Financial Pizza

This podcast originally posted June  23, 2023.  Coach Pete D’Arruda discusses being ready for anything when it comes to retirement planning. Annuities, pros and cons from Eric Kearney and Joseph Lanza . Joe Murphy explains the basics of a reverse mortgage. Brittany and Jay Hagy talk about the emotional side of retirement planning. Richard Pellitier defines the Fed. Marc Geels breaks down sequence...

Something a little different this week, we challenge the advisors to answer retirement related questions in the style of Regis Philbin and Who Wants to be a Retirement Millionaire. Join Dave Pimper out of Omaha, Nebraska, Kevin Brucher in Phoenix, Arizona, Joseph Lanza in Cape Coral, Florida, Mal Mason and Chae Kyle in Houston, Texas and Joe Murphy in Valparaiso, Indiana. Let’s see who goes home w...

A wide range of topics including Marty Hensley talking about the importance of working with an advisor to create that retirement and income plan. Jim Martin shares his take on the “rule of 100”. Spoiler alert, he’s not a big fan. Eric Kearney weighs in on how much emotions can dictate how we prepare for retirement. Kevin Brucher uses a classic sit-com to help frame why giving money to your grown c...

Plenty of topics. We hear from Coach Pete D’Arruda along with Brad Olson and Joe Wilson talking about retirement basics. Marc Geels takes us through a checklist of what to look for in a financial advisor. Kevin Brucher has a plan for Social Security. Dave Pimper takes a deep dive into what is the magic number needed to retire. Dave Perkins takes us back to 1981. Visit Financial Pizza to learn more...

Coach Pete D’Arruda discusses being ready for anything when it comes to retirement planning. Annuities, pros and cons from Eric Kearney and Joseph Lanza . Joe Murphy explains the basics of a reverse mortgage. Brittany and Jay Hagy talk about the emotional side of retirement planning. Richard Pellitier defines the Fed. Marc Geels breaks down sequence of returns risk. That and more today. Visit Fina...

In this Best Of show originally posted April 28, 2023, Joe Murphy shares his view on today’s economy and where it could be headed. Eric Kearney has his own thoughts on the economy and has a declaration about Target Date Funds. Kristina Ping has some thoughts on generating rental income in retirement. Kevin Brucher has a strategy for laddering annuities for retirement income. Brad Olson and Joe Wil...

Coach Pete D’Arruda wants you to have a steady reliable repeatable income stream in retirement. Joe Murphy examines the debt ceiling deal. Jay and Brittnay Hagy talk about the emotional side of retirement. Richard Pellitie r says don’t take the first offer. Mal Mason and Chae Kyle explain some of the benefits of Indexed Universal Life Insurance. Gary Nolan has a look back at 1991. That and more on...

Plenty to talk about including Joe Murphy on the debt ceiling. Dan Groben and Phillip Menard break down the biggest takeaways from a recent retirement survey. Alan Kifer has Roth conversions on his mind and Prashant Sabapathi discusses the impact on potential changes to Social Security. Jackie Selby takes us on a journey back to 2004. That and more on Financial Pizza . Call 800-662-6808. Text PIZZ...

This week Coach Pete D’Arruda and Parker Holland discuss a case study. Brian Quaranta is talking about taxes in retirement. Eric Kearney delves into long term care. Marc Geels has a different take on 401(k)’s. Call 800-662-6808. Visit FinancialPizza.com . See omnystudio.com/listener for privacy information.

A wide variety of topics including saving on taxes from Coach Pete D'Arruda . When is the right time to retire? Eric Kearney has some ideas. Nathan Forte says maxing our your 401(k) is admirable. Marc Geels says a Roth IRA can also help pay for college. An interesting concept for sure. Richard Pellitier talks about the Fed and what they are doing to help the economy.  Visit Financial Pizza to lear...

Joe Murphy shares his view on today’s economy and where it could be headed. Eric Kearney has his own thoughts on the economy and has a declaration about Target Date Funds. Kristina Ping has some thoughts on generating rental income in retirement. Kevin Brucher has a strategy for laddering annuities for retirement income. Brad Olson and Joe Wilson talk about movie clips that relate to retirement. T...

This is a best of originally posted July 2022. Back next week with a brand new episode.  This week we hear from Coach Pete D’Arruda and his take on inflation and potentially recession. Joe Murphy weighs in on the topic and expands on it. Eric Kearney talks about Crypto currency and much more. Then Coach Pete talks with Rey Arias, a local restaurateur. He’s a true American success story. Call 800-6...

