Latest / Financial Safari with Coach Pete
The Four Retirement Questions Every Family Should Answer
In this episode, Coach Pete walks through the key questions families should answer before retirement, especially when it comes to protecting a spouse, creating reliable income, planning for the home, managing taxes, and leaving a clear legacy. The conversation focuses on turning uncertainty into a written plan that helps loved ones avoid confusion during difficult seasons.
Listeners will hear practical guidance on life insurance, survivor income, Social Security decisions, long-term care, housing costs, required minimum distributions, charitable giving, estate documents, beneficiary forms…
The skinny
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