It' that aims to eliminate the federal tax on social security. However, it also proposes eliminating the cap on social security, which would result in a wealth tax. The conversation explores the impact of taxes on social security and the potential means testing of benefits. It also touches on the intersection of politics and finance, tax-saving strategies, investing in stocks, managing risk, diversification, and the importance of green money in retirement.  Call 800-661-7383 or text PLAN to 600-700.See omnystudio.com/listener for privacy information.

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

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