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Financial Pizza

Sep 25, 2020

Plenty of great information this week. Coach Pete D’Arruda talks about not being up until you’re out. Robert Kuhn and Eric Kearney drive the point home that in times of market volatility it’s important that your advisor is being proactive with your portfolio. Brian Quaranta breaks down the black and white...


Sep 18, 2020

This week Coach Pete D’Arruda gives us a lesson in the dow. Brian Quaranta takes us back to basics in retirement planning. Kevin Frisbie offers some tips on how to pay less taxes in retirement. Joe Hamel takes us through the three worlds of investing. Richard Pellitier touts the advantage of tactical management of...


Sep 11, 2020

Plenty of discussion this week. Coach Pete D’Arruda on the Calculated Risk Exposure Level. The election was on the mind of several advisors. Richard Pelliter talks about the election and potential impact on his clients. Eric Kearney takes on the impact of the pandemic and how that affects clients.  Brian Quaranta says...


Sep 4, 2020

Coach Pete D’Arruda talks about longevity risk. Robert Kuhn dives into the lost decade of the market. Richard Pellitier tackles taxes in retirement and speculates about what could happen. Eric Kearney outlines bracketing strategy. Brian Quaranta talks about healthcare and long term care options in retirement. Jennifer...