))
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.
…
continue reading
1
The Advance and Protect Strategy: Good for Retirement?
35:03
35:03
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
35:03
In this lively edition of Rock on Retirement, Coach Pete turns up the volume on retirement planning with his magical "financial prescription pad!" Get ready to hear chart-topping strategies like the Advance and Protect Strategy and the Spend and Leave Plan along with some key advice that makes tax planning sound like a party trick. It's all here to…
…
continue reading
See omnystudio.com/listener for privacy information.โดย Rock on Retirement
…
continue reading
See omnystudio.com/listener for privacy information.โดย Rock on Retirement
…
continue reading
See omnystudio.com/listener for privacy information.โดย Rock on Retirement
…
continue reading
See omnystudio.com/listener for privacy information.โดย Rock on Retirement
…
continue reading
In this episode of Rock On Retirement, host Coach Pete, along with Bruce Rosenbloom, Marty Hensley, and Thomas Lipscomb, discuss essential strategies for retirement planning. They emphasize the importance of being prepared for the financial red zone, managing debt effectively, and creating a comprehensive estate and legacy plan. The conversation hi…
…
continue reading
In this episode, the hosts discuss essential strategies for maximizing retirement income, protecting assets, and planning for market fluctuations. They emphasize the importance of having a comprehensive retirement plan that includes guaranteed income streams and the need to prepare for potential market downturns. The conversation highlights various…
…
continue reading
In this engaging conversation, the Coach Pete discusses the critical relationship between financial health and overall well-being. They emphasize the importance of having a second opinion on financial matters, the impact of financial stress on mental and physical health, and the necessity of honest appraisals in financial planning. The discussion h…
…
continue reading
In this conversation, Coach Pete tackles the rising popularity of annuities as a financial product for retirement planning, emphasizing their role in providing income stability. They explore the importance of tax planning, especially for high net worth individuals, and how strategic financial planning can minimize risks and maximize returns. The di…
…
continue reading
On this episode of Rock On Retirement, Coach Pete covers various topics related to retirement planning and the importance of annuities. The main theme is the need for consistent and reliable income in retirement. The conversation also discusses the concept of red and green money, where red money represents riskier investments and green money repres…
…
continue reading
In this conversation, Coach Pete discusses the importance of having a solid retirement foundation and the role of income planning in retirement. He highlights the need for a core part of the financial plan that provides lifetime income and ensures financial security. The hosts also emphasize the difference between red money (high-risk investments) …
…
continue reading
On this episode of Rock On Retirement, Coach Pete covers topics such as net worth versus cash flow, target date funds versus annuities, and the importance of income in retirement planning. The hosts discuss the concept of core and explore investments, emphasizing the need for growth, protection, and income. They also highlight the rule of 100, whic…
…
continue reading
On this episode of Rock On Retirement, Coach Pete and the team discuss the importance of understanding the difference between net worth and cash flow in retirement planning. They emphasize the need for a cash flow income plan and the role of taxation in maximizing cash flow. They also mention strategies such as the financial fill-up strategy and re…
…
continue reading
On this episode of Rock On Retirement, Coach Pete discusses the importance of having safe money in retirement and the benefits of institutionally managed insurance accounts. Coach Pete and the hosts emphasize the need for a combination of risk and safety in retirement planning and caution against relying solely on risky investments. They also highl…
…
continue reading
On this episode of Rock On Retirement, Coach Pete discusses various money myths and debunk them. He and his guests cover topics such as credit cards, budgeting, and retirement planning. The conversation emphasizes the importance of using credit cards wisely, regardless of the negative reputation they have. They also highlight the need for budgeting…
…
continue reading
On this episode of Rock On Retirement, Coach Pete covers the misconceptions of financial planning. The hosts discuss the origins of the phrase 'keeping up with the Joneses' and reminisce about comic strips. They then move on to the first misconception of money: the belief that more money leads to happiness. The second misconception discussed is the…
…
continue reading
On this episode of Rock On Retirement, Coach Pete and the hosts discuss various topics including their radio show, movies, and a news story about a broker who embezzled money from a client. They emphasize the importance of working with a trustworthy financial advisor and highlight the need for reliable income in retirement. If you have questions ab…
