Coach Pete and Russ Hackmann discuss rebalancing and tax questions during a year-end review. The conversation considers the team's financial-red-zone approach.

The episode also explores the distinction between wills and trusts. A further discussion considers artificial intelligence and changes in financial markets.

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

Coach Pete and Russ Hackmann discuss rebalancing and tax questions during a year-end review. The conversation considers the team&#x27;s financial-red-zone approach.
The episode also explores the distinction between wills and trusts. A further discussion considers artificial intelligence and changes in financial markets.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

Planning for life after work takes more than an account balance. Coach Pete D'Arruda and the Rock on Retirement team explore retirement income, spending, inflation, Roth accounts, and the lifestyle changes that come with leaving a paycheck behind. Listen to practical conversations about the questions to ask and the choices to understand as you plan your next chapter.

Call 800-661-7383 or text PLAN to 600-700.

Explore episodes: Start Here · Full Episodes · Retirement Income · Roth Accounts.

More from Coach Pete: Financial Safari with Coach Pete · America's 401k Show 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, spending, inflation, Roth accounts, and the lifestyle changes that come with leaving a paycheck behind. Listen to practical conversations about the questions to ask and the choices to understand as you plan your next chapter.
Call 800-661-7383 or text PLAN to 600-700.
Explore episodes: <a href="https://omny.fm/shows/rock-on-retirement/playlists/start-here">Start Here</a> · <a href="https://omny.fm/shows/rock-on-retirement/playlists/full-episode">Full Episodes</a> · <a href="https://omny.fm/shows/rock-on-retirement/playlists/retirement-income">Retirement Income</a> · <a href="https://omny.fm/shows/rock-on-retirement/playlists/roth-accounts">Roth Accounts</a>.
More from Coach Pete: <a href="https://omny.fm/shows/financial-safari-with-coach-pete/playlists/podcast">Financial Safari with Coach Pete</a> · <a href="https://omny.fm/shows/americas-401k-show-with-coach-pete/playlists/podcast">America&#x27;s 401k Show with Coach Pete</a>.

Income, spending, and life after work with Coach Pete.

Rock on Retirement with Coach Pete

Coach Pete and Russ Hackmann discuss rebalancing and tax questions during a year-end review. The conversation considers the team's financial-red-zone approach.