Navigating the Financial Jungle w/ Coach Pete (The Financial Safari)

The Financial Quarterback® Podcast with Josh Jalinski

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3M ago 57:03

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Are you prepared for a worry-free retirement? In this episode, Josh Jelinski sits down with the renowned Coach Pete (Peter J. Daruda), founder of Capital Financial Advisory Group and host of "The Financial Safari," to delve into financial planning and retirement strategies.

Josh and Coach Pete discuss the critical importance of lifetime income planning and developing a financial strategy tailored to individual needs. They dive into tax planning, balancing risk and safety, and maintaining purchasing power amidst inflation. The two explore common myths around annuities, the significance of diversification, and strategies for a happy retirement.

Coach Pete also shares personal stories and insights from his 32 years in the finance industry, including his journey from dinner seminars to hosting a nationally syndicated radio show. Josh & Pete also touch on the benefits and challenges of taking a trial retirement and finding joy in helping others achieve financial happiness.

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