2bfe2d30-2756-4510-8b2d-adff010aaaac a601340a-d13d-463e-9754-ae04010af928 548acc93-3de8-4424-8c7a-b4e301853e55 en-US Rock on Retirement — Full Episodes Full Episodes conversations with Coach Pete from Rock on Retirement. https://www.rockonretirement.com/ Browse the full radio and podcast editions of Rock on Retirement.

Episodes retain their archive dates; some recordings are replays.

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

]]> episodic Browse the full radio and podcast editions of Rock on Retirement. 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 — Full Episodes https://www.rockonretirement.com/ A 22-Step Plan, Retirement Spending, and Income for Later Life A 22-Step Plan, Retirement Spending, and Income for Later Life Coach Pete and the Rock On Retirement team discuss the 22-Step Total Retirement Plan. The conversation considers projecting a desired lifestyle, estimating its cost, inflation, and test-driving retirement.

The episode also explores Roth accounts, life insurance living benefits, and GPI planning. Chuck Kaiton shares retirement experiences involving income and required withdrawals, alongside discussion of risk, safety, emergency money, and Tax Savvy Retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss the 22-Step Total Retirement Plan. The conversation considers projecting a desired lifestyle, estimating its cost, inflation, and test-driving retirement.

The episode also explores Roth accounts, life insurance living benefits, and GPI planning. Chuck Kaiton shares retirement experiences involving income and required withdrawals, alongside discussion of risk, safety, emergency money, and Tax Savvy Retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss the 22-Step Total Retirement Plan. The conversation considers projecting a desired lifestyle, estimating its cost, inflation, and test-driving retirement. rock-on-retirement full-episode retirement-planning roth-accounts required-minimum-distributions tax-planning inflation insurance retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, roth-accounts, required-minimum-distributions, tax-planning, inflation, insurance, retirement-lifestyle full Coach Pete D'Arruda 0d9e7d0d-7854-48a7-9dfa-b43a01021bd2 0d9e7d0d-7854-48a7-9dfa-b43a01021bd2 Fri, 24 Apr 2026 10:00:00 +0000 2085 https://omny.fm/shows/rock-on-retirement/the-22-step-plan-for-income-protection-and-peace-of-mind Rebalancing, Wills and Trusts, and the Financial Red Zone Rebalancing, Wills and Trusts, and the Financial Red Zone Coach Pete and Russ Hackmann discuss reviewing a retirement plan and rebalancing investments. The conversation considers tax questions and the team's financial-red-zone concept.

The episode also explores wills, trusts, and family arrangements. A further discussion considers artificial intelligence and its influence on investing.

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 reviewing a retirement plan and rebalancing investments. The conversation considers tax questions and the team's financial-red-zone concept.

The episode also explores wills, trusts, and family arrangements. A further discussion considers artificial intelligence and its influence on investing.

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 reviewing a retirement plan and rebalancing investments. The conversation considers tax questions and the team's financial-red-zone concept. rock-on-retirement full-episode retirement-planning tax-planning estate-planning investing rock-on-retirement, full-episode, retirement-planning, tax-planning, estate-planning, investing full Coach Pete D'Arruda b822085c-b2ea-4fa1-b347-b3fe016891d6 b822085c-b2ea-4fa1-b347-b3fe016891d6 Fri, 27 Feb 2026 11:00:00 +0000 2085 https://omny.fm/shows/rock-on-retirement/red-zone-retirement-moves-the-one-checklist-that-can-save-your-plan-before-it-s-too-late 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 Retirement Pitfalls, Lifestyle Changes, and Timely Financial Reviews Retirement Pitfalls, Lifestyle Changes, and Timely Financial Reviews Coach Pete and the Rock On Retirement team discuss common retirement planning pitfalls. The conversation considers how changing lifestyle expectations can affect a financial strategy.

The episode also explores delaying financial decisions. The team discusses reviewing personal circumstances and adapting an existing 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 common retirement planning pitfalls. The conversation considers how changing lifestyle expectations can affect a financial strategy.

The episode also explores delaying financial decisions. The team discusses reviewing personal circumstances and adapting an existing 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 common retirement planning pitfalls. The conversation considers how changing lifestyle expectations can affect a financial strategy. rock-on-retirement full-episode retirement-planning retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, retirement-lifestyle full Coach Pete D'Arruda 830547ed-a5c9-4c0e-bea0-b3e2016a48b9 830547ed-a5c9-4c0e-bea0-b3e2016a48b9 Fri, 30 Jan 2026 11:00:00 +0000 2097 https://omny.fm/shows/rock-on-retirement/the-retirement-wake-up-call-most-people-get-way-too-late Life After the Broadcast Booth and the Emotional Side of Retirement Life After the Broadcast Booth and the Emotional Side of Retirement Coach Pete welcomes Chuck Kaiton and Tony Haynes for a conversation about life after a long career. The discussion explores identity, routines, and the emotional experience of retirement.

The guests share stories from broadcasting and lessons from their careers. The episode also considers the continuing role of a financial plan after work ends.

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 welcomes Chuck Kaiton and Tony Haynes for a conversation about life after a long career. The discussion explores identity, routines, and the emotional experience of retirement.

The guests share stories from broadcasting and lessons from their careers. The episode also considers the continuing role of a financial plan after work ends.

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 welcomes Chuck Kaiton and Tony Haynes for a conversation about life after a long career. The discussion explores identity, routines, and the emotional experience of retirement. rock-on-retirement full-episode retirement-planning retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, retirement-lifestyle full Coach Pete D'Arruda 609edee7-3d23-4c55-9512-b3db01729250 609edee7-3d23-4c55-9512-b3db01729250 Fri, 23 Jan 2026 11:00:00 +0000 2085 https://omny.fm/shows/rock-on-retirement/the-one-thing-retirement-never-prepares-you-for-even-if-the-money-s-right The Financial Red Zone, Rebalancing, and Estate Planning Questions The Financial Red Zone, Rebalancing, and Estate Planning Questions Coach Pete and Russ Hackmann discuss year-end financial reviews and rebalancing. The conversation considers planning decisions around retirement.

The episode also explores wills and trusts. Artificial intelligence and changing investments provide further topics in the 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 Russ Hackmann discuss year-end financial reviews and rebalancing. The conversation considers planning decisions around retirement.

The episode also explores wills and trusts. Artificial intelligence and changing investments provide further topics in the 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 Russ Hackmann discuss year-end financial reviews and rebalancing. The conversation considers planning decisions around retirement. rock-on-retirement full-episode retirement-planning estate-planning investing rock-on-retirement, full-episode, retirement-planning, estate-planning, investing full Coach Pete D'Arruda cf287b0d-edd6-4f9c-b293-b3d401745cc6 cf287b0d-edd6-4f9c-b293-b3d401745cc6 Fri, 16 Jan 2026 11:00:00 +0000 2085 https://omny.fm/shows/rock-on-retirement/the-retirement-red-zone-moves-you-can-t-afford-to-miss 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 Retirement Pitfalls, Written Plans, and Changing Spending Assumptions Retirement Pitfalls, Written Plans, and Changing Spending Assumptions Coach Pete and the team discuss common retirement planning mistakes. The conversation considers selecting an advisor and the purpose of a written financial plan.

The episode also explores lifestyle changes and spending expectations. The team discusses preparation and the uncertainty behind market predictions.

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. The conversation considers selecting an advisor and the purpose of a written financial plan.

The episode also explores lifestyle changes and spending expectations. The team discusses preparation and the uncertainty behind market predictions.

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. The conversation considers selecting an advisor and the purpose of a written financial plan. rock-on-retirement full-episode retirement-planning market-risk financial-advisors retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, market-risk, financial-advisors, retirement-lifestyle full Coach Pete D'Arruda 8356acb8-4e47-4935-9c14-b3bd012fcde4 8356acb8-4e47-4935-9c14-b3bd012fcde4 Fri, 26 Dec 2025 11:00:00 +0000 2096 https://omny.fm/shows/rock-on-retirement/the-retirement-mistakes-that-cost-you-big-and-how-to-rock-past-them Year-End Reviews, Artificial Intelligence, and Wills Versus Trusts Year-End Reviews, Artificial Intelligence, and Wills Versus Trusts Coach Pete and Russ Hackmann discuss reviewing investments and tax questions near year-end. The conversation considers rebalancing and the financial-red-zone concept.

The episode also explores wills, trusts, and artificial intelligence in investing. The team discusses these topics as parts of a broader retirement review.

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 reviewing investments and tax questions near year-end. The conversation considers rebalancing and the financial-red-zone concept.

The episode also explores wills, trusts, and artificial intelligence in investing. The team discusses these topics as parts of a broader retirement review.

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 reviewing investments and tax questions near year-end. The conversation considers rebalancing and the financial-red-zone concept. rock-on-retirement full-episode retirement-planning tax-planning estate-planning investing rock-on-retirement, full-episode, retirement-planning, tax-planning, estate-planning, investing full Coach Pete D'Arruda 43235154-ff2a-430d-8371-b3b8010a8b3e 43235154-ff2a-430d-8371-b3b8010a8b3e Fri, 19 Dec 2025 11:00:00 +0000 2085 https://omny.fm/shows/rock-on-retirement/the-retirement-red-zone-ai-year-end-money-moves-and-the-mistakes-that-can-blow-your-game-plan 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 Lifestyle Creep, Stress-Testing a Plan, and Advisor Trust Lifestyle Creep, Stress-Testing a Plan, and Advisor Trust Coach Pete and the team discuss fees and changes in spending expectations. The conversation considers stress-testing a retirement plan and reviewing financial priorities.

The episode also explores trust in advisors through an athlete's example. The team discusses income, money set aside for risk, and the decision of whether to work longer.

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 fees and changes in spending expectations. The conversation considers stress-testing a retirement plan and reviewing financial priorities.

The episode also explores trust in advisors through an athlete's example. The team discusses income, money set aside for risk, and the decision of whether to work longer.

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 fees and changes in spending expectations. The conversation considers stress-testing a retirement plan and reviewing financial priorities. rock-on-retirement full-episode retirement-planning investment-fees financial-advisors retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, investment-fees, financial-advisors, retirement-lifestyle full Coach Pete D'Arruda 8d1214d7-a0c0-418d-afd9-b3aa0164f653 8d1214d7-a0c0-418d-afd9-b3aa0164f653 Fri, 05 Dec 2025 11:00:00 +0000 2097 https://omny.fm/shows/rock-on-retirement/retirement-pitfalls-you-don-t-see-coming-until-it-s-too-late 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 Year-End Financial Reviews, Estate Documents, and AI in Investing Year-End Financial Reviews, Estate Documents, and AI in Investing Coach Pete and Russ Hackmann discuss rebalancing and tax questions during a year-end review. The conversation considers the team's financial-red-zone approach.

The episode also explores the distinction between wills and trusts. A further discussion considers artificial intelligence and changes in financial markets.

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 rebalancing and tax questions during a year-end review. The conversation considers the team's financial-red-zone approach.

The episode also explores the distinction between wills and trusts. A further discussion considers artificial intelligence and changes in financial markets.

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 rebalancing and tax questions during a year-end review. The conversation considers the team's financial-red-zone approach. rock-on-retirement full-episode tax-planning estate-planning market-risk investing rock-on-retirement, full-episode, tax-planning, estate-planning, market-risk, investing full Coach Pete D'Arruda 95758b0e-a24e-4e72-a005-b38e01669656 95758b0e-a24e-4e72-a005-b38e01669656 Fri, 07 Nov 2025 11:00:00 +0000 2085 https://omny.fm/shows/rock-on-retirement/red-zone-money-moves-year-end-plays-the-pros-don-t-want-you-to-miss 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 Crypto Custody, Retirement Goals and a Spending Plan Crypto Custody, Retirement Goals and a Spending Plan Coach Pete and the Rock On Retirement team use a cryptocurrency account-recovery story to discuss custodial services and self-custody. The conversation considers keeping access to financial records and understanding who is responsible for safeguarding resources.

The episode also examines lifestyle goals, financial reviews, fees and life insurance living benefits. A discussion of the 50-30-20 budgeting framework and a new-versus-used car example connects everyday spending choices with resources for retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team use a cryptocurrency account-recovery story to discuss custodial services and self-custody. The conversation considers keeping access to financial records and understanding who is responsible for safeguarding resources.

The episode also examines lifestyle goals, financial reviews, fees and life insurance living benefits. A discussion of the 50-30-20 budgeting framework and a new-versus-used car example connects everyday spending choices with resources for retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team use a cryptocurrency account-recovery story to discuss custodial services and self-custody. The conversation considers keeping access to financial records and understanding who is responsible for safeguarding resources. rock-on-retirement full-episode retirement-planning investment-fees insurance retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, investment-fees, insurance, retirement-lifestyle full Coach Pete D'Arruda d891cc83-e7cb-47b8-8267-b4e3001b602e d891cc83-e7cb-47b8-8267-b4e3001b602e Fri, 26 Sep 2025 10:00:00 +0000 1913 https://omny.fm/shows/rock-on-retirement/crypto-custody-retirement-goals-and-a-spending-plan 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 Retirement Timing, Staying Active and Roth Conversion Questions Retirement Timing, Staying Active and Roth Conversion Questions Coach Pete and the Rock On Retirement team discuss different views of retirement timing and the role of income in later life. The conversation also considers keeping a sense of purpose and staying mentally and physically active.

The episode examines Roth conversion questions and common retirement planning oversights. Reviewing a portfolio, preparing for health emergencies and discussing money with family members are among the topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss different views of retirement timing and the role of income in later life. The conversation also considers keeping a sense of purpose and staying mentally and physically active.

