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Financial Pizza

Apr 30, 2021

This week Coach Pete D’Arruda has taxes and long term care on his mind. Marc Geels dispels the 4% rule. Nathan Fort discusses roll over IRA’s. Ken Loebel has some thoughts on the media and retirement. Kevin Frisbie says we need to be ready for market corrections when they come. Steve Sedahl takes us through the...


Apr 23, 2021

America’s Wealth Coach Pete D’Arruda has two tax experts on Financial Safari. Ed Lyon is CEO of Tax Master Network and John Pollack is CEO of MPath AdvisoryKevin Brucher says Roth conversions in your 60’s means tax free income in your 70’s. Mike Levy discusses fees in your portfolio. Richard Pellitier says...


Apr 16, 2021

This week Coach Pete D’Arruda takes us through his process including using annuities to generate income. Kevin Frisbie breaks down Social Security claiming. Paul Roberts shows us how average returns in your portfolio can be confusing. Marc Geels says it’s okay to loan the kids money but be careful if you’re...


Apr 9, 2021

This week's pizza features Coach Pete D’Arruda explaining what the “lump sum time bomb” is all about. Richard Pellitier breaks down annuities. Nathen Fort says we have to know our risk number going into retirement. Joe Hamel lays out a case study of a very successful retirement. Eric Kearney talks about navigating...


Apr 2, 2021

This week, Coach Pete D’Arruda explains what “microwave money” is all about. Kevin Frisbie emphasizes the importance of estate planning. Eric Kearney travels down the “what if” trail of retirement planning. Robert Kuhn introduces us to defined outcome investing. Steve Sedahl has an update on a couple of...