Latest / Financial Safari with Coach Pete
Understand Annuities, Spousal Income, and Your Retirement Legacy
How could an annuity fit into a retirement income plan? Coach Pete, Jackie Selby, and Thomas Lipscomb discuss the history of annuities, the differences among retirement accounts and income strategies, and the importance of understanding the terms of any product before committing money.
The conversation explores income for a surviving spouse, the balance between spending and leaving a legacy, and preparing for long-term care costs. Coach Pete also walks through the role of his 22-step Total Retirement Plan. Listen for questions to ask about risk, income, liquidity, and how your plan supports…
The skinny
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