Market Volatility, Private Assets, and Reviewing Retirement Risk

 

Rock on Retirement with Coach Pete

Planning for life after work takes more than an account balance. Coach Pete D'Arruda and the Rock on Retirement team explore retirement income, spendi… 
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Coach Pete and Russ Hackmann discuss market volatility and the traditional stock-and-bond portfolio. The conversation considers private assets within workplace accounts and investment exit strategies.

The episode also explores an athlete's financial difficulties as a planning example. The team discusses retirement income, inflation, and tax questions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.