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Paychecks and playchecks

Insurance and living benefits

Annuity fees and product types

Retirement income planning

Coach Pete welcomes retirement-income expert and author Tom Hegna to explore the difference between paychecks for essential expenses and playchecks for the travel, hobbies, and experiences that make retirement rewarding.

The discussion covers the shift from saving to spending, lifetime income annuities, Roth conversions, long-term care, and the role of life insurance in a legacy plan. Coach Pete also explains why the years around retirement deserve a written strategy. Listen for ways to connect your savings with the lifestyle you want—and questions to take to your own planning conversation.

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.

Coach Pete welcomes retirement-income expert and author Tom Hegna to explore the difference between paychecks for essential expenses and playchecks for the travel, hobbies, and experiences that make retirement rewarding.
The discussion covers the shift from saving to spending, lifetime income annuities, Roth conversions, long-term care, and the role of life insurance in a legacy plan. Coach Pete also explains why the years around retirement deserve a written strategy. Listen for ways to connect your savings with the lifestyle you want&mdash;and questions to take to your own planning conversation.
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

Coach Pete welcomes retirement-income expert and author Tom Hegna to explore the difference between paychecks for essential expenses and playchecks for the travel, hobbies, and experiences that make retirement rewarding.