Roth and Traditional Accounts, Asset Allocation, and Retirement Fees

 

Rock on Retirement — Full Episodes

Browse the full radio and podcast editions of Rock on Retirement. Episodes retain their archive dates; some recordings are replays. For the complete… 
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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.