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All Episodes

Coach Listens with Coach Pete — 100 episodes

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Title
1

Welcome to Coach Listens with Coach Pete

2

Mike Milligan: QLACs, Annuity Choices, and the Total Retirement Picture (Part 4)

3

Mike Milligan: A Retirement Plan That Fits Your Life (Part 3)

4

Mike Milligan: Income Riders and Questions to Ask Before Retirement (Part 2)

5

Mike Milligan: The Retirement Asset Beyond Your Account Balance (Part 1)

6

Phil Graham: Medicare Premiums, Social Security Taxes, and Quiet Costs (Part 4)

7

Phil Graham: Plan Once, Plan for Life—Income and Legacy (Part 3)

8

Phil Graham: The Beneficiary Forms Your Will May Not Control (Part 2)

9

Phil Graham: Retirement Blind Spots, Fees, and an Income Strategy (Part 1)

10

David Walker: National Debt, Social Security, and Your Retirement

11

Tom Hegna: Hidden Fees, Non-Traded REITs, and Planning Your Legacy

12

Tom Hegna: Paychecks, Playchecks, and a Retirement You Can Enjoy

13

Alan Grissom: Direct Indexing and Tax-Loss Harvesting (Part 2)

14

Alan Grissom: Index Investing, Railroads, and the History of Wall Street (Part 1)

15

Gary Marriage and Phil Graham: Stop Putting Off Your Retirement Plan (Part 4)

16

Gary Marriage and Phil Graham: Retirement Risks and Social Security Decisions (Part 3)

17

Gary Marriage and Phil Graham: Turn Savings into a Retirement Paycheck (Part 2)

18

Gary Marriage and Phil Graham: A Retirement Plan for Changing Markets (Part 1)

19

Cam Harvey: Diversification, Gold, and Retirement Income (Part 2)

20

Cam Harvey: Market Noise, Passive Investing, and Crypto (Part 1)

21

Amanda Daughtry: Women, Money, and Building a Personal Pension (Part 2)

22

Amanda Daughtry: Music, Morning Radio, and Planning the Next Chapter (Part 1)

23

Sheridan Murphy: Business Owners, Entrepreneurs, and Planning an Exit

24

Nile Nickel: AI, Robotics, and the Technology Changing Everyday Life

25

Tony Haynes and Chuck Kaiton: Changing Technology and Retirement Decisions (Part 2)

26

Tony Haynes and Chuck Kaiton: Sports, Broadcasting, and Life Beyond the Booth (Part 1)

27

Russ Hackmann: Wall Street Blind Spots and a Retirement Income Plan

28

Joe Casey: CES 2026, AI, and the Next Wave of Technology

29

Stan Moore: Real Estate Depreciation and Backdoor Roth Questions (Part 4)

30

Stan Moore: Cost Segregation, Senior Deductions, and Planning Ahead (Part 3)

31

Stan Moore: Tips, Overtime, and the Fine Print on Deductions (Part 2)

32

Stan Moore: Business Depreciation and Tax Planning for 2026 (Part 1)

33

Bill Bengen: Retirement Withdrawals and the 4% Rule

34

J.W. Roth: Building VENU and the Future of Live Music

35

Jeff Truchon: Bitcoin, Crypto, and the 2024 Conference

36

Sheryl Moore: Why I Bought Indexed Annuities

37

Naethan Guette: Fuel Prices, Supply, and Inflation

38

Chris Gaddis: Employee Benefits, Wellness Programs, and Business Taxes

39

Tom Haines: Index Solutions and Retirement Income

40

David Duley: Planning for Social Security Risk

41

Ray Lucia and Mehdi Amini: Separating Financial Fact from Fiction (Part 1)

42

Ray Lucia and Mehdi Amini: Tax Planning in Retirement (Part 3)

43

Ray Lucia and Mehdi Amini: How Retirement Has Changed (Part 2)

44

Ray Lucia and Mehdi Amini: Real Estate in a Retirement Portfolio (Part 4)

45

Tom Hegna: Retirement Planning and Market Changes (Part 2)

