Navigating the 'Money Merry-Go-Round'

Financial Safari with Coach Pete

English - May 27, 2024 10:00 - 12 minutes - 11.6 MB - ★★★★★ - 7 ratings
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Previous Episode: Josh Jalinski, The Financial Quarterback: Part 5

Next Episode: Understanding the Positives and Negatives of the Stock Market

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, covering a wide range of financial topics, including retirement planning, annuities, and investment strategies. The conversation delves into the importance of extended warranties in financial planning, the role of annuities in retirement income, and the impact of risk-based investments. It also touches on the concept of personalized financial strategies and the need for tailored retirement plans.

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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