February 23, 2016

Ep. 52: Bobby is ready to pull the trigger…maybe

Meet Bobby Age: 60 Bobby’s main concerns, in his own words: I’ve done what I believe is a good job saving for retirement with no debt and about $3 million Net Worth. ($2 million in 401K/IRA/pension). I’ve never used a planner mostly... Read MoreThe post Ep. 52: Bobby is ready to pull the trigger…maybe appeared first on Pete the Planner®.

0:00
0:00

Step up your financial wellness game.

Stay up-to-date with the latest in employee wellbeing from the desk of Pete the Planner®. Subscribe to the monthly newsletter to get industry insights and proven strategies on how to be the wellness champion your team wants you to be.