• Don't let Brokers Behave Badly with your portfolio!

  • May 31 2024
  • Length: 6 mins
  • Podcast

Don't let Brokers Behave Badly with your portfolio!

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  • Summary

  • On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, discussing the importance of financial planning and the risks associated with unscrupulous financial advisors. It highlights real-life cases of financial fraud and emphasizes the need for caution and due diligence when investing. The conversation also touches on the significance of working with fiduciary planning teams and ensuring lifetime income and peace of mind in retirement.

    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 at (800) 661-7383.

    See omnystudio.com/listener for privacy information.
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