Coach Pete D’arruda has special guests on Financial Safari. Joe Murphy has some thoughts on the banking crisis and the recent interest rate hike by the Fed. Brian Quaranta highlights five areas of retirement that need to be addressed. Richard Pellitier has long term investing on his mind. Brad Olson and Joe Wilson have some fun with their host. Visit Financial Safari . Call 800-662-6808 Text PIZZA...

Plenty of variety this week. Coach Pete D’Arruda says you are not up until you are out. Brian Quaranta weighs in on the SVB failure. Joe Murphy offers his opinion  of the current banking situation. Mike Wall fills in for Coach Pete D’Arruda on Financial Safari. Eric Kearney turns the tables and asks me questions about retirement. Visit Financial Pizza to learn more. Text PIZZA to 600700. See omnys...

The Silicon Valley Bank failure had the advisors attention this week. We hear from several advisors to hear their take on what happened and how we can learn from it. Coach Pete D’Arruda from Financial Safari is here. Joe Murphy from Wealth Health radio checks in along with Paul Roberts and Eric Kearney . Visit Financial Pizza to learn more. Call 800-662-6808 or Text PIZZA to 600700. See omnystudio...

A nice assortment of pizza slices this week. Coach Pete D’Arruda gives us his take on working in retirement. Yes, he thinks it’s a good idea. Marc Geels talks about the importance of budgeting in retirement. Joe Hame l says advisors offer several levels of care, he’s got a great explanation. Richard Pellitie r weighs in on how tax planning in retirement can make a huge and positive difference. Cal...

Diverse topics this week include Coach Pete D’Arruda has safe money on his mind. Eric Kearney says the plan is what retirement is all about. Joe Murphy breaks down just what a reverse mortgage is and what it isn’t. Brooklyn Chandler Willy says there’s an annuity for just about everyone. Gary Nolan takes us back to 1938. Call 800-662-6808. Text PIZZA to 600700. Visit Financial Pizza and check out B...

Good stuff all around this week. Marty Hensley showcases a case study that really shines. Eric Kearney reacts to J.P. Morgan Chase CEO’s thoughts on the economy. Joe Murphy tackles some things that show you might not be able to retire all in the vein of Jeff Foxworthy. Gary Nolan has time travel in mind when he takes us back to 1995. Visit Financial Pizza to learn more. Call 800-662-6808 or Text P...

Coach Pete D’Arruda and Kevin Frisbie have guaranteed income in retirement on their minds. Brian Quaranta is touting his new book that helps folks put the right plan together for retirement. Eric Kearney and Joseph Lanza are talking about the less than desirable 60/40 split in retirement accounts. Joe Murphy introduces us to Paul Payne, a life insurance expert who talks about life insurance can be...

Plenty of topics this week including Coach Pete explains some new IRS rules that could prove beneficial to your bottom line. Eric Kearney and Joe Murphy dig into annuities pros and cons. Gary Nolan takes us on a journey back to 1974. Visit Financial Pizza for more. Call 800-662-6808. Visit Broadcasting Experts . See omnystudio.com/listener for privacy information.

Great topics this week include Coach Pete D’Arruda shares insight on taxes in retirement. Brian Quaranta breaks down annuities. Eric Kearney asks the age old question: so when can I retire? Kevin Frisbie says you must have these five documents in place before you retire. Dave Perkins has his own take on annuities. Call 800-662-6808 or Text PIZZA to 600-700. Visit Financial Pizza for more. Check ou...

This week Coach Pete D’Arruda sits down with business entrepreneur Jason Wojciechowski or WoJo for short. Jason offers some tip on how to get your life and your business on track for success. Get started by visiting Lifeonaire . Call 800-662-6808. Visit Financial Pizza to learn more. See omnystudio.com/listener for privacy information.

A special episode of Financial Pizza this week. Coach Pete D’Arruda has a great conversation with CPA Stan Moore. If you own a small business this interview is for you. He goes over how you can legally begin to minimize your business taxes. If you’re planning to retire this year Stan has some tips for you too. To learn more about Coach Pete visit Pete on Demand . For more on Stan visit Stan Moore...

A great way to kick off the new year. Coach Pete D’Arruda looks at what 2023 may have in store. Eric Kearney says there are lessons to be learned from 2022. Joe Murphy announces a new annuity specifically for long term care. Brooklyn Chandler Willy breaks down your income replacement rate in retirement. Gary Nolan reviews 1991.  Call 800-662-6808. Visit Financial Pizza to learn more. See omnystudi...

This week Coach Pete D’Arruda and Parker Holland discuss a case study. Brian Quaranta is talking about taxes in retirement. Eric Kearney dives into long term care. Marc Geels has a different take on 401(k)’s. Steve Sedahl has a brokers behaving badly. Call 800-662-6808. Visit FinancialPizza.com . See omnystudio.com/listener for privacy information.