Mastering Your Retirement Strategy

Financial Safari with Coach Pete

Broadcasting Experts, LLC and Coach Pete D'Arruda에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Broadcasting Experts, LLC and Coach Pete D'Arruda 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 55:28

MP3•에피소드 홈

In this episode of Financial Safari, Coach Pete discusses the critical aspects of retirement planning, focusing on the distinction between protected and unprotected money, the importance of beneficiary designations, and the implications of IRAs and Roth IRAs. He emphasizes the need for customized retirement plans and the value of financial education through resources like the Little Green Book of Life and webinars. The episode also includes a Q&A segment addressing common concerns about Roth IRA conversions. In this episode, Coach Pete DeRuda discusses the importance of evaluating retirement strategies, the value of second opinions, and how to create a fulfilling retirement bucket list. He emphasizes the need to factor in inflation when planning for retirement and shares insights on learning from financial mistakes. The conversation also highlights the significance of having a comprehensive retirement plan to ensure financial security and peace of mind.

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