Financial Pizza

This week on Financial Safari Capital Financials Chief Wealth Strategist Parker Holland breaks down some strategies that could help you retire a little earlier than planned. Eric Kearney explains why you need a solid relationship with a financial advisor. Joe Murphy talks about how today’s economy is a lot like the 1970’s. Kevin Frisbie weighs in on life insurance and how it’s changed over the pas...

We’ll hear different takes on your 401(k), learn how a Roth can be multi-purpose and what’s up with the Santa Claus Wall Street rally.  That and much more. Call 800-662-6808. Text Pizza to 600700. Check out Financial Pizza . Visit Broadcasting Experts to learn more.  See omnystudio.com/listener for privacy information.

We’ll hear different takes on your 401(k), learn how a Roth can be multi-purpose and what’s up with the Santa Claus Wall Street rally.  That and much more. Call 800-662-6808. Text Pizza to 600700. Check out Financial Pizza . Visit Broadcasting Experts to learn more.  See omnystudio.com/listener for privacy information.

Coach Pete D’Arruda says where you put your savings for retirement makes a big difference. Marc Geels shares his take on Social Security and perhaps what you may not be aware of. Eric Kearney has a great description of just what building a floor in your retirement plan. Paul Roberts offers some strategies to increase your retirement savings. Chuck Carrier talks about risk assessment and how import...

Check out Financial Pizza and Broadcasting Experts . See omnystudio.com/listener for privacy information.

The Advisors have taxes on their minds, specifically tax planning in retirement. We hear from Brian Quaranta explaining how a Roth conversion can help lower your taxes. Richard Pellitier talks about how a trust can be used to help minimize the tax bite. Eric Kearney says don’t procrastinate, face the tax issue head on. Parker Holland shares a case study of a 61-year-old couple and how they success...

Coach Pete D’Arruda and Parker Holland break down a case study with amazing results. Richard Pellitier brings us up to date on the Secure Act and the stretch IRA. Ed Storer is talking about inflation. Eric Kearney has some observations about the election, inflation and what you can do to help your retirement. Gary Nolan took the Wayback machine all the way to 1949. Visit Financial Pizza for more....

Something a little different this week. It’s an interview with filmmaker Doug Orchard. His latest film is called The Baby Boomer Dilemma . It’s an in-depth look at the state of retirement, specifically baby boomers. Coach Pete D’Arruda and Doug have a spirited conversation about the film and what it could mean going forward.  Visit Financial Pizza.com . Call 800-662-6808.  See omnystudio.com/liste...

This week Russ Hackman shares his thoughts on how to navigate a volatile market. Richard Pellitier says finding your philosophy for investing is important. Joe Murphy talks about creating balance in your portfolio. Gary Nolan takes us back to 1955. Steve Sedahl has a Brokers Behaving Badly. Visit Financial Pizza for more. Check out Broadcasting Experts to learn how you can create your own podcast....

A special episode of Financial Pizza. Eric Kearney and Joseph Lanza were in the thick of Hurricane Ian in southwest Florida. It took three weeks but they are back and certainly have some stories to tell. Call 800-662-6808. Text PIZZA to 600700. Visit Financial Pizza to learn more. Visit Broadcasting Experts to learn how you could have your very own podcast.  See omnystudio.com/listener for privacy...

A fun show this week featuring Pete D’Arruda talking about the financial fill up strategy. Jeff Truchon outlines why having a fiduciary advisor can make a huge difference in your retirement planning. Richard Pellitier has some thoughts on inflation and how to deal with it in retirement. Gary Nolan takes us on a trip back to 1983. Visit Financial Pizza to learn more. Check out Broadcasting Experts...

Coach Pete D’Arruda offers his thoughts on putting precious metals in your retirement accounts. Marc Geels breaks down sequence of returns risk. Richard Pellitier has some thoughts on the Federal Reserve. Coach Pete interviews Eric Balchunas about his new book The Bogle Effect. See omnystudio.com/listener for privacy information.

A nice mix this week on a variety of topics. Coach Pete D’Arruda has a conversation with bestselling author and financial expert Tom Hegna . Eric Kearney and Joesph Lanza dig into what’s going on in the market and how it’s affecting those in retirement. Joe Murphy has Medicare specialist Carol Van Noot outlining what is new with Medicare in 2023. Visit Financial Pizza to learn more. Call 800-662-6...

