Rock on Retirement with Coach Pete

Coach Pete and the Rock On Retirement team discuss the uncertainties behind retirement planning. The conversation considers investment risk and the possibility of a long retirement.

The episode also explores spending and sources of income. Financial stories provide examples for the team's discussion of household planning priorities.

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 Chuck Kaiton discuss Bobby Bonilla's arrangement with the New York Mets. The conversation considers its connection with retirement income planning.

The episode also explores the financial-fill-up concept. Celebrity estate stories provide further examples in a discussion of family planning 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.

Coach Pete and the team discuss assumptions about retirement age. The conversation considers personal independence and deciding when to stop working.

The episode also explores Social Security claiming and required minimum distributions. The team discusses account rules and the tax questions behind retirement 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.

Coach Pete and the Rock On Retirement team discuss retirement income strategies. The conversation considers the roles of different professionals within a financial planning team.

Personal stories provide examples in the discussion. The team connects household priorities with 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.

Coach Pete and the team discuss planning for retirement income. The conversation explores the spend-and-leave concept and the risks of relying entirely on market investments.

The episode also considers healthcare planning and individual financial guidance. The team discusses fitting a strategy to a household's circumstances.

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 tariffs and stock market questions. The conversation considers the purpose of a total retirement plan.

The episode also explores setting aside money for enjoyable activities through a fun-box concept. Coach introduces Tax Savvy Retirement and discusses the tax questions behind 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 shares personal stories about his father's health journey. The conversation considers family legacy priorities and organizing information through The Little Green Book of Life.

The episode also explores annuity interest and retirement income questions. The team discusses product choices and the tax considerations behind a financial 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 estate planning and financial safety. The conversation considers inflation and the buying power of retirement savings.

The episode also explores broker conduct and fiduciary responsibilities. The team discusses examining the guidance and product details behind 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 and the Rock On Retirement team discuss unexpected retirement needs. The conversation considers income planning and life insurance questions.

The episode also explores long-term care and frugal living. The team discusses reviewing household priorities within 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 ideas from Tax Savvy Retirement. The conversation considers solar investments, pension planning, and tax questions.

The episode also explores Social Security taxation and estate arrangements. The team discusses reviewing how these topics fit an individual 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.