The episode examines Roth conversion questions and common retirement planning oversights. Reviewing a portfolio, preparing for health emergencies and discussing money with family members are among the topics.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss different views of retirement timing and the role of income in later life. The conversation also considers keeping a sense of purpose and staying mentally and physically active. rock-on-retirement full-episode retirement-planning roth-accounts roth-conversions investing rock-on-retirement, full-episode, retirement-planning, roth-accounts, roth-conversions, investing full Coach Pete D'Arruda 0ed6ad3d-8eef-46dc-a17f-b4e3001daa60 0ed6ad3d-8eef-46dc-a17f-b4e3001daa60 Fri, 08 Aug 2025 10:00:00 +0000 3420 https://omny.fm/shows/rock-on-retirement/retirement-timing-staying-active-and-roth-conversion-questions Market Risk, Federal Employee Questions, and Retirement Downsizing Market Risk, Federal Employee Questions, and Retirement Downsizing Coach Pete and the Rock On Retirement team discuss retirement savings during uncertain markets. The conversation considers diversification and questions facing federal employees.

The episode also addresses listener questions about downsizing and managing money. The team discusses income objectives 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 retirement savings during uncertain markets. The conversation considers diversification and questions facing federal employees.

The episode also addresses listener questions about downsizing and managing money. The team discusses income objectives 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 retirement savings during uncertain markets. The conversation considers diversification and questions facing federal employees. rock-on-retirement full-episode retirement-planning market-risk rock-on-retirement, full-episode, retirement-planning, market-risk full Coach Pete D'Arruda 3c26baca-6851-4ffc-bae4-b32c01642b20 3c26baca-6851-4ffc-bae4-b32c01642b20 Fri, 01 Aug 2025 10:00:00 +0000 2127 https://omny.fm/shows/rock-on-retirement/crash-proof-your-nest-egg-coach-pete-s-secrets-to-outlasting-any-market-meltdown Windfalls, Local Financial Guidance, and Dual-Residency Tax Questions Windfalls, Local Financial Guidance, and Dual-Residency Tax Questions Coach Pete and the team discuss the decisions that follow a financial windfall. The conversation considers whether sudden wealth changes the need for a retirement strategy.

The episode also explores local financial guidance and dual-residency tax questions. The team discusses reviewing the circumstances behind a household's 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 the decisions that follow a financial windfall. The conversation considers whether sudden wealth changes the need for a retirement strategy.

The episode also explores local financial guidance and dual-residency tax questions. The team discusses reviewing the circumstances behind a household's 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 the decisions that follow a financial windfall. The conversation considers whether sudden wealth changes the need for a retirement strategy. rock-on-retirement full-episode retirement-planning tax-planning rock-on-retirement, full-episode, retirement-planning, tax-planning full Coach Pete D'Arruda 29a0eef3-e56f-4585-a352-b325015b6d36 29a0eef3-e56f-4585-a352-b325015b6d36 Fri, 25 Jul 2025 10:00:00 +0000 2097 https://omny.fm/shows/rock-on-retirement/lottery-luck-or-financial-flop-the-wild-truth-about-windfalls-taxes-and-rock-solid-retirement-plans Longevity, Spending, and the Uncertainty of Retirement Decisions Longevity, Spending, and the Uncertainty of Retirement Decisions Coach Pete and the Rock On Retirement team discuss the uncertainties behind retirement planning. The conversation considers investment risk and the possibility of a long retirement.

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

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

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss the uncertainties behind retirement planning. The conversation considers investment risk and the possibility of a long retirement. rock-on-retirement full-episode retirement-planning retirement-lifestyle investing rock-on-retirement, full-episode, retirement-planning, retirement-lifestyle, investing full Coach Pete D'Arruda 8eb28609-eeeb-4bd7-81df-b31701595b97 8eb28609-eeeb-4bd7-81df-b31701595b97 Fri, 11 Jul 2025 10:00:00 +0000 2048 https://omny.fm/shows/rock-on-retirement/retirement-roulette-how-to-beat-the-odds-and-win-your-future 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 Age, Social Security Timing, and Required Withdrawals Retirement Age, Social Security Timing, and Required Withdrawals Coach Pete and the team discuss assumptions about retirement age. The conversation considers personal independence and deciding when to stop working.

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

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

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss assumptions about retirement age. The conversation considers personal independence and deciding when to stop working. rock-on-retirement full-episode retirement-planning social-security required-minimum-distributions tax-planning rock-on-retirement, full-episode, retirement-planning, social-security, required-minimum-distributions, tax-planning full Coach Pete D'Arruda 2d24eb30-2296-4868-9d2f-b2b50160fc4b 2d24eb30-2296-4868-9d2f-b2b50160fc4b Fri, 04 Apr 2025 10:00:00 +0000 2089 https://omny.fm/shows/rock-on-retirement/retire-like-a-rockstar-breaking-the-rules-of-65 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 Tariffs, a Retirement Fun Box, and Tax Savvy Retirement Tariffs, a Retirement Fun Box, and Tax Savvy Retirement Coach Pete and the Rock On Retirement team discuss tariffs and stock market questions. The conversation considers the purpose of a total retirement plan.

The episode also explores setting aside money for enjoyable activities through a fun-box concept. Coach introduces Tax Savvy Retirement and discusses the tax questions behind a financial strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss tariffs and stock market questions. The conversation considers the purpose of a total retirement plan.

The episode also explores setting aside money for enjoyable activities through a fun-box concept. Coach introduces Tax Savvy Retirement and discusses the tax questions behind a financial strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss tariffs and stock market questions. The conversation considers the purpose of a total retirement plan. rock-on-retirement full-episode retirement-planning tax-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, tax-planning, market-risk, investing full Coach Pete D'Arruda fc78264e-5f47-481e-8317-b2a001525211 fc78264e-5f47-481e-8317-b2a001525211 Fri, 14 Mar 2025 10:00:00 +0000 2103 https://omny.fm/shows/rock-on-retirement/retirement-riches-fun-funds-future-proofing 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 Estate Planning, Inflation, and Fiduciary Responsibilities Estate Planning, Inflation, and Fiduciary Responsibilities Coach Pete and the Rock On Retirement team discuss estate planning and financial safety. The conversation considers inflation and the buying power of retirement savings.

The episode also explores broker conduct and fiduciary responsibilities. The team discusses examining the guidance and product details behind a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the Rock On Retirement team discuss estate planning and financial safety. The conversation considers inflation and the buying power of retirement savings.

The episode also explores broker conduct and fiduciary responsibilities. The team discusses examining the guidance and product details behind a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss estate planning and financial safety. The conversation considers inflation and the buying power of retirement savings. rock-on-retirement full-episode retirement-planning estate-planning inflation financial-advisors rock-on-retirement, full-episode, retirement-planning, estate-planning, inflation, financial-advisors full Coach Pete D'Arruda 78ab5a4b-580b-45b0-9764-b292016ce733 78ab5a4b-580b-45b0-9764-b292016ce733 Fri, 28 Feb 2025 11:00:00 +0000 2059 https://omny.fm/shows/rock-on-retirement/retirement-ready-smart-strategies-scandals-to-avoi 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.

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]]> 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.

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]]> 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.

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]]> 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 The Financial Red Zone, Debt, and Retirement Goals The Financial Red Zone, Debt, and Retirement Goals Coach Pete and the team discuss the financial-red-zone concept. The conversation considers investment safety and defining retirement goals.

The episode also explores debt and personal financial habits. The team discusses reviewing how an individual plan addresses these priorities.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the team discuss the financial-red-zone concept. The conversation considers investment safety and defining retirement goals.

The episode also explores debt and personal financial habits. The team discusses reviewing how an individual plan addresses these priorities.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the financial-red-zone concept. The conversation considers investment safety and defining retirement goals. rock-on-retirement full-episode retirement-planning debt-and-mortgages investing rock-on-retirement, full-episode, retirement-planning, debt-and-mortgages, investing full Coach Pete D'Arruda edf1ffbc-d502-4c95-b415-b25a013f91ca edf1ffbc-d502-4c95-b415-b25a013f91ca Fri, 03 Jan 2025 11:00:00 +0000 2073 https://omny.fm/shows/rock-on-retirement/red-zone-revelations-safety-goals-financial-firewo 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 401(k) Decisions, Risk Tolerance, and Retirement Priorities 401(k) Decisions, Risk Tolerance, and Retirement Priorities Coach Pete and the team discuss 401(k) choices and the role of risk tolerance in a retirement plan. The conversation explores how different savings and income options fit personal priorities.

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the team discuss 401(k) choices and the role of risk tolerance in a retirement plan. The conversation explores how different savings and income options fit personal priorities.

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss 401(k) choices and the role of risk tolerance in a retirement plan. The conversation explores how different savings and income options fit personal priorities. rock-on-retirement full-episode retirement-planning 401k market-risk rock-on-retirement, full-episode, retirement-planning, 401k, market-risk full Coach Pete D'Arruda a0df7d33-82d4-487f-9f37-b24501392fc4 a0df7d33-82d4-487f-9f37-b24501392fc4 Fri, 13 Dec 2024 11:00:00 +0000 2100 https://omny.fm/shows/rock-on-retirement/holiday-spiced-retirement-warm-401-k-tips-safe-mon A Core Retirement Strategy and Questions for Your Advisor A Core Retirement Strategy and Questions for Your Advisor Coach Pete and the team discuss the core of a retirement plan and how different investments relate to its purpose. The episode explores common assumptions about risk and return.

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the team discuss the core of a retirement plan and how different investments relate to its purpose. The episode explores common assumptions about risk and return.

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the core of a retirement plan and how different investments relate to its purpose. The episode explores common assumptions about risk and return. rock-on-retirement full-episode retirement-planning financial-advisors investing rock-on-retirement, full-episode, retirement-planning, financial-advisors, investing full Coach Pete D'Arruda de68b6c7-053d-4adc-8d0d-b23e013e47dc de68b6c7-053d-4adc-8d0d-b23e013e47dc Fri, 06 Dec 2024 11:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/plan-protect-and-prosper-unlocking-your-core-retir Envisioning Retirement and Planning for a Family Legacy Envisioning Retirement and Planning for a Family Legacy Coach Pete and the team discuss planning tools, taxes, and income while exploring the life you want after work. The episode includes the Retirement Road Trip and Coach Pete's Power Plan.

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

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

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss planning tools, taxes, and income while exploring the life you want after work. The episode includes the Retirement Road Trip and Coach Pete's Power Plan. rock-on-retirement full-episode retirement-planning tax-planning estate-planning retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, tax-planning, estate-planning, retirement-lifestyle full Coach Pete D'Arruda 39122afa-e9ea-482d-8217-b2340124b471 39122afa-e9ea-482d-8217-b2340124b471 Fri, 29 Nov 2024 11:00:00 +0000 2058 https://omny.fm/shows/rock-on-retirement/navigating-the-financial-jungle-retirement-plannin Financial Fitness, Debt, and a Retirement Plan Review Financial Fitness, Debt, and a Retirement Plan Review Coach Pete and the team discuss financial fitness and the choices involved in preparing for retirement. The conversation explores debt, annuities, and tax planning.

Estate planning and investment fees also feature in the episode. The team connects these topics with taking a broader look at a household's retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss financial fitness and the choices involved in preparing for retirement. The conversation explores debt, annuities, and tax planning.

Estate planning and investment fees also feature in the episode. The team connects these topics with taking a broader look at a household's retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss financial fitness and the choices involved in preparing for retirement. The conversation explores debt, annuities, and tax planning. rock-on-retirement full-episode retirement-planning annuities tax-planning estate-planning investment-fees debt-and-mortgages investing rock-on-retirement, full-episode, retirement-planning, annuities, tax-planning, estate-planning, investment-fees, debt-and-mortgages, investing full Coach Pete D'Arruda 8123c15a-d673-44c1-818a-b230015233a8 8123c15a-d673-44c1-818a-b230015233a8 Fri, 22 Nov 2024 11:00:00 +0000 2114 https://omny.fm/shows/rock-on-retirement/the-correlation-between-financial-and-physical-hea 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 The Financial Prescription Pad: Income, Taxes, and a Spend and Leave Plan The Financial Prescription Pad: Income, Taxes, and a Spend and Leave Plan Coach Pete and the team introduce a financial prescription pad as a way to organize retirement planning questions. They discuss the advance and protect concept and the relationship between savings and income.

The conversation also explores tax planning, different income sources, and a spend and leave plan. The team considers how these ideas connect present financial choices with retirement and family priorities.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

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

The conversation also explores tax planning, different income sources, and a spend and leave plan. The team considers how these ideas connect present financial choices with retirement and family priorities.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team introduce a financial prescription pad as a way to organize retirement planning questions. They discuss the advance and protect concept and the relationship between savings and income. rock-on-retirement full-episode retirement-planning tax-planning rock-on-retirement, full-episode, retirement-planning, tax-planning full Coach Pete D'Arruda 2a5cb74a-5d33-4de5-887c-b2220149ad6a 2a5cb74a-5d33-4de5-887c-b2220149ad6a Fri, 08 Nov 2024 11:00:00 +0000 2103 https://omny.fm/shows/rock-on-retirement/the-advance-and-protect-strategy-good-for-retireme 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 Financial Fraud, Celebrity Endorsements, and Questions Worth Asking Financial Fraud, Celebrity Endorsements, and Questions Worth Asking Coach Pete, Chuck Kaiton, and Thomas Lipscomb examine examples of financial fraud and misleading business claims. The conversation includes FTX, Theranos, Wells Fargo, and the influence of celebrity endorsements.

