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…

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…

Retirement Age, Social Security Timing, and Required Withdrawals

Coach Pete and the team discuss assumptions about retirement age. The conversation considers personal independence and deciding when to stop working. The episode also explores Social Security claiming and required minimum distributions. The team discusses account rules and the tax questions behind…