Coach Pete and Thomas Lipscomb discuss why retirement decisions should start with an income plan rather than reactions to market headlines, shifting interest-rate expectations, or AI investment excitement.

The episode explores the Core and Explore approach, lifetime income strategies, and the 22-step Total Retirement Plan. Topics include taxes, Social Security timing, withdrawals, healthcare, estate planning, and the risks of non-traded REITs. Listen for questions that can help you identify gaps in your own written plan.

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.