Rock on Retirement with Coach Pete

Coach Pete brings the Financial Safari, America’s 401k and Rock On Retirement teams together for their joint Christmas edition. They discuss saving for children and grandchildren and encouraging an interest in financial decisions.

The conversation also considers the cost of the gifts in the Twelve Days of Christmas and changes in gold prices. The team shares favorite holiday movies, family memories and Christmas greetings.

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 watching account values and reacting to market changes. The conversation considers regular workplace contributions and emotional investment decisions.

The episode also explores delays in transferring money between accounts. Stories about computer failures and driverless cars provide a change of pace.

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 obtaining another opinion about a financial plan. The conversation considers advisor oversight and an athlete's reported financial difficulties.

The episode also explores hidden risks through the financial-termite analogy. Pyramid and treehouse examples frame the discussion of a retirement strategy's foundation.

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 co-hosts Rock On Retirement and shares household planning examples. The conversation considers different financial circumstances and the priorities behind a retirement plan.

The episode also explores one spouse retiring before the other. The team addresses listener questions about planning around 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 shares a guitarist's account of preparing to tour with Ozzy Osbourne. Coach Pete also tells a story about buying Boston Beer shares and finding the original certificate years later.

The episode explores financial teamwork through a football analogy. A conversation about Robert Sarzo and his son provides additional stories about music and family 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.

The Rock On Retirement team discusses Eddie Money's Real Money television show. The conversation considers family dynamics and choices about passing assets to children.

The episode also explores reviewing beneficiaries when a will or trust changes. Coach Pete discusses investment risk and the details behind financial products.

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 Tom Petty guitar auction and inherited collections. The conversation considers the challenge of understanding an item's value before selling it.

The episode also explores tax returns, Social Security questions, and retirement income goals. The team discusses hidden fees, portfolio risk, and the financial-MRI 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 discusses small mistakes that can lead to larger financial difficulties. The conversation considers examining the details of an existing strategy.

The episode also explores a Center for Retirement Research study. Coach shares his five-keys approach to investment decisions.

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.