Latest / Financial Safari with Coach Pete
Turn a Retirement Lump Sum into an Income Plan: Fees, Risk, and Business Exits
A large account balance does not tell you how much you can comfortably spend in retirement. Coach Pete discusses his “glide path” approach to income planning and the fees, commissions, and investment risks that deserve a closer look, including non-traded REITs.
The episode also features CFP Sheridan Murphy on planning for business owners: separating personal wealth from the business, developing an exit strategy, and approaching tax decisions proactively. Listen for ways to connect your assets with the income and flexibility you want in retirement.
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The skinny
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