In this episode of the Redefine Retirement podcast, host Ryan Wheless engages with Coach Pete D’Arruda, a 33-year veteran in the financial industry, who shares his journey from a UNC-Chapel Hill graduate and mortgage broker to a leading retirement planning expert. Disenchanted with the unethical practices in the mortgage industry, Coach Pete transitioned to helping teachers with 403(b) tax-sheltered annuities in the early 1990s, eventually expanding to broader retirement planning through seminars and radio shows. Frustrated by the inefficiencies of dinner seminars, he pioneered a radio platform in Pinehurst, North Carolina, which grew into a seven-hour weekly broadcast in Raleigh, helping countless individuals with practical retirement strategies. Through his company, Coach Pete has authored 19 books, including Tech Savvy Retirement, emphasizing tax planning and income strategies to avoid common financial pitfalls, such as excessive fees and market risks, while advocating for secure income streams like annuities and life insurance to ensure clients’ retirement security.
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