2bfe2d30-2756-4510-8b2d-adff010aaaac a601340a-d13d-463e-9754-ae04010af928 00305e49-52b0-473e-94f1-b4e301857cc2 en-US Rock on Retirement — Roth Accounts Roth Accounts conversations with Coach Pete from Rock on Retirement. https://www.rockonretirement.com/ Browse full Rock on Retirement episodes discussing roth accounts.

Episodes retain their archive dates; some recordings are replays.

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]]> episodic Browse full Rock on Retirement episodes discussing roth accounts. Episodes retain their archive dates; some recordings are replays. For the complete weekly show, follow Rock on Retirement with Coach Pete. Pete D'Arruda podcasts@broadcastingexperts.com Coach Pete D'Arruda 2026 Rock on Retirement clean yes https://www.omnycontent.com/d/programs/2bfe2d30-2756-4510-8b2d-adff010aaaac/a601340a-d13d-463e-9754-ae04010af928/image.jpg?t=1792010708&size=Large Rock on Retirement — Roth Accounts https://www.rockonretirement.com/ A 22-Step Plan, Retirement Spending, and Income for Later Life A 22-Step Plan, Retirement Spending, and Income for Later Life Coach Pete and the Rock On Retirement team discuss the 22-Step Total Retirement Plan. The conversation considers projecting a desired lifestyle, estimating its cost, inflation, and test-driving retirement.

The episode also explores Roth accounts, life insurance living benefits, and GPI planning. Chuck Kaiton shares retirement experiences involving income and required withdrawals, alongside discussion of risk, safety, emergency money, and Tax Savvy 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 the 22-Step Total Retirement Plan. The conversation considers projecting a desired lifestyle, estimating its cost, inflation, and test-driving retirement.

The episode also explores Roth accounts, life insurance living benefits, and GPI planning. Chuck Kaiton shares retirement experiences involving income and required withdrawals, alongside discussion of risk, safety, emergency money, and Tax Savvy 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 the 22-Step Total Retirement Plan. The conversation considers projecting a desired lifestyle, estimating its cost, inflation, and test-driving retirement. rock-on-retirement full-episode retirement-planning roth-accounts required-minimum-distributions tax-planning inflation insurance retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, roth-accounts, required-minimum-distributions, tax-planning, inflation, insurance, retirement-lifestyle full Coach Pete D'Arruda 0d9e7d0d-7854-48a7-9dfa-b43a01021bd2 0d9e7d0d-7854-48a7-9dfa-b43a01021bd2 Fri, 24 Apr 2026 10:00:00 +0000 2085 https://omny.fm/shows/rock-on-retirement/the-22-step-plan-for-income-protection-and-peace-of-mind Roth and Traditional Accounts, Asset Allocation, and Retirement Fees Roth and Traditional Accounts, Asset Allocation, and Retirement Fees Coach Pete and the Rock On Retirement team discuss workplace savings and the choice between Roth and traditional accounts. The conversation considers taxes and retirement income objectives.

The episode also explores asset allocation, risk tolerance, and the financial-termite analogy. The team discusses fees, investment timing, 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 Rock On Retirement team discuss workplace savings and the choice between Roth and traditional accounts. The conversation considers taxes and retirement income objectives.

The episode also explores asset allocation, risk tolerance, and the financial-termite analogy. The team discusses fees, investment timing, 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 Rock On Retirement team discuss workplace savings and the choice between Roth and traditional accounts. The conversation considers taxes and retirement income objectives. rock-on-retirement full-episode retirement-planning retirement-income 401k roth-accounts tax-planning market-risk investment-fees investing rock-on-retirement, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, tax-planning, market-risk, investment-fees, investing full Coach Pete D'Arruda 816b50d9-e4c1-4f83-bff9-b3f00170d7e3 816b50d9-e4c1-4f83-bff9-b3f00170d7e3 Fri, 13 Feb 2026 11:00:00 +0000 2104 https://omny.fm/shows/rock-on-retirement/401-k-secrets-roth-vs-traditional-smackdown-and-the-safe-money-moves-wall-street-won-t-spell-out Workplace Savings, Roth Questions, and Financial Termites Workplace Savings, Roth Questions, and Financial Termites Coach Pete and the team discuss workplace retirement accounts. The conversation considers Roth versus traditional contributions and arranging resources for retirement income.

The episode also explores the financial-termite analogy. The team discusses fees and reviewing the details of an existing savings 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 workplace retirement accounts. The conversation considers Roth versus traditional contributions and arranging resources for retirement income.

