Coach Pete is joined in the studio by former Voice of the Carolinas, Chuck Kaiton! The conversation covers various topics related to retirement planning, including the importance of guaranteed income, the need for income in retirement, and strategies for managing market volatility. They also discuss the significance of safety and risk in retirement and provide insights into investment strategies. 

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 this episode, various topics related to retirement planning are discussed. The importance of taxes and social security in retirement is highlighted, emphasizing the need for a comprehensive retirement plan. The million dollar number and asset allocation are explored, along with the pitfalls of a one-size-fits-all retirement plan. The importance of customizing your financial and retirement plan is emphasized, as well as the need for making adjustments along the way. Coach Pete's Power Plan is introduced as a way to take control of your retirement. The impact of inflation and government spending is discussed, particularly in relation to everyday expenses. The benefits of annuities and the Retirement Help Center are explained, along with the advantages of working with a fiduciary planner. The resources available on FinancialSafari.com are highlighted, and the episode concludes with information on how to get started with Coach Pete's Power Plan.

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 this episode of The Financial Safari, Coach Pete discusses and debunks common bad financial advice. He emphasizes the importance of planning for taxes in retirement, not assuming that spending will decrease in retirement, avoiding dipping into retirement accounts for emergencies, understanding that a million dollars may not be enough to retire comfortably, and not relying solely on the 60-40 stock-bond blueprint for asset allocation.

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 this episode of The Financial Safari, Coach Pete discusses various financial topics and dispels common bad advice. He emphasizes the importance of planning for taxes and retirement spending, as well as the need for supplemental retirement income beyond social security benefits. Coach Pete also highlights the advantages of working with an independent fiduciary and the value of experience in financial planning. He stresses the significance of retirement income and the impact of market cycles on financial decisions. Additionally, Coach Pete encourages individuals to take control of their financial future and prioritize lifetime income planning.

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 this episode of the Financial Safari, Coach Pete discusses common bad advice related to retirement planning. The conversation covers topics such as tax planning, underestimating retirement expenses, healthcare costs, and the importance of proactive planning. Coach Pete emphasizes the need to anticipate future tax changes and take advantage of tools like Roth IRAs. He also highlights the significance of customized retirement planning and the importance of considering inflation when estimating retirement expenses.

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 this episode of Financial Safari, Coach Pete discusses retirement strategies and the confusion surrounding them. He emphasizes the importance of safety and diversification in investments and highlights the three key ingredients of a successful retirement plan: safety, growth, and income. The conversation also touches on the topic of inflation and the need for negative inflation numbers. The rising gas prices and the cost of living are discussed, along with the misconception of inflation numbers. Coach Pete concludes by emphasizing the importance of safe and growing investments and the need for a comprehensive retirement plan.

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 this episode of the Financial Safari, Coach Pete discusses various topics related to retirement planning and investment strategies. He emphasizes the importance of diversification and avoiding losses in investments. Coach Pete also explains the concept of bid and ask prices in gold and silver investments. He highlights the risk of waiting to reach a higher retirement savings goal and the need for professional financial planning. The episode concludes with a call to action for listeners to take control of their retirement planning and secure a lifetime income.

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 this episode of the Financial Safari, Coach Pete and his guests discuss various topics related to finance and retirement. They start by talking about the Super Bowl and unusual bets. The rising cost of Super Bowl commercials is also mentioned. The importance of financial planning for retirement and the challenges of managing personal investments are explored. The episode concludes with a discussion on using asset-based long-term care insurance and creative strategies with life insurance 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.

In this episode of Financial Safari, Coach Pete discusses various topics related to retirement planning and financial security. The conversation begins with an introduction to the show and Coach Pete's expertise. Then, the hosts take a trip back in time to 1936, discussing significant events and the cost of living during that year. The importance of starting early in retirement planning is emphasized, followed by a discussion on color coding money and the concept of the green bucket for safety and lifetime income. Coach Pete explains the benefits of creating a joint lifetime payout and addresses the fear of running out of money in 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.