The Pete the Planner® Show

The Pete the Planner® Show


Ep. 145: Rhonda needs to make a plan for retirement for herself and her employees

March 21, 2017

M$D: August 26, 2049
Meet Rhonda.
Rhonda’s main concerns, in her words:
My husband and I recently paid off our businesses. We have been investing all our money into them and not saving much for retirement. We now have quite a bit of money every month we would like to invest and save for our son’s college education. We want to make the smartest choices possible. We are debt free other than our home. I love your podcast and I would be grateful for the opportunity to talk with you. Thanks!