Latest / Financial Safari with Coach Pete
Plan for a Retirement Lifestyle, Not Just a Savings Number
What do you want retirement to look like—and will your money support it? Coach Pete and the team discuss why planning around a desired lifestyle can be more useful than chasing a larger account balance. The conversation connects everyday goals with dependable income, inflation, investment risk, and the transition out of work.
Hear questions to ask about multiple income streams, market downturns, healthcare costs, and whether your plan has been stress-tested. The team also explores housing decisions and the value of reviewing your strategy before retirement begins. Use this episode to…
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