Coach Pete and his crew show why income beats net worth in the red zone—and how to turn your savings into paychecks you can’t outlive. They bust diversification myths, demystify RMD timing, and share savvy tactics for federal employees to keep more after taxes. Plus, a rapid-fire Q&A on downsizing and tax-smart withdrawals gives you a simple sequence that could save you thousands!

Coach Pete and his crew show why income beats net worth in the red zone&mdash;and how to turn your savings into paychecks you can&rsquo;t outlive. They bust diversification myths, demystify RMD timing, and share savvy tactics for federal employees to keep more after taxes. Plus, a rapid-fire Q&amp;A on downsizing and tax-smart withdrawals gives you a simple sequence that could save you thousands!

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.

Guaranteed Paychecks, Not Guesswork: The Retirement Remix You Need Now

Marker 08

Coach Pete and Russ Hackmann break down the smartest year-end retirement moves, why rebalancing matters more than most people think, and the real difference between wills and trusts — without the boring legal jargon. They dig into the “financial red zone,” explain how AI is quietly changing investments, and call out the mistakes that can derail retirement fast. If you want a clear, no-nonsense game plan to protect your money and retire with confidence, this episode is a must-listen.

Coach Pete and Russ Hackmann break down the smartest year-end retirement moves, why rebalancing matters more than most people think, and the real difference between wills and trusts &mdash; without the boring legal jargon. They dig into the &ldquo;financial red zone,&rdquo; explain how AI is quietly changing investments, and call out the mistakes that can derail retirement fast. If you want a clear, no-nonsense game plan to protect your money and retire with confidence, this episode is a must-listen.

The Retirement Red Zone: Moves You Can’t Afford to Miss

The gloves come off as Coach Pete and the team break down the smart—and not-so-smart—ways people are using their 401(k)s. They dive into Roth vs. traditional accounts, safe money strategies, and how to build lifetime income that doesn’t disappear when the market gets rocky. Along the way, Coach Pete exposes the “financial termites” quietly eating away at retirement savings and challenges listeners to take back control before it’s too late.

The gloves come off as Coach Pete and the team break down the smart&mdash;and not-so-smart&mdash;ways people are using their 401(k)s. They dive into Roth vs. traditional accounts, safe money strategies, and how to build lifetime income that doesn&rsquo;t disappear when the market gets rocky. Along the way, Coach Pete exposes the &ldquo;financial termites&rdquo; quietly eating away at retirement savings and challenges listeners to take back control before it&rsquo;s too late.

The Retirement Killers Hiding in Your 401(k) (And How to Rock Past Them)

Coach Pete and the team pull back the curtain on how market volatility really impacts retirement — and who actually benefits when markets swing. They challenge outdated strategies like the 60-40 portfolio, break down the importance of tax planning, and explain why lifetime income and risk management matter more than chasing returns. This episode shows how cutting through the media noise and building a real plan can make the difference between hoping for retirement and owning it.

Coach Pete and the team pull back the curtain on how market volatility really impacts retirement &mdash; and who actually benefits when markets swing. They challenge outdated strategies like the 60-40 portfolio, break down the importance of tax planning, and explain why lifetime income and risk management matter more than chasing returns. This episode shows how cutting through the media noise and building a real plan can make the difference between hoping for retirement and owning it.

Guaranteed Paychecks, Not Guesswork: The Retirement Remix You Need Now

In 1 playlist(s)

Rock on Retirement

Social links

Follow podcast

Recent clips