• J.W. Roth of VENU
    Jan 23 2025

    In this conversation, J.W. Roth discusses his journey from the food industry to launching Venu, a company focused on revolutionizing the live music experience through modern amphitheaters. He shares insights on financing strategies, the unifying power of live music, and the potential for virtual experiences in the future. Roth emphasizes the importance of creating memorable experiences for fans and the growing demand for live music.

    See omnystudio.com/listener for privacy information.

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    16 mins
  • Chuck Woolery
    Nov 27 2024

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    12 mins
  • Chris Gaddis, Benefits Specialist and Business Strategist
    Feb 16 2024

    In this episode, Coach Pete interviews Chris Gaddis, a benefit specialist, about strategies to reduce taxes for business owners. The main problem discussed is paying too much in taxes, and Chris shares several strategies to help business owners minimize their tax burden. One strategy is to implement wellness programs that not only benefit employees but also result in tax savings for the business owner. Chris explains how these programs can reduce healthcare costs and improve employee health. He also highlights the tax-efficient dollars that employees can use to buy benefits.

    If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

    See omnystudio.com/listener for privacy information.

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    13 mins
  • Author Ray Lucia and CEO Mehdi Amini: Part 1
    Nov 10 2023

    Has it become difficult to separate financial fact from fiction? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, discussing how to navigate the financial world today.

    If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

    See omnystudio.com/listener for privacy information.

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    13 mins
  • Author Ray Lucia and CEO Mehdi Amini: Part 3
    Nov 10 2023

    When someone talks about 'taxes', you can hear the collective groan from people everywhere, but what if there were strategies to help minimize those taxes? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, breaking down how you can keep more money in your pocket and less out of Uncle Sam's.

    If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

    See omnystudio.com/listener for privacy information.

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    13 mins
  • Author Ray Lucia and CEO Mehdi Amini: Part 2
    Nov 10 2023

    Life looked a lot different in 1921, and retirement has changed just as much! Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, reminiscing on the retirement planning world through the years.

    If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

    See omnystudio.com/listener for privacy information.

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    13 mins
  • Author Ray Lucia and CEO Mehdi Amini: Part 4
    Nov 10 2023

    How do you get ahead in the money game, beyond the interest rates you find at the bank? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, talking about how real estate can become a part of your retirement portfolio.

    If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

    See omnystudio.com/listener for privacy information.

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    13 mins
  • Tom Hegna, author of "Who Wants to be a Millionaire?", Part 2
    Oct 12 2023

    Coach Pete is joined in the studio by Tom Hegna, author of "Don't Worry, Retire Happy" and "Who Wants to be a Millionaire?", continuing the conversation about changes in the market and how to prepare for the retirement you want!

    If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

    See omnystudio.com/listener for privacy information.

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    15 mins