Épisodes

  • Crank Up Your 401(k): Roth Showdowns, Safe-Money Hits, and Termite Traps!
    Dec 13 2025

    Coach Pete and his crew turn up the volume on 401(k) maxing, break down Roth vs. Traditional in plain English, and spotlight safe-money moves that protect your core. They map out lifetime income planning, right-sized asset allocation, and real-world risk tolerance so your plan can rock in any market. And they also hunt down “financial termites” like hidden fees while dropping a challenge for you to take control of your financial future!

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    35 min
  • Retirement Pitfalls You Don’t See Coming (Until It’s Too Late)
    Dec 6 2025

    Coach Pete and the crew break down sneaky money leaks—like tiny fees and “lifestyle creep”—that can quietly wreck your nest egg, and show you how to stress-test a plan so market headlines don’t jerk your retirement around. You’ll hear why Shaq’s “trust but verify” approach to picking a fiduciary advisor still wins, when to start planning (hint: yesterday), and how to set up safe income first with a little “play money” on the side. They even tackle the “work longer or not?” debate—making it your choice, not a necessity—so you can rock retirement on your terms.

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    35 min
  • Beyond the 401(k): Coach Pete’s Income Engine
    Nov 22 2025

    Coach Pete shatters the “just save more” myth and shows you how to turn your money into reliable income, not just a big account balance. He breaks down smart investment strategies in plain English, builds a step-by-step plan that outgrows inflation, and boosts your financial literacy so you can make confident moves. If you want a future that’s funded—and flexible—this episode is your blueprint.

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    35 min
  • $50 Million Refund Racket: How One Tax Preparer Fooled the Treasury
    Nov 15 2025

    Coach Pete unpacks the wild case of Gene D. Amad, a Queens tax preparer accused of cranking out 20,000+ fake returns and siphoning $50 million from the US Treasury. You’ll hear how bogus income, phantom businesses, and a web of bank accounts allegedly kept the scheme humming. Tune in to learn the red flags—and how to make sure your “refund” doesn’t turn into a felony-level headache.

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    35 min
  • Red-Zone Money Moves: Year-End Plays the Pros Don’t Want You to Miss
    Nov 8 2025

    Coach Pete and Russ Hackmann (The Wall Street Sweeper) blitz through must-do year-end strategies—smart rebalancing, tax-savvy tweaks, and the right call on wills vs. trusts—so your money hits the end zone, not the sidelines. They decode how AI is shaking markets (and how to use it, not fear it) while mapping the financial red zone game plan that protects gains and locks in income. Hit play for a fast, jazzy blueprint to finish the year strong and start the next one bulletproof!

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    35 min
  • Bitcoin, Bad Advisors & Paychecks for Life: KD’s Lesson Your Retirement Needs
    Nov 1 2025

    Coach Pete and the crew turn headlines into hard-won wisdom—using Kevin Durant’s Bitcoin saga to unpack what crypto means (and doesn’t) for your nest egg. They show how a rock-solid income strategy and dynamic spending plan keep you living your lifestyle goals no matter what markets throw at you. Plus, hear red-flag stories of “advisors behaving badly” so you know exactly who to avoid—and how to build a plan that pays you for life.

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    34 min
  • Wall Street Whiplash: The Retirement Rewrite That Beats 60/40
    Oct 25 2025

    Tired of market drama and media hype? Coach Pete and his crew rip up the old 60/40 playbook and show you how tax-smart planning, real risk management, and lifetime income can turn volatility into a non-event. You’ll learn how to see through Wall Street’s noise, lock in paychecks you can’t outlive, and build a comprehensive plan that actually holds up when screens go red. Tune in for the blueprint—and leave the whiplash to the day traders.

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    34 min
  • From Windfall to Paycheck: The Retirement Strategy Wall Street Won’t Tell You
    Oct 18 2025

    Coach Pete and the team decode today’s market trends and show you how to turn sudden wealth into a lifelong income plan—without gambling your future on hot-stock hype. You’ll learn why a true fiduciary matters, how to dodge the potholes of poorly managed investments, and the simple strategy that can make your money work when you don’t. Plus, get the scoop on brand-new financial education books that turn complex ideas into moves you can make this week.

    See omnystudio.com/listener for privacy information.

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    35 min