The team discusses the tendency to trust a claim because a familiar person supports it. These stories lead into a conversation about looking behind the promotion and evaluating what you are being asked to believe.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete, Chuck Kaiton, and Thomas Lipscomb examine examples of financial fraud and misleading business claims. The conversation includes FTX, Theranos, Wells Fargo, and the influence of celebrity endorsements.

The team discusses the tendency to trust a claim because a familiar person supports it. These stories lead into a conversation about looking behind the promotion and evaluating what you are being asked to believe.

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, Chuck Kaiton, and Thomas Lipscomb examine examples of financial fraud and misleading business claims. The conversation includes FTX, Theranos, Wells Fargo, and the influence of celebrity endorsements. rock-on-retirement full-episode rock-on-retirement, full-episode full Coach Pete D'Arruda 020e6843-7d30-466a-aa27-b4e101720b33 020e6843-7d30-466a-aa27-b4e101720b33 Fri, 08 Dec 2023 11:00:00 +0000 2065 https://omny.fm/shows/rock-on-retirement/financial-fraud-celebrity-endorsements-and-questions-worth-asking 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 Joint Holiday Edition: Financial Education, Gift Costs and Family Stories Joint Holiday Edition: Financial Education, Gift Costs and Family Stories Coach Pete and the radio teams share a joint holiday edition with financial education for children and grandchildren. The conversation considers saving, investment habits and family goals.

The episode also explores holiday gift costs, favourite Christmas films and family memories. The combined Financial Safari, America’s 401k and Rock On Retirement studio team shares the season’s traditions.

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 radio teams share a joint holiday edition with financial education for children and grandchildren. The conversation considers saving, investment habits and family goals.

The episode also explores holiday gift costs, favourite Christmas films and family memories. The combined Financial Safari, America’s 401k and Rock On Retirement studio team shares the season’s traditions.

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 radio teams share a joint holiday edition with financial education for children and grandchildren. The conversation considers saving, investment habits and family goals. rock-on-retirement full-episode retirement-planning 401k financial-literacy investing rock-on-retirement, full-episode, retirement-planning, 401k, financial-literacy, investing full Coach Pete D'Arruda 9b29bdea-0373-432b-9031-b4e3006114b5 9b29bdea-0373-432b-9031-b4e3006114b5 Fri, 23 Dec 2022 11:00:00 +0000 3420 https://omny.fm/shows/rock-on-retirement/joint-holiday-edition-financial-education-gift-costs-and-family-stories Retirement Tax Questions, Inflation, and the Employee Retention Credit Retirement Tax Questions, Inflation, and the Employee Retention Credit Coach Pete and the Rock On Retirement team discuss taxes, estate planning, and inflation. The conversation considers their effects on a household's retirement resources.

The episode also explores the financial-fill-up concept. A further discussion considers the Employee Retention Credit as it was being discussed in 2022.

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 taxes, estate planning, and inflation. The conversation considers their effects on a household's retirement resources.

The episode also explores the financial-fill-up concept. A further discussion considers the Employee Retention Credit as it was being discussed in 2022.

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 taxes, estate planning, and inflation. The conversation considers their effects on a household's retirement resources. rock-on-retirement full-episode retirement-planning tax-planning estate-planning inflation rock-on-retirement, full-episode, retirement-planning, tax-planning, estate-planning, inflation full Coach Pete D'Arruda f168b906-4344-4c44-b02d-ae7c011f5a73 f168b906-4344-4c44-b02d-ae7c011f5a73 Fri, 08 Apr 2022 10:00:00 +0000 2145 https://omny.fm/shows/rock-on-retirement/how-to-keep-the-tax-man-off-your-back-in-retiremen Retirement and Wealth Strategies and Questions for an Advisor Retirement and Wealth Strategies and Questions for an Advisor Coach Pete and Chuck Kaiton discuss retirement and wealth-planning strategies. The conversation considers the information behind a financial recommendation.

The episode also explores whether an advisor is answering a client's questions. Coach's financial-filibuster analogy frames the discussion of clear explanations.

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 retirement and wealth-planning strategies. The conversation considers the information behind a financial recommendation.

The episode also explores whether an advisor is answering a client's questions. Coach's financial-filibuster analogy frames the discussion of clear explanations.

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 retirement and wealth-planning strategies. The conversation considers the information behind a financial recommendation. Retirement Retire Plan Income Roth IRA 401k Inflation Hedge Investments Market Strategy SocialSecurity Medicare LongTermCare Volatility Cryptocurrency rock-on-retirement full-episode retirement-planning financial-advisors Retirement, Retire, Plan, Income, Roth, IRA, 401k, Inflation, Hedge, Investments, Market, Strategy, SocialSecurity, Medicare, LongTermCare, Volatility, Cryptocurrency, rock-on-retirement, full-episode, retirement-planning, financial-advisors full 87 Coach Pete D'Arruda 6068fb5e-9c50-4ced-a042-ae39010341e6 6068fb5e-9c50-4ced-a042-ae39010341e6 Fri, 11 Feb 2022 11:00:00 +0000 2083 https://omny.fm/shows/rock-on-retirement/rock-on-retirement-coach-pete-darruda-and-chuck-ka 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 A Financial Perspective Shift, Hybrid Accounts, and Social Security Questions A Financial Perspective Shift, Hybrid Accounts, and Social Security Questions Coach Pete and the Rock On Retirement team discuss shifting a financial perspective. The conversation considers hybrid retirement accounts and Social Security planning questions.

The episode also explores keys in Coach's approach to retirement. The team responds to a listener's question during the 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 shifting a financial perspective. The conversation considers hybrid retirement accounts and Social Security planning questions.

The episode also explores keys in Coach's approach to retirement. The team responds to a listener's question during the 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 shifting a financial perspective. The conversation considers hybrid retirement accounts and Social Security planning questions. rock-on-retirement full-episode retirement-planning social-security rock-on-retirement, full-episode, retirement-planning, social-security full Coach Pete D'Arruda a79131b2-b014-443e-a8b8-e04fa322bb8b aada3973-2100-49d5-8daa-ae04010b5929 Fri, 24 Sep 2021 10:00:00 +0000 2129 https://omny.fm/shows/rock-on-retirement/shifting-your-financial-perspective-sequencing-liq clean Inflation, Decumulation, and a Look Back at 1981 Inflation, Decumulation, and a Look Back at 1981 Coach Pete and the team discuss inflation and common retirement pitfalls. The conversation considers decumulation and using savings after work.

The episode also includes Brokers Behaving Badly. Dave Perkins presents a Through the Years look back at 1981.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

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]]> Coach Pete and the team discuss inflation and common retirement pitfalls. The conversation considers decumulation and using savings after work.

The episode also includes Brokers Behaving Badly. Dave Perkins presents a Through the Years look back at 1981.

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 inflation and common retirement pitfalls. The conversation considers decumulation and using savings after work. rock-on-retirement full-episode retirement-planning inflation financial-advisors rock-on-retirement, full-episode, retirement-planning, inflation, financial-advisors full Coach Pete D'Arruda 26b549a2-41b8-478d-9bfe-05fb70142b37 69c8af9c-58e1-4d1a-981b-ae04010b0f54 Fri, 17 Sep 2021 10:00:00 +0000 2553 https://omny.fm/shows/rock-on-retirement/inflation-retirement-pitfalls-decumulation-and-mor 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 A Retirement Planning Booklet, Income Tools, and a Look at 1963 A Retirement Planning Booklet, Income Tools, and a Look at 1963 Coach Pete and the team discuss his retirement planning booklet. The conversation considers income tools and questions about what a household can control before retirement.

The episode also includes Dave Perkins' look back at 1963. A Brokers Behaving Badly feature provides another perspective on examining financial information.

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 his retirement planning booklet. The conversation considers income tools and questions about what a household can control before retirement.

The episode also includes Dave Perkins' look back at 1963. A Brokers Behaving Badly feature provides another perspective on examining financial information.

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 his retirement planning booklet. The conversation considers income tools and questions about what a household can control before retirement. rock-on-retirement full-episode retirement-planning financial-advisors rock-on-retirement, full-episode, retirement-planning, financial-advisors full Coach Pete D'Arruda 050ff192-33ca-4af9-a561-22f95ab88d82 8e6ec340-8b7d-4e25-a00c-ae04010d4aa1 Fri, 04 Jun 2021 10:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/being-prepared-for-retirement-starts-with-a-plan clean A Strategic Development Process, Social Security, and IRA Planning A Strategic Development Process, Social Security, and IRA Planning Coach Pete and the Rock On Retirement team discuss a three-step strategic development process. The conversation considers Social Security choices and reviewing a retirement direction.

The episode also explores the Baby Boomers Guide to IRA Planning and the 15 Minute Retirement Planner. The team discusses these educational resources within a broader financial review.

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 three-step strategic development process. The conversation considers Social Security choices and reviewing a retirement direction.

The episode also explores the Baby Boomers Guide to IRA Planning and the 15 Minute Retirement Planner. The team discusses these educational resources within a broader financial review.

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 three-step strategic development process. The conversation considers Social Security choices and reviewing a retirement direction. rock-on-retirement full-episode retirement-planning social-security rock-on-retirement, full-episode, retirement-planning, social-security full Coach Pete D'Arruda f2b5ea3d-9d75-4f5d-a3d4-5657c3cfce46 ecfec1fd-8b1e-4d1d-933d-ae04010d9ec4 Fri, 19 Mar 2021 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/strategic-steps-to-take-the-stress-out-of-retireme clean Life Insurance, Future Care, and Retirement Market Risk Life Insurance, Future Care, and Retirement Market Risk Coach Pete and the Rock On Retirement team discuss life insurance within a retirement plan. The conversation considers the different purposes of a household's financial resources.

The episode also explores long-term care and market volatility. The team discusses reviewing these risks as part of preparing for later life.

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 life insurance within a retirement plan. The conversation considers the different purposes of a household's financial resources.

The episode also explores long-term care and market volatility. The team discusses reviewing these risks as part of preparing for later life.

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 life insurance within a retirement plan. The conversation considers the different purposes of a household's financial resources. rock-on-retirement full-episode retirement-planning market-risk insurance long-term-care rock-on-retirement, full-episode, retirement-planning, market-risk, insurance, long-term-care full Coach Pete D'Arruda 027c1d61-804c-4300-b102-074785d12b3f 809e805b-dfb4-441a-82f4-ae04010fc030 Fri, 19 Feb 2021 11:00:00 +0000 2018 https://omny.fm/shows/rock-on-retirement/financial-tips-to-cut-your-risks-in-retirement clean Growth, Protection, Income, and Future Care Questions Growth, Protection, Income, and Future Care Questions Coach Pete discusses the GPI concept: growth, protection, and income. The conversation considers the possibility of savings lasting through retirement.

The episode also explores workplace retirement accounts and long-term care. The team discusses fitting those resources and needs into an individual 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 discusses the GPI concept: growth, protection, and income. The conversation considers the possibility of savings lasting through retirement.

The episode also explores workplace retirement accounts and long-term care. The team discusses fitting those resources and needs into an individual 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 discusses the GPI concept: growth, protection, and income. The conversation considers the possibility of savings lasting through retirement. rock-on-retirement full-episode retirement-planning long-term-care rock-on-retirement, full-episode, retirement-planning, long-term-care full Coach Pete D'Arruda 39134bba-589f-421b-a9b6-fcefd71a0b0d d57ce049-19a2-485d-9b6e-ae0401101b0a Fri, 22 Jan 2021 11:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/smart-moves-to-make-with-your-assets 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 Income Transitions and Planning for Market Changes Income Transitions and Planning for Market Changes The Rock On Retirement team discusses preparing financial resources for the move into retirement. Coach Pete considers the role of predictable income and money assigned different jobs.

The episode also explores flexibility and protection within a plan. A time-capsule analogy connects future income projections with reviewing resources before household circumstances 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.

]]> The Rock On Retirement team discusses preparing financial resources for the move into retirement. Coach Pete considers the role of predictable income and money assigned different jobs.

The episode also explores flexibility and protection within a plan. A time-capsule analogy connects future income projections with reviewing resources before household circumstances 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.

]]> The Rock On Retirement team discusses preparing financial resources for the move into retirement. Coach Pete considers the role of predictable income and money assigned different jobs. rock-on-retirement full-episode retirement-planning market-risk rock-on-retirement, full-episode, retirement-planning, market-risk full Coach Pete D'Arruda 816e9d40-2f26-49bd-a79c-2fed1ea9719d d1cbd10f-7b10-4717-ba43-ae0401127f98 Fri, 09 Oct 2020 10:00:00 +0000 2138 https://omny.fm/shows/rock-on-retirement/design-build-and-protect-a-true-retirement-plan clean Financial Education, Product Costs and Care Needs Financial Education, Product Costs and Care Needs The Rock On Retirement team discusses the value of financial education for children and grandchildren. Coach Pete connects that theme with questions about the different places to keep money.

The episode also examines variable annuity costs and life insurance living benefits. Long-term care expenses are part of the broader discussion about retirement resources and future 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 the value of financial education for children and grandchildren. Coach Pete connects that theme with questions about the different places to keep money.

