Rock on Retirement with Coach Pete

The Rock On Retirement team discusses the years around retirement and the reduced time available to recover from a financial setback. Coach Pete considers how market exposure relates to that transition.

The conversation also addresses longevity and the resources needed for a longer retirement. The team asks how investment choices fit the purpose of meeting 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 market enthusiasm and why an investment that falls may not always recover. Coach Pete considers how expectations can influence decisions during a downturn.

The episode also looks at overlapping holdings in mutual funds and accessible emergency savings. The conversation connects diversification and liquidity with avoiding a forced sale 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 financial offers and the importance of understanding fiduciary responsibilities and commissions. The conversation considers the details behind recommendations.

The episode also includes a planning example that connects retirement savings with income needs. Taxes are considered alongside the other costs and decisions that can affect a 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 how to use the time that becomes available after leaving work. They consider the adjustment from a regular workweek to a new retirement routine.

Coach Pete also discusses comparing best-case and worst-case illustrations. Fees, commissions and other costs enter the conversation about reviewing what a financial plan actually contains.

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 remembers Ric Ocasek and Eddie Money and discusses the music they leave behind. The conversation also considers the relationship between retirement savings and future income needs.

Coach Pete discusses why a lump sum needs to be connected with a household’s expected spending. A Brokers Behaving Badly feature adds a story about financial misconduct and the importance of understanding whom to trust.

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 a structured approach to reviewing retirement resources. Coach Pete considers the steps involved in building and understanding a plan.

The conversation also addresses account control and moving money between financial firms. Market exposure and the emotions behind financial choices enter the broader discussion about 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 the limitations of a standard plan applied to every household. Coach Pete considers what it means to tailor retirement resources to personal needs.

The episode also examines losses in the years just before and after retirement. Regular income needs and resources with different roles enter the conversation about preparing for that transition.

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 why unfamiliar financial choices can lead to indecision. Coach Pete considers commissions and fiduciary responsibilities as questions to address during a review.

The episode also works through an income planning example using savings, Social Security and a pension. The conversation connects those resources with the spending a household expects in 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.

The Rock On Retirement team uses a pilot’s preflight checklist to illustrate the value of reviewing financial details. The conversation considers why skipping steps can leave important questions unanswered.

Coach Pete also discusses financial termites, including fees, commissions and expenses. The team examines the challenge of knowing what to ask when reviewing retirement investments.

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 financial termites: costs and details that can be overlooked inside retirement accounts. They consider questions to ask about fees and commissions.

The conversation also addresses indecision when financial choices are unfamiliar. Fiduciary responsibilities and understandable explanations are part of the discussion about reviewing a 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.