Latest / Financial Safari with Coach Pete
Protect Your Business and Build a Retirement Paycheck
What needs to be in place before you leave a paycheck—or a business—behind? Coach Pete, Thomas Lipscomb, Jackie Selby, and Denise Reyes discuss business succession, buy-sell agreements, key-person insurance, and the questions to ask about how a financial advisor is paid.
The conversation connects those decisions with retirement income, market risk, estate planning, and the lifestyle changes that can catch couples by surprise. Hear why a written plan should address both the money you need each month and the life you want to live.
Take the next step toward your retirement plan: call…
The skinny
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