A 22-Step Plan, Retirement Spending, and Income for Later Life

Coach Pete and the Rock On Retirement team discuss the 22-Step Total Retirement Plan. The conversation considers projecting a desired lifestyle, estimating its cost, inflation, and test-driving retirement. The episode also explores Roth accounts, life insurance living benefits, and GPI planning. C…

Rebalancing, Wills and Trusts, and the Financial Red Zone

Coach Pete and Russ Hackmann discuss reviewing a retirement plan and rebalancing investments. The conversation considers tax questions and the team's financial-red-zone concept. The episode also explores wills, trusts, and family arrangements. A further discussion considers artificial intelligence…

Financial Fill-Ups, Required Withdrawals, and Hidden Product Costs

Coach Pete and Chuck Kaiton discuss turning savings into retirement income. The conversation explores the financial-fill-up concept and required minimum distributions. The episode also considers retirement review tips and the financial-termite analogy. The team discusses fees, non-traded REITs, an…

Roth and Traditional Accounts, Asset Allocation, and Retirement Fees

Coach Pete and the Rock On Retirement team discuss workplace savings and the choice between Roth and traditional accounts. The conversation considers taxes and retirement income objectives. The episode also explores asset allocation, risk tolerance, and the financial-termite analogy. The team disc…

Market Volatility, Private Assets, and Reviewing Retirement Risk

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 dis…

Retirement Pitfalls, Lifestyle Changes, and Timely Financial Reviews

Coach Pete and the Rock On Retirement team discuss common retirement planning pitfalls. The conversation considers how changing lifestyle expectations can affect a financial strategy. The episode also explores delaying financial decisions. The team discusses reviewing personal circumstances and ad…

Life After the Broadcast Booth and the Emotional Side of Retirement

Coach Pete welcomes Chuck Kaiton and Tony Haynes for a conversation about life after a long career. The discussion explores identity, routines, and the emotional experience of retirement. The guests share stories from broadcasting and lessons from their careers. The episode also considers the cont…

The Financial Red Zone, Rebalancing, and Estate Planning Questions

Coach Pete and Russ Hackmann discuss year-end financial reviews and rebalancing. The conversation considers planning decisions around retirement. The episode also explores wills and trusts. Artificial intelligence and changing investments provide further topics in the discussion. Call 800-661-738…

Workplace Savings, Roth Questions, and Financial Termites

Coach Pete and the team discuss workplace retirement accounts. The conversation considers Roth versus traditional contributions and arranging resources for retirement income. The episode also explores the financial-termite analogy. The team discusses fees and reviewing the details of an existing s…

Market Volatility, Tax Planning, and Retirement Income Objectives

Coach Pete and the Rock On Retirement team discuss market volatility. The conversation considers the traditional stock-and-bond portfolio and the different priorities facing retirees. The episode also explores tax planning and financial media. The team discusses income objectives and reviewing ris…