Phil Graham, CEO and creator of The Beneficiary Liquidity Plan

Financial Safari with Coach Pete

English - January 05, 2023 15:36 - 13 minutes - 12.6 MB - ★★★★★ - 7 ratings
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Previous Episode: Protecting against New Year's "predictions"

Next Episode: Creating your Core and Explore Plan

After you pass away, are your savings going to Uncle Sam or to your beneficiaries? Coach Pete D'Arruda is joined in the studio by Phil Graham, creator of The Beneficiary Liquidity Plan, going over how you can plan your estate and beyond.

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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