Opening

Adjusting to life after work

The 22-step retirement plan

Roth accounts and tax choices

How the planning process works

Income payments and budgeting

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.

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.

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 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.