2024-05-04 ROR SEG 3

On this episode of Rock On Retirement, Coach Pete focuses on the importance of balance in retirement planning and choosing the right advisor. He discusses the role of designations and the qualities to look for in an advisor. They emphasize the need for a fiduciary who prioritizes proper balance between risk and safety. The conversation also highlights the drawbacks of putting all money at risk and the benefits of having a portion in safe investments. 

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 focuses on the importance of balance in retirement planning and choosing the right advisor. He discusses the role of designations and the qualities to look for in an advisor. They emphasize the need for a fiduciary who prioritizes proper balance between risk and safety. The conversation also highlights the drawbacks of putting all money at risk and the benefits of having a portion in safe investments. 
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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