The episode also examines variable annuity costs and life insurance living benefits. Long-term care expenses are part of the broader discussion about retirement resources and future 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 the value of financial education for children and grandchildren. Coach Pete connects that theme with questions about the different places to keep money. rock-on-retirement full-episode retirement-planning annuities insurance long-term-care financial-literacy rock-on-retirement, full-episode, retirement-planning, annuities, insurance, long-term-care, financial-literacy full Coach Pete D'Arruda 3a01b6f0-c86b-4a0f-a02a-90bd54ebd121 a025a38a-b14f-4fbe-9cdc-ae0401128c06 Fri, 11 Sep 2020 10:00:00 +0000 2138 https://omny.fm/shows/rock-on-retirement/how-to-protect-money-you-have-already-grown-for-yo clean Changing a Financial Perspective as Retirement Approaches Changing a Financial Perspective as Retirement Approaches Coach Pete discusses shifting a financial perspective near retirement. The conversation considers looking at current resources in the context of life after work.

The episode also explores five keys in Coach's retirement planning approach. The discussion connects personal priorities with reviewing an existing strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses shifting a financial perspective near retirement. The conversation considers looking at current resources in the context of life after work.

The episode also explores five keys in Coach's retirement planning approach. The discussion connects personal priorities with reviewing an existing strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses shifting a financial perspective near retirement. The conversation considers looking at current resources in the context of life after work. rock-on-retirement full-episode retirement-planning retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, retirement-lifestyle full Coach Pete D'Arruda 5a2f07ac-d36b-41c7-92bb-c5b1fa8d2d91 06177dc4-9d78-47cf-8972-ae040112f651 Fri, 04 Sep 2020 10:00:00 +0000 2138 https://omny.fm/shows/rock-on-retirement/shifting-your-financial-perspective-when-you-are-a clean Tour Stories, a Stock Certificate and Financial Teamwork Tour Stories, a Stock Certificate and Financial Teamwork The Rock On Retirement team shares stories about a musician’s interrupted Ozzy Osbourne touring opportunity and a distinctive stage hat. Coach Pete also recalls buying Boston Beer shares after seeing a newspaper advertisement.

The conversation turns to working with a team toward financial goals. A football coaching analogy illustrates why different people can contribute to 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 shares stories about a musician’s interrupted Ozzy Osbourne touring opportunity and a distinctive stage hat. Coach Pete also recalls buying Boston Beer shares after seeing a newspaper advertisement.

The conversation turns to working with a team toward financial goals. A football coaching analogy illustrates why different people can contribute to 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 shares stories about a musician’s interrupted Ozzy Osbourne touring opportunity and a distinctive stage hat. Coach Pete also recalls buying Boston Beer shares after seeing a newspaper advertisement. rock-on-retirement full-episode retirement-planning investing rock-on-retirement, full-episode, retirement-planning, investing full Coach Pete D'Arruda 405dd423-7d80-4b11-b915-b0a54c5c9c22 d457215c-2551-40fd-a235-ae0401155a42 Fri, 28 Aug 2020 10:00:00 +0000 2138 https://omny.fm/shows/rock-on-retirement/investment-misunderstandings-that-might-happen-to clean Financial Costs and Planning for Long-Term Care Financial Costs and Planning for Long-Term Care Coach Pete and the Rock On Retirement team discuss different roles for money and the costs inside financial products. A car analogy illustrates resources that may be busy without moving a plan forward.

The episode also examines fees in variable annuities and life insurance living benefits. Long-term care needs connect the conversation with preparing for future household expenses.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss different roles for money and the costs inside financial products. A car analogy illustrates resources that may be busy without moving a plan forward.

The episode also examines fees in variable annuities and life insurance living benefits. Long-term care needs connect the conversation with preparing for future household expenses.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss different roles for money and the costs inside financial products. A car analogy illustrates resources that may be busy without moving a plan forward. rock-on-retirement full-episode retirement-planning annuities investment-fees insurance long-term-care rock-on-retirement, full-episode, retirement-planning, annuities, investment-fees, insurance, long-term-care full Coach Pete D'Arruda 4ade1390-36df-4692-b3dc-c90fd2e910f4 a253454b-814f-44e4-b226-ae0401157137 Fri, 24 Jul 2020 10:00:00 +0000 2139 https://omny.fm/shows/rock-on-retirement/protecting-money-you-have-already-grown-for-retire clean A Market Recovery Action Plan from Home A Market Recovery Action Plan from Home Coach Pete discusses a market recovery action plan. The conversation introduces a planning resource intended to be used from home.

The episode explores Coach's approach to reviewing a financial strategy. The discussion considers the questions behind preparing for retirement during changing markets.

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 a market recovery action plan. The conversation introduces a planning resource intended to be used from home.

The episode explores Coach's approach to reviewing a financial strategy. The discussion considers the questions behind preparing for retirement during changing markets.

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 a market recovery action plan. The conversation introduces a planning resource intended to be used from home. rock-on-retirement full-episode retirement-planning market-risk rock-on-retirement, full-episode, retirement-planning, market-risk full Coach Pete D'Arruda 79deed36-4e27-4a3a-96d5-829930876c12 7eb15384-1f8a-4047-9c15-ae0401165429 Fri, 17 Jul 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/a-market-recovery-action-plan-you-can-do-from-home clean Future Expenses and Retirement Planning Conversations Future Expenses and Retirement Planning Conversations The Rock On Retirement team discusses projecting the cost of future retirement activities from today’s prices. Coach Pete considers how a long retirement changes the planning horizon.

The conversation also addresses choosing financial guidance and the distinction between a broker and a fiduciary. Understanding future income and household goals connects those questions with a retirement review.

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 projecting the cost of future retirement activities from today’s prices. Coach Pete considers how a long retirement changes the planning horizon.

The conversation also addresses choosing financial guidance and the distinction between a broker and a fiduciary. Understanding future income and household goals connects those questions with a retirement review.

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 projecting the cost of future retirement activities from today’s prices. Coach Pete considers how a long retirement changes the planning horizon. rock-on-retirement full-episode retirement-planning financial-advisors rock-on-retirement, full-episode, retirement-planning, financial-advisors full Coach Pete D'Arruda 1523f590-a452-4a54-942c-91d5c6a5fdba cb47ffd2-6b91-442d-9547-ae040118195e Fri, 10 Jul 2020 10:00:00 +0000 1625 https://omny.fm/shows/rock-on-retirement/30-questions-to-ask-yourself-before-during-your-re clean Revisiting Financial Concepts Across Time Revisiting Financial Concepts Across Time Coach Pete shares a speech from earlier in his career. The Rock On Retirement conversation considers how its financial concepts relate to later decisions.

The episode revisits those ideas in the context of retirement planning. Coach discusses their relevance to financial questions at the time of recording.

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 a speech from earlier in his career. The Rock On Retirement conversation considers how its financial concepts relate to later decisions.

The episode revisits those ideas in the context of retirement planning. Coach discusses their relevance to financial questions at the time of recording.

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 a speech from earlier in his career. The Rock On Retirement conversation considers how its financial concepts relate to later decisions. rock-on-retirement full-episode retirement-planning rock-on-retirement, full-episode, retirement-planning full Coach Pete D'Arruda 4c478daa-f425-49f7-b102-e67bf93e5f2a 5102567c-43b0-43c5-9ddb-ae0401189479 Fri, 19 Jun 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/coach-petes-concepts-apply-today-tomorrow-and-thro clean Market Downturns and a Plan for Accessible Resources Market Downturns and a Plan for Accessible Resources The Rock On Retirement team discusses expectations before past market declines and the possibility that investments may not recover. Coach Pete considers the role of accessible savings during difficult periods.

The conversation also examines annuities and planning future income. The team connects emergency resources and longer-term financial choices 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 discusses expectations before past market declines and the possibility that investments may not recover. Coach Pete considers the role of accessible savings during difficult periods.

The conversation also examines annuities and planning future income. The team connects emergency resources and longer-term financial choices 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 discusses expectations before past market declines and the possibility that investments may not recover. Coach Pete considers the role of accessible savings during difficult periods. rock-on-retirement full-episode retirement-planning annuities market-risk investing rock-on-retirement, full-episode, retirement-planning, annuities, market-risk, investing full Coach Pete D'Arruda 597b43c4-8893-4a38-9764-2d899280efde abe36306-764d-4256-a5c1-ae04011973b2 Fri, 12 Jun 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/a-planning-guide-for-those-approaching-retirement clean Budgeting With Three Buckets Budgeting With Three Buckets The Rock On Retirement team discusses dividing household money among needs, wants, and savings and investments. Coach Pete uses familiar examples to distinguish a necessary expense from a preferred purchase.

The conversation also examines credit card minimum payments and interest costs. Emergency savings, retirement contributions and debt payments are considered as parts of a household budget.

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 dividing household money among needs, wants, and savings and investments. Coach Pete uses familiar examples to distinguish a necessary expense from a preferred purchase.

The conversation also examines credit card minimum payments and interest costs. Emergency savings, retirement contributions and debt payments are considered as parts of a household budget.

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 dividing household money among needs, wants, and savings and investments. Coach Pete uses familiar examples to distinguish a necessary expense from a preferred purchase. rock-on-retirement full-episode retirement-planning debt-and-mortgages investing rock-on-retirement, full-episode, retirement-planning, debt-and-mortgages, investing full Coach Pete D'Arruda 0097ce51-56bf-4efd-a815-e46afef0d4ac 07676559-6068-4484-b13c-ae04011b929f Fri, 29 May 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/how-to-navigate-through-this-markets-turbulence clean Market Enthusiasm, Emergency Savings and Bond Funds Market Enthusiasm, Emergency Savings and Bond Funds The Rock On Retirement team discusses enthusiasm before past market downturns and the assumptions people make about a recovery. Coach Pete considers how those expectations influence investment decisions.

The episode also examines accessible emergency resources and bond fund risk. The relationship between interest rates and bond prices connects the discussion with reviewing different retirement assets.

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 enthusiasm before past market downturns and the assumptions people make about a recovery. Coach Pete considers how those expectations influence investment decisions.

The episode also examines accessible emergency resources and bond fund risk. The relationship between interest rates and bond prices connects the discussion with reviewing different retirement assets.

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 enthusiasm before past market downturns and the assumptions people make about a recovery. Coach Pete considers how those expectations influence investment decisions. rock-on-retirement full-episode retirement-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, market-risk, investing full Coach Pete D'Arruda 87a3dfdf-170f-4c62-bdb8-a394c5a92368 c9dd158d-ffbf-461c-b1f5-ae04011c2a93 Fri, 22 May 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/5-keys-to-investing-success clean Target-Date Funds and Market Overconfidence Target-Date Funds and Market Overconfidence The Rock On Retirement team discusses expectations about target-date funds during a market downturn. Coach Pete considers the difference between a fund’s label and an understanding of its risks.

The episode also examines overconfidence after years of rising markets and trading as a substitute for gambling. The conversation connects those behaviors with the resources a household needs for 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 expectations about target-date funds during a market downturn. Coach Pete considers the difference between a fund’s label and an understanding of its risks.

The episode also examines overconfidence after years of rising markets and trading as a substitute for gambling. The conversation connects those behaviors with the resources a household needs for 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 expectations about target-date funds during a market downturn. Coach Pete considers the difference between a fund’s label and an understanding of its risks. rock-on-retirement full-episode retirement-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, market-risk, investing full Coach Pete D'Arruda 9897fc82-b584-4f41-bbac-d7af02bace25 9ffa46cf-f26b-4afd-8ce6-ae04011c7215 Fri, 15 May 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/making-sure-you-have-the-right-planner-for-this-ti 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 Retirement Decisions During the 2020 Downturn Retirement Decisions During the 2020 Downturn The Rock On Retirement team discusses retirement timing during the early 2020 market downturn. They consider the choices faced by people whose employment or plans changed unexpectedly.

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

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

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Rock On Retirement team discusses retirement timing during the early 2020 market downturn. They consider the choices faced by people whose employment or plans changed unexpectedly. rock-on-retirement full-episode retirement-planning roth-accounts roth-conversions market-risk rock-on-retirement, full-episode, retirement-planning, roth-accounts, roth-conversions, market-risk full Coach Pete D'Arruda a4d3ceac-b149-4004-800c-204a37bd35d1 87df098b-8bc3-43a2-a931-ae04011fd1d3 Fri, 17 Apr 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/cares-act-impact-on-your-retirement-plan clean Different Financial Worlds and the Cost of Inflation Different Financial Worlds and the Cost of Inflation The Rock On Retirement team discusses low-interest savings and the effect of inflation on purchasing power. A cave-dweller analogy illustrates the tradeoff between staying sheltered and pursuing other opportunities.

The episode also considers the investment world, market risk and growth potential. Coach Pete connects those choices with the different roles money may serve in 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.

]]> The Rock On Retirement team discusses low-interest savings and the effect of inflation on purchasing power. A cave-dweller analogy illustrates the tradeoff between staying sheltered and pursuing other opportunities.

The episode also considers the investment world, market risk and growth potential. Coach Pete connects those choices with the different roles money may serve in 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.

]]> The Rock On Retirement team discusses low-interest savings and the effect of inflation on purchasing power. A cave-dweller analogy illustrates the tradeoff between staying sheltered and pursuing other opportunities. rock-on-retirement full-episode retirement-planning inflation market-risk investing rock-on-retirement, full-episode, retirement-planning, inflation, market-risk, investing full Coach Pete D'Arruda 04ce4e4a-6992-4495-8234-313f985d3646 f5c81a0c-9f92-4084-a3f8-ae0401215a31 Fri, 10 Apr 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/when-is-comes-to-the-market-youre-not-up-until-you 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 Market Expectations, Fund Overlap and Emergency Resources Market Expectations, Fund Overlap and Emergency Resources The Rock On Retirement team discusses enthusiasm before past market downturns and the assumption that every stock will recover. Coach Pete considers how those expectations affect decisions.

