Rock on Retirement with Coach Pete

The Rock On Retirement team discusses the value of financial education for children and grandchildren. Coach Pete connects that theme with questions about the different places to keep money.

The episode also examines variable annuity costs and life insurance living benefits. Long-term care expenses are part of the broader discussion about retirement resources and future needs.

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 shifting a financial perspective near retirement. The conversation considers looking at current resources in the context of life after work.

The episode also explores five keys in Coach's retirement planning approach. The discussion connects personal priorities with reviewing an existing 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.

The Rock On Retirement team shares stories about a musician’s interrupted Ozzy Osbourne touring opportunity and a distinctive stage hat. Coach Pete also recalls buying Boston Beer shares after seeing a newspaper advertisement.

The conversation turns to working with a team toward financial goals. A football coaching analogy illustrates why different people can contribute to preparing a coordinated 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 and the Rock On Retirement team discuss different roles for money and the costs inside financial products. A car analogy illustrates resources that may be busy without moving a plan forward.

The episode also examines fees in variable annuities and life insurance living benefits. Long-term care needs connect the conversation with preparing for future household expenses.

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 a market recovery action plan. The conversation introduces a planning resource intended to be used from home.

The episode explores Coach's approach to reviewing a financial strategy. The discussion considers the questions behind preparing for retirement during changing markets.

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 projecting the cost of future retirement activities from today’s prices. Coach Pete considers how a long retirement changes the planning horizon.

The conversation also addresses choosing financial guidance and the distinction between a broker and a fiduciary. Understanding future income and household goals connects those questions with a retirement 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 shares a speech from earlier in his career. The Rock On Retirement conversation considers how its financial concepts relate to later decisions.

The episode revisits those ideas in the context of retirement planning. Coach discusses their relevance to financial questions at the time of recording.

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 expectations before past market declines and the possibility that investments may not recover. Coach Pete considers the role of accessible savings during difficult periods.

The conversation also examines annuities and planning future income. The team connects emergency resources and longer-term financial choices with household retirement needs.

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 dividing household money among needs, wants, and savings and investments. Coach Pete uses familiar examples to distinguish a necessary expense from a preferred purchase.

The conversation also examines credit card minimum payments and interest costs. Emergency savings, retirement contributions and debt payments are considered as parts of a household budget.

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 enthusiasm before past market downturns and the assumptions people make about a recovery. Coach Pete considers how those expectations influence investment decisions.

The episode also examines accessible emergency resources and bond fund risk. The relationship between interest rates and bond prices connects the discussion with reviewing different retirement assets.

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.