Rock on Retirement with Coach Pete

Coach Pete and the Rock On Retirement team discuss diversifying retirement income. The conversation considers pension options, bonds, and alternative sources of money after work.

The episode also explores financial scams and reviewing product claims. The team discusses the questions behind selecting resources for 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 discusses changes in financial markets and introduces Wide World of Investing. The conversation considers retirement income objectives and investment choices.

The episode also explores healthcare and long-term care costs. The team's spend-and-leave concept frames a discussion of retirement spending and family legacy goals.

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 multiple sources of retirement income. The conversation considers how those resources fit a household's spending priorities.

The episode also explores healthcare and tax questions. The team discusses reviewing these costs within a broader 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 wills and trusts. The conversation considers family arrangements and the role of estate documents in a financial review.

The episode also explores Social Security, Medicare, and retirement income questions. The team discusses consumer protection and examining the advice 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 personalized planning. The conversation considers communication with an advisor and questions about risk and expected returns.

The episode also explores income objectives for later life. The team discusses understanding the details 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 and the team discuss the financial-red-zone concept. The conversation considers investment safety and defining retirement goals.

The episode also explores debt and personal financial habits. The team discusses reviewing how an individual plan addresses these 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 the team discuss common retirement planning mistakes and working with a fiduciary. The conversation explores taxes, inflation, and the pieces of a retirement income strategy.

The episode also considers life insurance and choosing where to live after work. Historical stories accompany a discussion of how personal priorities can shape 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 team discuss monthly expenses and the financial assumptions people can make about retirement. Home ownership provides one example of a decision with costs and tradeoffs to review.

The conversation also explores the transition from building savings to planning income. The team connects common money mistakes with the questions to ask before 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 team discuss 401(k) choices and the role of risk tolerance in a retirement plan. The conversation explores how different savings and income options fit personal priorities.

Holiday stories and personal experiences accompany the financial discussion. The team considers the planning questions that arise when preparing to use retirement savings.

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 core of a retirement plan and how different investments relate to its purpose. The episode explores common assumptions about risk and return.

The conversation also considers principal protection and questions to ask a financial advisor. The team connects these topics with understanding the structure and details of your 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.