The objective of a good plan

America's 401k Show with Coach Pete

English - August 31, 2022 19:09 - 13 minutes - 12.3 MB - ★★★★ - 6 ratings
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Previous Episode: Risk reduction in retirement

Next Episode: Listener questions: Should I contribute to my 401k or my Roth?

On this episode, we take a trip to the past, back to 1984! Coach Pete is in the studio with Senior Wealth Manager, Marty Hensley, breaking down what it means to have a proper financial plan for a successful retirement

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 omnystudio.com/listener for privacy information.