What does financial freedom mean when you are ready to stop working? Coach Pete and the team discuss dependable income, budgeting, and the role of Social Security in a broader retirement strategy. They explore the connection between spending choices, peace of mind, and living on your own terms.

The conversation also covers fiduciary responsibilities, broker misconduct, and finding purpose after work. Historical stories and a lighthearted trip through financial history lead back to a practical question: how well does your plan support the retirement you want?

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.