Marker 08

In this lively edition of Rock on Retirement, Coach Pete turns up the volume on retirement planning with his magical "financial prescription pad!" Get ready to hear chart-topping strategies like the Advance and Protect Strategy and the Spend and Leave Plan along with some key advice that makes tax planning sound like a party trick. It's all here to help you discover the music behind multiple income streams and find your perfect retirement anthem for lifelong financial peace of mind!

In this lively edition of Rock on Retirement, Coach Pete turns up the volume on retirement planning with his magical "financial prescription pad!" Get ready to hear chart-topping strategies like the Advance and Protect Strategy and the Spend and Leave Plan along with some key advice that makes tax planning sound like a party trick. It's all here to help you discover the music behind multiple income streams and find your perfect retirement anthem for lifelong financial peace of mind!

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.

The Advance and Protect Strategy: Good for Retirement?

Coach Pete and the team pull back the curtain on how market volatility really impacts retirement — and who actually benefits when markets swing. They challenge outdated strategies like the 60-40 portfolio, break down the importance of tax planning, and explain why lifetime income and risk management matter more than chasing returns. This episode shows how cutting through the media noise and building a real plan can make the difference between hoping for retirement and owning it.

Coach Pete and the team pull back the curtain on how market volatility really impacts retirement &mdash; and who actually benefits when markets swing. They challenge outdated strategies like the 60-40 portfolio, break down the importance of tax planning, and explain why lifetime income and risk management matter more than chasing returns. This episode shows how cutting through the media noise and building a real plan can make the difference between hoping for retirement and owning it.

Why Wall Street Loves Volatility — And Why Retirees Shouldn’t

Coach Pete and the crew call out the most common retirement pitfalls, why waiting too long to plan can hurt, and how the right advisor helps keep you on track. They explain why a written retirement plan matters and how lifestyle changes can quietly blow up your spending assumptions. This episode also looks ahead at market uncertainty and shows how preparation, not prediction, is the key to rocking into retirement with confidence!

Coach Pete and the crew call out the most common retirement pitfalls, why waiting too long to plan can hurt, and how the right advisor helps keep you on track. They explain why a written retirement plan matters and how lifestyle changes can quietly blow up your spending assumptions. This episode also looks ahead at market uncertainty and shows how preparation, not prediction, is the key to rocking into retirement with confidence!

The Retirement Mistakes That Cost You Big — And How to Rock Past Them

Coach Pete and Russ Hackmann crank up the volume on smart retirement planning, breaking down year-end money moves, why rebalancing matters more than ever, and the real difference between a will and a trust (hint: they’re not the same thing). They dig into the financial red zone, talk AI and investing in plain English, and explain how today’s market shifts can either help or hurt your retirement if you’re not paying attention. If you want a clear, no-nonsense game plan to protect your money and rock into retirement with confidence, this episode hits all the right notes.

Coach Pete and Russ Hackmann crank up the volume on smart retirement planning, breaking down year-end money moves, why rebalancing matters more than ever, and the real difference between a will and a trust (hint: they&rsquo;re not the same thing). They dig into the financial red zone, talk AI and investing in plain English, and explain how today&rsquo;s market shifts can either help or hurt your retirement if you&rsquo;re not paying attention. If you want a clear, no-nonsense game plan to protect your money and rock into retirement with confidence, this episode hits all the right notes.

The Advance and Protect Strategy: Good for Retirement?

In 1 playlist(s)

Rock on Retirement

Social links

Follow podcast

Recent clips