Retirement Help Center
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Core and Explore: A Retirement Plan That Works For You
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Tax Savvy Retirement
Tax Savvy 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 Savvy 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 Savvy Retirement gives you the knowledge and tools to build a tax-efficient retirement strategy that lasts.
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
...and much more!
Radio & Podcasts
Each week, Coach Pete and his team bring you insightful conversations and practical strategies designed to help you maximize your retirement savings. From Financial Safari and Rock on Retirement to The Parker Holland Show and The Marty Hensley Show, our lineup offers valuable guidance and fresh perspectives to navigate today's financial landscape.
Catch our family of radio shows every weekend across the country on stations including Mix 101.5 WRAL, FM 106.1 WTKK, and AM 680 WPTF, or stream anytime on Apple Podcasts, Amazon Alexa, Spotify, and wherever you listen to podcasts!
Provided by the Capital Financial Team
The Big Book On Retirement
Coach Pete's newest book is now available - absolutely free on this site only! The Big Book On Retirement is the eighth book from best-selling and award-winning author Coach Pete D'Arruda. More than 20 years after publishing his first book, Financial Safari, Coach Pete is bringing yet another highly-useful tool to the masses with his latest publication. This comprehensive and concise book helps readers navigate all the ins and outs of retirement planning.- Learning the importance of working with a licensed fiduciary and how to choose the right one to advise you and your family.
- Understanding the investment options you have available to you in retirement and how to take advantage of a plan that best suits your needs.
- Learning how to secure Guaranteed Lifetime Income for you and your spouse.
- Learning how to organize records and documentation critical to retirement planning and beyond.
- Understanding how to defend yourself against financial and healthcare risks.
How to ensure you have a proper legacy plan in place for your loved ones.
...and much more!
Books
Coach Pete D'Arruda best-selling books. Available for purchase on Amazon. Get your digital download free.
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ON DEMAND INFO SERIES
Capital Financial's info series are designed to offer a deeper dive into key financial topics such as retirement planning, tax strategies, and investment management. Whether you're approaching retirement or already retired, these webinars provide actionable guidance to help you secure your financial future. Hosted by seasoned experts like Coach Pete, who has over three decades of experience, these webinars cover critical areas like avoiding common financial pitfalls and making informed decisions on annuities, taxes, and estate planning.
Participating in these webinars will give you a deeper understanding of how to protect your assets, ensure long-term income, and reduce financial risks during retirement. Each session is tailored to address the evolving financial landscape, ensuring that you stay updated with the latest strategies. One of the standout features of these webinars is their accessibility, offering you the chance to learn from top financial advisors from the comfort of your home.
Don't miss this opportunity to take control of your financial future. Sign up today for one of Capital Financial’s info series and get the expert guidance you need to build a secure retirement.
Interactive Guides
Free downloads that could save you thousands.
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Professional advice from our entire network of advisors.
Listen to the latest episode now!
Visionary Engines
Planning for retirement doesn’t have to be complicated — especially when you have the right tools at your fingertips. At Capital Financial, we’ve designed Visionary Engines to help you take control of your financial future with confidence and clarity.
These powerful retirement calculators do more than crunch numbers — they give you insight. Whether you're exploring when to retire, how much you'll need, or how long your savings will last, our tools guide you every step of the way.
✅ Run the numbers
✅ Test your strategies
✅ See your future take shape
Start building your vision today.
Ensuring Financial Security
Calculating Your Future
Prepare for Rainy Days
College Savings Planner
Future Savings Insight
Path to Your First Million
Charting Your Savings Journey
Financial Decision Analyzer
Unleashing Compounding Power
Savings' Ripple Effects
Traditional vs Roth 401(k)
Unlock Future Value
Connect with us
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 be your partner in financial planning.
Don't Delay Planning for Retirement
Retirement Help Center 0 views July 7, 2025 11:13 AM