On this episode of Financial Safari, Coach Pete discusses the importance of having a lifetime plan for retirement income and avoiding time-specific plans. He uses the analogy of a pumpkin plan that turns back into a pumpkin at midnight to emphasize the need for a plan that lasts a lifetime. He also highlights the risks of market declines and the importance of diversification and having a paycheck replacement in retirement. Coach Pete introduces the concept of a financial fill-up strategy and retirement autopilot to ensure a worry-free 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 emphasizes the importance of understanding and combating inflation to maintain purchasing power in retirement. He also talks about the need to design a retirement plan that includes risk management and income strategies. The conversation touches on the minimum wage, market cycles, and the importance of working with a fiduciary advisor!

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 discusses the challenges and risks associated with buying physical gold, such as storage and security. He also mentions alternative ways to invest in gold, such as through ETFs. The conversation then transitions to the importance of retirement planning and the role of a fiduciary in providing a safe and secure retirement income. Coach Pete emphasizes the need for a balanced and diversified retirement plan that includes both risk and safety.

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.