Rebalancing, Wills and Trusts, and the Financial Red Zone

 

Rock on Retirement 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, spendi… 
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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.