Ray Lucia’s intelligent input and charismatic nature add to his ability to make the fiscal world of financial, tax, and retirement planning not only easy for the average investor to understand, but interesting as well. Through his books, radio show, and individual consultations, Ray Lucia has made it his life’s work to help thousands invest for retirement utilizing his widely recognized bucket strategy for retirement. His dynamic public speaking skills enable him to cover an array of monetar ...
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Interviews from the Financial Safari to encourage and enlighten.
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The Institute for the Arts and Humanities serves as UNC-Chapel Hill’s faculty home for interdisciplinary conversation and collaboration. The IAH supports its mission through its commitment to three interrelated areas of faculty life: scholarship, leadership, and fellowship. The IAH podcast features in-depth conversations with Fellows. The owl tops Hyde Hall, our Franklin Street home.
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Episode 136: Adam Versényi on Dramaturgy, Translation, and the Chairs Leadership Program
32:23
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32:23
Adam Versényi is a professor of dramaturgy in the UNC Department of Dramatic Art. In this episode, Versényi shares his collaborative work in dramaturgy and translation projects. He also discusses his previous fellowships with the IAH and also what the current Chairs Leadership Program cohort is up to this year.…
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Episode 135: Historian Michelle King and the Impact of Fu Pei-mei
29:24
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29:24
History associate professor Michelle King specializes modern Chinese gender history and food history. In this episode, she discusses her experience in the IAH Faculty Fellowship Program and the research behind her new book, Chop Fry Watch Learn: Fu Pei-mei and the Making of Modern Chinese Food (Johns Hopkins University Press).…
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Episode 134: Weil Speaker Judy Woodruff on ‘America at the Crossroads’
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In advance of the 2024 Weil Lecture on March 25, Director Patricia Parker conducts a phone interview with speaker Judy Woodruff. During her lecture, Woodruff will speak on her reporting project, Judy Woodruff Presents: America at a Crossroads. In this podcast, Director Parker asks Woodruff about her distinguished career in journalism, the inspirati…
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Chris Gaddis, Benefits Specialist and Business Strategist
12:46
12:46
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12:46
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…
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Episode 133: Examining Biblical Texts with Assistant Professor Hugo Mendez
24:11
24:11
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24:11
Assistant professor of religious studies Hugo Mendez (FFP '22) discusses his research in his recent book projects: one exploring the role of St. Stephen in early Christian communities, and the most recent examining the biblical books of John. He also describes his fellowship experiences – at the IAH and at the National Humanities Center – and how t…
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International Collaborative Research with Associate Professor Andrea Bohlman
38:51
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38:51
Andrea Bohlman is an associate professor of music who received a 2023 Summer International Collaborative Research Grant from the Institute for the Arts and Humanities. Part of Bohlman’s research examined the consent and politics of sound and sound-recordings, and she collaborated with colleagues at Polish universities. In the podcast, she talks abo…
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Episode 131: The Women of NOW with historian Katherine Turk
35:49
35:49
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35:49
Historian Katherine Turk (FFP ’21) discusses her new book, The Women of NOW: How Feminists Built an Organization that Transformed America (The Macmillan Group). She shares the history of the National Organization for Women, and on three leaders who helped shape the organization.De către Institute for the Arts and Humanities (UNC-CH)
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Author Ray Lucia and CEO Mehdi Amini: Part 1
13:07
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13:07
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 opi…
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Author Ray Lucia and CEO Mehdi Amini: Part 3
13:03
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13:03
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 mon…
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Author Ray Lucia and CEO Mehdi Amini: Part 2
13:09
13:09
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13:09
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 i…
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Author Ray Lucia and CEO Mehdi Amini: Part 4
13:23
13:23
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13:23
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 t…
