Nov 27, 2020
A special "best of" Financial Pizza from October 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...
Nov 20, 2020
Join Coach Pete D’Arruda in a conversation about annuities. Robert Kuhn says it’s okay to look back but keep an eye on the future for the best retirement today. Saba Khan-Smith discusses what is concerning her clients today. Kevin Frisbie has taxes on his mind. Richard Pellitier compares taking a bath to inflation.
Nov 13, 2020
This week Coach Pete D’Arruda goes over some mistakes to avoid in retirement. Kevin Frisbie breaks down how some fees work in your retirement plan. Joe Hamel talks about options in long term care. Dave Pimper stresses the importance of a written retirement plan. Eric Kearney digs into tax planning in retirement.
Nov 6, 2020
Coach Pete D’Arruda talks taxes in retirement. Joe Hamel does a compare and contrast in retirement then versus now. The Insurance Professor Victor Whang digs into Medicare open enrollment. Eric Kearney discusses what he’s doing to help his clients in the midst of a pandemic. Richard Pelletier offers his opinion on...