The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today’s complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world 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.
In this episode, various topics related to retirement planning are discussed. The importance of taxes and social security in retirement is highlighted, emphasizing the need for a comprehensive retirement plan. The million dollar number and asset allocation are explored, along with the pitfalls of a one-size-fits-all retirement plan. The importance of customizing your financial and retirement plan is emphasized, as well as the need for making adjustments along the way. Coach Pete’s Power Plan is introduced as a way to take control of your retirement. The impact of inflation and government spending is discussed, particularly in relation to everyday expenses. The benefits of annuities and the Retirement Help Center are explained, along with the advantages of working with a fiduciary planner. The resources available on FinancialSafari.com are highlighted, and the episode concludes with information on how to get started with Coach Pete’s Power Plan.
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.
Financial Safari Podcast
Financial Planning Made Simple
Each week the hosts and guests on the show reveal the latest developments in the financial world 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.
Celebrity Interviews
Financial Safari TV
Each week, we reveal the latest developments in the financial world 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.Discover the keys to a healthy retirement.
Take advantage of our latest complementary resource!Lifetime Income
Even 30 years from now.Mutual Funds
The good, the bad, the ugly.ERISA Funds
Understanding is key.Fiduciary Rules
Don't chance a bad egg.Risk Management
Always your choice.Long Term Care
Understand health risks.401K/403B/TSP
When is long enough?Budgeting
It still matters. A lot.Inflation
Do you remember when...Taxes
Only as much as necessary.Retirement Age
When exactly is 'the day'?Fee Analysis
How much do you pay?Get a Total
Retirement Income Plan.
Talk to your local advisor today.The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today’s complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world 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.
In this episode, various topics related to retirement planning are discussed. The importance of taxes and social security in retirement is highlighted, emphasizing the need for a comprehensive retirement plan. The million dollar number and asset allocation are explored, along with the pitfalls of a one-size-fits-all retirement plan. The importance of customizing your financial and retirement plan is emphasized, as well as the need for making adjustments along the way. Coach Pete’s Power Plan is introduced as a way to take control of your retirement. The impact of inflation and government spending is discussed, particularly in relation to everyday expenses. The benefits of annuities and the Retirement Help Center are explained, along with the advantages of working with a fiduciary planner. The resources available on FinancialSafari.com are highlighted, and the episode concludes with information on how to get started with Coach Pete’s Power Plan.
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.