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Episode 130: When the Swelling Goes Down with Actor, Playwright Samuel Ray Gates
34:56
34:56
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34:56
Actor and playwright Samuel Ray Gates (FFP ’22) talks about his Faculty Fellowship experience, where he continued his work on his one-person show, When the Swelling Goes Down. Gates shares the themes of the show, the writing process, and the ways comedy can be used to explore and heal through difficult issues.Recorded in spring 2023.…
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Tom Hegna, author of "Who Wants to be a Millionaire?", Part 2
14:37
14:37
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14:37
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 P…
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Tom Hegna, author of "Who Wants to be a Millionaire?", Part 1
14:05
14:05
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14:05
Coach Pete is joined in the studio by Tom Hegna, author of "Don't Worry, Retire Happy" and "Who Wants to be a Millionaire?", talking 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 …
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Episode 129: Digital Humanities, Game Studies, and International Collaborations with Courtney Rivard
19:17
19:17
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19:17
Recorded in spring 2023, Courtney Rivard, a 2023 fellow in the Tyson Academic Leadership Program, discusses her work as Director of the digital literacy and communications lab at UNC-Chapel Hill. She also shares recent projects in digital humanities, gaming studies, and a book that she worked on during her spring 2022 Faculty Fellowship.…
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Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 4
12:40
12:40
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12:40
Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, wrapping up the conversation about how you can build a retirement portfolio that can last you the rest of your life! 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 Capit…
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Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 2
12:43
12:43
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12:43
Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, continuing the conversation about how you can build a retirement portfolio that can last you the rest of your life! 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 Capita…
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Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 1
13:05
13:05
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13:05
Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, breaking down how you can build a retirement portfolio that can last you the rest of your life! 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)…
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Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 3
12:47
12:47
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12:47
Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, continuing the conversation about how you can build a retirement portfolio that can last you the rest of your life! 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 Capita…
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Episode 128: Kenneth Janken on Bringing the Wilmington Ten to the Public’s Attention
30:49
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30:49
African, African American and diaspora studies professor Kenneth Janken received the 2022 George H. Johnson Prize for Distinguished Achievement by an IAH Fellow. On March 23, 2023, he received the award and delivered a lecture, "Bringing the Wilmington Ten to the Public's Attention: One Historian's Experience in Public Humanities.” Before his lectu…
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Episode 127: Slavery as History and Memory with 2023 Reckford Lecturer Ana Lucia Araujo
33:43
33:43
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33:43
Recorded in February 2023, Director Patricia Parker talks with 2023 Reckford Lecture speaker and historian Ana Lucia Araujo about her research.Watch the 2023 Reckford Lecture on the IAH website: https://iah.unc.edu/araujo-2023-reckford-lecture/De către Institute for the Arts and Humanities (UNC-CH)
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Ep 126: Public Humanities Engagement and Interdisciplinary Collaborations with Patricia Parker
22:52
22:52
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22:52
Institute for the Arts and Humanities Patricia Parker talks about the impact of public humanities engagement. She also shares her recent interdisciplinary collaborations with other UNC faculty and international partners.De către Institute for the Arts and Humanities (UNC-CH)
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Episode 125: Leadership and Engaged Humanities Scholarship with Patricia Parker - Part 1
22:27
22:27
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22:27
Institute for the Arts and Humanities Director Patricia Parker reflects on her first year leading the IAH, and how her experiences and work in engaged scholarship prepared her for the role.De către Institute for the Arts and Humanities (UNC-CH)
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Michael Wall, author of Retire Once, Retire Well: Part 2
