Rock on Retirement with Coach Pete

Coach Pete and the team discuss income objectives and diversification. The conversation considers required minimum distributions and financial questions facing federal employees.

The episode also addresses listener questions about downsizing and account withdrawals. The team discusses the sequence of decisions within a 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 turns personal challenges and sudden money—lottery wins, federal buyouts, inheritances—into strategy instead of chaos. Learn how preparation beats panic: size up your true financial position, map a tax-smart plan, and tap pros who can turn a one-time windfall into long-term security.

Call 800-661-7383 or text PLAN to 600-700.

See omnystudio.com/listener for privacy information.

Coach Pete and the Rock On Retirement team use a cryptocurrency account-recovery story to discuss custodial services and self-custody. The conversation considers keeping access to financial records and understanding who is responsible for safeguarding resources.

The episode also examines lifestyle goals, financial reviews, fees and life insurance living benefits. A discussion of the 50-30-20 budgeting framework and a new-versus-used car example connects everyday spending choices with resources 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 financial media and market volatility. The conversation considers the assumptions behind a traditional stock-and-bond portfolio.

The episode also explores retirement income and tax planning. The team discusses reviewing a strategy during changing financial conditions.

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 financial decisions after a windfall. The conversation considers broker conduct and reviewing the details of existing investments.

The episode also explores the financial-fill-up concept. The team discusses retirement income objectives and the questions behind a longer-term 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 how fear and optimism can affect investment decisions. The conversation considers investment fees, emergency reserves and the roles different resources serve in a retirement plan.

The episode also examines pension buyout decisions and replacing an income stream. Discussions of annuities, life insurance and future care costs explore questions to ask when reviewing household protection and retirement income.

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 unexpected home expenses and the importance of financial reserves. The conversation examines tax planning questions and warning signs around claims that seem too good to be true.

The episode also considers retirement income, beneficiaries and diversification. Discussions of currency exposure, digital assets and market risk explore the different purposes of a household’s financial 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.

Coach Pete and the Rock On Retirement team discuss different views of retirement timing and the role of income in later life. The conversation also considers keeping a sense of purpose and staying mentally and physically active.

The episode examines Roth conversion questions and common retirement planning oversights. Reviewing a portfolio, preparing for health emergencies and discussing money with family members are among the topics.

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 retirement savings during uncertain markets. The conversation considers diversification and questions facing federal employees.

The episode also addresses listener questions about downsizing and managing money. The team discusses income objectives and reviewing a financial 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 team discuss the decisions that follow a financial windfall. The conversation considers whether sudden wealth changes the need for a retirement strategy.

The episode also explores local financial guidance and dual-residency tax questions. The team discusses reviewing the circumstances behind a household's 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.