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Brokers Behaving Badly: Jesus Rodriguez
Manage episode 404060326 series 1744861
In this episode of America's 401K Show, Coach Pete discusses his upcoming book on retirement and the importance of making it accessible to readers. He also touches on the role of AI in writing books. The conversation then shifts to a segment on brokers behaving badly, highlighting the case of Jesus Rodriguez. The hosts also discuss the significance of including bucket list items in retirement planning. Lastly, they promote their other shows, Financial Pizza and Annuity Avenue, and offer a free retirement planning consultation to listeners.
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 (888) 623-8858.
See omnystudio.com/listener for privacy information.
فصول
1. 2024-03-02 401k SEG 3 (00:00:00)
100 حلقات
Manage episode 404060326 series 1744861
In this episode of America's 401K Show, Coach Pete discusses his upcoming book on retirement and the importance of making it accessible to readers. He also touches on the role of AI in writing books. The conversation then shifts to a segment on brokers behaving badly, highlighting the case of Jesus Rodriguez. The hosts also discuss the significance of including bucket list items in retirement planning. Lastly, they promote their other shows, Financial Pizza and Annuity Avenue, and offer a free retirement planning consultation to listeners.
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 (888) 623-8858.
See omnystudio.com/listener for privacy information.
فصول
1. 2024-03-02 401k SEG 3 (00:00:00)
100 حلقات
كل الحلقات
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1 Brokers Behaving Badly: Jesus Rodriguez 12:17
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1 Looking Back to Move Forward into Retirement 11:44
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1 Beware the 'Secret Formulas' for Retirement! 13:03
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1 Index Universal Life Insurance: is it right for you? 12:58
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1 Tax Strategies as you approach retirement! 13:48
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1 Listener questions: Should I maximize my 401k if it's in company stock? 12:25
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1 Market corrections aren't as bad as you think... if you have a plan! 12:56
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1 Why you would benefit from a customized, retirement plan 14:58
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1 Retirement Strategies for Economic Downturns 12:13
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