2024-03-23 ROR SEG 1

In this conversation, Coach Pete and guest, Chuck Kaiton, discuss the importance of retirement planning and the need for individuals to be in control of their retirement. They introduce Coach Pete's Power Plan, which is a comprehensive retirement planning process. The three Cs of retirement planning, namely confidence, control, and clarity, are emphasized. The hosts also highlight the importance of safety, principal protection, and lifetime income in retirement. They discuss the pitfalls of gimmicks and games in the financial world and stress the need for guarantees. 

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. 

In this conversation, Coach Pete and guest, Chuck Kaiton, discuss the importance of retirement planning and the need for individuals to be in control of their retirement. They introduce Coach Pete's Power Plan, which is a comprehensive retirement planning process. The three Cs of retirement planning, namely confidence, control, and clarity, are emphasized. The hosts also highlight the importance of safety, principal protection, and lifetime income in retirement. They discuss the pitfalls of gimmicks and games in the financial world and stress the need for guarantees. 
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit<a href="http://www.rockonretirement.com/"> RockOnRetirement.com</a>.

The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

Rock on Retirement

The 3 C's of Retirement Planning!

2024-05-04 ROR SEG 4

On this episode of Rock On Retirement, Coach Pete talks about the importance of having a realistic view of money and reaching financial goals. This conversation explores 18 common misconceptions about money. The first misconception is that having more money will make you happier, but research shows that there is only a weak link between money and happiness. Other misconceptions include the belief that money can buy health or solve relationship issues. It's important to understand how to allocate your funds to cover your needs, wants, and future aspirations to feel more in control of your finances.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. 

On this episode of Rock On Retirement, Coach Pete talks about the importance of having a realistic view of money and reaching financial goals. This conversation explores 18 common misconceptions about money. The first misconception is that having more money will make you happier, but research shows that there is only a weak link between money and happiness. Other misconceptions include the belief that money can buy health or solve relationship issues. It's important to understand how to allocate your funds to cover your needs, wants, and future aspirations to feel more in control of your finances.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit<a href="http://www.rockonretirement.com/"> RockOnRetirement.com</a>.

Setting Reasonable Financial Goals

2024-05-04 ROR SEG 3

On this episode of Rock On Retirement, Coach Pete focuses on the importance of balance in retirement planning and choosing the right advisor. He discusses the role of designations and the qualities to look for in an advisor. They emphasize the need for a fiduciary who prioritizes proper balance between risk and safety. The conversation also highlights the drawbacks of putting all money at risk and the benefits of having a portion in safe investments. 

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. 

On this episode of Rock On Retirement, Coach Pete focuses on the importance of balance in retirement planning and choosing the right advisor. He discusses the role of designations and the qualities to look for in an advisor. They emphasize the need for a fiduciary who prioritizes proper balance between risk and safety. The conversation also highlights the drawbacks of putting all money at risk and the benefits of having a portion in safe investments. 
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit<a href="http://www.rockonretirement.com/"> RockOnRetirement.com</a>.

The Importance of Proper Balance!

2024-05-04 ROR SEG 2

In this episode of Rock On Retirement, Coach Pete discusses the importance of lifetime income and why stockbrokers may not prioritize it. The hosts highlight the benefits of safe money and guaranteed income in retirement, including the peace of mind it provides. The conversation also touches on trivia questions about US presidents and their businesses. The hosts encourage listeners to reach out to Coach Pete and his team to explore safe money income options.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. 

In this episode of Rock On Retirement, Coach Pete discusses the importance of lifetime income and why stockbrokers may not prioritize it. The hosts highlight the benefits of safe money and guaranteed income in retirement, including the peace of mind it provides. The conversation also touches on trivia questions about US presidents and their businesses. The hosts encourage listeners to reach out to Coach Pete and his team to explore safe money income options.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit<a href="http://www.rockonretirement.com/"> RockOnRetirement.com</a>.

The 3 C's of Retirement Planning!

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