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Financial Pizza

Oct 30, 2020

Can you win in a volatile market? Coach Pete D’Arruda digs into that and more. Has the 4% rule outlived its usefulness? Brian Quaranta says yes. Richard Pelitier lays out a plan to save more once the kids are out of the house. Marc Geels warns of hidden fees in retirement accounts. Kevin Brucher outlines the ins and...


Oct 23, 2020

A jam packed pizza this week. Coach Pete D’Arruda talks about a nest egg as it relates to retirement. Robert Kuhn gets back to basics in retirement starting with longevity risk.Eric Kearney takes us through his process of getting clients to retirement. Coach Joe Hamel talks about the stages of retirement. Kevin...


Oct 16, 2020

Coach Pete D’Arruda checks in with some interesting observations about bonds. Eric Kearney talks about what he feels advisors should be doing moving through the pandemic. Marc Geels has some thoughts about tax planning in retirement. Robert Kuhn talks about the importance of being independent. Coach Joe Hamel compares...


Oct 9, 2020

Coach Pete D’Arruda compares a dozen eggs to retirement planning. Yes. it does make sense. Robert Kuhn says financial planning takes the speculation out of the question, can I retire. Eric Kearney tells us what his clients are asking about the most this year. Kevin Frisbie explains the rule of 55. Brian Quaranta digs...


Oct 2, 2020

This week Coach Pete D’Arruda digs into maintaining lifestyle in retirement. Marc Geels stresses the importance of having a solid relationship with an advisor. Kevin Brucher discusses the ins and outs of Health Savings Accounts. Robert Kuhn poses the question: do you want your advisor to be proactive or reactive?