Latest / Financial Safari with Coach Pete
Build Retirement Confidence Through Market and Rate Changes
Coach Pete and Thomas Lipscomb discuss why retirement decisions should start with an income plan rather than reactions to market headlines, shifting interest-rate expectations, or AI investment excitement.
The episode explores the Core and Explore approach, lifetime income strategies, and the 22-step Total Retirement Plan. Topics include taxes, Social Security timing, withdrawals, healthcare, estate planning, and the risks of non-traded REITs. Listen for questions that can help you identify gaps in your own written plan.
Take the next step toward your retirement plan: call 800-661-7383 or…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.