America's 401k Show with Coach Pete

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America's 401k Show is heard around the country each week as Coach Pete and the team bring on everything you need know about your retirement transition. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect y…

America's 401k Show


    • Mar 1, 2024 LATEST EPISODE
    • monthly NEW EPISODES
    • 38m AVG DURATION
    • 189 EPISODES


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    Latest episodes from America's 401k Show with Coach Pete

    Create a Long-Term Financial Plan!

    Play Episode Listen Later Mar 1, 2024 12:08


    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. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Looking Back to Move Forward into Retirement

    Play Episode Listen Later Mar 1, 2024 11:44


    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. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    How to Protect Your Savings!

    Play Episode Listen Later Mar 1, 2024 11:37


    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.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Brokers Behaving Badly: Jesus Rodriguez

    Play Episode Listen Later Mar 1, 2024 12:17


    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. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Beware the 'Secret Formulas' for Retirement!

    Play Episode Listen Later Jun 21, 2023 13:03


    Are you trying to time the Stock Market? You might as well try your luck at the roulette table. Do you have your savings protected? Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Index Universal Life Insurance: is it right for you?

    Play Episode Listen Later Jun 21, 2023 12:58


    Have you ever been sold on a product based on 'projections' instead of guarantees? Coach Pete is in the studio, talking about how to avoid games and gimmicks when preparing for retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    index coach pete universal life insurance
    Questions for Coach!

    Play Episode Listen Later Jun 21, 2023 12:58


    Have you wondered about how to build up your retirement savings vs. maintaining that portfolio? Coach Pete is in the studio, breaking down the consumer advocates, Steve and Thomas, attempts at stumping Coach! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Tax Strategies as you approach retirement!

    Play Episode Listen Later Jun 21, 2023 13:48


    Do you need a hand planning out tax strategies as you approach retirement? Maybe it's time to go back to the fundamentals of retirement! Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings and going back in time to 1925, comparing yester-year to now. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Listener questions: Should I maximize my 401k if it's in company stock?

    Play Episode Listen Later Nov 23, 2022 12:25


    What's the best way to save money and lower taxes? Want the answer? Chief Wealth Strategist, Parker Holland, is in the studio, answering your questions! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Market corrections aren't as bad as you think... if you have a plan!

    Play Episode Listen Later Nov 23, 2022 12:56


    With the stock market dramatically swinging, are you nervous about your savings? Chief Wealth Strategist, Parker Holland, is in the studio, analyze a case study showing how valuable a good financial planning team can be. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Why you would benefit from a customized, retirement plan

    Play Episode Listen Later Nov 23, 2022 14:58


    When you have a proper plan, you don't have to choose between growth and safety. Chief Wealth Strategist, Parker Holland, is in the studio, demystifying common notions about retirement planning and talking about how you can create the retirement you want. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Retirement Strategies for Economic Downturns

    Play Episode Listen Later Nov 23, 2022 12:13


     Do you need a crystal ball in order to protect your retirement savings? Chief Wealth Strategist, Parker Holland, is in the studio, breaking down how you can manage your retirement income when inflation is on the rise. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Protection against price increases

    Play Episode Listen Later Nov 9, 2022 13:47


    An article from Fortune magazine says, "The home price correction is spreading." Have you been feeling the price increases? Coach Pete is in the studio, discussing how to protect your retirement savings when it feels like prices everywhere are going up. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Keeping up with the market

    Play Episode Listen Later Nov 9, 2022 14:00


    FAANG Stocks are getting their butts kicked this year; what can you do to make sure your savings are safe? Coach Pete is in the studio, analyzing the volatility of the stock market. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Breaking down the Housing Market

    Play Episode Listen Later Nov 9, 2022 14:46


    Interest rates are getting higher and higher and the housing market is greatly affected. Coach Pete is in the studio, breaking down the things you need to know about mortgages moving into retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    2022-11-05 401k SEG 4

    Play Episode Listen Later Nov 9, 2022 13:19


    An article from Fortune magazine says, "Sellers are calling a timeout." When interests are getting locked in, why get into something at a higher rate? Coach Pete is in the studio, discussing some no-nonsense tips on how to save and keep more of your money. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Creating a personal pension

    Play Episode Listen Later Oct 19, 2022 13:10


    There was a huge movement from companies being responsible for you retirement to the workers needing their own retirement accounts. Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, offering strategies on how you can create the retirement you want! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    coach pete personal pension
    Spin the Wheel: Answering your Questions!

