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Financial Pizza

Aug 28, 2020

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...

Aug 21, 2020

This week, Coach Pete D’Arruda talks income for life. Kevin Frisbie discusses common fears retirees face. We meet Robert Kuhn from Chicago talking about his show Decoding Wall Street. Brian Quaranta introduces us to Estate and Tax Planning Attorney Michele Conti. Eric Kearney goes over his process of getting clients...

Aug 14, 2020

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-Smith takes us through her process of getting someone set up for retirement. We also hear from Eric Kearney,

Aug 7, 2020

Coach Pete D’Arruda kicks things off with a quote all about Las Vegas and how it ties to retirement planning. Eric Kearney describes what he calls a “financial parking lot”. Robert Kuhn takes us through their process of getting a client set up for a successful retirement. Marc Geels explains why he takes plans all...