The episode also explores the financial-termite analogy. The team discusses fees and reviewing the details of an existing savings 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 workplace retirement accounts. The conversation considers Roth versus traditional contributions and arranging resources for retirement income. rock-on-retirement full-episode retirement-planning retirement-income 401k roth-accounts investment-fees rock-on-retirement, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, investment-fees full Coach Pete D'Arruda d18b2017-02a8-40ce-92c7-b3cd016eaa61 d18b2017-02a8-40ce-92c7-b3cd016eaa61 Fri, 09 Jan 2026 11:00:00 +0000 2104 https://omny.fm/shows/rock-on-retirement/the-retirement-killers-hiding-in-your-401-k-and-how-to-rock-past-them Workplace Contributions, Roth Accounts, and Portfolio Balance Workplace Contributions, Roth Accounts, and Portfolio Balance Coach Pete and the Rock On Retirement team discuss workplace savings and Roth versus traditional accounts. The conversation considers the tax questions behind contributions.

The episode also explores retirement income, asset allocation, and risk tolerance. The team discusses hidden fees and the financial-termite 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 and the Rock On Retirement team discuss workplace savings and Roth versus traditional accounts. The conversation considers the tax questions behind contributions.

The episode also explores retirement income, asset allocation, and risk tolerance. The team discusses hidden fees and the financial-termite 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 and the Rock On Retirement team discuss workplace savings and Roth versus traditional accounts. The conversation considers the tax questions behind contributions. rock-on-retirement full-episode retirement-planning retirement-income 401k roth-accounts tax-planning market-risk investment-fees investing rock-on-retirement, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, tax-planning, market-risk, investment-fees, investing full Coach Pete D'Arruda 4826e5cb-c74e-4998-b409-b3b1017344af 4826e5cb-c74e-4998-b409-b3b1017344af Fri, 12 Dec 2025 11:00:00 +0000 2104 https://omny.fm/shows/rock-on-retirement/crank-up-your-401-k-roth-showdowns-safe-money-hits-and-termite-traps Retirement Timing, Staying Active and Roth Conversion Questions Retirement Timing, Staying Active and Roth Conversion Questions 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 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 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. rock-on-retirement full-episode retirement-planning roth-accounts roth-conversions investing rock-on-retirement, full-episode, retirement-planning, roth-accounts, roth-conversions, investing full Coach Pete D'Arruda 0ed6ad3d-8eef-46dc-a17f-b4e3001daa60 0ed6ad3d-8eef-46dc-a17f-b4e3001daa60 Fri, 08 Aug 2025 10:00:00 +0000 3420 https://omny.fm/shows/rock-on-retirement/retirement-timing-staying-active-and-roth-conversion-questions Financial Mirages, Roth Accounts and Insurance Reviews Financial Mirages, Roth Accounts and Insurance Reviews The Rock On Retirement team discusses the difference between believing an income plan is in place and understanding what it actually provides. A financial mirage serves as an analogy for expectations that do not match resources.

The episode also examines Roth accounts and life insurance reviews. Taxes, household bills and family needs connect the discussion with preparing a coordinated 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.

]]> The Rock On Retirement team discusses the difference between believing an income plan is in place and understanding what it actually provides. A financial mirage serves as an analogy for expectations that do not match resources.

The episode also examines Roth accounts and life insurance reviews. Taxes, household bills and family needs connect the discussion with preparing a coordinated 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.

]]> The Rock On Retirement team discusses the difference between believing an income plan is in place and understanding what it actually provides. A financial mirage serves as an analogy for expectations that do not match resources. rock-on-retirement full-episode retirement-planning retirement-income roth-accounts tax-planning insurance rock-on-retirement, full-episode, retirement-planning, retirement-income, roth-accounts, tax-planning, insurance full Coach Pete D'Arruda 9bcc90be-d9c9-4c41-8ed6-c6a7f940f656 84cbd4a6-e3da-4ace-a1e5-ae04011efa9e Fri, 24 Apr 2020 10:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/fewer-stocks-more-annuities-for-retirees clean Retirement Decisions During the 2020 Downturn Retirement Decisions During the 2020 Downturn The Rock On Retirement team discusses retirement timing during the early 2020 market downturn. They consider the choices faced by people whose employment or plans changed unexpectedly.

The conversation also examines CARES Act retirement withdrawal provisions as discussed at the time. Roth conversions and changing account values are additional topics in the review of retirement 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.

]]> The Rock On Retirement team discusses retirement timing during the early 2020 market downturn. They consider the choices faced by people whose employment or plans changed unexpectedly.

