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In this episode of Rock On Retirement, Thomas Lipscomb is joined by NHL Hall of Fame broadcaster Chuck Kaiton and bestselling author Coach Pete D’Arruda for a lively conversation about retirement planning, income, taxes, and what it really means to be ready for life after work.

Coach Pete introduces his latest resource, The 22-Step Total Retirement Plan, a full-color guide designed to show the planning process behind a customized retirement income strategy. The discussion covers why retirees should “project and protect”—projecting the lifestyle they want, pricing it in today’s dollars, accounting for inflation, and protecting the income needed to make it happen.

The episode also explores test-driving retirement, avoiding procrastination, using Roth strategies, understanding living benefits in life insurance, creating lifetime income through a GPI-style approach, and separating retirement assets into risk, safety, and emergency buckets. Chuck also shares his own perspective as a client navigating retirement income, required minimum distributions, and tax-free retirement dollars.

Listeners also hear about Coach Pete’s online resources, including RockOnRetirement.com, FinancialSpeakeasy.com, and the opportunity to receive retirement planning materials and Coach Pete’s book Tax Savvy Retirement.

In this episode of Rock On Retirement, Thomas Lipscomb is joined by NHL Hall of Fame broadcaster Chuck Kaiton and bestselling author Coach Pete D&rsquo;Arruda for a lively conversation about retirement planning, income, taxes, and what it really means to be ready for life after work.
Coach Pete introduces his latest resource, The 22-Step Total Retirement Plan, a full-color guide designed to show the planning process behind a customized retirement income strategy. The discussion covers why retirees should &ldquo;project and protect&rdquo;&mdash;projecting the lifestyle they want, pricing it in today&rsquo;s dollars, accounting for inflation, and protecting the income needed to make it happen.
The episode also explores test-driving retirement, avoiding procrastination, using Roth strategies, understanding living benefits in life insurance, creating lifetime income through a GPI-style approach, and separating retirement assets into risk, safety, and emergency buckets. Chuck also shares his own perspective as a client navigating retirement income, required minimum distributions, and tax-free retirement dollars.
Listeners also hear about Coach Pete&rsquo;s online resources, including RockOnRetirement.com, FinancialSpeakeasy.com, and the opportunity to receive retirement planning materials and Coach Pete&rsquo;s book Tax Savvy Retirement.

The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

Rock on Retirement

The mission of Rock on Retirement with Coach Pete D'Arruda of Capital Financial is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

The mission of Rock on Retirement with Coach Pete D'Arruda of Capital Financial is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial world. Each week, the hosts and guests on the show reveal the latest developments in the financial industry to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.