In this episode of Financial Safari, Coach Pete is joined by former U.S. Comptroller General David Walker for a wide-ranging conversation about the nation’s growing debt, government spending, rising interest costs, and the difficult decisions facing Congress. They discuss potential reforms to Social Security, Medicare, and the healthcare system, along with why fiscal responsibility and long-term stewardship matter to future generations.
The conversation also brings these national concerns down to the individual level, exploring how changing tax rates and uncertainty surrounding government programs could affect retirement planning. From Roth conversions and tax diversification to protecting income and preparing for future healthcare costs, the episode highlights the importance of building a personal retirement strategy that does not depend entirely on Washington finding a solution.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.