Market Volatility, Tax Planning, and Retirement Income Objectives

 

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 the Rock On Retirement team discuss market volatility. The conversation considers the traditional stock-and-bond portfolio and the different priorities facing retirees.

The episode also explores tax planning and financial media. The team discusses income objectives and reviewing risk within a retirement strategy.

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