The episode also examines overlapping mutual fund holdings and accessible emergency savings. The conversation connects liquidity and diversification with the need to avoid forced investment sales.

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 enthusiasm before past market downturns and the assumption that every stock will recover. Coach Pete considers how those expectations affect decisions.

The episode also examines overlapping mutual fund holdings and accessible emergency savings. The conversation connects liquidity and diversification with the need to avoid forced investment sales.

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 enthusiasm before past market downturns and the assumption that every stock will recover. Coach Pete considers how those expectations affect decisions. rock-on-retirement full-episode retirement-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, market-risk, investing full Coach Pete D'Arruda ef6667e2-8502-420f-a779-e813aa66f9ca 578043b6-330e-4074-96d8-ae040122738b Fri, 27 Mar 2020 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/a-planning-guide-for-those-approaching-the-financi clean Taking a Financial Timeout to Review Retirement Taking a Financial Timeout to Review Retirement The Rock On Retirement team uses a sports timeout to illustrate pausing and reviewing a financial plan. Coach Pete discusses a retirement pit stop and matching resources with the current stage of life.

The conversation also addresses financial education and understanding recommendations. Fiduciary responsibilities are part of the discussion about a review that makes the details of a plan clear.

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 sports timeout to illustrate pausing and reviewing a financial plan. Coach Pete discusses a retirement pit stop and matching resources with the current stage of life.

The conversation also addresses financial education and understanding recommendations. Fiduciary responsibilities are part of the discussion about a review that makes the details of a plan clear.

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 sports timeout to illustrate pausing and reviewing a financial plan. Coach Pete discusses a retirement pit stop and matching resources with the current stage of life. rock-on-retirement full-episode retirement-planning financial-advisors financial-literacy rock-on-retirement, full-episode, retirement-planning, financial-advisors, financial-literacy full Coach Pete D'Arruda a25e3b2f-7905-4169-ab39-e26f5ce8c034 049bc2e4-3a18-4a16-a62e-ae0401234d4e Fri, 13 Mar 2020 10:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/a-market-correction-plan-to-keep-you-on-course 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 Liquidity, Prospectuses and Long-Term Care Planning Liquidity, Prospectuses and Long-Term Care Planning The Rock On Retirement team discusses different places to keep money and the effect of inflation on low-interest savings. Accessible resources are considered alongside other financial needs.

The episode also examines investment prospectuses and questions about market risk. Life insurance living benefits and long-term care expenses connect the conversation with planning for future 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 different places to keep money and the effect of inflation on low-interest savings. Accessible resources are considered alongside other financial needs.

The episode also examines investment prospectuses and questions about market risk. Life insurance living benefits and long-term care expenses connect the conversation with planning for future 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 different places to keep money and the effect of inflation on low-interest savings. Accessible resources are considered alongside other financial needs. rock-on-retirement full-episode retirement-planning inflation market-risk insurance long-term-care investing rock-on-retirement, full-episode, retirement-planning, inflation, market-risk, insurance, long-term-care, investing full Coach Pete D'Arruda 3015d3d2-d90e-4898-863e-bcf2ae57265f 823e933c-7724-4afb-bf1e-ae040123e920 Fri, 07 Feb 2020 11:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/transitioning-your-investments-into-retirement clean Retirement Risk, the Yield Curve and Social Security Retirement Risk, the Yield Curve and Social Security The Rock On Retirement team discusses risk in the years leading into retirement. Coach Pete considers the different meanings of a bucket strategy and the roles of financial resources.

The conversation also examines an inverted Treasury yield curve and concerns about a recession at the time. Social Security cost-of-living adjustments enter the discussion about future purchasing power.

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 risk in the years leading into retirement. Coach Pete considers the different meanings of a bucket strategy and the roles of financial resources.

The conversation also examines an inverted Treasury yield curve and concerns about a recession at the time. Social Security cost-of-living adjustments enter the discussion about future purchasing power.

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 risk in the years leading into retirement. Coach Pete considers the different meanings of a bucket strategy and the roles of financial resources. rock-on-retirement full-episode retirement-planning social-security inflation rock-on-retirement, full-episode, retirement-planning, social-security, inflation full Coach Pete D'Arruda d1f184e0-6eef-453e-826e-7926089d3c5d 27a8ce82-6528-4f83-b09e-ae0401252944 Fri, 31 Jan 2020 11:00:00 +0000 2647 https://omny.fm/shows/rock-on-retirement/get-expert-advice-from-capital-financials-retireme clean Market Luck and a Retirement Planning Strategy Market Luck and a Retirement Planning Strategy The Rock On Retirement team discusses the difference between rising investment values and a coordinated financial plan. A dartboard analogy illustrates the uncertainty behind relying on market luck.

The episode also includes a story about a resident who stayed through a building redevelopment. Coach Pete connects future income needs with preparing resources for retirement rather than relying on a favorable outcome.

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 rising investment values and a coordinated financial plan. A dartboard analogy illustrates the uncertainty behind relying on market luck.

The episode also includes a story about a resident who stayed through a building redevelopment. Coach Pete connects future income needs with preparing resources for retirement rather than relying on a favorable outcome.

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 rising investment values and a coordinated financial plan. A dartboard analogy illustrates the uncertainty behind relying on market luck. rock-on-retirement full-episode retirement-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, market-risk, investing full Coach Pete D'Arruda 3d7e2845-e119-4f79-be51-df7a5ab4b121 e0ffe807-be1e-4bb1-a34b-ae040125b3d9 Fri, 10 Jan 2020 11:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/show-me-the-money-how-you-can-ensure-you-have-the clean Company Failures, Market Losses and Bond Fund Risk Company Failures, Market Losses and Bond Fund Risk The Rock On Retirement team discusses the possibility that a company or stock may not recover after a decline. Coach Pete considers how expectations can affect decisions in a falling market.

The episode also looks at emergency savings and bond funds. The relationship between interest rates and bond prices connects the conversation with reviewing risks across retirement resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Rock On Retirement team discusses the possibility that a company or stock may not recover after a decline. Coach Pete considers how expectations can affect decisions in a falling market.

The episode also looks at emergency savings and bond funds. The relationship between interest rates and bond prices connects the conversation with reviewing risks across retirement resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Rock On Retirement team discusses the possibility that a company or stock may not recover after a decline. Coach Pete considers how expectations can affect decisions in a falling market. rock-on-retirement full-episode retirement-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, market-risk, investing full Coach Pete D'Arruda 3d88c5d1-1ac6-4889-b55f-183d2e270ec6 567e9e74-943f-484e-8d5e-ae0401262ece Fri, 03 Jan 2020 11:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/a-planning-guide-for-the-newly-retired clean Retirement Risk and Knowing When to Reassess Retirement Risk and Knowing When to Reassess The Rock On Retirement team uses microwave popcorn to illustrate the risk of leaving something unattended for too long. Coach Pete connects the analogy with investment exposure near retirement.

The episode also discusses real estate and stories about financial decisions made for professional athletes. Risk, reward and the authority given to other people enter the broader planning conversation.

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 microwave popcorn to illustrate the risk of leaving something unattended for too long. Coach Pete connects the analogy with investment exposure near retirement.

The episode also discusses real estate and stories about financial decisions made for professional athletes. Risk, reward and the authority given to other people enter the broader planning conversation.

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 microwave popcorn to illustrate the risk of leaving something unattended for too long. Coach Pete connects the analogy with investment exposure near retirement. rock-on-retirement full-episode retirement-planning investing rock-on-retirement, full-episode, retirement-planning, investing full Coach Pete D'Arruda 685bad4c-33e0-42ce-b9be-1c33395684a2 d958b72e-3a87-4f7f-a1d7-ae0401276d9f Fri, 27 Dec 2019 11:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/making-sure-you-have-a-correct-retirement-road-map clean Stock Declines, Fund Overlap and Emergency Savings Stock Declines, Fund Overlap and Emergency Savings The Rock On Retirement team discusses reactions to a falling stock price and the assumption that it will recover. They consider how emotional decisions can affect an investment account.

The episode also examines overlapping mutual fund holdings and accessible emergency savings. Coach Pete connects those topics with the need to avoid selling investments at an unfavorable time.

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 reactions to a falling stock price and the assumption that it will recover. They consider how emotional decisions can affect an investment account.

The episode also examines overlapping mutual fund holdings and accessible emergency savings. Coach Pete connects those topics with the need to avoid selling investments at an unfavorable time.

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 reactions to a falling stock price and the assumption that it will recover. They consider how emotional decisions can affect an investment account. rock-on-retirement full-episode retirement-planning retirement-lifestyle investing rock-on-retirement, full-episode, retirement-planning, retirement-lifestyle, investing full Coach Pete D'Arruda b514685a-74bf-49d2-8718-58f58d1e95a7 9c479534-17a0-48ea-a756-ae0401278c76 Fri, 13 Dec 2019 11:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/little-mistakes-that-could-turn-into-big-financial clean Annuity Costs and the Risk Behind Returns Annuity Costs and the Risk Behind Returns The Rock On Retirement team discusses fees and expenses inside variable annuities. They consider how to locate those details and why disclosure information deserves a closer look.

The conversation also asks how much risk was taken to achieve a particular return. Coach Pete connects performance with a broader review of the resources intended for 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 fees and expenses inside variable annuities. They consider how to locate those details and why disclosure information deserves a closer look.

The conversation also asks how much risk was taken to achieve a particular return. Coach Pete connects performance with a broader review of the resources intended for 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 fees and expenses inside variable annuities. They consider how to locate those details and why disclosure information deserves a closer look. rock-on-retirement full-episode retirement-planning annuities investment-fees rock-on-retirement, full-episode, retirement-planning, annuities, investment-fees full Coach Pete D'Arruda 77134f61-89d9-4175-8cff-3013a716533e 04f844a2-2c1d-4d91-b206-ae040127a2cd Fri, 06 Dec 2019 11:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/tips-for-a-simple-secure-retirement clean Promissory Notes and Planning Income for Both Spouses Promissory Notes and Planning Income for Both Spouses Coach Pete and the Rock On Retirement team discuss concerns about promissory notes and stories of investment misconduct. They consider questions about unfamiliar financial offers.

The episode also addresses future income for both spouses and the emotions that follow market gains and losses. The team connects those concerns with reviewing a retirement plan before income is needed.

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 concerns about promissory notes and stories of investment misconduct. They consider questions about unfamiliar financial offers.

The episode also addresses future income for both spouses and the emotions that follow market gains and losses. The team connects those concerns with reviewing a retirement plan before income is needed.

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 concerns about promissory notes and stories of investment misconduct. They consider questions about unfamiliar financial offers. rock-on-retirement full-episode retirement-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, market-risk, investing full Coach Pete D'Arruda 9e69ea82-01d5-42cf-bdcf-1ebddaa00555 4d69133c-3e74-47a7-9dc3-ae040128aba6 Fri, 22 Nov 2019 11:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/a-guide-made-just-for-baby-boomer-how-to-plan-your clean Net Worth, Inflation and Beneficiary Details Net Worth, Inflation and Beneficiary Details The Rock On Retirement team discusses the distinction between a home’s value and money available for retirement spending. Coach Pete considers what a net worth figure can and cannot explain about household resources.

The episode also examines inflation and future expenses. Beneficiary designations and estate planning details connect the financial review with the resources intended for family members.

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 distinction between a home’s value and money available for retirement spending. Coach Pete considers what a net worth figure can and cannot explain about household resources.

The episode also examines inflation and future expenses. Beneficiary designations and estate planning details connect the financial review with the resources intended for family members.

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 distinction between a home’s value and money available for retirement spending. Coach Pete considers what a net worth figure can and cannot explain about household resources. rock-on-retirement full-episode retirement-planning estate-planning inflation retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, estate-planning, inflation, retirement-lifestyle full Coach Pete D'Arruda 7365a3b1-c10f-49a7-aab5-0ee000e15969 9567e91b-c7a0-4f49-8664-ae040129979b Fri, 15 Nov 2019 11:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/the-ultimate-retirement-planning-guide-you-need-to clean Rock Tour Stories and Teamwork in Financial Planning Rock Tour Stories and Teamwork in Financial Planning The Rock On Retirement team shares a musician’s story about an opportunity to tour with Ozzy Osbourne and the origin of a distinctive stage hat. Coach Pete also recalls buying Boston Beer shares through a newspaper advertisement.

The conversation turns to working toward financial goals with a team. A football coaching analogy illustrates why different people can contribute to 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 shares a musician’s story about an opportunity to tour with Ozzy Osbourne and the origin of a distinctive stage hat. Coach Pete also recalls buying Boston Beer shares through a newspaper advertisement.

The conversation turns to working toward financial goals with a team. A football coaching analogy illustrates why different people can contribute to 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 shares a musician’s story about an opportunity to tour with Ozzy Osbourne and the origin of a distinctive stage hat. Coach Pete also recalls buying Boston Beer shares through a newspaper advertisement. rock-on-retirement full-episode retirement-planning rock-on-retirement, full-episode, retirement-planning full Coach Pete D'Arruda 07fd8263639a452bbe557357df44e6f5 d9c82011-32c2-4f22-8a01-ae040129b272 Fri, 08 Nov 2019 11:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/meet-robert-sarzo-bust-myths-on-annuities 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 Market Risk in the Retirement Red Zone Market Risk in the Retirement Red Zone The Rock On Retirement team discusses the years around retirement and the reduced time available to recover from a financial setback. Coach Pete considers how market exposure relates to that transition.

The conversation also addresses longevity and the resources needed for a longer retirement. The team asks how investment choices fit the purpose of meeting 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 discusses the years around retirement and the reduced time available to recover from a financial setback. Coach Pete considers how market exposure relates to that transition.

