Understanding retirement strategies and how you can create the lifestyle you want

Financial Safari with Coach Pete

English - February 06, 2023 22:07 - 14 minutes - 13.5 MB - ★★★★★ - 7 ratings
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Previous Episode: Big retirement mistakes to avoid when you lose a loved one

Next Episode: Be prepared for retirement!

What in the world is a Mega-Backdoor-Roth IRA? Coach Pete D'Arruda is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, answering your questions and reminiscing on how the Financial Safari came to be.

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.