The conversation also examines CARES Act retirement withdrawal provisions as discussed at the time. Roth conversions and changing account values are additional topics in the review of retirement 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.

]]> The Rock On Retirement team discusses retirement timing during the early 2020 market downturn. They consider the choices faced by people whose employment or plans changed unexpectedly. rock-on-retirement full-episode retirement-planning roth-accounts roth-conversions market-risk rock-on-retirement, full-episode, retirement-planning, roth-accounts, roth-conversions, market-risk full Coach Pete D'Arruda a4d3ceac-b149-4004-800c-204a37bd35d1 87df098b-8bc3-43a2-a931-ae04011fd1d3 Fri, 17 Apr 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/cares-act-impact-on-your-retirement-plan clean Roth Accounts, Retirement Income and Legacy Questions Roth Accounts, Retirement Income and Legacy Questions The Rock On Retirement team discusses reviewing workplace savings and the tax considerations behind Roth accounts. They consider the tradeoffs involved in paying taxes before money enters an account.

The conversation also explores annuities and planning for income in retirement. Questions about what happens to an account after a death connect income decisions with a family’s 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.

]]> The Rock On Retirement team discusses reviewing workplace savings and the tax considerations behind Roth accounts. They consider the tradeoffs involved in paying taxes before money enters an account.

The conversation also explores annuities and planning for income in retirement. Questions about what happens to an account after a death connect income decisions with a family’s 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.

]]> The Rock On Retirement team discusses reviewing workplace savings and the tax considerations behind Roth accounts. They consider the tradeoffs involved in paying taxes before money enters an account. rock-on-retirement full-episode retirement-planning retirement-income 401k roth-accounts annuities tax-planning estate-planning rock-on-retirement, full-episode, retirement-planning, retirement-income, 401k, roth-accounts, annuities, tax-planning, estate-planning full Coach Pete D'Arruda 0f7e44e294784caf98249338a686a4df d24882b0-8bf9-49a3-ab87-ae0401355515 Fri, 19 Apr 2019 10:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/the-difference-between-a-financial-plan-and-a-true clean Workplace Saving, Roth Accounts, and Annuity Income Features Workplace Saving, Roth Accounts, and Annuity Income Features Coach Pete and the Rock On Retirement team discuss workplace retirement contributions. The conversation considers the difference between a current tax deduction and tax questions in later life.

The episode also explores annuity income features and access to money. The team discusses remaining account balances and family beneficiaries after a death.

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 workplace retirement contributions. The conversation considers the difference between a current tax deduction and tax questions in later life.

The episode also explores annuity income features and access to money. The team discusses remaining account balances and family beneficiaries after a death.

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 workplace retirement contributions. The conversation considers the difference between a current tax deduction and tax questions in later life. rock-on-retirement full-episode retirement-planning 401k roth-accounts annuities tax-planning estate-planning rock-on-retirement, full-episode, retirement-planning, 401k, roth-accounts, annuities, tax-planning, estate-planning full Coach Pete D'Arruda e43cd6f9e2fe4ec9b8b69fa6640d61fd e6bcad57-7081-4f64-939c-ae040138eb11 Fri, 28 Dec 2018 11:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/things-you-need-to-know-about-your-401-k-to-give-i clean Year-End Contributions, Roth Questions, and Required Withdrawals Year-End Contributions, Roth Questions, and Required Withdrawals The Rock On Retirement team discusses reviewing workplace contributions near year-end. The conversation considers Roth accounts and taxes when retirement savings are used.

The episode also explores required withdrawals as they were discussed in 2018. Coach Pete considers annuity features and the different purposes of 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.

]]> The Rock On Retirement team discusses reviewing workplace contributions near year-end. The conversation considers Roth accounts and taxes when retirement savings are used.

The episode also explores required withdrawals as they were discussed in 2018. Coach Pete considers annuity features and the different purposes of 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.

]]> The Rock On Retirement team discusses reviewing workplace contributions near year-end. The conversation considers Roth accounts and taxes when retirement savings are used. rock-on-retirement full-episode retirement-planning roth-accounts required-minimum-distributions annuities tax-planning rock-on-retirement, full-episode, retirement-planning, roth-accounts, required-minimum-distributions, annuities, tax-planning full Coach Pete D'Arruda 7e926f5b5f56424fb57a9e75dfcfbbf1 11fedab7-1aff-4a5f-9dd8-ae0401392e2e Fri, 28 Dec 2018 11:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/how-to-create-a-better-401-k-and-a-retirement-plan clean