Jun 18, 2021
Plenty of discussion this week. Coach Pete D’Arruda says your retirement plan needs to be regularly evaluated. Kevin Frisbie breaks down the pieces of a good retirement plan. Richard Pellitier says it’s a bit tricky if one spouse wants to retire while the other keeps working. Mike Levy points out the importance of...
Jun 11, 2021
This week, gray divorce. It’s a growing problem. One in four couples over 50 divorce and Coach Pete D’Arruda tackles it head on. Richard Pellitier has a different take on life insurance. Nathan Fort has some thoughts on annuities. Marc Geels explains how you can save for retirement and college in the same Roth IRA.
Jun 4, 2021
A busy week for the advisors. Coach Pete D’Arruda weighs in on crypto currency. Eric Kearney tells us about a client that was completely unaware of the SECURE Act and how it could impact his retirement. Nathan Fort highlights SECURE Act 2.0. Marc Geels has some 401(k) tips you need to know. Kevin Brucher talks about...
May 28, 2021
This week, Coach Pete D’Arruda talks about how to dispel retirement myths. Marc Geels talks about longevity risk. Eric Kearney takes us on a boat ride called navigating retirement. Kevin Frisbie says it’s not if it’s when there will be a market correction. Richard Pellitier discusses Social Security claiming.
May 21, 2021
Good stuff this week, Coach Pete D’Arruda has taxes on his mind and he’s got a guest that digs into that. Kevin Frisbie offers insight to annuities. Ben Heizer tells us what to look for in an advisor. Richard Pellitier outlines what happens to our retirement plan when a spouse dies. Steve Sedahl has a Brokers...