Latest / Financial Safari with Coach Pete
The 22-Step Plan: Retirement Income, Travel, and Estate Decisions
Coach Pete and the team discuss the 22-step retirement planning process and the importance of connecting income with the lifestyle you want. They explore budgeting, financial goals, and the role of professional guidance, alongside a conversation about travel and enjoying life after work.
The team also examines wills, trusts, and the planning questions that arise when you move between states. This episode connects everyday retirement spending with the longer-term decisions that affect your family and legacy.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and…
The skinny
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