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.