Financial Safari with Coach PeteFinancial Safari with Coach Pete

Through the Years: 1936!

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In this episode of Financial Safari, Coach Pete discusses various topics related to retirement planning and financial security. The conversation begins with an introduction to the show and Coach Pete's expertise. Then, the hosts take a trip back in time to 1936, discussing significant events and the cost of living during that year. The importance of starting early in retirement planning is emphasized, followed by a discussion on color coding money and the concept of the green bucket for safety and lifetime income. Coach Pete explains the benefits of creating a joint lifetime payout and addresses the fear of running out of money in retirement. 

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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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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