Épisodes

  • Retirement Revolution: Smart Strategies for Wealth & Legacy!
    Feb 1 2025

    Coach Pete takes a deep dive into the wild world of retirement planning, unpacking Wall Street’s evolution, income strategies, and the all-new Wide World of Investing show! He breaks down healthcare costs, long-term care planning, and smart investment moves to help retirees balance risk and reward without losing sleep. The episode wraps with a game-changing Spend and Leave strategy, ensuring you can enjoy your golden years while securing a lasting legacy for your loved ones!

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    35 min
  • Rockin’ Income Streams & Leisure Dreams: Your Retirement Anthem!
    Jan 25 2025

    Coach Pete cranks up the volume on retirement by jamming through must-know tips—from building multiple income streams to prepping for healthcare and taxes. He dishes out a comprehensive plan that ensures you’ll enjoy every encore of your golden years without worrying about financial snafus. Tune in to power up your retirement and hit all the right notes for a secure (and downright fun) future!

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    35 min
  • Estate Secrets & Safe Money: Your Roadmap to a Risk-Free Retirement!
    Jan 18 2025

    Coach Pete and his crew serve you a healthy dose of estate essentials in this episode, including why wills and trusts are non-negotiable for future peace of mind. They take a deep dive into smart income strategies—tackling Social Security, Medicare, and sneaky retirement risks—so you can ride off into your golden years with swagger. Finally, they shine a spotlight on consumer protection in the financial advisory world, ensuring your retirement dreams stay both safe and stylish!

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    34 min
  • Retirement Demystified: Personalized Strategies & Advisor Secrets!
    Jan 11 2025

    Coach Pete breaks down retirement complexities in this episode with a dash of fun, stressing the need for a personalized approach and clear communication with your financial advisor. He also busts myths around risk and returns, handing you must-ask questions to lock in true financial security. To top it off, he spotlights the magic of a retirement plan that guarantees lifetime income to help you enjoy your golden years stress-free!

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    35 min
  • Red Zone Revelations: Safety, Goals, & Financial Fireworks!
    Jan 4 2025

    Coach Pete and his team delve into the nuts and bolts of retirement planning in this episode, spotlighting the “financial red zone,” solid investment safety tips, and crystal-clear retirement goals. They show how a personalized plan, combined with stellar habits, paves the way for steady income and long-term financial success. It all goes to show that by tackling debt head-on and sticking to a proactive strategy, you’ll launch into retirement with confidence and a celebratory bang!

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    35 min
  • Fiduciaries, Fortune, & Future-Proofing: A Retirement Adventure!
    Dec 28 2024

    Listen to Coach Pete as he dives headfirst into the wild world of retirement planning, revealing how to dodge big blunders, master financial strategies, and partner with trustworthy fiduciaries. His fearless crew spends the episode tackling taxes and inflation, championing a rock-solid income plan and life insurance, and even dishing out advice on relocating for maximum golden-year bliss. Topping it all off is a splash of historical context, proving a dash of hindsight can supercharge your retirement future!

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    35 min
  • Mistakes, Myths & Money Moves: Rocking Your Retirement Right!
    Dec 21 2024

    Strap on your financial guitar and jam along as Coach Pete and his crew shred through the biggest blunders people make before their golden years kick in. In this high-energy episode, they tune up your knowledge on monthly expenses, fine-tune the facts about home ownership, and riff on how to spin your savings into sweet retirement income. With practical insights galore, you’ll leave the show feeling like you just scored front-row seats to a future filled with financial harmony!

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    34 min
  • Holiday-Spiced Retirement: Warm 401(k) Tips, Safe Money Strategies & Good Cheer!
    Dec 14 2024

    Ready to deck your retirement halls with top-notch money moves and plenty of holiday cheer? In this laughter-filled episode, Coach Pete and his crew unwrap the gift of maximizing 401(k)s, taming risk tolerance, and layering on safe money strategies—like frosting on a festive fruitcake! With all the personal stories and merry banter on tap here, listeners can't help but feel good about getting leads on financial planning that are hot like a cup of holiday cocoa.

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    35 min