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Coach Pete and the team decode today’s market trends and show you how to turn sudden wealth into a lifelong income plan—without gambling your future on hot-stock hype. You’ll learn why a true fiduciary matters, how to dodge the potholes of poorly managed investments, and the simple strategy that can make your money work when you don’t. Plus, get the scoop on brand-new financial education books that turn complex ideas into moves you can make this week.

Coach Pete and the team decode today&rsquo;s market trends and show you how to turn sudden wealth into a lifelong income plan&mdash;without gambling your future on hot-stock hype. You&rsquo;ll learn why a true fiduciary matters, how to dodge the potholes of poorly managed investments, and the simple strategy that can make your money work when you don&rsquo;t. Plus, get the scoop on brand-new financial education books that turn complex ideas into moves you can make this week.

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.

Rock on Retirement

The mission of Rock on Retirement with Coach Pete D'Arruda of Capital Financial 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.

The mission of Rock on Retirement with Coach Pete D'Arruda of Capital Financial 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.

From Windfall to Paycheck: The Retirement Strategy Wall Street Won’t Tell You

In this episode of Rock On Retirement, Thomas Lipscomb is joined by NHL Hall of Fame broadcaster Chuck Kaiton and bestselling author Coach Pete D’Arruda for a lively conversation about retirement planning, income, taxes, and what it really means to be ready for life after work.

Coach Pete introduces his latest resource, The 22-Step Total Retirement Plan, a full-color guide designed to show the planning process behind a customized retirement income strategy. The discussion covers why retirees should “project and protect”—projecting the lifestyle they want, pricing it in today’s dollars, accounting for inflation, and protecting the income needed to make it happen.

The episode also explores test-driving retirement, avoiding procrastination, using Roth strategies, understanding living benefits in life insurance, creating lifetime income through a GPI-style approach, and separating retirement assets into risk, safety, and emergency buckets. Chuck also shares his own perspective as a client navigating retirement income, required minimum distributions, and tax-free retirement dollars.

Listeners also hear about Coach Pete’s online resources, including RockOnRetirement.com, FinancialSpeakeasy.com, and the opportunity to receive retirement planning materials and Coach Pete’s book Tax Savvy Retirement.

In this episode of Rock On Retirement, Thomas Lipscomb is joined by NHL Hall of Fame broadcaster Chuck Kaiton and bestselling author Coach Pete D&rsquo;Arruda for a lively conversation about retirement planning, income, taxes, and what it really means to be ready for life after work.
Coach Pete introduces his latest resource, The 22-Step Total Retirement Plan, a full-color guide designed to show the planning process behind a customized retirement income strategy. The discussion covers why retirees should &ldquo;project and protect&rdquo;&mdash;projecting the lifestyle they want, pricing it in today&rsquo;s dollars, accounting for inflation, and protecting the income needed to make it happen.
The episode also explores test-driving retirement, avoiding procrastination, using Roth strategies, understanding living benefits in life insurance, creating lifetime income through a GPI-style approach, and separating retirement assets into risk, safety, and emergency buckets. Chuck also shares his own perspective as a client navigating retirement income, required minimum distributions, and tax-free retirement dollars.
Listeners also hear about Coach Pete&rsquo;s online resources, including RockOnRetirement.com, FinancialSpeakeasy.com, and the opportunity to receive retirement planning materials and Coach Pete&rsquo;s book Tax Savvy Retirement.

The 22-Step Plan for Income, Protection, and Peace of Mind

Coach Pete and Russ Hackman (The Wall Street Sweeper) rip through the smart year-end plays people skip—rebalancing, tax-minded moves, and tightening up the plan before the “financial red zone” hits you back. They clear up the wills vs. trusts confusion in plain English, so you’re not leaving a mess for your family. Don't miss this critical conversation that also touches on how AI is shaking up investing and why your retirement plan should be built to survive an uncertain future.

Coach Pete and Russ Hackman (The Wall Street Sweeper) rip through the smart year-end plays people skip&mdash;rebalancing, tax-minded moves, and tightening up the plan before the &ldquo;financial red zone&rdquo; hits you back. They clear up the wills vs. trusts confusion in plain English, so you&rsquo;re not leaving a mess for your family. Don't miss this critical conversation that also touches on how AI is shaking up investing and why your retirement plan should be built to survive an uncertain future.

Red Zone Retirement Moves — The One Checklist That Can Save Your Plan Before It’s Too Late

Coach Pete brings in NHL Hall of Fame broadcaster Chuck Kaiton and gets straight to the real retirement question: how do you turn savings into lifetime income without getting wrecked when markets swing? They break down Coach Pete’s “Financial Fill-Up” approach—why Chuck can take required minimum distributions (RMDs) and still see his portfolio refilling—plus the “dozen tips” that matter most when you’re in the retirement red zone. Then they go after the financial termites: hidden fees and non-traded REITs where Coach says commissions can run “up to 15%,” and warns some people learn the hard way when those products lock you in like “Hotel California.”

Coach Pete brings in NHL Hall of Fame broadcaster Chuck Kaiton and gets straight to the real retirement question: how do you turn savings into lifetime income without getting wrecked when markets swing? They break down Coach Pete&rsquo;s &ldquo;Financial Fill-Up&rdquo; approach&mdash;why Chuck can take required minimum distributions (RMDs) and still see his portfolio refilling&mdash;plus the &ldquo;dozen tips&rdquo; that matter most when you&rsquo;re in the retirement red zone. Then they go after the financial termites: hidden fees and non-traded REITs where Coach says commissions can run &ldquo;up to 15%,&rdquo; and warns some people learn the hard way when those products lock you in like &ldquo;Hotel California.&rdquo;

From Windfall to Paycheck: The Retirement Strategy Wall Street Won’t Tell You

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