Rock on Retirement with Coach Pete

The Rock On Retirement team discusses risk in the years leading into retirement. Coach Pete considers the different meanings of a bucket strategy and the roles of financial resources.

The conversation also examines an inverted Treasury yield curve and concerns about a recession at the time. Social Security cost-of-living adjustments enter the discussion about future purchasing power.

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 the difference between rising investment values and a coordinated financial plan. A dartboard analogy illustrates the uncertainty behind relying on market luck.

The episode also includes a story about a resident who stayed through a building redevelopment. Coach Pete connects future income needs with preparing resources for retirement rather than relying on a favorable outcome.

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 the possibility that a company or stock may not recover after a decline. Coach Pete considers how expectations can affect decisions in a falling market.

The episode also looks at emergency savings and bond funds. The relationship between interest rates and bond prices connects the conversation with reviewing risks across retirement resources.

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 uses microwave popcorn to illustrate the risk of leaving something unattended for too long. Coach Pete connects the analogy with investment exposure near retirement.

The episode also discusses real estate and stories about financial decisions made for professional athletes. Risk, reward and the authority given to other people enter the broader planning conversation.

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 reactions to a falling stock price and the assumption that it will recover. They consider how emotional decisions can affect an investment account.

The episode also examines overlapping mutual fund holdings and accessible emergency savings. Coach Pete connects those topics with the need to avoid selling investments at an unfavorable time.

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 fees and expenses inside variable annuities. They consider how to locate those details and why disclosure information deserves a closer look.

The conversation also asks how much risk was taken to achieve a particular return. Coach Pete connects performance with a broader review of the resources intended for 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 the Rock On Retirement team discuss concerns about promissory notes and stories of investment misconduct. They consider questions about unfamiliar financial offers.

The episode also addresses future income for both spouses and the emotions that follow market gains and losses. The team connects those concerns with reviewing a retirement plan before income is needed.

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 the distinction between a home’s value and money available for retirement spending. Coach Pete considers what a net worth figure can and cannot explain about household resources.

The episode also examines inflation and future expenses. Beneficiary designations and estate planning details connect the financial review with the resources intended for family members.

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 a musician’s story about an opportunity to tour with Ozzy Osbourne and the origin of a distinctive stage hat. Coach Pete also recalls buying Boston Beer shares through a newspaper advertisement.

The conversation turns to working toward financial goals with a team. A football coaching analogy illustrates why different people can contribute to 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.

The Rock On Retirement team discusses Coach Pete’s book, The Seven Baby Steps to a Ridiculously Reliable Retirement Income. The conversation considers the value of continuing to learn, even after years of investing.

The episode also addresses fiduciary responsibilities, commissions and the cost of financial guidance. Sports and travel memories accompany a discussion about making financial information easier to understand.

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.