14:22
14:22
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14:22
Coach Pete D'Arruda is joined in the studio by Michael Wall, CEO of Wall Private Wealth and author of "Retire Once, Retire Well", continuing the discussion on tax-saving strategies. 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) …
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Michael Wall, author of Retire Once, Retire Well: Part 1
13:45
13:45
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13:45
Coach Pete D'Arruda is joined in the studio by Michael Wall, CEO of Wall Private Wealth and author of "Retire Once, Retire Well", discussing tax-saving strategies, including how to reduce your taxable income in retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete an…
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Jim Stovall, author of The Ultimate Gift and former Olympic weightlifter
14:03
14:03
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14:03
Coach Pete D'Arruda is joined in the studio by Jim Stovall, former Olympic weightlifter and author of 30 books, discussing the movie making business and breaking bad patterns in life 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)…
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Jeremy Roenick, former NHL player and co-owner of Whiskey in the Wild
13:48
13:48
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13:48
Coach Pete D'Arruda is joined in the studio by Jeremy Roenick, former NHL player that scored 500 goals, reminisce about sports and discuss his new whiskey company. 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 omny…
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Tom Hegna, author of "Don't Worry, Retire Happy" Part 2
13:31
13:31
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13:31
Coach Pete D'Arruda is joined in the studio by Tom Hegna, retirement expert and author, continuing the conversation about their passions for helping people get the retirement they've always dreamed of. 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…
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David Webb, host of the David Webb Show on SiriusXM Patriot 125
12:55
12:55
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12:55
Coach Pete is joined by David Webb, Fox News columnist and host of the David Webb Show on SiriusXM Patriot 125, breaking down the current state of the financial world. 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 (888) 623-8858. See …
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Tom Hegna, author of "Don't Worry, Retire Happy" Part 1
13:07
13:07
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13:07
Coach Pete D'Arruda is joined in the studio by Tom Hegna, retirement expert and author, discussing their passions for helping people get the retirement they've always dreamed of. 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…
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Van Eure, owner of The Angus Barn
14:14
14:14
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14:14
Coach Pete D'Arruda is joined in the studio by Van Eure, owner of The Angus Barn, discussing the success of her restaurant and her charity work. 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…
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Episode 124: Viji Sathy on the Academic Leadership Program
25:24
25:24
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25:24
Viji Sathy, the IAH's Tyson Academic Leadership Program Director, talks about how the program helps faculty across the UNC-Chapel Hill campus, her experiences in leadership development, and the way she brings her work in inclusive teaching into the ALP seminars. (Recorded in Summer 2022.)De către Institute for the Arts and Humanities (UNC-CH)
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Episode 112: The History of Trans-Africa/Ron Williams
50:18
50:18
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50:18
Assistant professor of African, African American and Diaspora Studies, Ron Williams joins The Institute to discuss his latest book project, an institutional history of the US based foreign policy organization, "Trans Africa."De către Institute for the Arts and Humanities (UNC-CH)
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JD Hayworth, former member of the US House of Representatives
13:00
13:00
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13:00
NC university alums reunite on this episode! Coach Pete D'Arruda is joined in the studio by JD Hayworth, tv host and former member of the US House of Representatives, reminiscing on life in the Southeast and talking about student debt forgiveness. If you have questions about taxes in retirement, or if you want a second opinion on your retirement pl…
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Episode 123: Oswaldo Estrada on the Faculty Fellowship Program
14:23
14:23
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14:23
Oswaldo Estrada, professor of Romance studies, discusses the Faculty Fellowship Program. After receiving a fellowship three times, Estrada returned as its program director in 2021. As he enters the second year in the role, we talk about the program, the way that it enhances faculty research, his past experiences as a Fellow, and what he's looking f…
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Shirley Luu, author of I.U.L. ASAP!