    Play Episode Listen Later Oct 19, 2022 13:33


    It's Coach's favorite part of the show: spinning the wheel and answering YOUR questions! Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, covering everything from IRA rollovers to saving strategies. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    The Mistakes You Need To Avoid In Retirement

    Play Episode Listen Later Oct 19, 2022 13:42


    Have you vetted your financial products? If not, you could be paying way too much in fees! Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, analyzing some of the common mistakes that people make in retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    7 Solid Financial Moves when You're Ready to Retire

    Play Episode Listen Later Oct 19, 2022 14:39


    As you're in the mid-game and moving towards the endgame, do you know the best strategies to protect your savings? Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, to go over a case study and talk about how to create secure retirement income. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    What you need to know about investing for retirement

    Play Episode Listen Later Sep 28, 2022 14:18


    As a result of the pandemic induced bear market, only 56% of retirees would welcome more guaranteed income in retirement; do you want more guaranteed money? Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, and Wealth Strategist, Gregg Berrian, going over how you can increase your income in retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    David Webb, host of the David Webb Show on SiriusXM Patriot 125

    Play Episode Listen Later Sep 28, 2022 13:25


    Coach Pete is joined by David Webb, Fox News columnist and host of the David Webb Show on SiriusXM Patriot 125, breaking down the current state of the financial world. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Shifting Gears between Saving and Spending

    Play Episode Listen Later Sep 28, 2022 13:46


    Smart people learn from their experiences, so how do you learn from something you haven't gone through? Coach Pete is in the studio, going over how to properly plan the change from working to retired. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Making Adjustments to your Retirement

    Play Episode Listen Later Sep 28, 2022 13:14


    So many things in life change and when they change concerning your savings, you need to be prepared. Coach Pete is joined in the studio by Senior Wealth Strategist, Marty Hensley, and Wealth Strategist, Gregg Berrian, discussing strategies you can implement to withstand the ever-changing financial world. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Get a financial educator!

    Play Episode Listen Later Sep 7, 2022 13:40


    Do you know where fees are coming from in your retirement plan? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, breaking down the importance of financial education when preparing for retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Personalized service vs. Big corporations

    Play Episode Listen Later Sep 7, 2022 14:10


    Why would you leave your money in a company 401k if you could roll it over? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance planner, Gregg Berrian, discussing how to effectively move your money into the right retirement vehicles. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    How can you reduce taxes in retirement?

    Play Episode Listen Later Sep 7, 2022 14:18


    Are you paying taxes on money that you don't need? Senior Wealth Strategist, Marty Hensley, is in the studio breaking down strategies you can implement to lower your tax rates in retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Make sure that your income will last!

    Play Episode Listen Later Sep 7, 2022 14:46


    Outlasting your savings is a risk that has retirees and pre-retirees worried. Senior Wealth Strategist, Marty Hensley, is in the studio talking about retirement concerns and how we can address them. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Listener questions: Should I contribute to my 401k or my Roth?

    Play Episode Listen Later Aug 31, 2022 13:36


    Everyone's situation is different, so we're here to answer as many questions as we can! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, to answer your questions and help you have a secure retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    The objective of a good plan

    Play Episode Listen Later Aug 31, 2022 13:19


    On this episode, we take a trip to the past, back to 1984! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, breaking down what it means to have a proper financial plan for a successful retirement If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Risk reduction in retirement

    Play Episode Listen Later Aug 31, 2022 13:43


    What are you doing to reduce risk in your savings?  Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, talking about strategies to strengthen your plan against inflation, taxes, fees and commissions.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Is 'The Gold Standard' really all that high?

    Play Episode Listen Later Aug 31, 2022 13:14


    We're here exposing gold and other commodities; are they really less risky? Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, discussing true savings volatility and whether gold is a good part of a successful retirement plan. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    How to weather the "Perfect Retirement Storm"

    Play Episode Listen Later Aug 24, 2022 12:20


    Does your plan have the flexibility to move and bend with today's volatile market? Chief Wealth Strategist, Parker Holland, is in the studio with Life Insurance Specialist, talking about how to create a financial plan that will let you sleep well at night. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Misconceptions about retirement planning

    Play Episode Listen Later Aug 24, 2022 13:31


    You've probably heard a lot about retirement plans, but what info can yo take to the bank? Chief Wealth Strategist, Parker Holland, is in the studio analyzing surveys and questionnaires to tell the truth about retirement planning.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Doug Orchard, director of The Baby Boomer Dilemma

    Play Episode Listen Later Aug 24, 2022 16:21


    What are the biggest problems for Baby Boomers today and what's the solution? Coach Pete is joined in the studio by Doug Orchard, documentarian and director of The Baby Boomer Dilemma, to break down the importance of creating a secure financial future before it's too late. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Everything you can do with Life Insurance

    Play Episode Listen Later Aug 24, 2022 10:51


    Life insurance can be like a Swiss Army knife in retirement; do you know all that it can do? Chief Wealth Strategist, Parker Holland, is in the studio with Life Insurance Specialist, Austin Maxwell, to discuss life insurance and how to make it work for you! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Listener Questions: How can I protect my 401k?

