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.
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.Â
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.
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.Â
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.