Trust, but verify: do you know what is in your retirement plan?
Financial Safari with Coach Pete
English - February 13, 2023 21:02 - 16 minutes - 14.8 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: Be prepared for retirement!
Next Episode: "Pushing the Rock in the Right Direction"
You should handle your retirement savings with the utmost care and make sure your advisor is doing the same. Coach Pete D'Arruda is in the studio, taking a trip back in time to 1974 and talking about the importance understanding your retirement plan.
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.