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…

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…

Workplace Contributions, Roth Accounts, and Portfolio Balance

Coach Pete and the Rock On Retirement team discuss workplace savings and Roth versus traditional accounts. The conversation considers the tax questions behind contributions. The episode also explores retirement income, asset allocation, and risk tolerance. The team discusses hidden fees and the fi…

An Account Balance Versus a Retirement Income Strategy

Coach Pete and the team discuss the distinction between saving a balance and planning for income. The conversation considers investments and the resources intended for life after work. The episode also explores inflation and financial education. The team discusses the questions behind reviewing a …

Tax Brackets, State Taxes, Digital Assets, and Financial Fill-Ups

Coach Pete and the Rock On Retirement team discuss tax brackets and the role of location in state tax planning. The conversation also explores the financial-fill-up concept and income for both spouses. The episode considers digital assets, artificial intelligence, and diversification. A Brokers Be…

Bitcoin Stories, Retirement Spending, and Advisor Red Flags

Coach Pete and the Rock On Retirement team discuss a sports-related Bitcoin story. The conversation considers cryptocurrency and its place within a household's financial priorities. The episode also explores retirement income and spending plans. The team discusses warning signs in financial advice…

The Stock-and-Bond Portfolio, Market Noise, and Retirement Tax Questions

Coach Pete and the team discuss the traditional stock-and-bond portfolio. The conversation considers market volatility and the information presented in financial media. The episode also explores tax planning and retirement income objectives. The team discusses reviewing risk and how a financial st…