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Latest / Financial Safari with Coach Pete

Plan Around Your Retirement Lifestyle: Income, Housing, and Reverse Mortgages

Your retirement plan should reflect the life you want to live. Coach Pete and the team discuss how housing decisions, market volatility, and retirement income sources can affect that plan.

The episode also introduces reverse mortgages, including the questions to ask about how they work, the problems they may address, and the tradeoffs to understand before making a decision. Listen for a conversation about matching financial choices to your circumstances instead of relying on a generic rule of thumb.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to…

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