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Project and Protect: Building a Retirement Plan Before You Turn the Page
What do you want retirement to look like, and will your income support it? Thomas Lipscomb, Jackie Selby, and Coach Pete D’Arruda discuss how to “project and protect”: plan the lifestyle you want, then build an income strategy around it.
The conversation covers test-driving retirement, coordinating goals with a spouse, and preparing for the emotional transition after work. Coach Pete also shares ideas from his 22-Step Total Retirement Plan, including spending plans, Roth conversions, estate documents, special needs trusts, charitable giving, life insurance with living…
The skinny
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