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The mission of the Life Insurance Show is to empower pre-retirees and retirees with the information and strategies they need to make smart, confident decisions about life insurance as part of their overall financial plan.

Each week, Coach Pete, Eric Tucker, and the team break down the role of life insurance in retirement, from protecting your loved ones to creating tax-advantaged income. They’ll uncover the latest updates in the insurance world, explain how policy changes might affect you, and share practical strategies to help you get the most value out of your coverage.

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ON RADIO AND Now Streaming On

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As seen on

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FOX News
Barrons
CNBC
Forbes
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USA Today

Radio & Podcasts

Each week Coach Pete and the team reveal the latest developments in the financial world and share common sense strategies that will help you make the most out of your retirement savings.

Tune in to our family of shows each weekend on Mix 101.5 WRAL, FM 106.1 WTKK and AM680 WPTF as well as Apple Podcasts, Amazon Alexa, Spotify and more!

America's 401K Show
Financial Pizza
Financial Safari
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Register now and gain access to watch this comprehensive webinar immediately!

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Provided by the Capital Financial Team

Retirement should be about enjoying life—not worrying about tax bills eating into your savings.

Tax $avvy Retirement is your essential roadmap to understanding and optimizing the tax side of retirement. Packed with practical strategies, expert insights, and little-known tax-saving opportunities, Tax $avvy Retirement helps retirees and pre-retirees make informed financial decisions that keep more money in their pockets.

Whether you’re a seasoned investor, a new retiree, or simply looking to keep more of your hard-earned money, Tax $avvy Retirement gives you the knowledge and tools to build a tax-efficient retirement strategy that lasts.


With this free resource, you'll discover:
  • Reduce taxes on retirement withdrawals with smart distribution strategies

  • Leverage tax-free investment options like municipal bonds and HSAs

  • Manage RMDs to avoid penalties and tax spikes

  • Minimize estate taxes and pass down wealth efficiently

  • How to ensure you have a proper legacy plan in place for your loved ones.

  • Use Roth conversions to create tax-free income for life

  • Avoid Medicare premium surcharges with tax-smart income planning

  • ...and much more!

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Discover essential retirement planning tips and techniques.
Subscribe

Contact Us

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Interested in getting started with our Financial Planning Services? Contact our team at one of our offices in Raleigh, Scottsdale, Greenville, Wilmington, or Myrtle Beach today for a no-obligation financial review.

Let Capital Financial USA be your partner in financial planning.

Contact Us

Interested in getting started with our Financial Planning Services? Contact our team at one of our offices in Raleigh, Greenville, Wilmington, or Myrtle Beach today for a no-obligation financial review.

Let Capital Financial USA be your partner in financial planning.

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