Latest / Financial Safari with Coach Pete
Retirement Income, Family Wealth, and a Plan That Lasts
In this episode of Financial Safari, Coach Pete and the team discuss how a thoughtful retirement plan can help turn savings into dependable income while still allowing room for growth and a future legacy. They explain the “spend and leave” approach, the importance of separating income-producing assets from long-term investments, and how a core-and-explore strategy may help retirees spend with greater confidence.
The conversation also explores why some family fortunes last for generations while others disappear, using well-known families as examples. From educating children and…
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