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Financial Pizza

Jan 22, 2021

This week Coach Pete D’Arruda digs into annuities and how they can be a solid piece of a retirement and income plan. Kevin Frisbie outlines some pros and cons of 401(k) plans. Robert Kuhn talks about different kinds of advisors and how important it is to find the right one for you. Saba Khan-Smith outlines her process for new clients. Brian Quaranta breaks down a variety of fees in retirement plans. Richard Pellitier talks about the importance of asset allocation. Learn more by calling 800-662-6808. Visit Text PIZZA to 21000.