Retirement Pitfalls, Written Plans, and Changing Spending Assumptions

 

Coach Pete and the team discuss common retirement planning mistakes. The conversation considers selecting an advisor and the purpose of a written financial plan.

The episode also explores lifestyle changes and spending expectations. The team discusses preparation and the uncertainty behind market predictions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.