2bfe2d30-2756-4510-8b2d-adff010aaaac a601340a-d13d-463e-9754-ae04010af928 39004600-958b-40c9-acff-b4e301856047 en-US Rock on Retirement — Retirement Income Retirement Income conversations with Coach Pete from Rock on Retirement. https://www.rockonretirement.com/ Browse full Rock on Retirement episodes discussing retirement income.

Episodes retain their archive dates; some recordings are replays.

For the complete weekly show, follow Rock on Retirement with Coach Pete.

]]> episodic Browse full Rock on Retirement episodes discussing retirement income. 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 — Retirement Income https://www.rockonretirement.com/ Financial Fill-Ups, Required Withdrawals, and Hidden Product Costs Financial Fill-Ups, Required Withdrawals, and Hidden Product Costs Coach Pete and Chuck Kaiton discuss turning savings into retirement income. The conversation explores the financial-fill-up concept and required minimum distributions.

The episode also considers retirement review tips and the financial-termite analogy. The team discusses fees, non-traded REITs, and access to money committed to a product.

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 turning savings into retirement income. The conversation explores the financial-fill-up concept and required minimum distributions.

The episode also considers retirement review tips and the financial-termite analogy. The team discusses fees, non-traded REITs, and access to money committed to a product.

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 turning savings into retirement income. The conversation explores the financial-fill-up concept and required minimum distributions. rock-on-retirement full-episode retirement-planning retirement-income required-minimum-distributions investment-fees rock-on-retirement, full-episode, retirement-planning, retirement-income, required-minimum-distributions, investment-fees full Coach Pete D'Arruda 71beead5-915a-47a3-8622-b3f7016fa298 71beead5-915a-47a3-8622-b3f7016fa298 Fri, 20 Feb 2026 11:00:00 +0000 2091 https://omny.fm/shows/rock-on-retirement/the-15-fee-that-can-nuke-your-nest-egg-coach-pete-s-financial-fill-up-plan-is-the-escape-hatch 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 Market Volatility, Private Assets, and Reviewing Retirement Risk Market Volatility, Private Assets, and Reviewing Retirement Risk Coach Pete and Russ Hackmann discuss market volatility and the traditional stock-and-bond portfolio. The conversation considers private assets within workplace accounts and investment exit strategies.

The episode also explores an athlete's financial difficulties as a planning example. The team discusses retirement income, inflation, and tax questions.

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 Russ Hackmann discuss market volatility and the traditional stock-and-bond portfolio. The conversation considers private assets within workplace accounts and investment exit strategies.

The episode also explores an athlete's financial difficulties as a planning example. The team discusses retirement income, inflation, and tax questions.

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 Russ Hackmann discuss market volatility and the traditional stock-and-bond portfolio. The conversation considers private assets within workplace accounts and investment exit strategies. rock-on-retirement full-episode retirement-planning retirement-income 401k tax-planning inflation market-risk investing rock-on-retirement, full-episode, retirement-planning, retirement-income, 401k, tax-planning, inflation, market-risk, investing full Coach Pete D'Arruda 5724d6df-1a1e-4dfe-9898-b3e901594466 5724d6df-1a1e-4dfe-9898-b3e901594466 Fri, 06 Feb 2026 11:00:00 +0000 2055 https://omny.fm/shows/rock-on-retirement/only-the-paranoid-survive-coach-pete-and-russ-hackman-call-out-wall-street-s-favorite-trick-on-retirees 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 Market Volatility, Tax Planning, and Retirement Income Objectives Market Volatility, Tax Planning, and Retirement Income Objectives Coach Pete and the Rock On Retirement team discuss market volatility. The conversation considers the traditional stock-and-bond portfolio and the different priorities facing retirees.

The episode also explores tax planning and financial media. The team discusses income objectives and reviewing risk 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 and the Rock On Retirement team discuss market volatility. The conversation considers the traditional stock-and-bond portfolio and the different priorities facing retirees.

The episode also explores tax planning and financial media. The team discusses income objectives and reviewing risk 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 and the Rock On Retirement team discuss market volatility. The conversation considers the traditional stock-and-bond portfolio and the different priorities facing retirees. rock-on-retirement full-episode retirement-planning retirement-income tax-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, market-risk, investing full Coach Pete D'Arruda ba4117b8-4d3f-475e-b18d-b3c60171b8b3 ba4117b8-4d3f-475e-b18d-b3c60171b8b3 Fri, 02 Jan 2026 11:00:00 +0000 2055 https://omny.fm/shows/rock-on-retirement/why-wall-street-loves-volatility-and-why-retirees-shouldn-t 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 An Account Balance Versus a Retirement Income Strategy An Account Balance Versus a Retirement Income Strategy Coach Pete and the team discuss the distinction between saving a balance and planning for income. The conversation considers investments and the resources intended for life after work.

The episode also explores inflation and financial education. The team discusses the questions behind reviewing a longer-term 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 the distinction between saving a balance and planning for income. The conversation considers investments and the resources intended for life after work.

The episode also explores inflation and financial education. The team discusses the questions behind reviewing a longer-term 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 the distinction between saving a balance and planning for income. The conversation considers investments and the resources intended for life after work. rock-on-retirement full-episode retirement-planning retirement-income inflation financial-literacy retirement-lifestyle investing rock-on-retirement, full-episode, retirement-planning, retirement-income, inflation, financial-literacy, retirement-lifestyle, investing full Coach Pete D'Arruda 6b53a6a4-c21d-4d72-a321-b39c01824a7b 6b53a6a4-c21d-4d72-a321-b39c01824a7b Fri, 21 Nov 2025 11:00:00 +0000 2127 https://omny.fm/shows/rock-on-retirement/beyond-the-401-k-coach-pete-s-income-engine Tax Brackets, State Taxes, Digital Assets, and Financial Fill-Ups Tax Brackets, State Taxes, Digital Assets, and Financial Fill-Ups Coach Pete and the Rock On Retirement team discuss tax brackets and the role of location in state tax planning. The conversation also explores the financial-fill-up concept and income for both spouses.

The episode considers digital assets, artificial intelligence, and diversification. A Brokers Behaving Badly feature discusses an alleged tax-refund fraud case, while personal stories cover flooding and household repairs.

