Rock on Retirement

Dec 06 2024 100 ep. 22 mins 9

Rock on Retirement Podcast artwork

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.

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Plan, Protect, and Prosper: Unlocking Your Core Retirement Strategy

Dec 06 2024 35 mins

Ready to toss out your retirement worries and embrace a custom-built plan just for you? In this fun-filled episode, Coach Pete and the gang debunk pesky myths about risk and return, shine a spotlight on the all-important “core” strategy, and reveal the must-ask questions for any advisor. Get ready to master the art of principal protection, piece together your perfect retirement

Navigating the Financial Jungle: Retirement Planning Essentials

Nov 29 2024 34 mins

Get ready to embark on a thrilling financial adventure with Coach Pete on Rock on Retirement! In this action-packed episode, we're diving deep into the jungle of retirement planning—unleashing innovative tools, tax-slaying strategies, and income-boosting secrets to help you envision and secure your dream retirement. Plus, we'll hit the road with the Retirement Road Trip and super

The Correlation Between Financial and Physical Health

Nov 22 2024 35 mins

Get ready to supercharge your well-being with a financial fitness fiesta hosted by Coach Pete as he dives into the exciting world of retirement planning! In this high-energy episode, Coach Pete unpacks the secrets of annuities, tax-saving magic, debt demolition, and estate planning wizardry to help you craft a rock-solid financial game plan. Say goodbye to high fees and market mayh

Navigating Retirement After the Election

Nov 15 2024 35 mins

Get ready to embark on a wild ride through the post-election financial jungle with Coach Pete on Rock on Retirement! In this high-energy episode, we'll tackle how recent political shifts could shake up your retirement game plan—from Social Security taxation twists to savvy strategies for maximizing your income streams and bulletproofing your financial future against tax law chang

The Advance and Protect Strategy: Good for Retirement?

Nov 08 2024 35 mins

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 help you discover the music behin

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The Connection Between Financial and Physical Health

Jul 12 2024 8 mins

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 highlights how financial stability