2022-12-31 Darruda SEG2

After you pass away, are your savings going to Uncle Sam or to your beneficiaries? Coach Pete D'Arruda is joined in the studio by Phil Graham, creator of The Beneficiary Liquidity Plan, going over how you can plan your estate and beyond.

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.

<p>After you pass away, are your savings going to Uncle Sam or to your beneficiaries? Coach Pete D'Arruda is joined in the studio by Phil Graham, creator of The Beneficiary Liquidity Plan, going over how you can plan your estate and beyond.</p>
<p>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.</p>

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 financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

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