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 tax brackets and the role of location in state tax planning. The conversation also explores the financial-fill-up concept and income for both spouses.

The episode considers digital assets, artificial intelligence, and diversification. A Brokers Behaving Badly feature discusses an alleged tax-refund fraud case, while personal stories cover flooding and household repairs.

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 tax brackets and the role of location in state tax planning. The conversation also explores the financial-fill-up concept and income for both spouses. rock-on-retirement full-episode retirement-planning retirement-income tax-planning market-risk financial-advisors rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, market-risk, financial-advisors full Coach Pete D'Arruda f08fac32-8f12-4dc8-a976-b395016e5f78 f08fac32-8f12-4dc8-a976-b395016e5f78 Fri, 14 Nov 2025 11:00:00 +0000 2097 https://omny.fm/shows/rock-on-retirement/50-million-refund-racket-how-one-tax-preparer-fooled-the-treasury Bitcoin Stories, Retirement Spending, and Advisor Red Flags Bitcoin Stories, Retirement Spending, and Advisor Red Flags Coach Pete and the Rock On Retirement team discuss a sports-related Bitcoin story. The conversation considers cryptocurrency and its place within a household's financial priorities.

The episode also explores retirement income and spending plans. The team discusses warning signs in financial advice and reviewing the guidance behind an investment decision.

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 a sports-related Bitcoin story. The conversation considers cryptocurrency and its place within a household's financial priorities.

The episode also explores retirement income and spending plans. The team discusses warning signs in financial advice and reviewing the guidance behind an investment decision.

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 a sports-related Bitcoin story. The conversation considers cryptocurrency and its place within a household's financial priorities. rock-on-retirement full-episode retirement-planning retirement-income financial-advisors retirement-lifestyle investing rock-on-retirement, full-episode, retirement-planning, retirement-income, financial-advisors, retirement-lifestyle, investing full Coach Pete D'Arruda cd6f5c7b-3a44-4f41-acd4-b3870157de66 cd6f5c7b-3a44-4f41-acd4-b3870157de66 Fri, 31 Oct 2025 10:00:00 +0000 2035 https://omny.fm/shows/rock-on-retirement/bitcoin-bad-advisors-paychecks-for-life-kd-s-lesson-your-retirement-needs The Stock-and-Bond Portfolio, Market Noise, and Retirement Tax Questions The Stock-and-Bond Portfolio, Market Noise, and Retirement Tax Questions Coach Pete and the team discuss the traditional stock-and-bond portfolio. The conversation considers market volatility and the information presented in financial media.

The episode also explores tax planning and retirement income objectives. The team discusses reviewing risk and how a financial strategy responds when markets change.

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 traditional stock-and-bond portfolio. The conversation considers market volatility and the information presented in financial media.

The episode also explores tax planning and retirement income objectives. The team discusses reviewing risk and how a financial strategy responds when markets change.

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 traditional stock-and-bond portfolio. The conversation considers market volatility and the information presented in financial media. rock-on-retirement full-episode retirement-planning retirement-income tax-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, market-risk, investing full Coach Pete D'Arruda 9ec1b1c2-cdf0-411f-9107-b3800166a1b0 9ec1b1c2-cdf0-411f-9107-b3800166a1b0 Fri, 24 Oct 2025 10:00:00 +0000 2055 https://omny.fm/shows/rock-on-retirement/wall-street-whiplash-the-retirement-rewrite-that-beats-60-40 Sudden Wealth, Fiduciary Guidance, and a Retirement Income Plan Sudden Wealth, Fiduciary Guidance, and a Retirement Income Plan Coach Pete and the Rock On Retirement team discuss decisions after receiving sudden wealth. The conversation considers market trends and the risks behind popular investments.

The episode also explores fiduciary responsibilities and financial education books. The team discusses the questions behind planning for income and reviewing an existing portfolio.

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 decisions after receiving sudden wealth. The conversation considers market trends and the risks behind popular investments.

The episode also explores fiduciary responsibilities and financial education books. The team discusses the questions behind planning for income and reviewing an existing portfolio.