The conversation also addresses longevity and the resources needed for a longer retirement. The team asks how investment choices fit the purpose of meeting 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 discusses the years around retirement and the reduced time available to recover from a financial setback. Coach Pete considers how market exposure relates to that transition. rock-on-retirement full-episode retirement-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, market-risk, investing full Coach Pete D'Arruda 6ff2440d60c040d29f3cef1cf5f80ae7 a5924662-cd94-4a42-86ba-ae04012aee17 Fri, 25 Oct 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/get-expert-advice-on-finding-financial-safety-in-r clean Market Recovery Assumptions and Accessible Savings Market Recovery Assumptions and Accessible Savings The Rock On Retirement team discusses market enthusiasm and why an investment that falls may not always recover. Coach Pete considers how expectations can influence decisions during a downturn.

The episode also looks at overlapping holdings in mutual funds and accessible emergency savings. The conversation connects diversification and liquidity with avoiding a forced sale at an unfavorable time.

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 market enthusiasm and why an investment that falls may not always recover. Coach Pete considers how expectations can influence decisions during a downturn.

The episode also looks at overlapping holdings in mutual funds and accessible emergency savings. The conversation connects diversification and liquidity with avoiding a forced sale at an unfavorable time.

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 market enthusiasm and why an investment that falls may not always recover. Coach Pete considers how expectations can influence decisions during a downturn. rock-on-retirement full-episode retirement-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, market-risk, investing full Coach Pete D'Arruda b9cdded2067a401b8a1ad811e3245cfe dd3015af-fd9a-49e9-be0f-ae04012b0234 Fri, 11 Oct 2019 10:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/little-mistakes-that-could-cause-big-headaches-in clean Taxes, Commissions and a Retirement Planning Example Taxes, Commissions and a Retirement Planning Example The Rock On Retirement team discusses financial offers and the importance of understanding fiduciary responsibilities and commissions. The conversation considers the details behind recommendations.

The episode also includes a planning example that connects retirement savings with income needs. Taxes are considered alongside the other costs and decisions that can affect 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.

]]> The Rock On Retirement team discusses financial offers and the importance of understanding fiduciary responsibilities and commissions. The conversation considers the details behind recommendations.

The episode also includes a planning example that connects retirement savings with income needs. Taxes are considered alongside the other costs and decisions that can affect 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.

]]> The Rock On Retirement team discusses financial offers and the importance of understanding fiduciary responsibilities and commissions. The conversation considers the details behind recommendations. rock-on-retirement full-episode retirement-planning tax-planning financial-advisors rock-on-retirement, full-episode, retirement-planning, tax-planning, financial-advisors full Coach Pete D'Arruda 2c1fa27f34c7487eb74f402b468d2d7d b30cc8af-eab4-4526-8532-ae04012c8086 Fri, 04 Oct 2019 10:00:00 +0000 2138 https://omny.fm/shows/rock-on-retirement/money-concerns-and-how-to-take-control-of-your-fin clean Retirement Routines and Reviewing the Worst Case Retirement Routines and Reviewing the Worst Case The Rock On Retirement team discusses how to use the time that becomes available after leaving work. They consider the adjustment from a regular workweek to a new retirement routine.

Coach Pete also discusses comparing best-case and worst-case illustrations. Fees, commissions and other costs enter the conversation about reviewing what a financial plan actually contains.

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 to use the time that becomes available after leaving work. They consider the adjustment from a regular workweek to a new retirement routine.

Coach Pete also discusses comparing best-case and worst-case illustrations. Fees, commissions and other costs enter the conversation about reviewing what a financial plan actually contains.

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 to use the time that becomes available after leaving work. They consider the adjustment from a regular workweek to a new retirement routine. rock-on-retirement full-episode retirement-planning investment-fees rock-on-retirement, full-episode, retirement-planning, investment-fees full Coach Pete D'Arruda 243dd64852a4436a823dd8adc1132622 fad23ab8-0f78-4252-a189-ae04012cae42 Fri, 27 Sep 2019 10:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/6-key-elements-for-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 Retirement Planning Process and Control of Your Money A Retirement Planning Process and Control of Your Money The Rock On Retirement team discusses a structured approach to reviewing retirement resources. Coach Pete considers the steps involved in building and understanding a plan.

The conversation also addresses account control and moving money between financial firms. Market exposure and the emotions behind financial choices enter the broader discussion about 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 discusses a structured approach to reviewing retirement resources. Coach Pete considers the steps involved in building and understanding a plan.

The conversation also addresses account control and moving money between financial firms. Market exposure and the emotions behind financial choices enter the broader discussion about 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 discusses a structured approach to reviewing retirement resources. Coach Pete considers the steps involved in building and understanding a plan. rock-on-retirement full-episode retirement-planning market-risk rock-on-retirement, full-episode, retirement-planning, market-risk full Coach Pete D'Arruda c7dddd834b304741a200e7f5b53d5b2c c0adcd93-420e-4a59-9e6b-ae04012e0ccb Fri, 13 Sep 2019 10:00:00 +0000 2138 https://omny.fm/shows/rock-on-retirement/managing-your-money-in-retirement 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 A Retirement Checklist for Fees and Risk A Retirement Checklist for Fees and Risk The Rock On Retirement team uses a pilot’s preflight checklist to illustrate the value of reviewing financial details. The conversation considers why skipping steps can leave important questions unanswered.

Coach Pete also discusses financial termites, including fees, commissions and expenses. The team examines the challenge of knowing what to ask when reviewing retirement 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.

]]> The Rock On Retirement team uses a pilot’s preflight checklist to illustrate the value of reviewing financial details. The conversation considers why skipping steps can leave important questions unanswered.

Coach Pete also discusses financial termites, including fees, commissions and expenses. The team examines the challenge of knowing what to ask when reviewing retirement 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.

]]> The Rock On Retirement team uses a pilot’s preflight checklist to illustrate the value of reviewing financial details. The conversation considers why skipping steps can leave important questions unanswered. rock-on-retirement full-episode retirement-planning investment-fees investing rock-on-retirement, full-episode, retirement-planning, investment-fees, investing full Coach Pete D'Arruda 0f2112791d91459aa8c042b840855a10 849d66b1-feaf-49aa-b79b-ae04012f77c4 Fri, 23 Aug 2019 10:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/financial-green-print-growth-protection-lifetime-i clean Hidden Costs and Understanding Financial Decisions Hidden Costs and Understanding Financial Decisions The Rock On Retirement team discusses financial termites: costs and details that can be overlooked inside retirement accounts. They consider questions to ask about fees and commissions.

The conversation also addresses indecision when financial choices are unfamiliar. Fiduciary responsibilities and understandable explanations are part of the discussion about 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.

]]> The Rock On Retirement team discusses financial termites: costs and details that can be overlooked inside retirement accounts. They consider questions to ask about fees and commissions.

The conversation also addresses indecision when financial choices are unfamiliar. Fiduciary responsibilities and understandable explanations are part of the discussion about 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.

]]> The Rock On Retirement team discusses financial termites: costs and details that can be overlooked inside retirement accounts. They consider questions to ask about fees and commissions. rock-on-retirement full-episode retirement-planning investment-fees financial-advisors rock-on-retirement, full-episode, retirement-planning, investment-fees, financial-advisors full Coach Pete D'Arruda 4ded0fa89e964d7bbeb3d3724c5b1700 cb284104-c866-4861-b734-ae04012fae92 Fri, 16 Aug 2019 10:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/money-concerns-and-how-to-take-control-of-you-reti 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 Retirement Timing and the Need for an Income Conversation Retirement Timing and the Need for an Income Conversation The Rock On Retirement team discusses whether couples have talked about when they each expect to retire. Those conversations connect retirement dates with questions about where income will come from.

The episode also distinguishes financial accounts from a coordinated retirement plan. A discussion of Dutch flood defenses provides another illustration for thinking about protection and preparing for adverse events.

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 couples have talked about when they each expect to retire. Those conversations connect retirement dates with questions about where income will come from.

The episode also distinguishes financial accounts from a coordinated retirement plan. A discussion of Dutch flood defenses provides another illustration for thinking about protection and preparing for adverse events.

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 couples have talked about when they each expect to retire. Those conversations connect retirement dates with questions about where income will come from. rock-on-retirement full-episode retirement-planning rock-on-retirement, full-episode, retirement-planning full Coach Pete D'Arruda 35b13992257b43ce92064e76f75d6cf3 2e03ba75-9645-4cca-8fbe-ae04013082bf Fri, 02 Aug 2019 10:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/5-ways-to-overcome-risk-with-your-retirement-incom clean A Clear Retirement Plan and Control of Your Resources A Clear Retirement Plan and Control of Your Resources Coach Pete and the Rock On Retirement team discuss the value of a clear plan for retirement. They consider how unfamiliar financial terms and choices can make decisions feel confusing.

The episode also addresses control over financial accounts and questions about moving money. Market risk and alternatives to keeping every resource exposed to market changes are part of the wider income conversation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss the value of a clear plan for retirement. They consider how unfamiliar financial terms and choices can make decisions feel confusing.

The episode also addresses control over financial accounts and questions about moving money. Market risk and alternatives to keeping every resource exposed to market changes are part of the wider income conversation.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss the value of a clear plan for retirement. They consider how unfamiliar financial terms and choices can make decisions feel confusing. rock-on-retirement full-episode retirement-planning market-risk rock-on-retirement, full-episode, retirement-planning, market-risk full Coach Pete D'Arruda 28cc4f9ec41e432e9ea04b24d4fc49cf e7471b31-0f9a-4542-ab4d-ae040130c8a2 Fri, 19 Jul 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/special-report-the-income-volcano-your-retirement clean Financial Transparency and the Fees Behind an Investment Financial Transparency and the Fees Behind an Investment The Rock On Retirement team uses face-down cards to illustrate financial details that deserve to be uncovered. Coach Pete discusses a variable annuity review and questions about its fees.

The conversation also considers selecting mutual funds based on past results. The team examines the importance of seeing costs and risks clearly when reviewing retirement 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.

]]> The Rock On Retirement team uses face-down cards to illustrate financial details that deserve to be uncovered. Coach Pete discusses a variable annuity review and questions about its fees.

The conversation also considers selecting mutual funds based on past results. The team examines the importance of seeing costs and risks clearly when reviewing retirement 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.

]]> The Rock On Retirement team uses face-down cards to illustrate financial details that deserve to be uncovered. Coach Pete discusses a variable annuity review and questions about its fees. rock-on-retirement full-episode retirement-planning annuities investment-fees investing rock-on-retirement, full-episode, retirement-planning, annuities, investment-fees, investing full Coach Pete D'Arruda 896bc89622844dce8b5dacfa03b9902e 54546de9-c272-4501-8d7f-ae0401311e9e Fri, 12 Jul 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/the-three-buckets-of-money clean Market Enthusiasm, Liquidity and Bond Fund Risk Market Enthusiasm, Liquidity and Bond Fund Risk The Rock On Retirement team discusses market enthusiasm and the assumptions people can make before a downturn. Coach Pete considers the effect of investment psychology on financial decisions.

The episode also examines accessible emergency savings and the relationship between interest rates and bond prices. Liquidity is discussed as a way to avoid needing to sell investments during an unfavorable market.

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 market enthusiasm and the assumptions people can make before a downturn. Coach Pete considers the effect of investment psychology on financial decisions.

The episode also examines accessible emergency savings and the relationship between interest rates and bond prices. Liquidity is discussed as a way to avoid needing to sell investments during an unfavorable market.

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 market enthusiasm and the assumptions people can make before a downturn. Coach Pete considers the effect of investment psychology on financial decisions. rock-on-retirement full-episode retirement-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, market-risk, investing full Coach Pete D'Arruda f6c89c01b3a1460e9a50d6a9ffb54ae2 b67a6bf2-9dc5-404c-b66c-ae0401319706 Fri, 05 Jul 2019 10:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/little-mistakes-that-can-turn-into-big-headaches-f clean Long-Term Income Needs and Retirement Spending Long-Term Income Needs and Retirement Spending The Rock On Retirement team discusses the difference between having financial accounts and planning income for a long retirement. Market changes, fees and the roles of different assets are part of the conversation.

The team also considers how having more free time can affect expenses. Coach Pete connects future spending with reviewing resources and preparing for life through 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 the difference between having financial accounts and planning income for a long retirement. Market changes, fees and the roles of different assets are part of the conversation.

The team also considers how having more free time can affect expenses. Coach Pete connects future spending with reviewing resources and preparing for life through 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 the difference between having financial accounts and planning income for a long retirement. Market changes, fees and the roles of different assets are part of the conversation. rock-on-retirement full-episode retirement-planning market-risk investment-fees retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, market-risk, investment-fees, retirement-lifestyle full Coach Pete D'Arruda f1098aa56f844239b6a7ced15949e959 652a569c-c46f-40c8-b128-ae040131e68e Fri, 28 Jun 2019 10:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/growth-income-and-protection-could-be-a-part-of-yo clean Automatic Savings and Asking Retirement Questions Automatic Savings and Asking Retirement Questions The Rock On Retirement team discusses comparing household spending with retirement goals. Automatic saving and employer matches are considered as ways to keep regular contributions in view.

The conversation also addresses uncertainty about financial planning and not knowing what to ask. The team discusses putting financial information into familiar terms and personalizing a review.

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 comparing household spending with retirement goals. Automatic saving and employer matches are considered as ways to keep regular contributions in view.

