In this episode, Coach Pete continues discussing various aspects of retirement planning and the importance of having a solid financial strategy. He emphasizes the need to avoid common mistakes in the financial world and highlights the importance of taking profits and managing risk. Coach Pete also emphasizes the three C's of retirement planning: confidence, control, and clarity. He explains the benefits of having guaranteed income in retirement and the importance of transitioning from a lump sum to a lifetime income. Finally, he encourages listeners to seek a real retirement plan that protects and guarantees their money.
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.