In this episode, Coach Pete D'Arruda, Thomas Lipscomb and Morgan Patrick discuss Retirement Readiness: creating a guaranteed lifetime income that won't run out! Also, Coach interviews Mark and Josh to talk about the Employee Retention Credit and how it benefits business owners. 

Coach Pete and Thomas close with their thoughts about how to navigate tax law and tax code. 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, Coach Pete D'Arruda, Thomas Lipscomb and Morgan Patrick discuss Retirement Readiness: creating a guaranteed lifetime income that won't run out! Also, Coach interviews Mark and Josh to talk about the Employee Retention Credit and how it benefits business owners.&nbsp;
Coach Pete and Thomas close with their thoughts about how to navigate tax law and tax code. 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.

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

What is an ERC and how can it help you?

2024-05-25 Darruda SEG5

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, discussing the importance of financial planning and the risks associated with unscrupulous financial advisors. It highlights real-life cases of financial fraud and emphasizes the need for caution and due diligence when investing. The conversation also touches on the significance of working with fiduciary planning teams and ensuring lifetime income and peace of mind 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.

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, discussing the importance of financial planning and the risks associated with unscrupulous financial advisors. It highlights real-life cases of financial fraud and emphasizes the need for caution and due diligence when investing. The conversation also touches on the significance of working with fiduciary planning teams and ensuring lifetime income and peace of mind 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.

Don't let Brokers Behave Badly with your portfolio!

2024-05-25 Darruda SEG4

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, diving into the importance of lifetime income, the role of municipal bonds in a portfolio, the risks and benefits of company stock, and the options for pension and 401k plans. They emphasize the need for a balanced approach to financial planning and the importance of making informed decisions about retirement income and 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.

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, diving into the importance of lifetime income, the role of municipal bonds in a portfolio, the risks and benefits of company stock, and the options for pension and 401k plans. They emphasize the need for a balanced approach to financial planning and the importance of making informed decisions about retirement income and 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.

When it comes to your Retirement, Safety First!

2024-05-25 Darruda SEG3

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, providing valuable insights on retirement income planning, asset structuring, and financial security. The conversation covers the importance of joint financial planning, the 4% rule, worst-case scenario planning, and the benefits of guaranteed lifetime income. The focus is on creating a comprehensive long-term plan that reflects individual goals and objectives.

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.

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, providing valuable insights on retirement income planning, asset structuring, and financial security. The conversation covers the importance of joint financial planning, the 4% rule, worst-case scenario planning, and the benefits of guaranteed lifetime income. The focus is on creating a comprehensive long-term plan that reflects individual goals and objectives.
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.

What is an ERC and how can it help you?

In 1 playlist(s)

Financial Safari with Coach Pete

Social links

Follow podcast

Recent clips