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Financial Pizza

Jul 30, 2021

This week Coach Pete D’Arruda has a conversation with an icon of the financial advisor world, Ray Lucia. Brian Quaranta talks about retirement milestones. Eric Kearney really gets into tax planning in retirement. Kevin Frisbie says interview several advisors before you commit. Dave Perkins takes us on a journey to...


Jul 23, 2021

This week Coach Pete D’Arruda has a special guest on Financial Safari. Eric Kearney says purpose determines placement of your retirement dollars. Kevin Frisbie talks about tying up loose ends heading into retirement. Marc Geels has a great description of what a fiduciary is and what they aren’t. Mike Levy talks...


Jul 16, 2021

This week, Coach Pete D’Arruda has taxes in retirement on his mind. Kevin Frisbie schools us on annuities. Eric Kearney says to expect the unexpected in retirement. Nathan Fort says you need to create income in retirement. Richard Pellitier talks about what his clients are asking him. Theresa Opeka takes us back to...


Jul 9, 2021

This week, Coach Pete D’Arruda talks about gray divorce. Eric Kearney says even the best laid plans can blow up. Richard Pellitier has Roth conversions on his mind. Kevin Frisbie breaks down the 401(k). Brian Quaranta wants to make sure you know what fees you are paying in your portfolio. Steve Sedahl has another...


Jul 2, 2021

Plenty of great information this week. Coach Pete D’Arruda poses the question, how much do I really need to retire. Kevin Frisbie breaks down withdrawal strategies. Marc Geels uses football to show why it’s important to make sure your retirement plan changes with the times. Steve Carouso says tax planning in...