Opening

Annuity terms and income

Retirement income planning

Insurance and living benefits

How could an annuity fit into a retirement income plan? Coach Pete, Jackie Selby, and Thomas Lipscomb discuss the history of annuities, the differences among retirement accounts and income strategies, and the importance of understanding the terms of any product before committing money.

The conversation explores income for a surviving spouse, the balance between spending and leaving a legacy, and preparing for long-term care costs. Coach Pete also walks through the role of his 22-step Total Retirement Plan. Listen for questions to ask about risk, income, liquidity, and how your plan supports the people who depend on you.

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.

How could an annuity fit into a retirement income plan? Coach Pete, Jackie Selby, and Thomas Lipscomb discuss the history of annuities, the differences among retirement accounts and income strategies, and the importance of understanding the terms of any product before committing money.
The conversation explores income for a surviving spouse, the balance between spending and leaving a legacy, and preparing for long-term care costs. Coach Pete also walks through the role of his 22-step Total Retirement Plan. Listen for questions to ask about risk, income, liquidity, and how your plan supports the people who depend on you.
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

How could an annuity fit into a retirement income plan? Coach Pete, Jackie Selby, and Thomas Lipscomb discuss the history of annuities, the differences among retirement accounts and income strategies, and the importance of understanding the terms of any product before committing money.