Estate Secrets & Fiduciary Firewalls: Mastering Your Retirement Playbook!

Financial Safari with Coach Pete
18/01/2025 50 min
Estate Secrets & Fiduciary Firewalls: Mastering Your Retirement Playbook!

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Episode Synopsis

Coach Pete and his team tackle everything on this episode from unscrupulous brokers and fiduciary duties to must-have estate tools like wills, trusts, and safe-money strategies. They emphasize benching procrastination by creating a customized plan that shields against rising expenses, inflation, and unexpected twists. Wrapping it all up with easy-access resources, this high-energy show leaves you ready to defend your nest egg and secure a stress-free retirement!See omnystudio.com/listener for privacy information.

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