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 decisions after receiving sudden wealth. The conversation considers market trends and the risks behind popular investments. rock-on-retirement full-episode retirement-planning retirement-income market-risk financial-advisors financial-literacy investing rock-on-retirement, full-episode, retirement-planning, retirement-income, market-risk, financial-advisors, financial-literacy, investing full Coach Pete D'Arruda 96659bec-125a-492a-ac1a-b3790164ddef 96659bec-125a-492a-ac1a-b3790164ddef Fri, 17 Oct 2025 10:00:00 +0000 2108 https://omny.fm/shows/rock-on-retirement/from-windfall-to-paycheck-the-retirement-strategy-wall-street-won-t-tell-you Retirement Income, Required Withdrawals, and Downsizing Questions Retirement Income, Required Withdrawals, and Downsizing Questions 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 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 and the team discuss income objectives and diversification. The conversation considers required minimum distributions and financial questions facing federal employees. rock-on-retirement full-episode retirement-planning retirement-income required-minimum-distributions market-risk rock-on-retirement, full-episode, retirement-planning, retirement-income, required-minimum-distributions, market-risk full Coach Pete D'Arruda f2406cef-09cb-445a-9e5a-b372016806c6 f2406cef-09cb-445a-9e5a-b372016806c6 Fri, 10 Oct 2025 10:00:00 +0000 2059 https://omny.fm/shows/rock-on-retirement/guaranteed-paychecks-not-guesswork-the-retirement-remix-you-need-now Financial Media, Market Volatility, and Retirement Tax Planning Financial Media, Market Volatility, and Retirement Tax Planning 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 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 Rock On Retirement team discuss financial media and market volatility. The conversation considers the assumptions behind a traditional stock-and-bond portfolio. rock-on-retirement full-episode retirement-planning retirement-income tax-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, market-risk, investing full Coach Pete D'Arruda 3997b0cb-b421-4f30-8c94-b35d015cef86 3997b0cb-b421-4f30-8c94-b35d015cef86 Fri, 19 Sep 2025 10:00:00 +0000 2055 https://omny.fm/shows/rock-on-retirement/wall-street-myths-tax-traps-the-death-of-the-60-40-portfolio Sudden Wealth, Broker Conduct, and the Financial Fill-Up Sudden Wealth, Broker Conduct, and the Financial Fill-Up 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 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 team discuss financial decisions after a windfall. The conversation considers broker conduct and reviewing the details of existing investments. rock-on-retirement full-episode retirement-planning retirement-income financial-advisors investing rock-on-retirement, full-episode, retirement-planning, retirement-income, financial-advisors, investing full Coach Pete D'Arruda 03f25b4f-ef1b-47d9-b39c-b356015d1bde 03f25b4f-ef1b-47d9-b39c-b356015d1bde Fri, 12 Sep 2025 10:00:00 +0000 2107 https://omny.fm/shows/rock-on-retirement/retirement-pitfalls-broker-secrets-and-the-income-plan-you-ll-wish-you-had-sooner Emotional Investing, Pension Decisions and Future Care Emotional Investing, Pension Decisions and Future Care 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 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 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. rock-on-retirement full-episode retirement-planning retirement-income annuities investment-fees insurance long-term-care retirement-lifestyle investing rock-on-retirement, full-episode, retirement-planning, retirement-income, annuities, investment-fees, insurance, long-term-care, retirement-lifestyle, investing full Coach Pete D'Arruda d0737f56-60d2-4e05-988c-b4e3001c8c2b d0737f56-60d2-4e05-988c-b4e3001c8c2b Fri, 29 Aug 2025 10:00:00 +0000 3420 https://omny.fm/shows/rock-on-retirement/emotional-investing-pension-decisions-and-future-care Unexpected Expenses, Tax Planning and Retirement Diversification Unexpected Expenses, Tax Planning and Retirement Diversification 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 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 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. rock-on-retirement full-episode retirement-planning retirement-income tax-planning estate-planning market-risk rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, estate-planning, market-risk full Coach Pete D'Arruda 1176117f-7fdf-42bb-8d5d-b4e3001fde7f 1176117f-7fdf-42bb-8d5d-b4e3001fde7f Fri, 22 Aug 2025 10:00:00 +0000 3420 https://omny.fm/shows/rock-on-retirement/unexpected-expenses-tax-planning-and-retirement-diversification Bobby Bonilla's Payments, Financial Fill-Ups, and Estate Planning Bobby Bonilla's Payments, Financial Fill-Ups, and Estate Planning 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 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 Chuck Kaiton discuss Bobby Bonilla's arrangement with the New York Mets. The conversation considers its connection with retirement income planning. rock-on-retirement full-episode retirement-planning retirement-income estate-planning rock-on-retirement, full-episode, retirement-planning, retirement-income, estate-planning full Coach Pete D'Arruda 84f8c3d9-e7ec-4385-ac86-b30f015d7c4b 84f8c3d9-e7ec-4385-ac86-b30f015d7c4b Fri, 04 Jul 2025 10:00:00 +0000 2057 https://omny.fm/shows/rock-on-retirement/how-bobby-bonilla-outsmarted-the-mets-and-what-you-can-learn-about-retirement-from-it Retirement Income, Financial Teamwork, and Personal Planning Stories Retirement Income, Financial Teamwork, and Personal Planning Stories 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 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 Rock On Retirement team discuss retirement income strategies. The conversation considers the roles of different professionals within a financial planning team. rock-on-retirement full-episode retirement-planning retirement-income rock-on-retirement, full-episode, retirement-planning, retirement-income full Coach Pete D'Arruda 410b4396-c20a-4ac6-924a-b2ae011950ff 410b4396-c20a-4ac6-924a-b2ae011950ff Fri, 28 Mar 2025 10:00:00 +0000 2089 https://omny.fm/shows/rock-on-retirement/retirement-playbook-winning-strategies-for-your-go Spend-and-Leave Planning, Healthcare, and Retirement Investment Questions Spend-and-Leave Planning, Healthcare, and Retirement Investment Questions 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 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 team discuss planning for retirement income. The conversation explores the spend-and-leave concept and the risks of relying entirely on market investments. rock-on-retirement full-episode retirement-planning retirement-income market-risk investing rock-on-retirement, full-episode, retirement-planning, retirement-income, market-risk, investing full Coach Pete D'Arruda 1f33a8c5-3ff1-484c-8722-b2a70158a7e7 1f33a8c5-3ff1-484c-8722-b2a70158a7e7 Fri, 21 Mar 2025 10:00:00 +0000 2173 https://omny.fm/shows/rock-on-retirement/retirement-roadmap-income-insights-and-innovative Family Records, Legacy Planning, and Annuity Questions Family Records, Legacy Planning, and Annuity Questions 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 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 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. rock-on-retirement full-episode retirement-planning retirement-income annuities tax-planning estate-planning rock-on-retirement, full-episode, retirement-planning, retirement-income, annuities, tax-planning, estate-planning full Coach Pete D'Arruda 09356ea0-2919-4c30-8835-b2990142d360 09356ea0-2919-4c30-8835-b2990142d360 Fri, 07 Mar 2025 11:00:00 +0000 2092 https://omny.fm/shows/rock-on-retirement/life-legacy-retirement-riches-coach-pete-s-guide-t Retirement Surprises, Life Insurance, and Future Care Questions Retirement Surprises, Life Insurance, and Future Care Questions 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 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 Rock On Retirement team discuss unexpected retirement needs. The conversation considers income planning and life insurance questions. rock-on-retirement full-episode retirement-planning retirement-income insurance long-term-care rock-on-retirement, full-episode, retirement-planning, retirement-income, insurance, long-term-care full Coach Pete D'Arruda 7ba516b2-8158-49de-8174-b28b0162856d 7ba516b2-8158-49de-8174-b28b0162856d Fri, 21 Feb 2025 11:00:00 +0000 2048 https://omny.fm/shows/rock-on-retirement/rock-your-retirement-avoid-surprises-secure-your-f Tax Savvy Retirement, Social Security Taxes, and Estate Questions Tax Savvy Retirement, Social Security Taxes, and Estate Questions 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.

]]> 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.