…
continue reading
On this episode of Rock On Retirement, Coach Pete talks about the importance of having a realistic view of money and reaching financial goals. This conversation explores 18 common misconceptions about money. The first misconception is that having more money will make you happier, but research shows that there is only a weak link between money and h…
…
continue reading
On this episode of Rock On Retirement, Coach Pete focuses on the importance of balance in retirement planning and choosing the right advisor. He discusses the role of designations and the qualities to look for in an advisor. They emphasize the need for a fiduciary who prioritizes proper balance between risk and safety. The conversation also highlig…
…
continue reading
In this episode of Rock On Retirement, Coach Pete discusses the importance of lifetime income and why stockbrokers may not prioritize it. The hosts highlight the benefits of safe money and guaranteed income in retirement, including the peace of mind it provides. The conversation also touches on trivia questions about US presidents and their busines…
…
continue reading
On this episode of Rock On Retirement, Coach Pete discusses misconceptions about money, specifically the difference between compound interest and simple interest. He emphasizes the importance of understanding the power of compound interest when saving for retirement. The hosts also touch on the concept of forever money and the need for guaranteed l…
…
continue reading
In this episode, Coach Pete continues discussing various aspects of retirement planning and the importance of having a solid financial strategy. He emphasizes the need to avoid common mistakes in the financial world and highlights the importance of taking profits and managing risk. Coach Pete also emphasizes the three C's of retirement planning: co…
…
continue reading
In this conversation, Coach Pete and guest, Chuck Kaiton, discuss the importance of retirement planning and the need for individuals to be in control of their retirement. They introduce Coach Pete's Power Plan, which is a comprehensive retirement planning process. The three Cs of retirement planning, namely confidence, control, and clarity, are emp…
…
continue reading
If your money is at risk and someone is telling you that "you can't lose," run in the other direction! Coach Pete D'Arruda is in the studio, continuing the discussion on some of the biggest fraud cases and other cautionary tales. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach …
…
continue reading
From FTX to Theranos, a lot of things in the financial world seem to good to be true. Coach Pete D'Arruda is in the studio, discussing some of the biggest fraud cases and other cautionary tales. 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 Financ…
…
continue reading
From Wirecard to Wells Fargo, a lot of things in the financial world seem to good to be true. Coach Pete D'Arruda is in the studio, continuing the discussion on some of the biggest fraud cases and other cautionary tales. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and …
…
continue reading
From Volkswagen to Enron, a lot of things in the financial world seem to good to be true.Coach Pete D'Arruda is in the studio, closing out the conversation on some of the biggest fraud cases and other cautionary tales. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and th…
…
continue reading
It's never too late (or too early) to start saving for your retirement. There are strategies to grow your savings, independent of when you begin! Coach Pete D'Arruda is in the studio, breaking down these strategies and discussing how you can be in charge of your retirement! If you have questions about taxes in retirement, or if you want a second op…
…
continue reading
Times have changed and we aren't living through your grandparents' retirement! Coach Pete is in the studio, taking a trip back in time to 1921 and comparing life back then to now. 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 800-45…
…
continue reading
Do you really know how much you have in retirement savings? Have you factored in taxation and inflation when viewing your accounts? Coach Pete D'Arruda is in the studio, talking about the importance of having a proper road map so you can build the retirement you want! If you have questions about taxes in retirement, or if you want a second opinion …
…
continue reading
What if there were some strategies that could benefit you and the people you want rather than Uncle Sam? Coach Pete D'Arruda is in the studio, analyzing some financial termites and how to avoid them! 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 F…
…
continue reading
Have you heard of the bucketing strategy before? Do you have trouble separating your needs from your wants? Coach Pete D'Arruda is in the studio, sharing some strategies on how to create wealth for a lifetime! 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…
…
continue reading
As you head towards retirement, there are many different directions you can take; do you know which way is right for you? Coach Pete D'Arruda is in the studio, answering your retirement questions to help get you on the right track! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coac…
…
continue reading
