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Don't let Brokers Behave Badly with your portfolio!
Financial Safari with Coach Pete
English - May 31, 2024 10:00 - 6 minutes - 5.9 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
Previous Episode: When it comes to your Retirement, Safety First!
On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, discussing the importance of financial planning and the risks associated with unscrupulous financial advisors. It highlights real-life cases of financial fraud and emphasizes the need for caution and due diligence when investing. The conversation also touches on the significance of working with fiduciary planning teams and ensuring lifetime income and peace of mind in 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 (800) 661-7383.
See omnystudio.com/listener for privacy information.