Rock on Retirement with Coach PeteCoach 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 and its influence on investing.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.
