2024-05-18 ROR SEG 3

In this conversation, Coach Pete discusses the importance of having a solid retirement foundation and the role of income planning in retirement. He highlights the need for a core part of the financial plan that provides lifetime income and ensures financial security. The hosts also emphasize the difference between red money (high-risk investments) and green money (safe, income-generating accounts). The conversation touches on the benefits of 'pensionizing' a lump sum of money and the importance of understanding the motives of financial advisors. 

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. 

<p>In this conversation, Coach Pete discusses the importance of having a solid retirement foundation and the role of income planning in retirement. He highlights the need for a core part of the financial plan that provides lifetime income and ensures financial security. The hosts also emphasize the difference between red money (high-risk investments) and green money (safe, income-generating accounts). The conversation touches on the benefits of 'pensionizing' a lump sum of money and the importance of understanding the motives of financial advisors. </p>
<p>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>. </p>

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.

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