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The Connection Between Financial and Physical Health
In this engaging conversation, the Coach Pete discusses the critical relationship between financial health and overall well-being. They emphasize the importance of having a second opinion on financial matters, the impact of financial stress on mental and physical health, and the necessity of honest…
Understanding the Financial Red Zone
In this episode, the hosts discuss essential strategies for maximizing retirement income, protecting assets, and planning for market fluctuations. They emphasize the importance of having a comprehensive retirement plan that includes guaranteed income streams and the need to prepare for potential ma…
Debt Management: The First Step to Retirement
In this episode of Rock On Retirement, host Coach Pete, along with Bruce Rosenbloom, Marty Hensley, and Thomas Lipscomb, discuss essential strategies for retirement planning. They emphasize the importance of being prepared for the financial red zone, managing debt effectively, and creating a compre…
Tax Strategies for Wealthy Retirees
In this conversation, Coach Pete tackles the rising popularity of annuities as a financial product for retirement planning, emphasizing their role in providing income stability. They explore the importance of tax planning, especially for high net worth individuals, and how strategic financial plann…
Creating your own Perfect Pension Plan!
On this episode of Rock On Retirement, Coach Pete covers various topics related to retirement planning and the importance of annuities. The main theme is the need for consistent and reliable income in retirement. The conversation also discusses the concept of red and green money, where red money re…
Build up your Retirement Foundation!
In this conversation, Coach Pete discusses the importance of having a solid retirement foundation and the role of income planning in retirement. He highlights the need for a core part of the financial plan that provides lifetime income and ensures financial security. The hosts also emphasize the di…