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.

See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.