The conversation also addresses uncertainty about financial planning and not knowing what to ask. The team discusses putting financial information into familiar terms and personalizing a review.

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 comparing household spending with retirement goals. Automatic saving and employer matches are considered as ways to keep regular contributions in view. rock-on-retirement full-episode retirement-planning 401k retirement-lifestyle rock-on-retirement, full-episode, retirement-planning, 401k, retirement-lifestyle full Coach Pete D'Arruda cdda35f567844150ba4fcbbc513b896d fe4fed6b-6125-4bef-a7b7-ae0401323429 Fri, 21 Jun 2019 10:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/7-ways-you-can-be-sure-you-have-a-retirement-worth clean A Retirement Case Study and Workplace Withdrawal Choices A Retirement Case Study and Workplace Withdrawal Choices The Rock On Retirement team works through a planning example, connecting resources with a household’s desired standard of living. They consider retirement timing, income needs and inflation.

The conversation also discusses workplace retirement account withdrawal choices after leaving an employer. The team examines how the account selected and the timing of withdrawals can affect the broader 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 works through a planning example, connecting resources with a household’s desired standard of living. They consider retirement timing, income needs and inflation.

The conversation also discusses workplace retirement account withdrawal choices after leaving an employer. The team examines how the account selected and the timing of withdrawals can affect the broader 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 works through a planning example, connecting resources with a household’s desired standard of living. They consider retirement timing, income needs and inflation. rock-on-retirement full-episode retirement-planning inflation rock-on-retirement, full-episode, retirement-planning, inflation full Coach Pete D'Arruda 42e75904cac64658983eb57d15713753 ad3fb5f0-dc49-46f0-a06a-ae04013291cb Fri, 14 Jun 2019 10:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/tips-if-you-are-nearing-retirement-and-how-you-can clean Regular 401(k) Saving and Retirement Rollover Questions Regular 401(k) Saving and Retirement Rollover Questions The Rock On Retirement team discusses employer matches and dollar-cost averaging through regular workplace contributions. They consider how saving on a schedule differs from responding to market headlines.

The conversation also explores rollover options and reviewing risk as retirement approaches. Coach Pete connects those decisions with planning for regular household 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 employer matches and dollar-cost averaging through regular workplace contributions. They consider how saving on a schedule differs from responding to market headlines.

The conversation also explores rollover options and reviewing risk as retirement approaches. Coach Pete connects those decisions with planning for regular household 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 employer matches and dollar-cost averaging through regular workplace contributions. They consider how saving on a schedule differs from responding to market headlines. rock-on-retirement full-episode retirement-planning 401k market-risk rock-on-retirement, full-episode, retirement-planning, 401k, market-risk full Coach Pete D'Arruda c4389e4d26ce40258e532941b1697c5e 1e82651e-c992-431b-8de7-ae040132d856 Fri, 07 Jun 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/how-to-know-if-your-401k-is-on-track-and-steps-you clean The Retirement Transition and a Plan You Understand The Retirement Transition and a Plan You Understand The Rock On Retirement team discusses the uncertainty that can accompany the shift from working and saving to retirement. They consider the value of thinking through that transition before it arrives.

The episode also addresses required distributions and taxes. Coach Pete discusses trust in a planner and the importance of understanding the plan and feeling comfortable with ongoing 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.

]]> The Rock On Retirement team discusses the uncertainty that can accompany the shift from working and saving to retirement. They consider the value of thinking through that transition before it arrives.

The episode also addresses required distributions and taxes. Coach Pete discusses trust in a planner and the importance of understanding the plan and feeling comfortable with ongoing 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.

]]> The Rock On Retirement team discusses the uncertainty that can accompany the shift from working and saving to retirement. They consider the value of thinking through that transition before it arrives. rock-on-retirement full-episode retirement-planning required-minimum-distributions tax-planning rock-on-retirement, full-episode, retirement-planning, required-minimum-distributions, tax-planning full Coach Pete D'Arruda f73217bf1c6549d393175a5b1268ba07 548b9f58-ed1a-4b77-bcce-ae0401334ae8 Fri, 31 May 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/switching-from-the-acquisition-phase-to-the-distri 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 Uncovering Fees and Looking Beyond Past Performance Uncovering Fees and Looking Beyond Past Performance The Rock On Retirement team uses face-down cards to illustrate financial details that may be hard to see. Coach Pete discusses a variable annuity review and the importance of asking about all its fees.

The conversation also considers choosing mutual funds based on the previous year’s results. Transparency and an understanding of market behavior are central to the discussion about reviewing retirement 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.

]]> The Rock On Retirement team uses face-down cards to illustrate financial details that may be hard to see. Coach Pete discusses a variable annuity review and the importance of asking about all its fees.

The conversation also considers choosing mutual funds based on the previous year’s results. Transparency and an understanding of market behavior are central to the discussion about reviewing retirement 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.

]]> The Rock On Retirement team uses face-down cards to illustrate financial details that may be hard to see. Coach Pete discusses a variable annuity review and the importance of asking about all its fees. rock-on-retirement full-episode retirement-planning annuities market-risk investment-fees investing rock-on-retirement, full-episode, retirement-planning, annuities, market-risk, investment-fees, investing full Coach Pete D'Arruda d0580d9bfbe8482286489efa8cfb640d 6226695c-16b4-44d0-a011-ae040133e508 Fri, 17 May 2019 10:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/10-most-common-investment-mistakes-how-to-avoid-th clean Turning Hidden Financial Details Face Up Turning Hidden Financial Details Face Up Coach Pete and the Rock On Retirement team use face-down cards as an analogy for financial details that need a closer look. Variable annuity fees are part of the conversation about understanding costs.

The episode also discusses choosing funds because of past performance. Red, green and yellow buckets illustrate the different roles assets can serve within 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 use face-down cards as an analogy for financial details that need a closer look. Variable annuity fees are part of the conversation about understanding costs.

The episode also discusses choosing funds because of past performance. Red, green and yellow buckets illustrate the different roles assets can serve within 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 use face-down cards as an analogy for financial details that need a closer look. Variable annuity fees are part of the conversation about understanding costs. rock-on-retirement full-episode retirement-planning annuities investment-fees investing rock-on-retirement, full-episode, retirement-planning, annuities, investment-fees, investing full Coach Pete D'Arruda d1b83cb821984a2a91c0b18823f97ea2 c14ad45c-90e0-4396-ab48-ae0401347b4c Fri, 10 May 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/how-to-identify-and-avoid-the-most-common-investor clean Market Losses, Emergency Savings and Fund Overlap Market Losses, Emergency Savings and Fund Overlap Coach Pete and the Rock On Retirement team discuss market downturns and the assumption that every investment will recover. They consider how expectations can affect decisions during falling markets.

The episode also looks at overlapping holdings in mutual funds and the role of accessible emergency savings. The conversation connects diversification and liquidity with avoiding forced sales during a difficult period.

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 downturns and the assumption that every investment will recover. They consider how expectations can affect decisions during falling markets.

The episode also looks at overlapping holdings in mutual funds and the role of accessible emergency savings. The conversation connects diversification and liquidity with avoiding forced sales during a difficult period.

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 downturns and the assumption that every investment will recover. They consider how expectations can affect decisions during falling markets. rock-on-retirement full-episode retirement-planning market-risk investing rock-on-retirement, full-episode, retirement-planning, market-risk, investing full Coach Pete D'Arruda d058639163344fe99bb2c46837e3175b e49b1164-4273-475b-b656-ae0401348a0b Fri, 03 May 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/financial-headaches-managing-money-in-your-retirem clean 401(k) Contributions, Rollovers and Retirement Risk 401(k) Contributions, Rollovers and Retirement Risk The Rock On Retirement team discusses employer contributions and regular investing through a 401(k). They consider how saving during each pay period differs from deciding how assets will provide income in retirement.

The conversation also looks at rollover options and the retirement red zone. Reviewing market exposure and the need for reliable household income are central to the discussion about the years around 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 employer contributions and regular investing through a 401(k). They consider how saving during each pay period differs from deciding how assets will provide income in retirement.

The conversation also looks at rollover options and the retirement red zone. Reviewing market exposure and the need for reliable household income are central to the discussion about the years around 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 employer contributions and regular investing through a 401(k). They consider how saving during each pay period differs from deciding how assets will provide income in retirement. rock-on-retirement full-episode retirement-planning 401k market-risk investing rock-on-retirement, full-episode, retirement-planning, 401k, market-risk, investing full Coach Pete D'Arruda 9e9fd5b8c2174e7ab599bb5782a1b567 9cfabd19-0880-4b6e-8594-ae040134e7d6 Fri, 26 Apr 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/things-you-need-to-know-to-keep-your-401k-on-track 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 Comparing Fees and the Work Behind Investments Comparing Fees and the Work Behind Investments The Rock On Retirement team compares hypothetical accounts to illustrate the long-term effect of different fee levels. They discuss commissions and questions about the costs behind financial recommendations.

The conversation also explores investing in a business or managing rental properties. Time, effort and responsibilities are part of the discussion about evaluating investments alongside retirement 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 compares hypothetical accounts to illustrate the long-term effect of different fee levels. They discuss commissions and questions about the costs behind financial recommendations.

The conversation also explores investing in a business or managing rental properties. Time, effort and responsibilities are part of the discussion about evaluating investments alongside retirement 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 compares hypothetical accounts to illustrate the long-term effect of different fee levels. They discuss commissions and questions about the costs behind financial recommendations. rock-on-retirement full-episode retirement-planning investment-fees investing rock-on-retirement, full-episode, retirement-planning, investment-fees, investing full Coach Pete D'Arruda abc5c10b54b54636982550a354cb4519 7a152263-8f89-4b80-8be0-ae0401355dd6 Fri, 12 Apr 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/8-shades-of-risks-and-tips-on-how-to-master-your-r clean Reviewing Retirement Risk and Financial Guidance Reviewing Retirement Risk and Financial Guidance The Rock On Retirement team discusses the relationship between age, a retirement timeline and investment risk. They consider how market growth can make it easy to overlook the possibility of losses.

Coach Pete also discusses fiduciary responsibilities and planning for household income. The conversation includes resources for a spouse and the value of reviewing how different parts of a retirement plan work together.

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 relationship between age, a retirement timeline and investment risk. They consider how market growth can make it easy to overlook the possibility of losses.

Coach Pete also discusses fiduciary responsibilities and planning for household income. The conversation includes resources for a spouse and the value of reviewing how different parts of a retirement plan work together.

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 relationship between age, a retirement timeline and investment risk. They consider how market growth can make it easy to overlook the possibility of losses. rock-on-retirement full-episode retirement-planning market-risk financial-advisors investing rock-on-retirement, full-episode, retirement-planning, market-risk, financial-advisors, investing full Coach Pete D'Arruda 1982d408158843dca3a04355585d4b5f c2ecda92-d9f4-4584-86a2-ae040135aff9 Fri, 05 Apr 2019 10:00:00 +0000 2646 https://omny.fm/shows/rock-on-retirement/learn-how-to-apply-the-rule-of-three-to-your-retir 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 Fees, Investor Decisions and a Financial Inspection Fees, Investor Decisions and a Financial Inspection Coach Pete and the Rock On Retirement team discuss investor behavior, market changes and costs inside financial accounts. The conversation considers how timing decisions and commissions can influence results.

Financial termites provide an analogy for costs that may go unnoticed until a closer review. The team also discusses fiduciary responsibilities and the value of understanding how an adviser’s recommendations fit 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 investor behavior, market changes and costs inside financial accounts. The conversation considers how timing decisions and commissions can influence results.

Financial termites provide an analogy for costs that may go unnoticed until a closer review. The team also discusses fiduciary responsibilities and the value of understanding how an adviser’s recommendations fit 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 investor behavior, market changes and costs inside financial accounts. The conversation considers how timing decisions and commissions can influence results. rock-on-retirement full-episode retirement-planning market-risk investment-fees financial-advisors investing rock-on-retirement, full-episode, retirement-planning, market-risk, investment-fees, financial-advisors, investing full Coach Pete D'Arruda f6524dc47dd34290bf77fe11935c4d61 f46df923-aa23-4b1b-997b-ae040136d43f Fri, 15 Mar 2019 10:00:00 +0000 2136 https://omny.fm/shows/rock-on-retirement/how-to-keep-your-money-safe-from-the-market-and-ne 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 Preparing for Retirement and Choosing Financial Guidance Preparing for Retirement and Choosing Financial Guidance The Rock On Retirement team discusses the uncertainty that can accompany the move from working and saving to living on retirement resources. They consider the value of imagining the years ahead and reviewing the plan over time.

The conversation also addresses required minimum distributions and questions about financial guidance. Coach Pete discusses fiduciary responsibilities, comparing plans and looking beyond a standard approach when evaluating a household’s 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 discusses the uncertainty that can accompany the move from working and saving to living on retirement resources. They consider the value of imagining the years ahead and reviewing the plan over time.

The conversation also addresses required minimum distributions and questions about financial guidance. Coach Pete discusses fiduciary responsibilities, comparing plans and looking beyond a standard approach when evaluating a household’s 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 discusses the uncertainty that can accompany the move from working and saving to living on retirement resources. They consider the value of imagining the years ahead and reviewing the plan over time. rock-on-retirement full-episode retirement-planning required-minimum-distributions financial-advisors rock-on-retirement, full-episode, retirement-planning, required-minimum-distributions, financial-advisors full Coach Pete D'Arruda bc153a9f0fdb441d977e37013a0d8116 39dbacc6-06cf-442b-8ba6-ae0401378c36 Fri, 01 Mar 2019 11:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/time-to-switch-gears-to-the-distribution-phase-of 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 401(k) Loans and a Retirement Plan Checkup 401(k) Loans and a Retirement Plan Checkup The Rock On Retirement team discusses borrowing from a 401(k), including repayment questions that can arise after a job change. Taxes and the possibility of a long retirement are part of the broader planning conversation.

