Financial Safari With Coach Pete

Quality of life can mean so much more than just having lower taxes, especially when it comes to planning for your retirement destination! Coach Pete is in the studio, talking about what to look for when deciding where to retire. 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.

A good plan keeps your savings secure during worst case scenarios. Coach Pete is in the studio, breaking down how simple tweaks in your portfolio early on can make the difference between success and failure. 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.

In the top 10 list of best places to retire, you won't believe what number 4 is! Coach Pete is in the studio, continuing the conversation about what to look for when deciding where to retire. 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.

Florida is, surprisingly, number 8 on the top 10 list of where to retire in America. What's number 1? Coach Pete is in the studio, continuing the conversation about what to look for when deciding where to retire. 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.

Retirement is supposed to be a time of rest and relaxation, so it's important to bolster your plan against some risks you may not be aware of! Consumer advocate Thomas Lipscomb is in the studio, taking us through the Retirement Help Center video series. 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.

Your retirement wants and needs may be different than those around you, so it can be tricky to figure out when to retire. Consumer advocate Thomas Lipscomb is in the studio, taking us through the Retirement Help Center video series. 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.

Many people think contributing to a 401k is enough to plan for retirement, but will that last? Consumer advocate Thomas Lipscomb is in the studio, taking us through the Retirement Help Center video series. 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.

Have you ever wondered how a financial advisor gets paid? Consumer advocate Thomas Lipscomb is in the studio, taking us through the Retirement Help Center video series. 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.

Has it become difficult to separate financial fact from fiction? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, discussing how to navigate the financial world today. 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.

Life looked a lot different in 1921, and retirement has changed just as much! Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, reminiscing on the retirement planning world through the years. 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.

How do you get ahead in the money game, beyond the interest rates you find at the bank? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, talking about how real estate can become a part of your retirement portfolio. 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.

When someone talks about 'taxes', you can hear the collective groan from people everywhere, but what if there were strategies to help minimize those taxes? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, breaking down how you can keep more money in your pocket and less out of Uncle Sam's. 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.

Have you ever relocated on a whim without doing research? This could end up being costly before retirement! Coach Pete is in the studio, talking about Bad Money Habits and how to avoid those mistakes! 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.

Times have changed and we aren't living through your grandparents' retirement! Coach Pete is in the studio, taking a trip back in time to 1921 and comparing life back then to now. 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.

When looking at any investment opportunities, it's important to find out how you can create streams of income. Coach Pete is in the studio, discussing how to manage what comes in and when comes out when planning for 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.

Times have changed and we aren't living through your grandparents' retirement! Coach Pete is joined in the studio by Neal Anderson, CEO of Libertas GPS, taking a trip back in time to 1969 and comparing life back then to now. 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.

This week, don't let your savings portfolio scare you! Coach Pete is joined in the studio by Neal Anderson, CEO of Libertas GPS, discussing their favorite candies and weaving retirement advice at the same time! 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.

Real estate can be a valuable asset or a detrimental liability as you approach retirement. Which will it be for you? Coach Pete is joined in the studio by Neal Anderson, CEO of Libertas GPS, breaking down how to leverage real estate in your favor as you approach 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.

Interest rates are on the rise and the question is will they go higher before they go lower? Coach Pete is joined in the studio by Neal Anderson, CEO of Libertas GPS, discussing rising interest rates and how to bolster your savings against. 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.

What if there were a retirement vehicle that could help get your beneficiaries some retirement money while everyone can enjoy it? Coach Pete is joined in the studio by Chuk Kaiton, former Voice of the Carolinas, discussing ways to maximize your finances to and through 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.