Rock on Retirement with Coach Pete

Coach Pete and the team discuss common retirement planning mistakes. The conversation considers selecting an advisor and the purpose of a written financial plan.

The episode also explores lifestyle changes and spending expectations. The team discusses preparation and the uncertainty behind market predictions.

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 investments and tax questions near year-end. The conversation considers rebalancing and the financial-red-zone concept.

The episode also explores wills, trusts, and artificial intelligence in investing. The team discusses these topics as parts of a broader 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 and the Rock On Retirement team discuss workplace savings and Roth versus traditional accounts. The conversation considers the tax questions behind contributions.

The episode also explores retirement income, asset allocation, and risk tolerance. The team discusses hidden fees and the financial-termite analogy.

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 fees and changes in spending expectations. The conversation considers stress-testing a retirement plan and reviewing financial priorities.

The episode also explores trust in advisors through an athlete's example. The team discusses income, money set aside for risk, and the decision of whether to work longer.

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 the distinction between saving a balance and planning for income. The conversation considers investments and the resources intended for life after work.

The episode also explores inflation and financial education. The team discusses the questions behind reviewing a longer-term 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 Rock On Retirement team discuss tax brackets and the role of location in state tax planning. The conversation also explores the financial-fill-up concept and income for both spouses.

The episode considers digital assets, artificial intelligence, and diversification. A Brokers Behaving Badly feature discusses an alleged tax-refund fraud case, while personal stories cover flooding and household repairs.

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 rebalancing and tax questions during a year-end review. The conversation considers the team's financial-red-zone approach.

The episode also explores the distinction between wills and trusts. A further discussion considers artificial intelligence and changes in financial 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.

Coach Pete and the Rock On Retirement team discuss a sports-related Bitcoin story. The conversation considers cryptocurrency and its place within a household's financial priorities.

The episode also explores retirement income and spending plans. The team discusses warning signs in financial advice and reviewing the guidance behind an investment decision.

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 the traditional stock-and-bond portfolio. The conversation considers market volatility and the information presented in financial media.

The episode also explores tax planning and retirement income objectives. The team discusses reviewing risk and how a financial strategy responds when markets 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.

Coach Pete and the Rock On Retirement team discuss decisions after receiving sudden wealth. The conversation considers market trends and the risks behind popular investments.

The episode also explores fiduciary responsibilities and financial education books. The team discusses the questions behind planning for income and reviewing an existing portfolio.

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.