Latest / Financial Safari with Coach Pete
Retirement Reality Check: Understand Your Statements and Build an Income Plan
Do your retirement statements tell the same story as your expectations? Coach Pete discusses how to understand what you own, assess exposure to market swings, and connect your savings to a retirement income plan.
The conversation covers “spend and leave” strategies and legacy planning, with an emphasis on balancing the life you want to enjoy now with the resources your future may require.
Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.
See omnystudio.com/listener for privacy information.
The skinny
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