The Importance of Proper Balance!

Rock on Retirement
08/05/2024 9 min
The Importance of Proper Balance!

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Episode Synopsis

On this episode of Rock On Retirement, Coach Pete focuses on the importance of balance in retirement planning and choosing the right advisor. He discusses the role of designations and the qualities to look for in an advisor. They emphasize the need for a fiduciary who prioritizes proper balance between risk and safety. The conversation also highlights the drawbacks of putting all money at risk and the benefits of having a portion in safe investments.  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 call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.

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