The team also uses red, yellow and green buckets to illustrate different roles for retirement assets. A financial housecleaning analogy encourages listeners to review the pieces of their plan and how they work together.

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 borrowing from a 401(k), including repayment questions that can arise after a job change. Taxes and the possibility of a long retirement are part of the broader planning conversation.

The team also uses red, yellow and green buckets to illustrate different roles for retirement assets. A financial housecleaning analogy encourages listeners to review the pieces of their plan and how they work together.

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 borrowing from a 401(k), including repayment questions that can arise after a job change. Taxes and the possibility of a long retirement are part of the broader planning conversation. rock-on-retirement full-episode retirement-planning 401k tax-planning rock-on-retirement, full-episode, retirement-planning, 401k, tax-planning full Coach Pete D'Arruda dd92589dc3774d7d8f3d3d26548deb59 8084c0f5-1137-48e7-b12d-ae040137cce6 Fri, 15 Feb 2019 11:00:00 +0000 2133 https://omny.fm/shows/rock-on-retirement/what-you-really-need-to-know-for-your-401k-plan-an clean Investor Behavior, Fees and a Financial Inspection Investor Behavior, Fees and a Financial Inspection The Rock On Retirement team discusses how investor behavior can influence financial decisions. They examine fees, commissions and other costs that can be easy to overlook when reviewing an investment account.

Using financial termites as an analogy, the conversation explains why a closer inspection can reveal weaknesses in a retirement plan. The team also discusses fiduciary responsibilities and questions to ask when choosing 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.

]]> The Rock On Retirement team discusses how investor behavior can influence financial decisions. They examine fees, commissions and other costs that can be easy to overlook when reviewing an investment account.

Using financial termites as an analogy, the conversation explains why a closer inspection can reveal weaknesses in a retirement plan. The team also discusses fiduciary responsibilities and questions to ask when choosing 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.

]]> The Rock On Retirement team discusses how investor behavior can influence financial decisions. They examine fees, commissions and other costs that can be easy to overlook when reviewing an investment account. rock-on-retirement full-episode retirement-planning investment-fees financial-advisors investing rock-on-retirement, full-episode, retirement-planning, investment-fees, financial-advisors, investing full Coach Pete D'Arruda 8d79b61f3eac4cc6b87f7fbc5642a81d c4176f6e-49a7-4040-a998-ae04013875e3 Fri, 08 Feb 2019 11:00:00 +0000 2135 https://omny.fm/shows/rock-on-retirement/retirement-planning-concepts-that-are-overlooked-a 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 Independent Reviews, Advisor Trust, and a Financial Foundation Independent Reviews, Advisor Trust, and a Financial Foundation The Rock On Retirement team discusses trust in financial advisors and obtaining an independent review. The conversation considers the oversight behind allowing another person to make financial decisions.

Coach Pete uses pyramid and treehouse analogies to discuss a retirement plan's foundation. The episode also explores hidden financial risks and the questions behind examining an existing 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.

]]> The Rock On Retirement team discusses trust in financial advisors and obtaining an independent review. The conversation considers the oversight behind allowing another person to make financial decisions.

Coach Pete uses pyramid and treehouse analogies to discuss a retirement plan's foundation. The episode also explores hidden financial risks and the questions behind examining an existing 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.

]]> The Rock On Retirement team discusses trust in financial advisors and obtaining an independent review. The conversation considers the oversight behind allowing another person to make financial decisions. rock-on-retirement full-episode retirement-planning financial-advisors rock-on-retirement, full-episode, retirement-planning, financial-advisors full Coach Pete D'Arruda edf96c38-3e3d-401d-98f3-b4e2009306c6 edf96c38-3e3d-401d-98f3-b4e2009306c6 Fri, 04 Jan 2019 11:00:00 +0000 2126 https://omny.fm/shows/rock-on-retirement/independent-reviews-advisor-trust-and-a-financial-foundation Workplace Saving, Roth Accounts, and Annuity Income Features Workplace Saving, Roth Accounts, and Annuity Income Features Coach Pete and the Rock On Retirement team discuss workplace retirement contributions. The conversation considers the difference between a current tax deduction and tax questions in later life.

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the Rock On Retirement team discuss workplace retirement contributions. The conversation considers the difference between a current tax deduction and tax questions in later life.

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

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

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

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

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

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Rock On Retirement team discusses reviewing workplace contributions near year-end. The conversation considers Roth accounts and taxes when retirement savings are used. rock-on-retirement full-episode retirement-planning roth-accounts required-minimum-distributions annuities tax-planning rock-on-retirement, full-episode, retirement-planning, roth-accounts, required-minimum-distributions, annuities, tax-planning full Coach Pete D'Arruda 7e926f5b5f56424fb57a9e75dfcfbbf1 11fedab7-1aff-4a5f-9dd8-ae0401392e2e Fri, 28 Dec 2018 11:00:00 +0000 2137 https://omny.fm/shows/rock-on-retirement/how-to-create-a-better-401-k-and-a-retirement-plan clean Joint Holiday Edition: Family Savings, Gift Costs and Christmas Memories Joint Holiday Edition: Family Savings, Gift Costs and Christmas Memories Coach Pete brings the Financial Safari, America’s 401k and Rock On Retirement teams together for their joint Christmas edition. They discuss saving for children and grandchildren and encouraging an interest in financial decisions.

The conversation also considers the cost of the gifts in the Twelve Days of Christmas and changes in gold prices. The team shares favorite holiday movies, family memories and Christmas greetings.

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 brings the Financial Safari, America’s 401k and Rock On Retirement teams together for their joint Christmas edition. They discuss saving for children and grandchildren and encouraging an interest in financial decisions.

The conversation also considers the cost of the gifts in the Twelve Days of Christmas and changes in gold prices. The team shares favorite holiday movies, family memories and Christmas greetings.

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 brings the Financial Safari, America’s 401k and Rock On Retirement teams together for their joint Christmas edition. They discuss saving for children and grandchildren and encouraging an interest in financial decisions. rock-on-retirement full-episode retirement-planning 401k rock-on-retirement, full-episode, retirement-planning, 401k full Coach Pete D'Arruda 80d81c09-9336-4cec-9f7e-b4e300eeb450 80d81c09-9336-4cec-9f7e-b4e300eeb450 Fri, 21 Dec 2018 11:00:00 +0000 3590 https://omny.fm/shows/rock-on-retirement/joint-holiday-edition-family-savings-gift-costs-and-christmas-memories Investment Emotions, Account Transfers, and Technology Changes Investment Emotions, Account Transfers, and Technology Changes Coach Pete and the Rock On Retirement team discuss watching account values and reacting to market changes. The conversation considers regular workplace contributions and emotional investment decisions.

The episode also explores delays in transferring money between accounts. Stories about computer failures and driverless cars provide a change of pace.

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 watching account values and reacting to market changes. The conversation considers regular workplace contributions and emotional investment decisions.

The episode also explores delays in transferring money between accounts. Stories about computer failures and driverless cars provide a change of pace.

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 watching account values and reacting to market changes. The conversation considers regular workplace contributions and emotional investment decisions. rock-on-retirement full-episode retirement-planning market-risk retirement-lifestyle investing rock-on-retirement, full-episode, retirement-planning, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 52b0837f5bfb45f39725f8df8f689531 442cc852-e043-4870-b6f6-ae040139b303 Fri, 05 Oct 2018 10:00:00 +0000 2130 https://omny.fm/shows/rock-on-retirement/seven-key-elements-to-a-retirement-plan-and-more clean Independent Reviews, Financial Termites, and a Retirement Foundation Independent Reviews, Financial Termites, and a Retirement Foundation Coach Pete and the Rock On Retirement team discuss obtaining another opinion about a financial plan. The conversation considers advisor oversight and an athlete's reported financial difficulties.

The episode also explores hidden risks through the financial-termite analogy. Pyramid and treehouse examples frame the discussion of a retirement strategy's foundation.

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 obtaining another opinion about a financial plan. The conversation considers advisor oversight and an athlete's reported financial difficulties.

The episode also explores hidden risks through the financial-termite analogy. Pyramid and treehouse examples frame the discussion of a retirement strategy's foundation.

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 obtaining another opinion about a financial plan. The conversation considers advisor oversight and an athlete's reported financial difficulties. rock-on-retirement full-episode retirement-planning financial-advisors rock-on-retirement, full-episode, retirement-planning, financial-advisors full Coach Pete D'Arruda 09e3c7af019e407cbc0affe30cd40bb1 9d11fabc-9fcc-4fcd-95f4-ae040139f171 Fri, 21 Sep 2018 10:00:00 +0000 2130 https://omny.fm/shows/rock-on-retirement/how-do-i-know-if-ive-saved-enough-for-retirement-w clean Household Planning Examples and When One Spouse Retires First Household Planning Examples and When One Spouse Retires First Marty Hensley co-hosts Rock On Retirement and shares household planning examples. The conversation considers different financial circumstances and the priorities behind a retirement plan.

The episode also explores one spouse retiring before the other. The team addresses listener questions about planning around 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.

]]> Marty Hensley co-hosts Rock On Retirement and shares household planning examples. The conversation considers different financial circumstances and the priorities behind a retirement plan.

The episode also explores one spouse retiring before the other. The team addresses listener questions about planning around 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.

]]> Marty Hensley co-hosts Rock On Retirement and shares household planning examples. The conversation considers different financial circumstances and the priorities behind a retirement plan. rock-on-retirement full-episode retirement-planning rock-on-retirement, full-episode, retirement-planning full Coach Pete D'Arruda b50347fa22474893a832166a6ed2c6a4 a1702692-ed10-4978-99bb-ae040139f859 Fri, 17 Aug 2018 10:00:00 +0000 2130 https://omny.fm/shows/rock-on-retirement/a-5-million-dollar-case-study-a-special-guest-host clean A Guitarist's Tour Story, Boston Beer Shares, and Financial Teamwork A Guitarist's Tour Story, Boston Beer Shares, and Financial Teamwork The Rock On Retirement team shares a guitarist's account of preparing to tour with Ozzy Osbourne. Coach Pete also tells a story about buying Boston Beer shares and finding the original certificate years later.

The episode explores financial teamwork through a football analogy. A conversation about Robert Sarzo and his son provides additional stories about music and family life.

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 shares a guitarist's account of preparing to tour with Ozzy Osbourne. Coach Pete also tells a story about buying Boston Beer shares and finding the original certificate years later.

The episode explores financial teamwork through a football analogy. A conversation about Robert Sarzo and his son provides additional stories about music and family life.

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 shares a guitarist's account of preparing to tour with Ozzy Osbourne. Coach Pete also tells a story about buying Boston Beer shares and finding the original certificate years later. rock-on-retirement full-episode retirement-planning rock-on-retirement, full-episode, retirement-planning full Coach Pete D'Arruda 453d9365968741b49a07384b3449a8f5 2aef4a92-d01c-43a8-af67-ae04013aac62 Fri, 03 Aug 2018 10:00:00 +0000 2130 https://omny.fm/shows/rock-on-retirement/this-week-coach-pete-darruda-dispels-some-myths-ab clean Real Money, Family Beneficiaries, and Retirement Investment Risk Real Money, Family Beneficiaries, and Retirement Investment Risk The Rock On Retirement team discusses Eddie Money's Real Money television show. The conversation considers family dynamics and choices about passing assets to children.

The episode also explores reviewing beneficiaries when a will or trust changes. Coach Pete discusses investment risk and the details 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.

]]> The Rock On Retirement team discusses Eddie Money's Real Money television show. The conversation considers family dynamics and choices about passing assets to children.

The episode also explores reviewing beneficiaries when a will or trust changes. Coach Pete discusses investment risk and the details 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.

]]> The Rock On Retirement team discusses Eddie Money's Real Money television show. The conversation considers family dynamics and choices about passing assets to children. rock-on-retirement full-episode retirement-planning estate-planning investing rock-on-retirement, full-episode, retirement-planning, estate-planning, investing full Coach Pete D'Arruda daa294ee2cef49a7a75486f9d1f43785 f8426e88-37f5-4e5d-bb9a-ae04013ab89a Fri, 20 Jul 2018 10:00:00 +0000 2130 https://omny.fm/shows/rock-on-retirement/annuities-the-good-the-bad-and-the-ugly-then-quest 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 Small Financial Mistakes, Retirement Research, and Investment Questions Small Financial Mistakes, Retirement Research, and Investment Questions Coach Pete discusses small mistakes that can lead to larger financial difficulties. The conversation considers examining the details of an existing strategy.

The episode also explores a Center for Retirement Research study. Coach shares his five-keys approach to investment 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 discusses small mistakes that can lead to larger financial difficulties. The conversation considers examining the details of an existing strategy.

The episode also explores a Center for Retirement Research study. Coach shares his five-keys approach to investment 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 discusses small mistakes that can lead to larger financial difficulties. The conversation considers examining the details of an existing strategy. rock-on-retirement full-episode retirement-planning investing rock-on-retirement, full-episode, retirement-planning, investing full Coach Pete D'Arruda db8d5a86e95245919604272318fbeb6f 8450df61-b4fa-428d-8d69-ae04013b3df6 Fri, 06 Jul 2018 10:00:00 +0000 2111 https://omny.fm/shows/rock-on-retirement/little-mistakes-big-headaches-and-the-five-keys-to clean