2024-05-04 ROR SEG 3

On this episode of Rock On Retirement, Coach Pete focuses on the importance of balance in retirement planning and choosing the right advisor. He discusses the role of designations and the qualities to look for in an advisor. They emphasize the need for a fiduciary who prioritizes proper balance between risk and safety. The conversation also highlights the drawbacks of putting all money at risk and the benefits of having a portion in safe investments. 

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. 

On this episode of Rock On Retirement, Coach Pete focuses on the importance of balance in retirement planning and choosing the right advisor. He discusses the role of designations and the qualities to look for in an advisor. They emphasize the need for a fiduciary who prioritizes proper balance between risk and safety. The conversation also highlights the drawbacks of putting all money at risk and the benefits of having a portion in safe investments. 
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit<a href="http://www.rockonretirement.com/"> RockOnRetirement.com</a>.

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 Importance of Proper Balance!

2024-05-18 ROR SEG 4

On this episode of Rock On Retirement, Coach Pete covers various topics related to retirement planning and the importance of annuities. The main theme is the need for consistent and reliable income in retirement. The conversation also discusses the concept of red and green money, where red money represents riskier investments and green money represents safer, guaranteed income. The conversation emphasizes the benefits of annuities and the role they play in providing lifetime income. 

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. 

On this episode of Rock On Retirement, Coach Pete covers various topics related to retirement planning and the importance of annuities. The main theme is the need for consistent and reliable income in retirement. The conversation also discusses the concept of red and green money, where red money represents riskier investments and green money represents safer, guaranteed income. The conversation emphasizes the benefits of annuities and the role they play in providing lifetime income. 
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit<a href="http://www.rockonretirement.com/"> RockOnRetirement.com</a>.

Creating your own Perfect Pension Plan!

2024-05-18 ROR SEG 3

In this conversation, Coach Pete discusses the importance of having a solid retirement foundation and the role of income planning in retirement. He highlights the need for a core part of the financial plan that provides lifetime income and ensures financial security. The hosts also emphasize the difference between red money (high-risk investments) and green money (safe, income-generating accounts). The conversation touches on the benefits of 'pensionizing' a lump sum of money and the importance of understanding the motives of financial advisors. 

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. 

In this conversation, Coach Pete discusses the importance of having a solid retirement foundation and the role of income planning in retirement. He highlights the need for a core part of the financial plan that provides lifetime income and ensures financial security. The hosts also emphasize the difference between red money (high-risk investments) and green money (safe, income-generating accounts). The conversation touches on the benefits of 'pensionizing' a lump sum of money and the importance of understanding the motives of financial advisors. 
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit<a href="http://www.rockonretirement.com/"> RockOnRetirement.com</a>.

Build up your Retirement Foundation!

2024-05-18 ROR SEG 2

On this episode of Rock On Retirement, Coach Pete covers topics such as net worth versus cash flow, target date funds versus annuities, and the importance of income in retirement planning. The hosts discuss the concept of core and explore investments, emphasizing the need for growth, protection, and income. They also highlight the rule of 100, which suggests allocating a percentage of assets in a place that can't be lost based on age.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. 

On this episode of Rock On Retirement, Coach Pete covers topics such as net worth versus cash flow, target date funds versus annuities, and the importance of income in retirement planning. The hosts discuss the concept of core and explore investments, emphasizing the need for growth, protection, and income. They also highlight the rule of 100, which suggests allocating a percentage of assets in a place that can't be lost based on age.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit<a href="http://www.rockonretirement.com/"> RockOnRetirement.com</a>.

The Importance of Proper Balance!

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