Rock on Retirement with Coach PeteCoach Pete and the Rock On Retirement team discuss decisions after receiving sudden wealth. The conversation considers market trends and the risks behind popular investments.
The episode also explores fiduciary responsibilities and financial education books. The team discusses the questions behind planning for income and reviewing an existing portfolio.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.
