PODCAST · business
Coach Listens with Coach Pete
by Coach Listens
Interviews from the Financial Safari to encourage and enlighten.
Episodes
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Welcome to Coach Listens with Coach Pete
Meet Coach Pete and hear why he shares these conversations. This short introduction features archive highlights from retirement author Tom Hegna, Pro Football Hall of Famer Terrell Davis, and bestselling author Jen Sincero—on income for life, consistency, and taking action. Call 800-661-7383 or...
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Mike Milligan: QLACs, Annuity Choices, and the Total Retirement Picture (Part 4)
Coach Pete D’Arruda and Mike Milligan discuss qualified longevity annuity contracts, retirement-account withdrawal requirements, and the differences among annuity products. They consider why evaluating a financial product requires more than a blanket endorsement or rejection, and why income…
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Mike Milligan: A Retirement Plan That Fits Your Life (Part 3)
Mike Milligan continues his conversation with Coach Pete D’Arruda about matching a retirement strategy to the person who will live with it. They discuss risk, the tendency to rely on familiar products, and lessons from past planning conversations. Hear why the group favors reviewing the full...
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Mike Milligan: Income Riders and Questions to Ask Before Retirement (Part 2)
Coach Pete D’Arruda and Mike Milligan discuss dedicating part of a retirement plan to income and understanding how an income rider works. They examine why a saver’s priorities can change near retirement, the importance of asking how a strategy is structured, and the difference between product...
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Mike Milligan: The Retirement Asset Beyond Your Account Balance (Part 1)
Mike Milligan of One Oak Financial joins Coach Pete D’Arruda and Thomas Lipscomb to discuss retirement income as an asset. They explore the difference between an account balance and a plan for monthly spending, the uncertainty of market returns, and the role income can play in supporting a...
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Phil Graham: Medicare Premiums, Social Security Taxes, and Quiet Costs (Part 4)
Coach Pete D’Arruda and Phil Graham examine costs that can quietly reduce a retirement paycheck. Topics include Medicare’s income-related premium adjustments, taxes on Social Security benefits, Roth conversion considerations, and the cumulative effect of investment fees. They discuss why...
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Phil Graham: Plan Once, Plan for Life—Income and Legacy (Part 3)
Phil Graham and Coach Pete D’Arruda connect retirement income with the broader work of estate and legacy planning. They discuss the shift away from employer pensions, the stress of repeatedly second-guessing investments, and why a written strategy should explain how monthly income supports the…
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Phil Graham: The Beneficiary Forms Your Will May Not Control (Part 2)
Coach Pete D’Arruda and Phil Graham discuss why a will does not necessarily decide who receives every account. They explore beneficiary designations, payable-on-death and transfer-on-death arrangements, life insurance, and the problems that can follow outdated paperwork. Hear the questions they...
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Phil Graham: Retirement Blind Spots, Fees, and an Income Strategy (Part 1)
Phil Graham joins Coach Pete D’Arruda and Thomas Lipscomb to discuss the questions that can reveal weaknesses in a retirement plan. They examine financial blind spots, hidden costs, market losses near retirement, and the difference between an account balance and a dependable income strategy. The...
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David Walker: National Debt, Social Security, and Your Retirement
Former U.S. Comptroller General David Walker joins Coach Pete D’Arruda to discuss America’s debt, the pressures facing Social Security and Medicare, and why fiscal decisions in Washington matter to families preparing for retirement. They explore Walker’s proposals for reform, his concerns for...
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Tom Hegna: Hidden Fees, Non-Traded REITs, and Planning Your Legacy
Coach Pete D’Arruda and Tom Hegna look beneath the surface of retirement products, from recurring fees and commissions to the liquidity concerns surrounding non-traded REITs. They discuss why comparing costs requires understanding how a product works, how life insurance may fit into wealth…
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Tom Hegna: Paychecks, Playchecks, and a Retirement You Can Enjoy
Tom Hegna joins Coach Pete D’Arruda to explain the difference between the income that covers everyday expenses and the money that lets you enjoy retirement. They discuss the shift from accumulating savings to spending with a plan, the go-go, slow-go, and no-go phases of retirement, and why...
