Rock on Retirement
136 episodes - English - Latest episode: 24 days ago - ★★★ - 4 ratingsThe 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.
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Episodes
The 3 C's of Retirement Planning! Part 2
April 04, 2024 19:15 - 9 minutes - 8.66 MBIn 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: confidence, control, and clarity. He explains the benefits of having guaranteed income in retirement and the importance of transitioning from a lump...
The 3 C's of Retirement Planning!
April 03, 2024 17:10 - 9 minutes - 8.68 MBIn 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 emphasized. The hosts also highlight the importance of safety, principal protection, and lifetime income in retirement. They discuss the pitfalls of ...
Financial Fraud Cases and How to Avoid Them, Part 1
December 08, 2023 13:00 - 9 minutes - 9.09 MBFrom 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 Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Financial Fraud Cases and How to Avoid Them, Part 3
December 08, 2023 13:00 - 9 minutes - 8.72 MBIf 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 Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Financial Fraud Cases and How to Avoid Them, Part 2
December 08, 2023 13:00 - 9 minutes - 9.04 MBFrom 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 the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Financial Fraud Cases and How to Avoid Them, Part 4
December 08, 2023 13:00 - 8 minutes - 8.22 MBFrom 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 the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Go in the Right Direction for Your Retirement!
November 10, 2023 10:00 - 9 minutes - 8.61 MBDo 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 on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.c...
How to Turn Taxable Pennies into Tax-Free Dollars
November 10, 2023 10:00 - 9 minutes - 8.86 MBWhat 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 Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Protect and Grow Your Income in Retirement
November 10, 2023 10:00 - 9 minutes - 8.77 MBIt'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 opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnyst...
Through The Years: 1921
November 10, 2023 10:00 - 9 minutes - 8.36 MBTimes 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 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Ideas for Lifetime Wealth and Peace of Mind!
October 12, 2023 13:01 - 9 minutes - 9.02 MBHave 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 Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Finding the Right Direction on the Road to Retirement!
October 10, 2023 18:46 - 9 minutes - 9.04 MBAs 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 Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Navigating the Road to Retirement
June 26, 2023 15:24 - 7 minutes - 6.66 MBLifetime 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 retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener ...
A.I. and Retirement Planning: Asking Ms. Chatty
June 26, 2023 15:19 - 7 minutes - 7.32 MBWe'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, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy infor...
A.I. and Retirement Planning: Can it help?
June 26, 2023 15:13 - 9 minutes - 8.52 MBArtificial 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 your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/lis...
When is the best time to file for Social Security?
June 26, 2023 15:05 - 9 minutes - 8.61 MBDepending 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 retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/list...
Retirement Planning Mistakes to Avoid!
June 21, 2023 19:35 - 9 minutes - 9.12 MBHave 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 retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener ...
How to Retire on Your Terms!
June 21, 2023 18:48 - 9 minutes - 8.83 MBThere 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 second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. S...
6 Retirement Planning Mistakes to Avoid!
June 21, 2023 18:40 - 9 minutes - 8.92 MBYou 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 Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Changes in Life Insurance and How They Can Help You!
June 21, 2023 14:56 - 8 minutes - 8.14 MBDid 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 your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/l...
Broker's Behaving Badly: watch out for scams!
November 30, 2022 19:01 - 8 minutes - 7.81 MBWhat 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 Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
The 3 Step Retirement Plan
November 30, 2022 18:49 - 9 minutes - 8.63 MBPlanning 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 RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Through the Years: how has life changed since the 1950's?
November 30, 2022 18:43 - 9 minutes - 8.44 MBWhat 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, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy informa...
Say No To Risk!
November 30, 2022 18:27 - 9 minutes - 8.5 MBHow 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 visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
Inflation and Cost of Living Adjustments
June 20, 2022 21:39 - 8 minutes - 8.08 MBCash 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 team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener for privacy information.
What is true Retirement Planning?
June 20, 2022 21:33 - 9 minutes - 8.86 MBIf 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. See omnystudio.com/listener for privacy information.
The Great Resignation and what to do with those old 401k's
June 20, 2022 21:26 - 8 minutes - 8.18 MBPeople 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 retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio.com/listener...
How to build a Retirement Plan
June 20, 2022 21:22 - 9 minutes - 8.7 MBWhat 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 opinion on your retirement plan, contact Coach Pete and the team at Capital Financial call 800-456-7577 or visit RockOnRetirement.com. See omnystudio...
How to keep the Tax-Man off your back in retirement
April 09, 2022 17:32 - 35 minutes - 32.8 MBOn 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 Credit and how it can benefit you. Visit RockOnRetirement.com. Call 800-456-7577. See omnystudio.com/listener for privacy information.
