2024-05-11 ROR SEG 4

On this episode of Rock On Retirement, Coach Pete discusses the importance of having safe money in retirement and the benefits of institutionally managed insurance accounts. Coach Pete and the hosts emphasize the need for a combination of risk and safety in retirement planning and caution against relying solely on risky investments. They also highlight the advantages of insurance contracts, such as guaranteed balances and lifetime income. The hosts differentiate between insurance contracts and managed accounts, highlighting the absence of commissions in insurance contracts.

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 call 800-456-7577 or visit RockOnRetirement.com. 

On this episode of Rock On Retirement, Coach Pete discusses the importance of having safe money in retirement and the benefits of institutionally managed insurance accounts. Coach Pete and the hosts emphasize the need for a combination of risk and safety in retirement planning and caution against relying solely on risky investments. They also highlight the advantages of insurance contracts, such as guaranteed balances and lifetime income. The hosts differentiate between insurance contracts and managed accounts, highlighting the absence of commissions in insurance contracts.
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 call 800-456-7577 or visit<a href="http://www.rockonretirement.com/"> RockOnRetirement.com</a>.

The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry 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.

Rock on Retirement

The mission of Rock on Retirement with Coach Pete D'Arruda of Capital Financial is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry 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.

The mission of Rock on Retirement with Coach Pete D'Arruda of Capital Financial is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry 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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