Roth and Traditional Accounts, Asset Allocation, and Retirement Fees

 

Rock on Retirement with Coach Pete

Planning for life after work takes more than an account balance. Coach Pete D'Arruda and the Rock on Retirement team explore retirement income, spendi… 
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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.