]]> Coach Pete and the team discuss ideas from Tax Savvy Retirement. The conversation considers solar investments, pension planning, and tax questions. rock-on-retirement full-episode retirement-planning retirement-income social-security tax-planning investing rock-on-retirement, full-episode, retirement-planning, retirement-income, social-security, tax-planning, investing full Coach Pete D'Arruda dd5c2a98-058c-4124-83df-b2840160c98a dd5c2a98-058c-4124-83df-b2840160c98a Fri, 14 Feb 2025 11:00:00 +0000 2055 https://omny.fm/shows/rock-on-retirement/tax-hacks-retirement-stacks-mastering-the-money-ga Income Sources, Pension Choices, and Investment Warning Signs Income Sources, Pension Choices, and Investment Warning Signs 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 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 and the Rock On Retirement team discuss diversifying retirement income. The conversation considers pension options, bonds, and alternative sources of money after work. rock-on-retirement full-episode retirement-planning retirement-income market-risk investing rock-on-retirement, full-episode, retirement-planning, retirement-income, market-risk, investing full Coach Pete D'Arruda 618cf64b-25f5-4151-b7e3-b27d016d6682 618cf64b-25f5-4151-b7e3-b27d016d6682 Fri, 07 Feb 2025 11:00:00 +0000 2082 https://omny.fm/shows/rock-on-retirement/retire-smart-mastering-income-streams-avoiding-mon Healthcare Costs, Spend-and-Leave Planning, and Changes in Investing Healthcare Costs, Spend-and-Leave Planning, and Changes in Investing 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 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 discusses changes in financial markets and introduces Wide World of Investing. The conversation considers retirement income objectives and investment choices. rock-on-retirement full-episode retirement-planning retirement-income estate-planning market-risk long-term-care retirement-lifestyle investing rock-on-retirement, full-episode, retirement-planning, retirement-income, estate-planning, market-risk, long-term-care, retirement-lifestyle, investing full Coach Pete D'Arruda a6946949-c51e-4502-bf10-b2760166c033 a6946949-c51e-4502-bf10-b2760166c033 Fri, 31 Jan 2025 11:00:00 +0000 2082 https://omny.fm/shows/rock-on-retirement/retirement-revolution-smart-strategies-for-wealth Multiple Income Sources, Healthcare, and Retirement Tax Questions Multiple Income Sources, Healthcare, and Retirement Tax Questions 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 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 Rock On Retirement team discuss multiple sources of retirement income. The conversation considers how those resources fit a household's spending priorities. rock-on-retirement full-episode retirement-planning retirement-income tax-planning retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, retirement-lifestyle full Coach Pete D'Arruda 4fb551a7-28f1-4873-9cf7-b26f013ae03c 4fb551a7-28f1-4873-9cf7-b26f013ae03c Fri, 24 Jan 2025 11:00:00 +0000 2111 https://omny.fm/shows/rock-on-retirement/rockin-income-streams-leisure-dreams-your-retireme Estate Documents, Social Security, and Financial Consumer Protection Estate Documents, Social Security, and Financial Consumer Protection 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 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 team discuss wills and trusts. The conversation considers family arrangements and the role of estate documents in a financial review. rock-on-retirement full-episode retirement-planning retirement-income social-security estate-planning rock-on-retirement, full-episode, retirement-planning, retirement-income, social-security, estate-planning full Coach Pete D'Arruda f9f72c8f-1064-47f1-8a58-b2680146a96c f9f72c8f-1064-47f1-8a58-b2680146a96c Fri, 17 Jan 2025 11:00:00 +0000 2058 https://omny.fm/shows/rock-on-retirement/estate-secrets-safe-money-your-roadmap-to-a-risk-f Personal Financial Guidance, Risk Questions, and Retirement Income Personal Financial Guidance, Risk Questions, and Retirement Income 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 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 Rock On Retirement team discuss personalized planning. The conversation considers communication with an advisor and questions about risk and expected returns. rock-on-retirement full-episode retirement-planning retirement-income financial-advisors rock-on-retirement, full-episode, retirement-planning, retirement-income, financial-advisors full Coach Pete D'Arruda ad7091f2-b3b9-43c7-8f05-b261011c36ce ad7091f2-b3b9-43c7-8f05-b261011c36ce Fri, 10 Jan 2025 11:00:00 +0000 2108 https://omny.fm/shows/rock-on-retirement/retirement-demystified-personalized-strategies-adv Fiduciaries, Retirement Mistakes, and Where to Live Fiduciaries, Retirement Mistakes, and Where to Live 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 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 common retirement planning mistakes and working with a fiduciary. The conversation explores taxes, inflation, and the pieces of a retirement income strategy. rock-on-retirement full-episode retirement-planning retirement-income tax-planning inflation financial-advisors insurance rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, inflation, financial-advisors, insurance full Coach Pete D'Arruda 5b6c6c7c-d357-4dc8-a469-b2530130e62a 5b6c6c7c-d357-4dc8-a469-b2530130e62a Fri, 27 Dec 2024 11:00:00 +0000 2100 https://omny.fm/shows/rock-on-retirement/fiduciaries-fortune-future-proofing-a-retirement-a Retirement Expenses, Home Ownership, and Income Planning Retirement Expenses, Home Ownership, and Income Planning 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 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 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. rock-on-retirement full-episode retirement-planning retirement-income rock-on-retirement, full-episode, retirement-planning, retirement-income full Coach Pete D'Arruda e2bd56ed-fda8-4742-a913-b24c0159eb0b e2bd56ed-fda8-4742-a913-b24c0159eb0b Fri, 20 Dec 2024 11:00:00 +0000 2068 https://omny.fm/shows/rock-on-retirement/mistakes-myths-money-moves-rocking-your-retirement Post-Election Questions About Taxes and Retirement Income Post-Election Questions About Taxes and Retirement Income 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 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 discuss retirement planning questions following the election. The conversation considers Social Security taxation and expectations about possible policy changes. rock-on-retirement full-episode retirement-planning retirement-income social-security tax-planning market-risk rock-on-retirement, full-episode, retirement-planning, retirement-income, social-security, tax-planning, market-risk full Coach Pete D'Arruda c87e5092-dd01-4eb6-ac14-b2290130ddfe c87e5092-dd01-4eb6-ac14-b2290130ddfe Fri, 15 Nov 2024 11:00:00 +0000 2110 https://omny.fm/shows/rock-on-retirement/navigating-retirement-after-the-election Financial Decisions, Advisor Quality, and Retirement Blind Spots Financial Decisions, Advisor Quality, and Retirement Blind Spots 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 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 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. rock-on-retirement full-episode retirement-planning retirement-income financial-advisors rock-on-retirement, full-episode, retirement-planning, retirement-income, financial-advisors full Coach Pete D'Arruda d0e89c79-1f86-42dc-961e-b4e10161f41b d0e89c79-1f86-42dc-961e-b4e10161f41b Fri, 25 Oct 2024 10:00:00 +0000 2103 https://omny.fm/shows/rock-on-retirement/financial-decisions-advisor-quality-and-retirement-blind-spots Digital Privacy, Retirement Withdrawals, and Investment Attachment Digital Privacy, Retirement Withdrawals, and Investment Attachment Coach Pete and the team discuss digital assistants, targeted advertising, and the experience of being surrounded by connected devices. The conversation explores questions about privacy and the influence of technology on everyday choices.

