In this conversation, Coach Pete discusses the importance of having a solid retirement foundation and the role of income planning in retirement. He highlights the need for a core part of the financial plan that provides lifetime income and ensures financial security. The hosts also emphasize the difference between red money (high-risk investments) and green money (safe, income-generating accounts). The conversation touches on the benefits of 'pensionizing' a lump sum of money and the importance of understanding the motives of financial advisors.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.

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