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Latest / Financial Safari with Coach Pete

Don’t Let Market Losses Fund Your Retirement: Building a Safer Income Plan

In this episode of The Financial Safari, Thomas Lipscomb and Coach Pete D’Arruda discuss how retirees and pre-retirees can avoid turning temporary market volatility into permanent retirement damage.

Coach Pete explains the difference between paper gains, paper losses, and realized losses, and why money needed in the next five to ten years should not be sitting fully exposed to market risk. The conversation highlights key concepts from Coach Pete’s 22-Step Total Retirement Plan, including red, yellow, and green money; emergency accounts; GPI strategies; lifetime income; inflation…

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