Financial Safari With Coach Pete

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.