How to stay as "King of the Mountain"

Financial Safari with Coach Pete

English - February 27, 2023 20:14 - 14 minutes - 13.4 MB - ★★★★★ - 7 ratings
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Previous Episode: The Fundamentals of Retirement Planning

Next Episode: Saving is Simple, but not Easy

Moving from accumulation to distribution is one of the most important steps for retirees to plan for. Coach Pete D'Arruda is in the studio, discussing the importance of maintaining your wealth throughout all of your 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.