Rock on Retirement with Coach Pete

Coach Pete discusses items to examine within a retirement plan. The conversation considers the resources behind a household's desired lifestyle.

The episode also explores unexpected sources of retirement income. Coach draws on his Have You Been Talking to Financial Aliens book to discuss understanding financial guidance.

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 shifting a financial perspective. The conversation considers hybrid retirement accounts and Social Security planning questions.

The episode also explores keys in Coach's approach to retirement. The team responds to a listener's question during 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 inflation and common retirement pitfalls. The conversation considers decumulation and using savings after work.

The episode also includes Brokers Behaving Badly. Dave Perkins presents a Through the Years look back at 1981.

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.

Marty Hensley and the Rock On Retirement team discuss Coach Pete's financial-fill-up concept. The conversation explores retirement-autopilot planning and questions about a possible market correction.

The episode also considers inflation and family legacy priorities. The team discusses reviewing these topics 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.

Coach Pete and the team discuss his retirement planning booklet. The conversation considers income tools and questions about what a household can control before retirement.

The episode also includes Dave Perkins' look back at 1963. A Brokers Behaving Badly feature provides another perspective on examining financial information.

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 a three-step strategic development process. The conversation considers Social Security choices and reviewing a retirement direction.

The episode also explores the Baby Boomers Guide to IRA Planning and the 15 Minute Retirement Planner. The team discusses these educational resources within a broader financial review.

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 life insurance within a retirement plan. The conversation considers the different purposes of a household's financial resources.

The episode also explores long-term care and market volatility. The team discusses reviewing these risks as part of preparing for later life.

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 discusses the GPI concept: growth, protection, and income. The conversation considers the possibility of savings lasting through retirement.

The episode also explores workplace retirement accounts and long-term care. The team discusses fitting those resources and needs into an individual 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 and the Rock On Retirement team discuss stock choices at the time of recording. The conversation considers the questions behind holding or selling an investment.

The episode also explores common tax mistakes. Growth, protection, and retirement income provide further topics in the financial 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.

The Rock On Retirement team discusses preparing financial resources for the move into retirement. Coach Pete considers the role of predictable income and money assigned different jobs.

The episode also explores flexibility and protection within a plan. A time-capsule analogy connects future income projections with reviewing resources before household circumstances change.

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.