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 crank up the volume on smart retirement planning, breaking down year-end money moves, why rebalancing matters more than ever, and the real difference between a will and a trust (hint: they’re not the same thing). They dig into the financial red zone, talk AI and investing in plain English, and explain how today’s market shifts can either help or hurt your retirement if you’re not paying attention. If you want a clear, no-nonsense game plan to protect your money and rock into retirement with confidence, this episode hits all the right notes.

Coach Pete and Russ Hackmann crank up the volume on smart retirement planning, breaking down year-end money moves, why rebalancing matters more than ever, and the real difference between a will and a trust (hint: they&rsquo;re not the same thing). They dig into the financial red zone, talk AI and investing in plain English, and explain how today&rsquo;s market shifts can either help or hurt your retirement if you&rsquo;re not paying attention. If you want a clear, no-nonsense game plan to protect your money and rock into retirement with confidence, this episode hits all the right notes.

The Retirement Red Zone: AI, Year-End Money Moves, and the Mistakes That Can Blow Your Game Plan

Coach Pete and his crew turn up the volume on 401(k) maxing, break down Roth vs. Traditional in plain English, and spotlight safe-money moves that protect your core. They map out lifetime income planning, right-sized asset allocation, and real-world risk tolerance so your plan can rock in any market. And they also hunt down “financial termites” like hidden fees while dropping a challenge for you to take control of your financial future!

Coach Pete and his crew turn up the volume on 401(k) maxing, break down Roth vs. Traditional in plain English, and spotlight safe-money moves that protect your core. They map out lifetime income planning, right-sized asset allocation, and real-world risk tolerance so your plan can rock in any market. And they also hunt down &ldquo;financial termites&rdquo; like hidden fees while dropping a challenge for you to take control of your financial future!

Crank Up Your 401(k): Roth Showdowns, Safe-Money Hits, and Termite Traps!

Coach Pete and the crew break down sneaky money leaks—like tiny fees and “lifestyle creep”—that can quietly wreck your nest egg, and show you how to stress-test a plan so market headlines don’t jerk your retirement around. You’ll hear why Shaq’s “trust but verify” approach to picking a fiduciary advisor still wins, when to start planning (hint: yesterday), and how to set up safe income first with a little “play money” on the side. They even tackle the “work longer or not?” debate—making it your choice, not a necessity—so you can rock retirement on your terms.

Coach Pete and the crew break down sneaky money leaks&mdash;like tiny fees and &ldquo;lifestyle creep&rdquo;&mdash;that can quietly wreck your nest egg, and show you how to stress-test a plan so market headlines don&rsquo;t jerk your retirement around. You&rsquo;ll hear why Shaq&rsquo;s &ldquo;trust but verify&rdquo; approach to picking a fiduciary advisor still wins, when to start planning (hint: yesterday), and how to set up safe income first with a little &ldquo;play money&rdquo; on the side. They even tackle the &ldquo;work longer or not?&rdquo; debate&mdash;making it your choice, not a necessity&mdash;so you can rock retirement on your terms.

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

Rock on Retirement

In 1 playlist(s)

Rock on Retirement

Social links

Follow podcast

Recent clips