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Alan Grissom: Direct Indexing and Tax-Loss Harvesting (Part 2)
Alan Grissom and Coach Pete D’Arruda examine how direct indexing can create opportunities for tax-loss harvesting. They discuss using individual holdings to coordinate gains and losses, the technology behind managing portfolios at scale, and why wash-sale rules and other tax details require care....
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Alan Grissom: Index Investing, Railroads, and the History of Wall Street (Part 1)
Tax strategist and entrepreneur Alan Grissom joins Coach Pete D’Arruda and Thomas Lipscomb to discuss how markets developed and why index investing became important. They explore the roots of the financial system, railroad investment, Cornelius Vanderbilt, and the relationship between active and...
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Gary Marriage and Phil Graham: Stop Putting Off Your Retirement Plan (Part 4)
Coach Pete D’Arruda, Gary Marriage, and Phil Graham wrap up their conversation about making a retirement plan understandable and putting it into action. They discuss procrastination, retirement resources, and the importance of doing more than assuming everything will work out. The group also…
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Gary Marriage and Phil Graham: Retirement Risks and Social Security Decisions (Part 3)
Gary Marriage and Phil Graham continue their conversation with Coach Pete D’Arruda about risks that can affect a retirement plan. Topics include market exposure, inflation, Social Security claiming decisions, and building a strategy around your own circumstances. They explain why identifying gaps...
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Gary Marriage and Phil Graham: Turn Savings into a Retirement Paycheck (Part 2)
Coach Pete D’Arruda, Gary Marriage, and Phil Graham explore the transition from building savings to using them for a retirement lifestyle. They discuss the 22-Step Total Retirement Plan, the value of understanding your options, and why a collection of accounts is different from a written income...
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Gary Marriage and Phil Graham: A Retirement Plan for Changing Markets (Part 1)
Gary Marriage and Phil Graham join Coach Pete D’Arruda and Thomas Lipscomb to discuss retirement planning when inflation, interest rates, and market headlines change. They share their perspectives on preparing for uncertainty, identifying blind spots, and connecting investment decisions with the...
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Cam Harvey: Diversification, Gold, and Retirement Income (Part 2)
Cam Harvey returns with Coach Pete D’Arruda to discuss the challenge of turning accumulated savings into retirement income. They explore diversification, the balance between growth and protected money, precious metals, tokenized gold, and the temptation to chase a hot investment. The conversation...
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Cam Harvey: Market Noise, Passive Investing, and Crypto (Part 1)
Duke University professor Cam Harvey joins Coach Pete D’Arruda to examine how fast-moving headlines and online trading can influence investment decisions. They discuss market noise, the growth of passive investing, the information advantage of institutional traders, and why patience matters.…
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Amanda Daughtry: Women, Money, and Building a Personal Pension (Part 2)
Amanda Daughtry returns with Coach Pete D’Arruda and Thomas Lipscomb to discuss financial education, the retirement challenges facing women, and creating an income plan beyond a workplace pension. They share stories about music and family while exploring the value of understanding the resources...
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Amanda Daughtry: Music, Morning Radio, and Planning the Next Chapter (Part 1)
QDR morning-show personality Amanda Daughtry joins Coach Pete D’Arruda and Thomas Lipscomb for a conversation about her Nashville background, life on the radio, and planning ahead. They share stories, discuss the timing of financial decisions, and connect everyday choices with the longer work of...
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Sheridan Murphy: Business Owners, Entrepreneurs, and Planning an Exit
Sheridan Murphy joins Coach Pete D’Arruda and Thomas Lipscomb to discuss the distinction between building a business and running one. They explore how owners can separate personal wealth from the company, diversify beyond the business, plan an eventual exit, and coordinate financial decisions…
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Nile Nickel: AI, Robotics, and the Technology Changing Everyday Life
Technology expert Nile Nickel joins Coach Pete D’Arruda for a conversation about artificial intelligence and what the next wave of technology could mean for work, healthcare, transportation, and life at home. Nickel explains why he treats AI as an assistant whose answers still need review, then...
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Tony Haynes and Chuck Kaiton: Changing Technology and Retirement Decisions (Part 2)
Tony Haynes and Chuck Kaiton continue their conversation with Coach Pete D’Arruda and Thomas Lipscomb. They discuss how technology is changing everyday life, share stories from the world of sports, and connect those changes with financial and retirement decisions. Hear the perspective of two...
