• Retirement can be your Cinderella story!

  • Apr 26 2024
  • Length: 13 mins
  • Podcast
Retirement can be your Cinderella story! By cover art

Retirement can be your Cinderella story!

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  • Summary

  • 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.
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