The Importance of Proper Balance!

Rock on Retirement

English - May 08, 2024 19:00 - 9 minutes - 8.72 MB - ★★★ - 4 ratings
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Previous Episode: Why Stockbrokers Won't Tell You About Lifetime Income

Next Episode: Setting Reasonable Financial Goals

On this episode of Rock On Retirement, Coach Pete focuses on the importance of balance in retirement planning and choosing the right advisor. He discusses the role of designations and the qualities to look for in an advisor. They emphasize the need for a fiduciary who prioritizes proper balance between risk and safety. The conversation also highlights the drawbacks of putting all money at risk and the benefits of having a portion in safe investments.

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 call 800-456-7577 or visit RockOnRetirement.com.

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