The episode also considers retirement withdrawals, market volatility, and the assumptions behind an income plan. The team discusses life insurance and the attachment people can feel to particular investments.

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 digital assistants, targeted advertising, and the experience of being surrounded by connected devices. The conversation explores questions about privacy and the influence of technology on everyday choices.

The episode also considers retirement withdrawals, market volatility, and the assumptions behind an income plan. The team discusses life insurance and the attachment people can feel to particular investments.

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 digital assistants, targeted advertising, and the experience of being surrounded by connected devices. The conversation explores questions about privacy and the influence of technology on everyday choices. rock-on-retirement full-episode retirement-planning retirement-income market-risk insurance investing rock-on-retirement, full-episode, retirement-planning, retirement-income, market-risk, insurance, investing full Coach Pete D'Arruda 6b444f22-d51a-41b3-897f-b4e1017a8156 6b444f22-d51a-41b3-897f-b4e1017a8156 Fri, 16 Jun 2023 10:00:00 +0000 1990 https://omny.fm/shows/rock-on-retirement/digital-privacy-retirement-withdrawals-and-investment-attachment Retirement Lifestyle Goals, Income Sources, and Financial Aliens Retirement Lifestyle Goals, Income Sources, and Financial Aliens Coach Pete discusses items to examine within a retirement plan. The conversation considers the resources behind a household's desired lifestyle.

The episode also explores unexpected sources of retirement income. Coach draws on his Have You Been Talking to Financial Aliens book to discuss understanding financial guidance.

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 items to examine within a retirement plan. The conversation considers the resources behind a household's desired lifestyle.

The episode also explores unexpected sources of retirement income. Coach draws on his Have You Been Talking to Financial Aliens book to discuss understanding financial guidance.

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 items to examine within a retirement plan. The conversation considers the resources behind a household's desired lifestyle. strategy Plan Retirement market Medicare Investments roth retire ira 401k inflation income hedge socialsecurity longtermcare rock-on-retirement full-episode retirement-planning retirement-income retirement-lifestyle strategy, Plan, Retirement, market, Medicare, Investments, roth, retire, ira, 401k, inflation, income, hedge, socialsecurity, longtermcare, rock-on-retirement, full-episode, retirement-planning, retirement-income, retirement-lifestyle full 86 Coach Pete D'Arruda cb0d5319-2506-487d-b28b-8e152dd89f92 03fa711f-1f13-4c8e-a1da-ae04010b09d9 Fri, 15 Oct 2021 10:00:00 +0000 2154 https://omny.fm/shows/rock-on-retirement/this-week-coach-pete-d-arruda-goes-over-ten-things clean Financial Fill-Ups, Retirement Autopilot, and Family Legacy Financial Fill-Ups, Retirement Autopilot, and Family Legacy Marty Hensley and the Rock On Retirement team discuss Coach Pete's financial-fill-up concept. The conversation explores retirement-autopilot planning and questions about a possible market correction.

The episode also considers inflation and family legacy priorities. The team discusses reviewing these topics 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.

]]> Marty Hensley and the Rock On Retirement team discuss Coach Pete's financial-fill-up concept. The conversation explores retirement-autopilot planning and questions about a possible market correction.

The episode also considers inflation and family legacy priorities. The team discusses reviewing these topics 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.

]]> Marty Hensley and the Rock On Retirement team discuss Coach Pete's financial-fill-up concept. The conversation explores retirement-autopilot planning and questions about a possible market correction. rock-on-retirement full-episode retirement-planning retirement-income estate-planning inflation market-risk rock-on-retirement, full-episode, retirement-planning, retirement-income, estate-planning, inflation, market-risk full Coach Pete D'Arruda 32ae7357-3e1f-4f0b-b36d-23f50af51268 d8f80645-75e2-4aae-be7e-ae04010cc35f Fri, 03 Sep 2021 10:00:00 +0000 2130 https://omny.fm/shows/rock-on-retirement/financial-fill-up-retirement-auto-pilot-legacy-pla clean Stock Choices, Tax Mistakes, and Retirement Income Objectives Stock Choices, Tax Mistakes, and Retirement Income Objectives Coach Pete and the Rock On Retirement team discuss stock choices at the time of recording. The conversation considers the questions behind holding or selling an investment.

The episode also explores common tax mistakes. Growth, protection, and retirement income provide further topics in the financial discussion.

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 stock choices at the time of recording. The conversation considers the questions behind holding or selling an investment.

The episode also explores common tax mistakes. Growth, protection, and retirement income provide further topics in the financial discussion.

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 stock choices at the time of recording. The conversation considers the questions behind holding or selling an investment. rock-on-retirement full-episode retirement-planning retirement-income tax-planning investing rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, investing full Coach Pete D'Arruda 56261b03-cbe8-4cba-ad07-d75103bf19b1 30ec4372-8ee5-490b-917f-ae0401103131 Fri, 18 Dec 2020 11:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/what-tax-mistakes-you-need-to-avoid clean A Retirement Journey and the Financial Fill-Up A Retirement Journey and the Financial Fill-Up The Rock On Retirement team uses a hitchhiker with an empty gas can to illustrate retirement planning. Coach Pete considers the need to understand where future spending money will come from.