Lifetime income is one of the most important things you need when preparing for retirement, but do you know how to create that for yourself? Coach Pete D'Arruda is in the studio, discussing strategies on how to build a retirement that will last a lifetime! If you have questions about taxes in retirement, or if you want a second opinion on your reti…
…
continue reading
We've invited a new guest into the studio, Ms. Chatty, who may or may not powered by Chat GPT! Coach Pete D'Arruda is in the studio, analyzing the advice you can find from Chat GPT and whether or not it can replace your retirement planner. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, cont…
…
continue reading
Artificial Intelligence has been around for a long time, but now it can be used by regular folks and not just computer scientists. What can it do to help you retire? Coach Pete D'Arruda is in the studio, talking about how A.I. is changing the economic landscape. If you have questions about taxes in retirement, or if you want a second opinion on you…
…
continue reading
Depending on when you file for Social Security, you could receive a portion, the full benefit or more for the length of your retirement! Coach Pete D'Arruda is in the studio, talking about how to get the most bang for your buck when it comes to Social Security! If you have questions about taxes in retirement, or if you want a second opinion on your…
…
continue reading
Have you ever had F.O.M.O. or Fear Of Missing Out? Sometimes, those feelings can be the reason why your savings aren't growing the way they should. Coach Pete D'Arruda is in the studio, breaking down some key retirement mistakes and how you can avoid them. If you have questions about taxes in retirement, or if you want a second opinion on your reti…
…
continue reading
There are so many outside influences on your retirement portfolio, from market volatility, to fees, to taxes; it's time to take charge of your retirement! Coach Pete D'Arruda is in the studio, breaking down how to create the retirement you want no matter what is going on around you! If you have questions about taxes in retirement, or if you want a …
…
continue reading
You only retire once and that's why you should partner with someone who helps folks retire everyday! Coach Pete D'Arruda is in the studio, analyzing some common retirement mistakes and how to avoid them. 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 Capit…
…
continue reading
Did you know you may be able to access some of the death benefit from your life insurance policy before you pass away? Coach Pete D'Arruda is in the studio, going over the ins and outs of life insurance and how it can be an important part of your retirement plan! If you have questions about taxes in retirement, or if you want a second opinion on yo…
…
continue reading
What happens when insurance brokers have nefarious ideas with your savings? Coach Pete D'Arruda is in the studio talking about how you can keep your money safe from scammers and unnecessary risk! 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 Finan…
…
continue reading
Planning for retirement can complicated, but it doesn't have to be! Coach Pete D'Arruda is in the studio going over how we plan a successful retirement. 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 RockOnRetir…
…
continue reading
What is the best retirement plan? There is no cookie-cutter strategy for everyone. Coach Pete D'Arruda is in the studio talking about how to plan based on guaranteed minimums to ensure you'll have money that will last through retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contac…
…
continue reading
How can you protect your retirement assets from the volatility of the stock market? Coach Pete D'Arruda is in the studio breaking down safe money options you may have. 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 vi…
…
continue reading
Cash may not be King anymore because inflation is fighting for that crown. Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio answering YOUR questions! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the …
…
continue reading
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…
…
continue reading
People are leaving the workplace for 'greener pastures'. Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio breaking down how to effectively keep your retirement savings no matter what you do. If you have questions about taxes in retirement, or if you want a second opinion on your ret…
…
continue reading
What do you want your life to look like in retirement? Retirement and Wealth Strategist, Noah Shindler, and Retirement Insurance Planner, Gregg Berrian, are in the studio going over just how easy it is for expenses to get out of hand and the importance of a proper plan. If you have questions about taxes in retirement, or if you want a second opinio…
…
continue reading
1
How to keep the Tax-Man off your back in retirement
35:45
35:45
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
35:45
On this episode, Coach Pete D'Arruda is joined in the studio by Chuck Kaiton and Thomas Lipscomb. Coach talks about how to avoid taxes in retirement and estate planning. Also, Coach Pete breaks down inflation in retirement. Later on the episode, Coach goes over the Financial Fill-Up strategy. Finally, the team talks about the Employee Retention Cre…
…
continue reading
