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Create Paychecks and Playchecks with Tom Hegna
Coach Pete welcomes retirement-income expert and author Tom Hegna to explore the difference between paychecks for essential expenses and playchecks for the travel, hobbies, and experiences that make retirement rewarding.
The discussion covers the shift from saving to spending, lifetime income annuities, Roth conversions, long-term care, and the role of life insurance in a legacy plan. Coach Pete also explains why the years around retirement deserve a written strategy. Listen for ways to connect your savings with the lifestyle you want—and questions to take to your own planning…
The skinny
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