• When it comes to your Retirement, Safety First!

  • May 30 2024
  • Length: 13 mins
  • Podcast

When it comes to your Retirement, Safety First! By cover art

When it comes to your Retirement, Safety First!

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  • Summary

  • 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.
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