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Financial Safari with Coach Pete
English - April 04, 2024 19:00 - 12 minutes - 11.5 MB - ★★★★★ - 7 ratingsInvesting Business annuities bonds cash help hope invest legacy retirement analysis coach Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode of Financial Safari, Coach Pete and the team are in the studio, covering various aspects of retirement planning and financial security. They begin by discussing the low participation rate in workplace retirement plans. The conversation then explores the mindset of treating retirement savings as a bill and the importance of starting retirement planning early. The role of a fiduciary in financial planning is also highlighted. You need to disaster-proof your portfolio and avoid gimmicks in 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 (800) 661-7383.
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