Financial Safari with Coach PeteFinancial Safari with Coach Pete

Coach Pete's Power Plan!

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Financial Safari with Coach Pete

The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financ 
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In this episode, various topics related to retirement planning are discussed. The importance of taxes and social security in retirement is highlighted, emphasizing the need for a comprehensive retirement plan. The million dollar number and asset allocation are explored, along with the pitfalls of a one-size-fits-all retirement plan. The importance of customizing your financial and retirement plan is emphasized, as well as the need for making adjustments along the way. Coach Pete's Power Plan is introduced as a way to take control of your retirement. The impact of inflation and government spending is discussed, particularly in relation to everyday expenses. The benefits of annuities and the Retirement Help Center are explained, along with the advantages of working with a fiduciary planner. The resources available on FinancialSafari.com are highlighted, and the episode concludes with information on how to get started with Coach Pete's Power 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.

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  1. Financial Safari with Coach Pete

    419 clip(s)

Financial Safari with Coach Pete

The mission of the Financial Safari is to equip you with the tools and knowledge that you need to su 
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