Give Every Retirement Dollar a Job: Income, Taxes, and Family Wealth
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Give Every Retirement Dollar a Job: Income, Taxes, and Family Wealth
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What is each part of your retirement savings supposed to do? Coach Pete and the team explain his green, yellow, and red approach to separating lifetime income, protected savings, and money exposed to market risk. They discuss income riders, the difference between safety and income, and why a retirement plan needs more than an account balance.
The episode also explores year-round tax planning, generational wealth, and lessons from families that preserved—or spent—their fortunes. Listener questions bring the discussion to appreciated stock, capital gains, and old 401(k) accounts. Hear how clearer goals can guide decisions about what to keep, move, spend, and leave to loved ones.
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.
See omnystudio.com/listener for privacy information.