The conversation also examines the difference between investing and seeking a gambling thrill in the market. A financial fill-up analogy connects regular income with household retirement needs.

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 uses a hitchhiker with an empty gas can to illustrate retirement planning. Coach Pete considers the need to understand where future spending money will come from.

The conversation also examines the difference between investing and seeking a gambling thrill in the market. A financial fill-up analogy connects regular income with household retirement needs.

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 uses a hitchhiker with an empty gas can to illustrate retirement planning. Coach Pete considers the need to understand where future spending money will come from. rock-on-retirement full-episode retirement-planning retirement-income market-risk retirement-lifestyle investing rock-on-retirement, full-episode, retirement-planning, retirement-income, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 171a52dd-796e-42c2-83e5-27c661cfca32 fbe78be8-6e88-4047-878c-ae04011ee2dc Fri, 08 May 2020 10:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/make-sure-you-are-avoiding-these-retirement-tolls clean 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 The Core of an Income Plan and Regular Reviews The Core of an Income Plan and Regular Reviews The Rock On Retirement team discusses how the core and explore approach assigns different jobs to retirement resources. Coach Pete considers the money intended to support household spending throughout retirement.

The conversation also addresses annual financial reviews and choosing investments based on personal needs. Familiar horse and mailbox analogies illustrate the roles of growth, protection and 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.

]]> The Rock On Retirement team discusses how the core and explore approach assigns different jobs to retirement resources. Coach Pete considers the money intended to support household spending throughout retirement.

The conversation also addresses annual financial reviews and choosing investments based on personal needs. Familiar horse and mailbox analogies illustrate the roles of growth, protection and 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.

]]> The Rock On Retirement team discusses how the core and explore approach assigns different jobs to retirement resources. Coach Pete considers the money intended to support household spending throughout retirement. rock-on-retirement full-episode retirement-planning retirement-income retirement-lifestyle investing rock-on-retirement, full-episode, retirement-planning, retirement-income, retirement-lifestyle, investing full Coach Pete D'Arruda 3ac80682-6c37-4178-9bb3-c8ce6c8866e5 7a80e60a-3a22-4f91-8e4d-ae040121945b Fri, 03 Apr 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/making-sure-your-retirement-is-the-way-you-want-it clean Income Planning and Questions About Annuity Bonuses Income Planning and Questions About Annuity Bonuses The Rock On Retirement team discusses steps in a retirement plan, beginning with income needs. Coach Pete considers financial education and the limits of expecting market returns to solve every planning problem.

The episode also examines fees and the details behind an annuity bonus offer. The conversation connects product illustrations with the need to understand restrictions and costs.

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 steps in a retirement plan, beginning with income needs. Coach Pete considers financial education and the limits of expecting market returns to solve every planning problem.

The episode also examines fees and the details behind an annuity bonus offer. The conversation connects product illustrations with the need to understand restrictions and costs.

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 steps in a retirement plan, beginning with income needs. Coach Pete considers financial education and the limits of expecting market returns to solve every planning problem. rock-on-retirement full-episode retirement-planning retirement-income annuities market-risk investment-fees financial-literacy rock-on-retirement, full-episode, retirement-planning, retirement-income, annuities, market-risk, investment-fees, financial-literacy full Coach Pete D'Arruda 88f38d63-4d6e-4f86-a66b-4bcc5cf252ff b319ffe8-da15-47d6-83de-ae04012399a0 Fri, 21 Feb 2020 11:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/how-you-can-factor-income-planning-into-your-retir clean Retirement Education and Understanding Financial Guidance Retirement Education and Understanding Financial Guidance The Rock On Retirement team discusses Coach Pete’s book, The Seven Baby Steps to a Ridiculously Reliable Retirement Income. The conversation considers the value of continuing to learn, even after years of investing.

The episode also addresses fiduciary responsibilities, commissions and the cost of financial guidance. Sports and travel memories accompany a discussion about making financial information easier to understand.

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 Coach Pete’s book, The Seven Baby Steps to a Ridiculously Reliable Retirement Income. The conversation considers the value of continuing to learn, even after years of investing.

The episode also addresses fiduciary responsibilities, commissions and the cost of financial guidance. Sports and travel memories accompany a discussion about making financial information easier to understand.

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 Coach Pete’s book, The Seven Baby Steps to a Ridiculously Reliable Retirement Income. The conversation considers the value of continuing to learn, even after years of investing. rock-on-retirement full-episode retirement-planning retirement-income financial-advisors investing rock-on-retirement, full-episode, retirement-planning, retirement-income, financial-advisors, investing full Coach Pete D'Arruda caf1a3bd1a18483e87fd9d312c9cd960 39a87cbd-027c-4dd0-a075-ae04012a798e Fri, 01 Nov 2019 10:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/6-key-elements-to-a-happy-retirement clean Music Memories and Retirement Income Questions Music Memories and Retirement Income Questions The Rock On Retirement team remembers Ric Ocasek and Eddie Money and discusses the music they leave behind. The conversation also considers the relationship between retirement savings and future income needs.

Coach Pete discusses why a lump sum needs to be connected with a household’s expected spending. A Brokers Behaving Badly feature adds a story about financial misconduct and the importance of understanding whom to trust.

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 remembers Ric Ocasek and Eddie Money and discusses the music they leave behind. The conversation also considers the relationship between retirement savings and future income needs.

Coach Pete discusses why a lump sum needs to be connected with a household’s expected spending. A Brokers Behaving Badly feature adds a story about financial misconduct and the importance of understanding whom to trust.

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 remembers Ric Ocasek and Eddie Money and discusses the music they leave behind. The conversation also considers the relationship between retirement savings and future income needs. rock-on-retirement full-episode retirement-planning retirement-income financial-advisors retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, retirement-income, financial-advisors, retirement-lifestyle full Coach Pete D'Arruda 67320e01244745f3bc1d6d766e96ca6b 56f5149d-90da-4a72-b792-ae04012d6789 Fri, 20 Sep 2019 10:00:00 +0000 2016 https://omny.fm/shows/rock-on-retirement/the-fantastic-four-strategy clean A Personal Income Plan for the Retirement Red Zone A Personal Income Plan for the Retirement Red Zone The Rock On Retirement team discusses the limitations of a standard plan applied to every household. Coach Pete considers what it means to tailor retirement resources to personal needs.

