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Navigating the 'Money Merry-Go-Round'
Manage episode 421004686 series 2972417
On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, covering a wide range of financial topics, including retirement planning, annuities, and investment strategies. The conversation delves into the importance of extended warranties in financial planning, the role of annuities in retirement income, and the impact of risk-based investments. It also touches on the concept of personalized financial strategies and the need for tailored retirement plans.
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.
章
1. 2024-05-25 Darruda SEG1 (00:00:00)
100 つのエピソード
Manage episode 421004686 series 2972417
On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, covering a wide range of financial topics, including retirement planning, annuities, and investment strategies. The conversation delves into the importance of extended warranties in financial planning, the role of annuities in retirement income, and the impact of risk-based investments. It also touches on the concept of personalized financial strategies and the need for tailored retirement plans.
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.
章
1. 2024-05-25 Darruda SEG1 (00:00:00)
100 つのエピソード
すべてのエピソード
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