Coach Listens with Coach Pete

Meet Coach Pete and hear why he shares these conversations. This short introduction features archive highlights from retirement author Tom Hegna, Pro Football Hall of Famer Terrell Davis, and bestselling author Jen Sincero—on income for life, consistency, and taking action. Call 800-661-7383 or text PLAN to 600-700. Hear the full conversations: Tom Hegna: Don't Worry, Retire Happy and Income...

Coach Pete D’Arruda and Mike Milligan discuss qualified longevity annuity contracts, retirement-account withdrawal requirements, and the differences among annuity products. They consider why evaluating a financial product requires more than a blanket endorsement or rejection, and why income, access to money, growth, and personal goals need to work together. Part four of their Financial Safari conv...

Mike Milligan continues his conversation with Coach Pete D’Arruda about matching a retirement strategy to the person who will live with it. They discuss risk, the tendency to rely on familiar products, and lessons from past planning conversations. Hear why the group favors reviewing the full picture rather than treating every retirement decision as a separate transaction. Part three of their Finan...

Coach Pete D’Arruda and Mike Milligan discuss dedicating part of a retirement plan to income and understanding how an income rider works. They examine why a saver’s priorities can change near retirement, the importance of asking how a strategy is structured, and the difference between product recommendations and a plan built around a client’s needs. Part two of their Financial Safari conversation....

Mike Milligan of One Oak Financial joins Coach Pete D’Arruda and Thomas Lipscomb to discuss retirement income as an asset. They explore the difference between an account balance and a plan for monthly spending, the uncertainty of market returns, and the role income can play in supporting a retirement lifestyle. Part one of their Financial Safari conversation. Call 800-661-7383 or text PLAN to 600-...

Coach Pete D’Arruda and Phil Graham examine costs that can quietly reduce a retirement paycheck. Topics include Medicare’s income-related premium adjustments, taxes on Social Security benefits, Roth conversion considerations, and the cumulative effect of investment fees. They discuss why understanding these rules before making withdrawals can help frame a more useful conversation with your financi...

Phil Graham and Coach Pete D’Arruda connect retirement income with the broader work of estate and legacy planning. They discuss the shift away from employer pensions, the stress of repeatedly second-guessing investments, and why a written strategy should explain how monthly income supports the rest of a plan. The conversation returns to beneficiary forms, financial blind spots, and reviewing costs...

Coach Pete D’Arruda and Phil Graham discuss why a will does not necessarily decide who receives every account. They explore beneficiary designations, payable-on-death and transfer-on-death arrangements, life insurance, and the problems that can follow outdated paperwork. Hear the questions they suggest asking when reviewing who is named on your accounts and how those choices fit your family’s lega...

Phil Graham joins Coach Pete D’Arruda and Thomas Lipscomb to discuss the questions that can reveal weaknesses in a retirement plan. They examine financial blind spots, hidden costs, market losses near retirement, and the difference between an account balance and a dependable income strategy. The conversation connects those risks with Coach Pete’s Financial Fill-Up approach to planning for future s...

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 obliga...

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 so...

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 mon...

Alan Grissom and Coach Pete D’Arruda examine how direct indexing can create opportunities for tax-loss harvesting. They discuss using individual holdings to coordinate gains and losses, the technology behind managing portfolios at scale, and why wash-sale rules and other tax details require care. Hear Grissom’s perspective on bringing a tax-aware approach to investment management. Part two of the...

Tax strategist and entrepreneur Alan Grissom joins Coach Pete D’Arruda and Thomas Lipscomb to discuss how markets developed and why index investing became important. They explore the roots of the financial system, railroad investment, Cornelius Vanderbilt, and the relationship between active and passive strategies. Part one of the Financial Safari interview. Call 800-661-7383 or text PLAN to 600-7...

Coach Pete D’Arruda, Gary Marriage, and Phil Graham wrap up their conversation about making a retirement plan understandable and putting it into action. They discuss procrastination, retirement resources, and the importance of doing more than assuming everything will work out. The group also shares stories and revisits Coach Pete’s Through the Years book and music project. Part four of their Finan...

Gary Marriage and Phil Graham continue their conversation with Coach Pete D’Arruda about risks that can affect a retirement plan. Topics include market exposure, inflation, Social Security claiming decisions, and building a strategy around your own circumstances. They explain why identifying gaps before retirement can lead to a more useful planning conversation. Part three of the Financial Safari...

Coach Pete D’Arruda, Gary Marriage, and Phil Graham explore the transition from building savings to using them for a retirement lifestyle. They discuss the 22-Step Total Retirement Plan, the value of understanding your options, and why a collection of accounts is different from a written income strategy. Part two of the Financial Safari conversation. Call 800-661-7383 or text PLAN to 600-700. Tran...

Gary Marriage and Phil Graham join Coach Pete D’Arruda and Thomas Lipscomb to discuss retirement planning when inflation, interest rates, and market headlines change. They share their perspectives on preparing for uncertainty, identifying blind spots, and connecting investment decisions with the income needed in retirement. Part one of their Financial Safari conversation. Call 800-661-7383 or text...

Cam Harvey returns with Coach Pete D’Arruda to discuss the challenge of turning accumulated savings into retirement income. They explore diversification, the balance between growth and protected money, precious metals, tokenized gold, and the temptation to chase a hot investment. The conversation closes with Harvey’s perspective on illiquidity and non-traded REITs, including why an investor’s time...

Duke University professor Cam Harvey joins Coach Pete D’Arruda to examine how fast-moving headlines and online trading can influence investment decisions. They discuss market noise, the growth of passive investing, the information advantage of institutional traders, and why patience matters. Harvey also distinguishes speculative cryptocurrency from technologies with practical uses, including Ether...

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 assistan...

Amanda Daughtry returns with Coach Pete D’Arruda and Thomas Lipscomb to discuss financial education, the retirement challenges facing women, and creating an income plan beyond a workplace pension. They share stories about music and family while exploring the value of understanding the resources available to you before retirement arrives. Part two of the Financial Safari conversation. Call 800-661-...

QDR morning-show personality Amanda Daughtry joins Coach Pete D’Arruda and Thomas Lipscomb for a conversation about her Nashville background, life on the radio, and planning ahead. They share stories, discuss the timing of financial decisions, and connect everyday choices with the longer work of preparing for retirement. Part one of the Financial Safari conversation. Call 800-661-7383 or text PLAN...

Sheridan Murphy joins Coach Pete D’Arruda and Thomas Lipscomb to discuss the distinction between building a business and running one. They explore how owners can separate personal wealth from the company, diversify beyond the business, plan an eventual exit, and coordinate financial decisions with their accounting team. Hear Murphy’s perspective on developing a business that can support your futur...

Tony Haynes and Chuck Kaiton continue their conversation with Coach Pete D’Arruda and Thomas Lipscomb. They discuss how technology is changing everyday life, share stories from the world of sports, and connect those changes with financial and retirement decisions. Hear the perspective of two longtime broadcasters as the group considers what comes next. Part two of their Financial Safari interview....