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Financial Pizza

May 29, 2020

This week, Coach Pete D’Arruda checks in a couple of times. First he looks at fees in your portfolio and then gets into REIT’s. Real Estate Investment Trusts. We hear from Marc Geels as he breaks down the first ten years of retirement. Richard Pelitier talks about Roth conversions in a bear market. We have a great...


May 22, 2020

Plenty of great information this week, Coach Pete D’Arruda talks how to make sure you can have lifetime income. Robert Kuhn says tactical management is one of several strategies needed for a successful retirement. Kevin Frisbie has some disturbing news about what could happen to income taxes in the future. Richard...


May 15, 2020

This week, Coach Pete D’Arruda talks income for life. Kevin Frisbie discusses common fears retirees face. We meet Robert Kuhn from Chicago talking about his show Decoding Wall Street. Brian Quaranta introduces us to Estate and Tax Planning Attorney Michele Conti. Eric Kearney goes over his process of getting clients...


May 8, 2020

This week Coach Pete D’Arruda talks about the importance of a “core and explore” retirement plan. Kevin Frisbie breaks down tactical management of retirement accounts. Marc Geels says retirement planning isn’t just about the money. Eric Kearney makes a comparison to big business and your retirement plan. Gregg...


May 1, 2020

Coach Pete D’Arruda points out that managing your own portfolio can be a bit tricky. Brian Quaranta says amid the pandemic it’s time to get back to basics in retirement planning. Richard Pelitier touts the merits of a Roth conversion in a down market. Dave Pimper compares the market to an umbrella and it makes...