Coach 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.

Coach 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.

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 Russ Hackmann discuss reviewing investments and tax questions near year-end. The conversation considers rebalancing and the financial-red-zone concept.