Latest / Financial Safari with Coach Pete
Turn Market Gains into a Retirement Income Strategy
Is your retirement plan built around a growing account balance or the income you will actually need? Coach Pete joins Thomas Lipscomb, Jackie Selby, and Greg Berrien to discuss shifting from accumulation toward reliable retirement cash flow. They explore matching investments to your life stage, reviewing risk before a downturn, and deciding how growth assets and lifetime income options can work together.
The team also discusses tax planning, keeping track of your advisor’s decisions, and seeking a second opinion before retirement. Learn why a written plan should account for baseline…
The skinny
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