Coach Pete and Russ Hackmann (The Wall Street Sweeper) blitz through must-do year-end strategies—smart rebalancing, tax-savvy tweaks, and the right call on wills vs. trusts—so your money hits the end zone, not the sidelines. They decode how AI is shaking markets (and how to use it, not fear it) while mapping the financial red zone game plan that protects gains and locks in income. Hit play for a fast, jazzy blueprint to finish the year strong and start the next one bulletproof!

Red Zone Retirement Moves — The One Checklist That Can Save Your Plan Before It’s Too Late
34:44

The 15% Fee That Can Nuke Your Nest Egg — Coach Pete’s “Financial Fill-Up” Plan Is the Escape Hatch
34:50

401(k) Secrets, Roth vs. Traditional Smackdown, and the “Safe Money” Moves Wall Street Won’t Spell Out
35:03