Rock on Retirement with Coach Pete

Coach Pete and the Rock On Retirement team discuss the 22-Step Total Retirement Plan. The conversation considers projecting a desired lifestyle, estimating its cost, inflation, and test-driving retirement.

The episode also explores Roth accounts, life insurance living benefits, and GPI planning. Chuck Kaiton shares retirement experiences involving income and required withdrawals, alongside discussion of risk, safety, emergency money, and Tax Savvy Retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

Coach Pete and Russ Hackmann discuss reviewing a retirement plan and rebalancing investments. The conversation considers tax questions and the team's financial-red-zone concept.

The episode also explores wills, trusts, and family arrangements. A further discussion considers artificial intelligence and its influence on investing.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

Coach Pete and Chuck Kaiton discuss turning savings into retirement income. The conversation explores the financial-fill-up concept and required minimum distributions.

The episode also considers retirement review tips and the financial-termite analogy. The team discusses fees, non-traded REITs, and access to money committed to a product.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

Coach Pete and the Rock On Retirement team discuss workplace savings and the choice between Roth and traditional accounts. The conversation considers taxes and retirement income objectives.

The episode also explores asset allocation, risk tolerance, and the financial-termite analogy. The team discusses fees, investment timing, and reviewing a financial strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

Coach Pete and Russ Hackmann discuss market volatility and the traditional stock-and-bond portfolio. The conversation considers private assets within workplace accounts and investment exit strategies.

The episode also explores an athlete's financial difficulties as a planning example. The team discusses retirement income, inflation, and tax questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

Coach Pete and the Rock On Retirement team discuss common retirement planning pitfalls. The conversation considers how changing lifestyle expectations can affect a financial strategy.

The episode also explores delaying financial decisions. The team discusses reviewing personal circumstances and adapting an existing retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

Coach Pete welcomes Chuck Kaiton and Tony Haynes for a conversation about life after a long career. The discussion explores identity, routines, and the emotional experience of retirement.

The guests share stories from broadcasting and lessons from their careers. The episode also considers the continuing role of a financial plan after work ends.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

Coach Pete and Russ Hackmann discuss year-end financial reviews and rebalancing. The conversation considers planning decisions around retirement.

The episode also explores wills and trusts. Artificial intelligence and changing investments provide further topics in the discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

Coach Pete and the team discuss workplace retirement accounts. The conversation considers Roth versus traditional contributions and arranging resources for retirement income.

The episode also explores the financial-termite analogy. The team discusses fees and reviewing the details of an existing savings strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

Coach Pete and the Rock On Retirement team discuss market volatility. The conversation considers the traditional stock-and-bond portfolio and the different priorities facing retirees.

The episode also explores tax planning and financial media. The team discusses income objectives and reviewing risk within a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.