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Brokers Behaving Badly: Jesus Rodriguez

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Manage episode 404060326 series 1744861
Content provided by Broadcasting Experts and Coach Pete D'Arruda. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts and Coach Pete D'Arruda or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

Chapters

1. 2024-03-02 401k SEG 3 (00:00:00)

100 episodes

Artwork
iconShare
 
Manage episode 404060326 series 1744861
Content provided by Broadcasting Experts and Coach Pete D'Arruda. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts and Coach Pete D'Arruda or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

Chapters

1. 2024-03-02 401k SEG 3 (00:00:00)

100 episodes

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