Latest / Financial Safari with Coach Pete
Financial Termites: Hidden Costs That Can Eat Away at Retirement
What hidden costs could undermine your retirement spending plan? Coach Pete and the team discuss why the fine print matters before you buy, borrow, invest, or start drawing income.
The conversation explores “financial termites”: fees, taxes, and risks that can quietly erode savings. Topics include market exposure, rollover mistakes, bucket strategies, and the difference between an account balance and the money available to support your lifestyle. Coach Pete explains why a written plan can help bring those decisions together.
Take the next step toward your retirement plan: call…
The skinny
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