Coach Pete and his crew serve you a healthy dose of estate essentials in this episode, including why wills and trusts are non-negotiable for future peace of mind. They take a deep dive into smart income strategies—tackling Social Security, Medicare, and sneaky retirement risks—so you can ride off into your golden years with swagger. Finally, they shine a spotlight on consumer protection in the financial advisory world, ensuring your retirement dreams stay both safe and stylish!
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