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Coach Listens with Coach Pete

Coach Listens with Coach Pete

By: Coach Listens
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Interviews from the Financial Safari to encourage and enlighten.2025 Coach Listens Economics
Episodes
  • Chuck Woolery
    Nov 27 2024

    See omnystudio.com/listener for privacy information.

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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.

    Show more Show less
    13 mins
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