Opening

Business succession planning

Retirement income planning

Financial advisor questions

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 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

What needs to be in place before you leave a paycheck&mdash;or a business&mdash;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 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete&rsquo;s team.

Retirement planning in plain English with Coach Pete D'Arruda. Coach Pete and the Financial Safari team explore retirement income, 401(k)s, Social Security, taxes, and market risk through practical conversations and real-world examples. Hear the questions to ask as you prepare for life after a paycheck.

Call 800-661-7383 or text PLAN to 600-700.

Explore episodes: Start Here · Full Episodes · Retirement Income · Social Security.

More from Coach Pete: Rock on Retirement with Coach Pete · America's 401k Show with Coach Pete.

Retirement planning in plain English with Coach Pete D'Arruda. Coach Pete and the Financial Safari team explore retirement income, 401(k)s, Social Security, taxes, and market risk through practical conversations and real-world examples. Hear the questions to ask as you prepare for life after a paycheck.
Call 800-661-7383 or text PLAN to 600-700.
Explore episodes: <a href="https://omny.fm/shows/financial-safari-with-coach-pete/playlists/start-here">Start Here</a> · <a href="https://omny.fm/shows/financial-safari-with-coach-pete/playlists/full-episode">Full Episodes</a> · <a href="https://omny.fm/shows/financial-safari-with-coach-pete/playlists/retirement-income">Retirement Income</a> · <a href="https://omny.fm/shows/financial-safari-with-coach-pete/playlists/social-security">Social Security</a>.
More from Coach Pete: <a href="https://omny.fm/shows/rock-on-retirement/playlists/podcast">Rock on Retirement with Coach Pete</a> · <a href="https://omny.fm/shows/americas-401k-show-with-coach-pete/playlists/podcast">America&#x27;s 401k Show with Coach Pete</a>.

Retirement income, Social Security, and financial decisions with Coach Pete.

Financial Safari with Coach Pete

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.