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.