The Financial Red Zone, Rebalancing, and Estate Planning Questions

 

Rock on Retirement 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, spendi… 
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Coach Pete and Russ Hackmann discuss year-end financial reviews and rebalancing. The conversation considers planning decisions around retirement.

The episode also explores wills and trusts. Artificial intelligence and changing investments provide further topics in the discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.