The episode also examines losses in the years just before and after retirement. Regular income needs and resources with different roles enter the conversation about preparing for that transition.

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 limitations of a standard plan applied to every household. Coach Pete considers what it means to tailor retirement resources to personal needs.

The episode also examines losses in the years just before and after retirement. Regular income needs and resources with different roles enter the conversation about preparing for that transition.

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 limitations of a standard plan applied to every household. Coach Pete considers what it means to tailor retirement resources to personal needs. rock-on-retirement full-episode retirement-planning retirement-income rock-on-retirement, full-episode, retirement-planning, retirement-income full Coach Pete D'Arruda 5c21260afa254dcbab6cf9859cad64e3 40fea72e-d8f8-427f-8ba0-ae04012e2c62 Fri, 06 Sep 2019 10:00:00 +0000 2138 https://omny.fm/shows/rock-on-retirement/financial-health-quiz clean Financial Decisions, Commissions and an Income Example Financial Decisions, Commissions and an Income Example The Rock On Retirement team discusses why unfamiliar financial choices can lead to indecision. Coach Pete considers commissions and fiduciary responsibilities as questions to address during a review.

The episode also works through an income planning example using savings, Social Security and a pension. The conversation connects those resources with the spending a household expects in 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.

]]> The Rock On Retirement team discusses why unfamiliar financial choices can lead to indecision. Coach Pete considers commissions and fiduciary responsibilities as questions to address during a review.

The episode also works through an income planning example using savings, Social Security and a pension. The conversation connects those resources with the spending a household expects in 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.

]]> The Rock On Retirement team discusses why unfamiliar financial choices can lead to indecision. Coach Pete considers commissions and fiduciary responsibilities as questions to address during a review. rock-on-retirement full-episode retirement-planning retirement-income social-security financial-advisors retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, retirement-income, social-security, financial-advisors, retirement-lifestyle full Coach Pete D'Arruda bb142cabb41c42d289bb1fadb712c772 08a4be42-08ad-493e-9b6d-ae04012ea0be Fri, 30 Aug 2019 10:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/how-to-make-tough-choices-easier-and-take-control clean Talking Through Retirement Dates and Income Needs Talking Through Retirement Dates and Income Needs The Rock On Retirement team discusses whether spouses agree on their retirement dates and how that conversation relates to an income plan. Coach Pete considers the resources needed throughout both spouses’ lives.

The episode connects growth and protection with future spending. A discussion of flood defenses offers another perspective on planning for adverse events before they happen.

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 whether spouses agree on their retirement dates and how that conversation relates to an income plan. Coach Pete considers the resources needed throughout both spouses’ lives.

The episode connects growth and protection with future spending. A discussion of flood defenses offers another perspective on planning for adverse events before they happen.

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 whether spouses agree on their retirement dates and how that conversation relates to an income plan. Coach Pete considers the resources needed throughout both spouses’ lives. rock-on-retirement full-episode retirement-planning retirement-income retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, retirement-income, retirement-lifestyle full Coach Pete D'Arruda b17772a8ce2240aab03be3965b09ab60 2f5563f6-6a68-42a3-afb7-ae04012ffb43 Fri, 09 Aug 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/stay-ahead-of-your-retirement-with-these-dos-and-d clean Commissions, Taxes and a Retirement Income Example Commissions, Taxes and a Retirement Income Example The Rock On Retirement team discusses financial offers and questions about commissions and fiduciary responsibilities. They consider why understanding the details behind a recommendation matters.

The episode includes a retirement planning example that connects a lump sum with future income needs. Taxes are discussed as financial termites that deserve attention in a broader review of the 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 financial offers and questions about commissions and fiduciary responsibilities. They consider why understanding the details behind a recommendation matters.

The episode includes a retirement planning example that connects a lump sum with future income needs. Taxes are discussed as financial termites that deserve attention in a broader review of the 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 financial offers and questions about commissions and fiduciary responsibilities. They consider why understanding the details behind a recommendation matters. rock-on-retirement full-episode retirement-planning retirement-income tax-planning financial-advisors rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, financial-advisors full Coach Pete D'Arruda 7a8ccb598fa3459a83f0700b2c5b32b1 df1cc590-abe0-4ccb-8dd8-ae040133a0b2 Fri, 24 May 2019 10:00:00 +0000 2138 https://omny.fm/shows/rock-on-retirement/taking-control-of-your-financial-life 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 Market Changes and Retirement Income Needs Market Changes and Retirement Income Needs The Rock On Retirement team discusses how quickly markets can change and how that affects decisions near retirement. Coach Pete considers the relationship between money kept in the market and resources assigned other roles.

The conversation also looks at regular retirement income and inflation. Fiduciary responsibilities and the value of reviewing a plan are part of the discussion about matching financial choices with household needs.

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 how quickly markets can change and how that affects decisions near retirement. Coach Pete considers the relationship between money kept in the market and resources assigned other roles.

The conversation also looks at regular retirement income and inflation. Fiduciary responsibilities and the value of reviewing a plan are part of the discussion about matching financial choices with household needs.

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 how quickly markets can change and how that affects decisions near retirement. Coach Pete considers the relationship between money kept in the market and resources assigned other roles. rock-on-retirement full-episode retirement-planning retirement-income inflation market-risk financial-advisors rock-on-retirement, full-episode, retirement-planning, retirement-income, inflation, market-risk, financial-advisors full Coach Pete D'Arruda bfeb0aefd304433588a99b09debf899f 836b2a71-2273-4cb2-b9c5-ae040136137b Fri, 29 Mar 2019 10:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/how-to-get-physical-with-your-profits-enjoy-the-mo clean Unusual Tax Claims and Lifetime Income Planning Unusual Tax Claims and Lifetime Income Planning The Rock On Retirement team discusses stories about unusual attempted tax deductions, including lunch mileage and vacation expenses. These examples lead to a conversation about checking the details behind financial assumptions.

