Rock on Retirement with Coach PeteCoach Pete and the Rock On Retirement team discuss tax brackets and the role of location in state tax planning. The conversation also explores the financial-fill-up concept and income for both spouses.
The episode considers digital assets, artificial intelligence, and diversification. A Brokers Behaving Badly feature discusses an alleged tax-refund fraud case, while personal stories cover flooding and household repairs.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.
