Rock on Retirement with Coach Pete

Coach Pete and the team discuss planning tools, taxes, and income while exploring the life you want after work. The episode includes the Retirement Road Trip and Coach Pete's Power Plan.

The conversation also connects retirement goals with family legacy questions. The team considers how a strategy can reflect both your spending priorities and what you hope to leave behind.

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 fitness and the choices involved in preparing for retirement. The conversation explores debt, annuities, and tax planning.

Estate planning and investment fees also feature in the episode. The team connects these topics with taking a broader look at a household's 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 team discuss retirement planning questions following the election. The conversation considers Social Security taxation and expectations about possible policy changes.

The episode also explores market volatility and different income sources. The team discusses reviewing a retirement strategy while financial headlines and economic expectations are changing.

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 introduce a financial prescription pad as a way to organize retirement planning questions. They discuss the advance and protect concept and the relationship between savings and income.

The conversation also explores tax planning, different income sources, and a spend and leave plan. The team considers how these ideas connect present financial choices with retirement and family 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 Rock On Retirement team discuss how small financial oversights can affect a long-term retirement plan. They explore retirement income, pension reviews, and the importance of understanding the tools an advisor recommends.

Everyday stories about food, music, and car engines lead into a conversation about coordinating your financial decisions. The team also examines advice found online and the questions to ask when evaluating its source and relevance to your own situation.

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, Thomas Lipscomb and Chuck Kaiton discuss the difference between saving for retirement and planning for income throughout retirement. They consider advisor fees, working with tax and legal professionals, inflation and having more than one income stream.

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

See omnystudio.com/listener for privacy information.

Coach Pete, Thomas Lipscomb and Chuck Kaiton discuss replacing a work paycheck with retirement income and considering the needs of a spouse. The team also talk about suspicious messages and why they verify who sent them before responding.

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

See omnystudio.com/listener for privacy information.

The Rock on Retirement team discuss questions about covering future care costs for you and a spouse. Coach Pete describes care features in life insurance, and the conversation considers how policy details, income needs and estate planning fit together.

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

See omnystudio.com/listener for privacy information.

Coach Pete, Thomas Lipscomb and Chuck Kaiton talk about golf, favorite ballparks and the experiences people want to enjoy in retirement. The conversation connects lifestyle goals with planning for the spending and income those goals may require.

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

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.