This week we’ll hear from Coach Pete D’Arruda on income planning. We introduce Brooklynn Chandler Willy with her take on proposed changes to RMD’s. Richard Pellitier explains what a safe withdrawal rate is from your retirement accounts. Eric Kearney and Joseph Lanza look at longevity risk. Steve Sedahl has a Brokers Behaving Badly. To learn more visit FinancialPizza.com . Call 800-662-6808.  See o...

This week Coach Pete D’Arruda sits down with former Congressman J. D. Hayworth for a rousing conversation. Topics include politics, of course, growing up in North Carolina and the rivalry between UNC and NC State. Call 800-662-6808. Text PIZZA to 600-700 Visit FinancialPizza.com. See omnystudio.com/listener for privacy information.

This week Coach Pete D’Arruda explains what a front end load means. Marc Geels breaks down how segmented your retirement dollars can get you where you want to be in retirement. Eric Kearney talks about sequence of returns risk and Gary Nolan takes us back to 1978. Call 800-662-6808 Text PIZZA to 600700. Visit FinancialPizza.com . See omnystudio.com/listener for privacy information.

This week Coach Pete D’Arruda weighs in with some car buying tips especially if you’re in retirement. Kevin Frisbie discusses the importance of maintaining your lifestyle in retirement. Eric Kearney tackles tax planning in retirement and just how important that can be. Dave Pimper has a great overview of Social Security and Steve Sedahl has a Brokers Behaving Badly that will make your head hurt. C...

This week Coach Pete D’Arruda discusses the importance of having fun in retirement as long as the financial portion is covered. Marc Geels breaks down the Titanic effect as it relates to retirement. Saba Khan takes us through her process of getting someone set up for retirement. We also hear from Eric Kearney and Joe Hamel . Call 800-662-6808 Visit Financial Pizza and Broadcasting Experts to learn...

A tasty pizza this week. Coach Pete D’Arruda and Kevin Frisbie talk when is the right time to retire. Eric Kearney shares his thoughts on what some are saying about the potential ‘financial hurricane’ coming down the road. Joe Murphy and Estate Planning Attorney Brian Less discuss what should be in your plan. Parker Holland breaks down a case study of a successful retirement. Steve Sedah l has a B...

This week Coach Pete D’Arruda talks with author and entrepreneur Jim Stovall. Brian Quaranta says maybe you can retire early. Kevin Frisbie visits the ins and outs of Social Security claiming. Eric Kearney talks about maintaining lifestyle throughout retirement. Dave Perkins takes us back to 1960. Call 800-662-6808. Text PIZZA to 600700. Visit FinancialPizza.com to learn more.  See omnystudio.com/...

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 800-662-6808. FinancialPizza.com See omnystudio.com/listener for privacy information.

Something a little different this week. It’s an interview with filmmaker Doug Orchard. His latest film is called The Baby Boomer Dilemma . It’s an in-depth look at the state of retirement, specifically baby boomers. Coach Pete D’Arruda and Doug have a spirited conversation about the film and what it could mean going forward.  Visit Financial Pizza.com . Call 800-662-6808.  See omnystudio.com/liste...

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 Hamel says advisors offer several levels of care, he’s got a great explanation. Richard Pellitier weighs in on how tax planning in retirement can make a huge and positive difference. Brian...

This week Coach Pete D’Arruda has Stratego on his mind and then he interviews best selling author Eric Balchunas about his book The Bogle Effect . Eric Kearney has some interesting thoughts on losing value versus losing money. Joe Murphy talks about retirement regrets. That and more on Financial pizza. Visit FinancialPizza.com Call 800-662-6808. Visit BroadcastingExperts.com to learn more about ou...

This week on Financial Safari Capital Financials Chief Wealth Strategist Parker Holland breaks down some strategies that could help you retire a little earlier than planned. Eric Kearney explains why you need a solid relationship with a financial advisor. Joe Murphy talks about how today’s economy is a lot like the 1970’s. Kevin Frisbie weighs in on life insurance and how it’s ch...