Rock on Retirement Coach Pete D'Arruda and Chuck Kaiten have a wide ranging discussion about planning for retirement.
February 11, 2022 17:00 - 34 minutes - 31.8 MBThis week Coach Pete D'Arruda offers listeners a retirement solution strategy and a wealth solution strategy. Are you getting the answers you need from your advisor or are they giving you a financial filibuster. Visit RockOnRetirement.com. Call 800-456-7577. See omnystudio.com/listener for privacy information.
Ep 86 Rock On Retirement, this week Coach Pete D’Arruda goes over ten things you should have in your retirement plan that could help you achieve the kind of lifestyle you desire.
October 15, 2021 16:00 - 35 minutes - 49.4 MBThis week Coach Pete D’Arruda goes over ten things you should have in your retirement plan that could help you achieve the kind of lifestyle you desire. Then Coach Pete reveals five unexpected sources of retirement income that could make a big difference moving into your golden years. Coach Pete digs into his book Have You Been Talking to Financial Aliens. Visit RockOnRetirement.com. Call 888 456 7577. Text RETIRE to 600700.
This week Coach Pete D’Arruda goes over ten things you should have in your retirement plan that could help you achieve the kind of lifestyle you desire.
October 15, 2021 16:00 - 35 minutes - 32.9 MBThis week Coach Pete D’Arruda goes over ten things you should have in your retirement plan that could help you achieve the kind of lifestyle you desire. Then Coach Pete reveals five unexpected sources of retirement income that could make a big difference moving into your golden years. Coach Pete digs into his book Have You Been Talking to Financial Aliens. Visit RockOnRetirement.com. Call 888 456 7577. Text RETIRE to 600700. See omnystudio.com/listener for privacy information.
Shifting Your Financial Perspective - Sequencing Liquidation - Income Bridge and More!
September 25, 2021 06:00 - 35 minutes - 32.5 MBThis week on Rock on Retirement, Coach Pete D'Arruda along with Thomas Lipscomb and Dave Perkins go over shifting your perspective on finances, how to have a hybrid retirement account that doesn't depend on the stock market and how to maximize your social security and gives you 5 keys for success in retirement. Plus, a question from a listener! Call 888-456-7577 or text RETIRE to 600-700 for more information on the show! See omnystudio.com/listener for privacy information.
Shifting Your Financial Perspective - Sequencing Liquidation - Income Bridge and More!
September 25, 2021 06:00 - 35 minutes - 48.8 MBThis week on Rock on Retirement, Coach Pete D'Arruda along with Thomas Lipscomb and Dave Perkins go over shifting your perspective on finances, how to have a hybrid retirement account that doesn't depend on the stock market and how to maximize your social security and gives you 5 keys for success in retirement. Plus, a question from a listener! Call 888-456-7577 or text RETIRE to 600-700 for more information on the show!
Inflation -Retirement Pitfalls - Decumulation and More!
September 18, 2021 06:00 - 42 minutes - 39 MBThis week on Rock on Retirement, Coach Pete along with Chuck Kaiton and Thomas Lipscomb discuss inflation and what it could do to us in the future; how to identify retirement pitfalls; do's and don'ts when it comes to retirement planning; decumulation; Steve Sedahl has another "Brokers Behaving Badly" and Dave Perkins takes a look back at 1981 with a "Through the Years" segment. Call or text RETIRE to 888-456-7577 for more information on the show! See omnystudio.com/listener for pri...
Financial Fill Up, Retirement Auto-Pilot, Legacy Planning and More!
September 04, 2021 06:00 - 35 minutes - 32.5 MBThis week on Rock on Retirement, Marty Hensley, along with Chuck Kaiton and Morgan Patrick talk about Coach Pete D'Arruda's Financial Fill Up strategy, how the Retirement Auto-Pilot keep your retirement safe, especially if the next correction may occur in the stock market sooner than later and if you are ready for it, inflation, legacy planning and more Call or text RETIRE to 888-456-7577 for more information on the show! See omnystudio.com/listener for privacy information.
Being Prepared For Retirement Starts With A Plan
June 05, 2021 06:00 - 35 minutes - 32.6 MBThis week on Rock on Retirement, Coach Pete D'Arruda, along with Chuck Kaiton and Thomas Lipscomb talk about Coach's Retirement Planning Booklet. It has techniques and tools for lifetime income, including a list of 10 things we need to make sure that our in our control before retirement. Dave Perkins takes a look back at 1963, Steve Sedahl with "Brokers Behaving Badly" and a lot more! Call or text RETIRE to 888-456-7577 for more information on the show! See omnystudio.com/listener...