46

Tom Hegna: Retirement Planning and Market Changes (Part 1)

47

Phil Graham: Understanding the Risks in Retirement (Part 4)

48

Phil Graham: Taxes, Retirement Accounts, and an Income Plan (Part 2)

49

Phil Graham: Medicare Premiums, Social Security Taxes, and Hidden Costs (Part 3)

50

Phil Graham: Retirement Income, Fees, and Financial Confidence (Part 1)

51

Michael Wall: Tax Planning and Retire Once, Retire Well (Part 2)

52

Michael Wall: Tax Planning and Retire Once, Retire Well (Part 1)

53

Jeremy Roenick: Hockey, Life After the NHL, and Whiskey in the Wild

54

Tom Hegna: Don't Worry, Retire Happy (Part 1)

55

Tom Hegna: Don't Worry, Retire Happy (Part 2)

56

Van Eure: The Angus Barn, Hospitality, and Giving Back

57

David Webb: Financial Issues and the Public Debate

58

Jim Stovall: The Ultimate Gift, Filmmaking, and Changing Habits

59

J.D. Hayworth: Student Debt and Life in the Southeast

60

Shirley Luu: IUL ASAP and Indexed Universal Life Insurance

61

Rey Arias: Restaurant Entrepreneurship and Building a Business

62

Richard Heart: HEX, PulseChain, and His Views on Cryptocurrency

63

Coach Pete on 99.9 The Fan: Making Dickie V

64

Coach Pete on WPTF: The Dickie V Documentary

65

Coach Pete with Adam Gold: Behind the Dickie V Documentary

66

Doug Orchard: Behind The Baby Boomer Dilemma

67

Coach Pete on WPTF: Investing in an Uncertain Economy

68

Chris Gronkowski: From the NFL to Building Ice Shaker

69

David Macchia: The Constrained Investor and Retirement Income

70

David Walker: The $10 Million a Minute Tour and Government Policy

71

Eric Balchunas: The Bogle Effect and the Investing Industry

72

Kelley Slaught: The Great Retirement Mystery

73

Alan Stein Jr.: Raise Your Game and Building Better Habits

74

Michael Markey: Sorting Through Retirement Planning Claims

75

Kristina Ping: The Retirement Train

76

Josh Zieglowsky and Mark Sullivan: The Employee Retention Credit

77

Andrew Hallam: Balance, Money, Health, and Happiness

78

Andrew Hallam: More Lessons from Millionaire Teacher (Bonus)

79

Andrew Hallam: Millionaire Teacher and Financial Education

80

Tom Hegna: Building Streams of Retirement Income

81

Tom Hegna: Bubble Wealth and Retirement Planning

82

Phil Graham: Healthcare, Inflation, and Taxes in Retirement

83

Phil Graham: Financial Steps After a Death in the Family

84

Jim Stovall: Overcoming Adversity and the Legacy of Think and Grow Rich

85

Taylor Holgate and Marsha Barnes: Understanding HSAs and FSAs

86

Tom Hegna: Monte Carlo Simulations and Lifetime Income

87

Michele Schneider: Boeing's 737 MAX and the Market Response

88

Brooke Iapuluchio: Buying and Selling in a Competitive Housing Market

89

Phil Graham and Coach Pete: Preparing Your Family for the Future

90

Vicki Gunvalson: Life After Work and Financial Peace of Mind

91

Dick Vitale: Supporting Children Battling Cancer

92

Wade Pfau: A Safety-First Approach to Retirement

93

Tom Hegna: Retirement Planning During Uncertainty

94

Dan Geller: Money Anxiety in Uncertain Markets

95

Kenny Albert: A Life in Sports Broadcasting

96

Michael Wall: Managing Wealth Through Retirement

97

Dr. Rana Al-Falaki: Women Who Want More and Finding Balance

98

Pete Trabucco: Amusement Parks, Travel Tips, and Saving Money

99

Nile Nickel: CES 2020, 5G, and Emerging Technology

100

Grant Baldwin: The Successful Speaker and Building a Speaking Business