Latest / Financial Safari with Coach Pete
Paychecks, Playchecks, and the Freedom to Spend in Retirement
In this episode of Financial Safari, Coach Pete is joined by retirement-income expert and bestselling author Tom Hegna for a conversation about building a retirement designed to provide both security and enjoyment. Tom explains the difference between “paychecks” for essential expenses and “playchecks” for travel, hobbies, and other experiences—and why retirement planning requires a different approach than simply accumulating investments.
The discussion explores guaranteed lifetime income, Roth conversions, future tax risk, cash-value life insurance…
The skinny
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