Financial advisors share their thoughts on safe retirement strategies.

Financial Pizza
06/12/2024 22 min Episodio 235
Financial advisors share their thoughts on safe retirement strategies.

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Episode Synopsis

This week a bit of everything including Coach Pete D’Arruda asking the question why is this a good investment for me? Brian Quaranta defines the difference between an investment strategy and a retirement strategy. Dave Pimper says it’s all about the big picture. Don Cloud digs into generational wealth transfer today. Mal Mason and Chae Kyle suggest a Roth conversion to help minimize taxes in retirement. Visit Financial Pizza to learn more. Visit Broadcasting Experts.See omnystudio.com/listener for privacy information.

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