2022-06-18 ROR SEG 3

If you're looking for planning advice, look no further! Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio discussing the pillars of a true retirement plan.

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. 

If you're looking for planning advice, look no further! Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio discussing the pillars of a true retirement plan.
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 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.

What is true Retirement Planning?

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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 Retirement Red Zone: AI, Year-End Money Moves, and the Mistakes That Can Blow Your Game Plan

Coach Pete and his crew turn up the volume on 401(k) maxing, break down Roth vs. Traditional in plain English, and spotlight safe-money moves that protect your core. They map out lifetime income planning, right-sized asset allocation, and real-world risk tolerance so your plan can rock in any market. And they also hunt down “financial termites” like hidden fees while dropping a challenge for you to take control of your financial future!

Coach Pete and his crew turn up the volume on 401(k) maxing, break down Roth vs. Traditional in plain English, and spotlight safe-money moves that protect your core. They map out lifetime income planning, right-sized asset allocation, and real-world risk tolerance so your plan can rock in any market. And they also hunt down &ldquo;financial termites&rdquo; like hidden fees while dropping a challenge for you to take control of your financial future!

What is true Retirement Planning?

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