Opening

Year-end Roth and portfolio reviews

Estate and beneficiary planning

Market risk and diversification

Retirement income planning

Coach 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.

Coach Pete and Russ Hackmann discuss reviewing a retirement plan and rebalancing investments. The conversation considers tax questions and the team&#x27;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.

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 reviewing a retirement plan and rebalancing investments. The conversation considers tax questions and the team's financial-red-zone concept.