A volatile week in the market and the advisors want to talk about it. We get  insight from and talks about retirement “land mines” and some of the seven blind spots in retirement. talks about inflation and pulls a quote you haven't heard...

This week has a classic analogy comparing retirement to the TV show Shameless. talks tax savings. on discusses being single in retirement. details the importance of income planning. takes us on a retirement road trip. has a broker behaving...

reveals why he’s called “Coach”. discuss Roth 401(k)’s and Social Security claiming strategies. digs into tax planning in retirement. discusses how to choose the best advisor for getting to and through retirement. takes us on a journey...

Coach Pete D"Arruda, Kevin Frisbie, Richard Pelitier, Eric Kearney

This week the advisors cover a wide range of topics. talks “core and explore” and how that can help you have a solid retirement. and I dig into forensic accounting and what that means to someone getting divorced near retirement.  from...

This week the advisors still have the SECURE act on their minds among other things. We hear from , , and . takes us on a wild retirement road trip and  brings you a Brokers Behaving Badly. You can reach us anytime at 800-662-6808 or text PIZZA...

This week takes us on a journey that includes an Uber ride, a nuclear power plant and Myrtle Beach, SC. Then he takes us to CES for a glimpse of some hot new electronic gear. talks the SECURE act, discusses healthcare in the coming decade, r breaks...

Coach Pete D'Arruda, Dave Pimper, Eric Kearney, Arthur Roth, Dave Perkins, Steve Sedahl

This week talks "core and explore" for your retirement. digs into the just passed SECURE Act, compares retirement to living in Tibet, discusses the state of the financial industry and talks about the importance of a written plan. Plus a chance to...

Special Holiday Episode