• 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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