Project and Protect: Building a Retirement Plan Before You Turn the Page
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Project and Protect: Building a Retirement Plan Before You Turn the Page
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概要
In this episode of The Financial Safari, Thomas Lipscomb is joined by Jackie Selby and bestselling author Coach Pete D’Arruda for a practical conversation about preparing for retirement before emotions, market headlines, or tax surprises take control.
Coach Pete explains why retirees should “project and protect”: project the lifestyle and income they want, then protect the assets needed to support that lifestyle. The discussion covers test-driving retirement, adjusting emotionally to life after work, coordinating retirement goals with a spouse, and making sure income plans are built before the paycheck stops.
The episode also highlights key ideas from Coach Pete’s 22-Step Total Retirement Plan, including retirement spending plans, Roth conversion strategies, estate planning, powers of attorney, special needs trusts, charitable giving strategies, life insurance with living benefits, and old retirement accounts from previous jobs.
Listeners also learn how to access Coach Pete’s retirement resources, including TotalRetirementPlan.com, FinancialSafari.com, RetirementHelpCenter.com, and the opportunity to receive a physical copy of the 22-step Total Retirement Plan.
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