A market decline or unexpected job loss can arrive just as you are ready to retire. Coach Pete and the Financial Safari team discuss how to prepare for that transition with a written income plan, a clear understanding of risk, and a strategy for meeting monthly expenses.

The conversation explores market timing, AI-driven changes in the workforce, income annuities, and the value of multiple income streams. Coach Pete also explains his color-coded approach to separating growth money, protected money, and retirement income. Listen for practical questions about how your savings can support both necessities and the things you enjoy.

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.