Latest / Financial Safari with Coach Pete
Housing Costs, Mortgage Choices, and Retirement Income
Coach Pete and Thomas Lipscomb discuss housing affordability, refinancing, and the tradeoffs behind mortgage offers. A look at General Electric’s history leads into a conversation about the difference between building savings and creating a retirement income plan.
The team also covers financial fine print, estate planning, and romance scams aimed at older adults. Learn why a retirement review should connect your investments with the spending, income, and family decisions ahead.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.
See…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.