Strategic Steps To Take The Stress Out of Retirement
March 20, 2021 06:00 - 35 minutes - 32.6 MBThis week on Rock on Retirement, Coach Pete D'Arruda gives tips on: - The Strategic Development Process - Three major steps to get you on the road to a comfortable retirement - Social Security - He'll give you steps on how not to choose the wrong option and avoid losing thousands of dollars. He will also discuss the Baby Boomers Guide to IRA Planning and the 15 Minute Retirement Planner and a lot more! Call or text to 888-456-7577 for more information on the show! See omnystudio.c...
Strategic Steps To Take The Stress Out of Retirement
March 20, 2021 06:00 - 35 minutes - 48.8 MBThis week on Rock on Retirement, Coach Pete D'Arruda gives tips on: - The Strategic Development Process - Three major steps to get you on the road to a comfortable retirement - Social Security - He'll give you steps on how not to choose the wrong option and avoid losing thousands of dollars. He will also discuss the Baby Boomers Guide to IRA Planning and the 15 Minute Retirement Planner and a lot more! Call or text to 888-456-7577 for more information on the show!
Financial Tips to Cut Your Risks in Retirement
February 20, 2021 07:00 - 33 minutes - 30.8 MBThis week on Rock on Retirement, Coach Pete D'Arruda gives tips on: - How to make a plan for retirement, including having life insurance - Long-term care - How to deal with market volatility and a whole lot more! Call or text to 888-456-7577 for more information on the show! See omnystudio.com/listener for privacy information.
Smart Moves to Make With Your Assets
January 23, 2021 07:00 - 35 minutes - 49 MBThis week on Rock on Retirement, Coach Pete D'Arruda dives into - How not to outlive your assets - How Important It Is To Have A GPI Plan - Growth, Protection and life time income! - Long-term care, 401K's and much more! Call or text to 888-456-7577 for more information on the show!
Smart Moves to Make With Your Assets
January 23, 2021 07:00 - 35 minutes - 32.6 MBThis week on Rock on Retirement, Coach Pete D'Arruda dives into - How not to outlive your assets - How Important It Is To Have A GPI Plan - Growth, Protection and life time income! - Long-term care, 401K's and much more! Call or text to 888-456-7577 for more information on the show! See omnystudio.com/listener for privacy information.
What tax mistakes you need to avoid!
December 19, 2020 07:00 - 35 minutes - 49.1 MBThis week on Rock on Retirement, Coach Pete D'Arruda dives into - 5 stocks to sell & stay away from - 10 biggest tax mistakes Growth, Protection and life time income! Call or text 888-456-7577 for more information on the show!
What Tax Mistakes You Need To Avoid
December 19, 2020 07:00 - 35 minutes - 32.6 MBThis week on Rock on Retirement, Coach Pete D'Arruda dives into - 5 stocks to sell & stay away from - 10 biggest tax mistakes Growth, Protection and life time income! Call or text 888-456-7577 for more information on the show! See omnystudio.com/listener for privacy information.
Design, Build, and Protect a True Retirement Plan!
October 09, 2020 06:00 - 35 minutes - 32.7 MBThis week on Rock on Retirement, Coach Pete D'Arruda breaks down what makes a True Retirement Plan. Call or text 888-456-7577 for more information on the show! See omnystudio.com/listener for privacy information.
Design, Build, and Protect a True Retirement Plan!
October 09, 2020 06:00 - 35 minutes - 49 MBThis week on Rock on Retirement, Coach Pete D'Arruda breaks down what makes a True Retirement Plan. Call 888-456-7577 or text RETIRE to 21000 for more information on the show!
How to protect money you have already grown for your retirement!
September 12, 2020 06:00 - 35 minutes - 32.7 MBThis week on Rock on Retirement, Coach Pete D'Arruda wants to make sure you keep the money you have grown for your retirement. Call or text 888-456-7577 for more information on the show! See omnystudio.com/listener for privacy information.
Shifting your financial perspective when you are approaching retirement!
September 05, 2020 06:00 - 35 minutes - 32.7 MBThis week on Rock on Retirement, Coach Pete D'Arruda goes over shifting your perspective on finances and gives you 5 keys for success in retirement. Call or text 888-456-7577 for more information on the show! See omnystudio.com/listener for privacy information.
Shifting your financial perspective when you are approaching retirement!
September 05, 2020 06:00 - 35 minutes - 49 MBThis week on Rock on Retirement, Coach Pete D'Arruda goes over shifting your perspective on finances and gives you 5 keys for success in retirement. Call 888-456-7577 or text RETIRE to 21000 for more information on the show!
Investment misunderstandings that might happen to you!
August 29, 2020 06:00 - 35 minutes - 32.7 MBThis week on Rock on Retirement, Coach Pete D'Arruda has a special guest, and has answers to some myths about annuities. Call or text 888-456-7577 for more information on the show! See omnystudio.com/listener for privacy information.