• Life Preservers & Lifetime Income: The Ultimate Retirement Rescue!

  • Jan 11 2025
  • Length: 52 mins
  • Podcast

Life Preservers & Lifetime Income: The Ultimate Retirement Rescue!

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  • Summary

  • Coach Pete teams up with Bruce Rosenbloom to explore the “advance and protect” strategy, the value of a trusty fiduciary, and the differences between high yield savings accounts and fixed indexed annuities—ensuring your golden years stay afloat. They highlight the crucial role of a financial coach in guiding you through hidden pitfalls, emphasizing lifetime income plans, spend-and-leave strategies, and the power of diversification. So, grab your life jacket and jump aboard this high-energy discussion, where a thorough financial review can mean smooth sailing for your secure retirement!

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.