This week on Financial Safari Coach Pete D’Arruda digs into some complex planning strategies you may be overlooking. It’s information that deals with wealth building and tax sheltering along with income planning and retirement planning. Call Coach Pete at  800 661 7383. Text PLAN to 600-700. Visit FinancialSafari.com to learn more.

This week on <a href="https://www.financialsafari.com/" target="_blank" rel="noopener">Financial Safari Coach Pete D’Arruda</a> digs into some complex planning strategies you may be overlooking. It’s information that deals with wealth building and tax sheltering along with income planning and retirement planning. Call Coach Pete at  800 661 7383. Text PLAN to 600-700. Visit <a href="https://www.financialsafari.com/" target="_blank" rel="noopener">FinancialSafari.com</a> to learn more.

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.

Financial Safari with Coach Pete

This week on  digs into some complex planning strategies you may be overlooking. It’s information that deals with wealth building and tax sheltering along with income planning and retirement planning. Call Coach Pete at  800 661 7383. Text PLAN...

Complex Planning Strategies

2024-03-23 Darruda SEG2

In this episode of Financial Safari, Coach Pete and the team are in the studio, covering various aspects of retirement planning and financial security. They begin by discussing the low participation rate in workplace retirement plans. The conversation then explores the mindset of treating retirement savings as a bill and the importance of starting retirement planning early. The role of a fiduciary in financial planning is also highlighted. You need to disaster-proof your portfolio and avoid gimmicks in the financial world!

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 of Financial Safari, Coach Pete and the team are in the studio, covering various aspects of retirement planning and financial security. They begin by discussing the low participation rate in workplace retirement plans. The conversation then explores the mindset of treating retirement savings as a bill and the importance of starting retirement planning early. The role of a fiduciary in financial planning is also highlighted. You need to disaster-proof your portfolio and avoid gimmicks in the financial world!
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.

401k Match = FREE Money!

2024-03-23 Darruda SEG1

Coach Pete is joined in the studio by former Voice of the Carolinas, Chuck Kaiton! The conversation covers various topics related to retirement planning, including the importance of guaranteed income, the need for income in retirement, and strategies for managing market volatility. They also discuss the significance of safety and risk in retirement and provide insights into investment strategies. 

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 is joined in the studio by former Voice of the Carolinas, Chuck Kaiton! The conversation covers various topics related to retirement planning, including the importance of guaranteed income, the need for income in retirement, and strategies for managing market volatility. They also discuss the significance of safety and risk in retirement and provide insights into investment strategies. 
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.

Is your Retirement like a Donut with no filling?

2024-03-09 Darruda SEG4

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.

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.

Complex Planning Strategies

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