13:38
13:38
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13:38
Do you want to earn on the gains and suffer none of the losses? Coach Pete D'Arruda is joined in the studio by Shirley Luu, founder of Shirley Luu & Associates and author of IUL ASAP, going over how Indexed Universal Life Insurance can benefit your life in retirement. If you have questions about taxes in retirement, or if you want a second opinion …
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Doug Orchard, director of The Baby Boomer Dilemma
15:47
15:47
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15:47
What are the biggest problems for Baby Boomers today and what's the solution? Coach Pete is joined in the studio by Doug Orchard, documentarian and director of The Baby Boomer Dilemma, to break down the importance of creating a secure financial future before it's too late. If you have questions about taxes in retirement, or if you want a second opi…
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Rey Arias, owner of Rey's Restaurant
14:02
14:02
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14:02
Find inspiration from your beginnings! Coach Pete D'Arruda is joined in the studio by Rey Arias, owner of Rey's Restaurant, discussing business success stories and how to be excellent in your industry. 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…
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Richard Heart, Founder of Hex and PulseChain
49:38
49:38
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49:38
Richard Heart, Founder of Hex and PulseChain, explains us the secrets for success and common mistakes in the Crypto World. Richard is a serial entrepreneur, author, YouTuber, and philanthropist. He is the founder of Hex, the world’s first high-interest blockchain certificate of deposit and PulseChain network. Heart is best known for raising over $2…
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Episode 122: Recovering stories from the past: The Sewing Girl’s Tale
38:10
38:10
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38:10
History professor John Wood Sweet joins the podcast to talk about his new book, The Sewing Girl's Tale: A Story of Crime and Consequences in Revolutionary America, published by Henry Holt and Company. He talks about the experiences of researching and publishing this book, his IAH Faculty Fellowship in 2020, and why he started telling the stories of…
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Episode 121: Interview with 2022 Reckford Speaker Magdalena J. Zaborowska
50:30
50:30
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50:30
After the 2022 Reckford Lecture, speaker Magdalena Zaborowska joins Patricia Parker and Sharon Holland for a deeper dive into themes from her remarks, including questions about belonging and identity in James Baldwin’s philosophy of Black humanism. She also discusses her interdisciplinary research methodologies and provides a glimpse into her futur…
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Chris Gronkowski, Former NFL player and Founder of Ice Shaker
11:17
11:17
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11:17
In this episode, Coach Pete D'Arruda is joined by Chris Gronkowski, Former NFL player and Founder of Ice Shaker, to discuss growing up in football family, playing sports at a professional level and the transition to becoming an entrepreneur. See omnystudio.com/listener for privacy information.De către Coach Listens
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David Macchia, author of The Constrained Investor
14:09
14:09
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14:09
In this episode, Coach Pete D'Arruda interviews CEO of Wealth2k and author of Constrained Investor, David Macchia, about the importance of creating an income in retirement. See omnystudio.com/listener for privacy information.De către Coach Listens
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Alan Stein Jr, Author of Raise Your Game
12:13
12:13
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12:13
In this episode, Coach Pete D'Arruda speaks with Alan Stein about his book Raise Your Game. See omnystudio.com/listener for privacy information.De către Coach Listens
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David Walker, Former US Comptroller General
13:33
13:33
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13:33
In this episode, Coach Pete D'Arruda is joined by David Walker, Former US Comptroller General, to discuss the 10 Million-A-Minute Tour and how government policies can affect you. See omnystudio.com/listener for privacy information.De către Coach Listens
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Kelly Slaught, author of The Great Retirement Mystery
13:13
13:13
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13:13
In this episode, Coach Pete D'Arruda discusses the book, The Great Retirement Mystery, with author and CEO of California Wealth Advisors, Kelley Slaught. See omnystudio.com/listener for privacy information.De către Coach Listens
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Eric Balchunas, author of The Bogle Effect
12:48
12:48
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12:48
In this episode, Coach Pete D'Arruda interviews Senior ETF Analyst for Bloomberg Intelligence, Eric Balchunas, about his book, The Bogle Effect. See omnystudio.com/listener for privacy information.De către Coach Listens
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Episode 120 Performance And The US-Mexico Border With China Medel
23:47
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23:47
Recorded in summer 2021, Fall 2021 Faculty Fellow China Medel talks about her work in media and performance studies, as well as her manuscript Spectral Aethestics: Alternative Media and Visibility at the US-Mexico Border, which looks at a selection of film photography, new media and installation art about the crisis of migrant death at the US Mexic…
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Navigating the truth, lies and middle ground of retirement planning with Michael Markey
13:25
13:25
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13:25
In this episode, Coach Pete speaks with Michael Markey on the truth, lies and middle ground found in the world of financial and retirement planning. See omnystudio.com/listener for privacy information.De către Coach Listens
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Kristina Ping, Author of The Retirement Train
12:57
12:57
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12:57
In this episode, Coach Pete D'Arruda interviews Kristina Ping, CEO of Powerful Legacy Insurance and Financial Services, about her latest book: The Retirement Train See omnystudio.com/listener for privacy information.De către Coach Listens
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