Rock on Retirement with Coach PeteCoach Pete and Russ Hackmann discuss reviewing investments and tax questions near year-end. The conversation considers rebalancing and the financial-red-zone concept.
The episode also explores wills, trusts, and artificial intelligence in investing. The team discusses these topics as parts of a broader retirement review.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.
