In this episode of the Financial Safari, Coach Pete discusses various topics related to personal finance and retirement planning. He and the other hosts start by talking about their upcoming documentary series with Kathie Lee Gifford and her wine line. The conversation then shifts to Roth IRAs and the benefits of investing in them. They also discuss the importance of tax planning and how taxes are expected to increase in the future. The hosts emphasize the need for comprehensive retirement planning and introduce the concept of the spend and leave strategy. 

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.