    Play Episode Listen Later Aug 17, 2022 12:51


    You've got questions and we've got answers! Chief Wealth Strategist, Parker Holland, is in the studio, going over how to do an in-service roll-over, make your savings inflation-proof, and more! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Case Study: Growing your principle to last a lifetime?

    Play Episode Listen Later Aug 17, 2022 15:41


    3 years out may seem late in the game to create a retirement plan, but it's never too late! Chief Wealth Strategist, Parker Holland, is in the studio, analyzing growth rates to make your retirement principle last! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    The current state of inflation

    Play Episode Listen Later Aug 17, 2022 13:45


    "It's a band-aid over a bullet wound." Chief Wealth Strategist, Parker Holland, is in the studio, discussing recessionary environments and the plans you can make to protect your retirement savings! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    A Technical Recession: can it be a good thing?

    Play Episode Listen Later Aug 17, 2022 13:56


    The economy feels like a roller coaster; can we hold on until the ride levels out? Chief Wealth Strategist, Parker Holland, is in the studio, breaking down market trends and how they can affect your retirement savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Precious metals vs. inflationary times?

    Play Episode Listen Later Jul 14, 2022 12:49


    What investments work best with rising inflation? Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, answering YOUR questions! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Marriage in Retirement: Are you on the same page?

    Play Episode Listen Later Jul 14, 2022 13:02


    The most important earthly relationship one can have is with their spouse. Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, talking about how to navigate retirement with your spouse. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Financial Red Zone Strategies

    Play Episode Listen Later Jul 14, 2022 12:31


    If you're nearing retirement, find out how you can maximize your savings! Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, breaking down how to make the most of your retirement money! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    Weathering the Perfect "Retirement" Storm

    Play Episode Listen Later Jul 13, 2022 12:39


    Are we entering into a new market correction? Retirement Wealth Strategist Marty Hensley and Retirement Insurance Planner Gregg Berrian are in the studio, talking about how you can secure your savings to weather the storm.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.See omnystudio.com/listener for privacy information.

    The One-Stop Shop for Retirement Planning

    Play Episode Listen Later Jun 30, 2022 14:21


    Have you ever wondered what it's like to work with an independent fiduciary advisor? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio discussing what life is like here at Capital Financial, and breaking down all the areas we can cover in retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.

    Case Study: The difference between starting early or late

    Play Episode Listen Later Jun 30, 2022 13:15


    Have you wondered how much more you could have in savings if you start sooner rather than later? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio crunching those hard numbers in retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.

    Inflation over the years

    Play Episode Listen Later Jun 30, 2022 11:52


    Inflation has been up dramatically this year, but has it been on the rise for longer than that?Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio taking a deep dive into inflation and how you can protect your retirement savings against it. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.

    Retirement Planning Regrets and how you can avoid them.

    Play Episode Listen Later Jun 30, 2022 13:17


    Are you afraid you won't be able to enjoy your retirement because of a bad plan or no plan? Chief Wealth Strategist Parker Holland and Retirement Insurance Planner Gregg Berrian are in the studio breaking down how you can make your savings more efficient for a secure and successful retirement! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.

    How to navigate the Stock Market

    Play Episode Listen Later Jun 20, 2022 12:43


    Everyone wants to know "What stock should I invest in?" It's not as simple as just picking the "right stock". Retirement and Wealth Strategist Noah Shindler is in the studio discussing the importance of building a retirement plan that mitigates risk in your savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.

    Transparency and what it means to be a Fiduciary

    Play Episode Listen Later Jun 20, 2022 11:59


    Do you know how your financial advisor is getting paid? Are they working in your best interest? Retirement and Wealth Strategist Marty Hensley is in the studio defining how a fiduciary works and the standards they are held up to. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.

    Do you know what fees you are paying in your 401k?

    Play Episode Listen Later Jun 20, 2022 14:51


    401k fees can be anywhere from 0.2% to 5% of your assets; what are you paying? Retirement and Wealth Strategist Marty Hensley is in the studio to break down not only how to find that info, but also how you can lower your fees and expenses in retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858. See omnystudio.com/listener for privacy information.

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