• Looking Back to Move Forward into Retirement

  • Mar 1 2024
  • Length: 12 mins
  • Podcast

Looking Back to Move Forward into Retirement

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  • Summary

  • In this episode of America's 401K Show, Coach Pete and the team discuss various financial topics, including inflation, interest rates, mortgage rates, retirement planning, and budgeting. They emphasize the importance of having a lifetime income plan for retirement and making sure that retirement is a better life than when working. The hosts also mention the concept of 'money dates' and the significance of open communication and planning with a partner. Overall, the episode provides insights and strategies for achieving a worry-free 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 (888) 623-8858.

    See omnystudio.com/listener for privacy information.
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