Latest / Financial Safari with Coach Pete
Roth Versus Traditional, Hidden Fees, and the Spend and Leave Plan
Coach Pete and the team discuss retirement saving options, including Roth and traditional accounts and choices for people without an employer 401(k). They also explore investment risk, hidden fees, and the Spend and Leave approach, connecting saving decisions with income and legacy goals.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.
See omnystudio.com/listener for privacy information.
The skinny
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