Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, wrapping up the conversation about how you can build a retirement portfolio that can last you the rest of your life!

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.

Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, wrapping up the conversation about how you can build a retirement portfolio that can last you the rest of your life!
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.

Interviews from the Financial Safari to encourage and enlighten.

Coach Listens with Coach Pete

Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 4

In this conversation, J.W. Roth discusses his journey from the food industry to launching Venu, a company focused on revolutionizing the live music experience through modern amphitheaters. He shares insights on financing strategies, the unifying power of live music, and the potential for virtual experiences in the future. Roth emphasizes the importance of creating memorable experiences for fans and the growing demand for live music.

In this conversation, J.W. Roth discusses his journey from the food industry to launching Venu, a company focused on revolutionizing the live music experience through modern amphitheaters. He shares insights on financing strategies, the unifying power of live music, and the potential for virtual experiences in the future. Roth emphasizes the importance of creating memorable experiences for fans and the growing demand for live music.

J.W. Roth of VENU

Chuck Woolery

2024-02-10 Darruda SEG2

In this episode, Coach Pete interviews Chris Gaddis, a benefit specialist, about strategies to reduce taxes for business owners. The main problem discussed is paying too much in taxes, and Chris shares several strategies to help business owners minimize their tax burden. One strategy is to implement wellness programs that not only benefit employees but also result in tax savings for the business owner. Chris explains how these programs can reduce healthcare costs and improve employee health. He also highlights the tax-efficient dollars that employees can use to buy benefits. 

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.

In this episode, Coach Pete interviews Chris Gaddis, a benefit specialist, about strategies to reduce taxes for business owners. The main problem discussed is paying too much in taxes, and Chris shares several strategies to help business owners minimize their tax burden. One strategy is to implement wellness programs that not only benefit employees but also result in tax savings for the business owner. Chris explains how these programs can reduce healthcare costs and improve employee health. He also highlights the tax-efficient dollars that employees can use to buy benefits. 
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.

Phil Graham, CEO of The Beneficiary Liquidity Plan: Part 4

Coach Listens with Coach Pete

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Coach Listens with Coach Pete

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