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Tony Haynes and Chuck Kaiton: Sports, Broadcasting, and Life Beyond the Booth (Part 1)
The voice of the Wolfpack, Tony Haynes, and former Carolina Hurricanes broadcaster Chuck Kaiton join Coach Pete D’Arruda and Thomas Lipscomb for a conversation about sports, broadcasting, and the next stage of life. They reflect on their careers and bring a different perspective to the discussion...
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Russ Hackmann: Wall Street Blind Spots and a Retirement Income Plan
Russ Hackmann, author of Wall Street Is Not Your Friend, joins Coach Pete, Thomas Lipscomb, and Dave Perkins to discuss market risk, financial blind spots, and retirement income. Their January 2026 conversation covers purchasing power, portfolio costs, annuities, and the purpose of different...
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Joe Casey: CES 2026, AI, and the Next Wave of Technology
Joe Casey shares his impressions of CES 2026 with Coach Pete and Thomas Lipscomb. They discuss artificial intelligence, robotics, quantum computing, blockchain, and how emerging technology could change work and investing. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically...
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Stan Moore: Real Estate Depreciation and Backdoor Roth Questions (Part 4)
Stan Moore returns with Coach Pete D’Arruda for a final discussion of real estate depreciation and Roth IRA planning. They explore the mechanics of a backdoor Roth strategy, why other IRA balances can affect the tax calculation, and the importance of weighing a conversion against your...
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Stan Moore: Cost Segregation, Senior Deductions, and Planning Ahead (Part 3)
Coach Pete D’Arruda and CPA Stan Moore discuss cost segregation for real estate, deductions affecting older taxpayers, and why income phase-outs deserve a closer look. They also consider the value of keeping accounting records current so a tax bill does not arrive as a surprise. Listen for topics...
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Stan Moore: Tips, Overtime, and the Fine Print on Deductions (Part 2)
Stan Moore and Coach Pete D’Arruda examine the deduction rules discussed in their January 2026 tax conversation, including tips and overtime. They explain why eligibility, income limits, recordkeeping, and filing details matter, and why a headline about a tax break does not tell the whole story....
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Stan Moore: Business Depreciation and Tax Planning for 2026 (Part 1)
CPA Stan Moore joins Coach Pete D’Arruda to discuss tax planning as businesses prepare their returns and look ahead to 2026. They explore business purchases, depreciation, the timing of deductions, and the value of keeping tax decisions connected to a broader financial plan. Hear Stan’s…
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Bill Bengen: Retirement Withdrawals and the 4% Rule
Bill Bengen joins Coach Pete to discuss the research behind the 4% rule and the factors that shape retirement withdrawal planning. Their October 2025 conversation explores inflation, market valuations, time horizons, and individual goals. Call 800-661-7383 or text PLAN to 600-700. Transcript...
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J.W. Roth: Building VENU and the Future of Live Music
J.W. Roth discusses his path from the food industry to VENU and the development of modern amphitheaters. The conversation explores financing, the live music experience, and bringing people together through entertainment. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically...
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Jeff Truchon: Bitcoin, Crypto, and the 2024 Conference
Jeff Truchon of Sovereign Wealth Management joins Coach Pete and Thomas Lipscomb to discuss Bitcoin, the 2024 conference in Nashville, cryptocurrency markets, ETFs, and custody. This conversation was recorded in August 2024. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically...
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Sheryl Moore: Why I Bought Indexed Annuities
Researcher and author Sheryl Moore joins Coach Pete and Thomas Lipscomb to discuss Why I Bought Indexed Annuities. The July 2024 conversation explores how annuities work, her research, and her personal experience with these products. Call 800-661-7383 or text PLAN to 600-700. Transcript...
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Naethan Guette: Fuel Prices, Supply, and Inflation
Naethan Guette joins Coach Pete and Thomas Lipscomb to discuss fuel prices, supply, producer costs, and how inflation reaches consumers. This Financial Safari segment aired in March 2024. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed from this episode; timestamps...
