A 22-Step Plan, Retirement Spending, and Income for Later Life

 

Coach Pete and the Rock On Retirement team discuss the 22-Step Total Retirement Plan. The conversation considers projecting a desired lifestyle, estimating its cost, inflation, and test-driving retirement.

The episode also explores Roth accounts, life insurance living benefits, and GPI planning. Chuck Kaiton shares retirement experiences involving income and required withdrawals, alongside discussion of risk, safety, emergency money, and Tax Savvy Retirement.

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