Rock on Retirement
148 episodes - English - Latest episode: about 2 months 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
Creating your own Perfect Pension Plan!
May 23, 2024 10:00 - 8 minutes - 8.05 MBOn 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 represents safer, guaranteed income. The conversation emphasizes the benefits of annuities and the role they play in providing lifetime income. If you...
Build up your Retirement Foundation!
May 22, 2024 19:00 - 9 minutes - 8.88 MBIn 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) and green money (safe, income-generating accounts). The conversation touches on the benefits of 'pensionizing' a lump sum of money and the importa...
Net Worth vs. Cash Flow: which is more important?
May 21, 2024 19:00 - 9 minutes - 8.78 MBOn 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, which suggests allocating a percentage of assets in a place that can't be lost based on age. If you have questions about taxes in retirement, or if y...
The Fundamentals of Money
May 20, 2024 19:00 - 9 minutes - 8.68 MBOn 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 reverse mortgages to convert assets into cash flow. The conversation highlights the significance of starting income planning early and working with ...
Don't let 'Risk Torpedoes' sink your Retirement
May 17, 2024 19:00 - 8 minutes - 8.05 MBOn 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 highlight the advantages of insurance contracts, such as guaranteed balances and lifetime income. The hosts differentiate between insurance contracts a...
Debunking Money Myths!
May 16, 2024 19:00 - 9 minutes - 8.88 MBOn 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 and saving, regardless of one's financial situation. The hosts stress the importance of planning for retirement and factoring in inflation. If ...
Keeping Up With The Joneses!
May 14, 2024 19:00 - 9 minutes - 8.78 MBOn 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 idea that one doesn't need to save for retirement at a young age. They also emphasize the importance of starting early and provide examples of th...
Brokers Behaving Badly!
May 13, 2024 19:30 - 9 minutes - 8.68 MBOn 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 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-...
Setting Reasonable Financial Goals
May 09, 2024 19:00 - 8 minutes - 8.04 MBOn 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 happiness. Other misconceptions include the belief that money can buy health or solve relationship issues. It's important to understand how to allo...
The Importance of Proper Balance!
May 08, 2024 19:00 - 9 minutes - 8.72 MBOn 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 highlights the drawbacks of putting all money at risk and the benefits of having a portion in safe investments. If you have questions about taxes in re...
Why Stockbrokers Won't Tell You About Lifetime Income
May 07, 2024 19:00 - 9 minutes - 8.66 MBIn 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 businesses. The hosts encourage listeners to reach out to Coach Pete and his team to explore safe money income options. If you have questions about taxe...
The Power of Compound Interest!
May 06, 2024 19:00 - 9 minutes - 8.68 MBOn 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 lifetime income in retirement. They highlight the significance of proper financial planning and the combination of risk and guaranteed income. If ...
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 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.
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.
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...
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...
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 - 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!
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.
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...