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Chris Gaddis: Employee Benefits, Wellness Programs, and Business Taxes
Benefits specialist Chris Gaddis joins Coach Pete to discuss employee wellness programs, healthcare costs, and business tax planning. They explore how benefit choices can affect employers and employees. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed from this...
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Tom Haines: Index Solutions and Retirement Income
Tom Haines of Annexus discusses his background in developing indexes, index annuities, and the role of guaranteed income in retirement planning. This interview with Coach Pete was recorded in December 2023. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed from this...
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David Duley: Planning for Social Security Risk
David Duley, founder and CEO of PlanGap, joins Coach Pete to discuss the Social Security Risk Score and preparing for potential gaps in retirement income. This Financial Safari conversation was recorded in December 2023. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically...
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Ray Lucia and Mehdi Amini: Separating Financial Fact from Fiction (Part 1)
Ray Lucia, author of Buckets of Money, and Mehdi Amini join Coach Pete to discuss financial information and retirement decisions. This opening part considers how people can evaluate the ideas they hear about money. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed…
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Ray Lucia and Mehdi Amini: Tax Planning in Retirement (Part 3)
Ray Lucia and Mehdi Amini continue their conversation with Coach Pete about retirement planning. This part focuses on taxes and the choices that can affect how much retirement income people keep. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed from this episode;...
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Ray Lucia and Mehdi Amini: How Retirement Has Changed (Part 2)
Coach Pete, Ray Lucia, and Mehdi Amini look back at how retirement has changed across generations. They discuss the history behind today's planning questions and the need to prepare for a longer retirement. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed from this...
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Ray Lucia and Mehdi Amini: Real Estate in a Retirement Portfolio (Part 4)
Ray Lucia and Mehdi Amini join Coach Pete to discuss real estate as part of retirement planning. This final part considers investment choices beyond the interest available in a bank account. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed from this episode;...
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Tom Hegna: Retirement Planning and Market Changes (Part 2)
Tom Hegna continues his conversation with Coach Pete about market changes and retirement preparation. This second part explores the choices people face when turning their retirement goals into a plan. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed from this…
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Tom Hegna: Retirement Planning and Market Changes (Part 1)
Tom Hegna joins Coach Pete to discuss changing markets and preparing for retirement. The author of Don't Worry, Retire Happy and Who Wants to Be a Millionaire? shares his perspective on building a retirement plan. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed…
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Phil Graham: Understanding the Risks in Retirement (Part 4)
Phil Graham, Coach Pete, and Thomas Lipscomb discuss how to think about risk as retirement approaches. The conversation considers market losses, taxes, long-term care, real estate, and the effect of those risks on a family's lifestyle. Call 800-661-7383 or text PLAN to 600-700. Transcript...
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Phil Graham: Taxes, Retirement Accounts, and an Income Plan (Part 2)
Coach Pete and Phil Graham discuss tax planning and turning retirement savings into income. They consider retirement accounts, investment choices, and the importance of understanding the purpose of each part of a plan. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically…
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Phil Graham: Medicare Premiums, Social Security Taxes, and Hidden Costs (Part 3)
Phil Graham joins Coach Pete and Thomas Lipscomb to discuss costs that can be overlooked in retirement. They examine how taxable withdrawals can affect Medicare premiums and Social Security taxes, along with the importance of an income strategy. Call 800-661-7383 or text PLAN to 600-700.…
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Phil Graham: Retirement Income, Fees, and Financial Confidence (Part 1)
Phil Graham joins Coach Pete and Thomas Lipscomb to discuss retirement income and the risk of outliving savings. They consider investment fees, lifetime income, and the purpose of a structured retirement plan. Call 800-661-7383 or text PLAN to 600-700. Transcript Automatically transcribed from…
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Frequently Asked Questions
How many episodes does Coach Listens with Coach Pete have?
Coach Listens with Coach Pete currently has 85 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Coach Listens with Coach Pete about?
Interviews from the Financial Safari to encourage and enlighten.
How often does Coach Listens with Coach Pete release new episodes?
Coach Listens with Coach Pete has 85 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts Coach Listens with Coach Pete?
Coach Listens with Coach Pete is created and hosted by Coach Listens.
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