Safe Money Secrets & the ‘Spend & Leave’ Plan

Financial Safari with Coach Pete
14/12/2024 51 min
Safe Money Secrets & the ‘Spend & Leave’ Plan

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Episode Synopsis

Strap in for a retirement rollercoaster as Coach Pete and the crew take you on a thrilling ride through smart 401(k) moves, safe money secrets, and building trust with the perfect financial sidekick! In this high-energy episode, they dish out dazzling tips on tax planning, asset allocation, and embracing your risk tolerance—all while introducing the genius ‘Spend and Leave Plan’ to secure your legacy. Get ready to feel confident, educated, and oh-so-prepared to live your best retired life and leave something sweet behind for your heirs!See omnystudio.com/listener for privacy information.

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