Coach Pete also discusses retirement income, inflation and changing expenses over time. The team considers fiduciary guidance and why planning continues after the retirement date itself.

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 stories about unusual attempted tax deductions, including lunch mileage and vacation expenses. These examples lead to a conversation about checking the details behind financial assumptions.

Coach Pete also discusses retirement income, inflation and changing expenses over time. The team considers fiduciary guidance and why planning continues after the retirement date itself.

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 stories about unusual attempted tax deductions, including lunch mileage and vacation expenses. These examples lead to a conversation about checking the details behind financial assumptions. rock-on-retirement full-episode retirement-planning retirement-income tax-planning inflation financial-advisors rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, inflation, financial-advisors full Coach Pete D'Arruda b8642768222a4f6692796846778e4168 2133abb8-cccc-4892-a85c-ae0401363915 Fri, 22 Mar 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/five-characteristics-of-millionaires-and-establish clean Planning Retirement Income for the Years Ahead Planning Retirement Income for the Years Ahead The Rock On Retirement team discusses the difference between an investment account and a plan for income throughout retirement. Longevity, market changes, fees and taxes all enter the conversation.

The episode also considers how having more free time can change spending. Coach Pete discusses coordinating different financial resources and reviewing the plan as lifestyle and income needs evolve.

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 an investment account and a plan for income throughout retirement. Longevity, market changes, fees and taxes all enter the conversation.

The episode also considers how having more free time can change spending. Coach Pete discusses coordinating different financial resources and reviewing the plan as lifestyle and income needs evolve.

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 an investment account and a plan for income throughout retirement. Longevity, market changes, fees and taxes all enter the conversation. rock-on-retirement full-episode retirement-planning retirement-income tax-planning market-risk investment-fees retirement-lifestyle investing rock-on-retirement, full-episode, retirement-planning, retirement-income, tax-planning, market-risk, investment-fees, retirement-lifestyle, investing full Coach Pete D'Arruda cca39f68f5aa4b6e8d784507fdc66293 a355fb68-2519-4e12-b284-ae040136fa4e Fri, 08 Mar 2019 11:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/america-asks-coach-giveaway-and-a-golden-ticket-to clean A Custom Retirement Plan and the Tax Details Behind It A Custom Retirement Plan and the Tax Details Behind It The Rock On Retirement team uses a custom-made suit to explain why a retirement plan needs to reflect the person using it. A conversation about the story of Rudy adds another perspective on preparation and persistence.

The team also discusses keeping track of investment cost basis and preparing for tax forms. The episode considers tax-deferred retirement savings, withdrawals, 401(k) loans and in-service distribution options as parts of an individual income 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 uses a custom-made suit to explain why a retirement plan needs to reflect the person using it. A conversation about the story of Rudy adds another perspective on preparation and persistence.

The team also discusses keeping track of investment cost basis and preparing for tax forms. The episode considers tax-deferred retirement savings, withdrawals, 401(k) loans and in-service distribution options as parts of an individual income 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 uses a custom-made suit to explain why a retirement plan needs to reflect the person using it. A conversation about the story of Rudy adds another perspective on preparation and persistence. rock-on-retirement full-episode retirement-planning retirement-income 401k tax-planning investment-fees investing rock-on-retirement, full-episode, retirement-planning, retirement-income, 401k, tax-planning, investment-fees, investing full Coach Pete D'Arruda 9348de407edd410eb164685df6853227 47f18776-6393-405a-89f6-ae040137bdf3 Fri, 22 Feb 2019 11:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/5-myths-about-retirement-income-planning-and-a-cou clean Retirement Regrets and Planning for Future Income Retirement Regrets and Planning for Future Income The Rock On Retirement team discusses survey findings about retirement regrets and the value of having a detailed plan before leaving work. They consider how inflation can change what a retirement income will buy over time.

The conversation also explores retirement saving options for business owners, including solo 401(k) and SEP plans. The team connects those choices with the broader work of estimating expenses and preparing for future income needs.

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 survey findings about retirement regrets and the value of having a detailed plan before leaving work. They consider how inflation can change what a retirement income will buy over time.

The conversation also explores retirement saving options for business owners, including solo 401(k) and SEP plans. The team connects those choices with the broader work of estimating expenses and preparing for future income needs.

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 survey findings about retirement regrets and the value of having a detailed plan before leaving work. They consider how inflation can change what a retirement income will buy over time. rock-on-retirement full-episode retirement-planning retirement-income 401k inflation business-succession rock-on-retirement, full-episode, retirement-planning, retirement-income, 401k, inflation, business-succession full Coach Pete D'Arruda 9af21cdea5c6489ca708940fd6e6d9ef 5f108148-2437-4cde-aaa7-ae040138d7a9 Fri, 01 Feb 2019 11:00:00 +0000 2130 https://omny.fm/shows/rock-on-retirement/retirement-regrets-and-how-to-make-sure-you-are-ta clean Collectibles, Estate Sales, and a Retirement Financial Review Collectibles, Estate Sales, and a Retirement Financial Review Coach Pete and the Rock On Retirement team discuss a Tom Petty guitar auction and inherited collections. The conversation considers the challenge of understanding an item's value before selling it.

The episode also explores tax returns, Social Security questions, and retirement income goals. The team discusses hidden fees, portfolio risk, and the financial-MRI 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 a Tom Petty guitar auction and inherited collections. The conversation considers the challenge of understanding an item's value before selling it.

The episode also explores tax returns, Social Security questions, and retirement income goals. The team discusses hidden fees, portfolio risk, and the financial-MRI 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 a Tom Petty guitar auction and inherited collections. The conversation considers the challenge of understanding an item's value before selling it. rock-on-retirement full-episode retirement-planning retirement-income social-security tax-planning estate-planning investment-fees investing rock-on-retirement, full-episode, retirement-planning, retirement-income, social-security, tax-planning, estate-planning, investment-fees, investing full Coach Pete D'Arruda 3db1d6b15f99483eba591a8c36a295ff c8ef118f-dae0-4f0c-a6e0-ae04013abffe Fri, 13 Jul 2018 10:00:00 +0000 1620 https://omny.fm/shows/rock-on-retirement/how-to-achieve-an-income-eruption-in-your-retireme clean