Rock on Retirement

Coach Pete and the team decode today’s market trends and show you how to turn sudden wealth into a lifelong income plan—without gambling your future on hot-stock hype. You’ll learn why a true fiduciary matters, how to dodge the potholes of poorly managed investments, and the simple strategy that can make your money work when you don’t. Plus, get the scoop on brand-new financial education books that turn comp...

Coach Pete and his crew show why income beats net worth in the red zone—and how to turn your savings into paychecks you can’t outlive. They bust diversification myths, demystify RMD timing, and share savvy tactics for federal employees to keep more after taxes. Plus, a rapid-fire Q&A on downsizing and tax-smart withdrawals gives you a simple sequence that could save you thousands!

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In this episode, Coach Pete spills the beans on how to bulletproof your retirement savings, navigate turbulent markets, and lock in lifetime income—even for federal employees! Discover why diversification and smart downsizing can make all the difference, plus get answers to real listener questions about managing money in uncertain times. Tune in for powerful, practical strategies designed to keep your retirement plan rock-sol...

Step right up for a wild ride as Coach Pete and the Rock On Retirement crew reveal why retirement is more unpredictable than Vegas—unless you know the tricks. Learn how to outsmart hidden financial risks, balance longevity and spending, and create income streams you can count on, even if the market goes haywire. With stories of wild wins and epic fails, this episode is your front-row ticket to the retirement game you don&rsqu...

On this sizzling episode of Rock On Retirement, Coach Pete and Chuck Kaiton break down one of the greatest financial power plays in sports history—Bobby Bonilla’s legendary paycheck deal with the Mets—and reveal how it mirrors smart retirement planning. From financial “fill-up” strategies to real-life estate planning blunders (yes, even celebs mess it up), the team d...

Coach Pete and his crew crank up the volume in this episode of Rock on Retirement and smash outdated assumptions about retirement, proving that age 65 is just a number and independence is the real encore! Tune in as they jam about the benefits of delaying Social Security, mastering required minimum distributions (RMDs), and dodging those pesky tax penalties. This episode is your backstage pass to rock-solid retirement planning that...

Join Coach Pete and his team as they tackle retirement planning with the precision of a championship team. Through personal stories and expert insights, they highlight the power of income strategies, the value of teamwork in finance, and the confidence that comes from solid planning. Tune in for a game-changing discussion that will inspire you to craft a retirement plan as victorious as a last-second touchdown!

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In this episode of Rock on Retirement, Coach Pete and his team break down the must-know strategies for creating a secure retirement plan tailored to your unique needs. From building guaranteed income sources to exploring smart tactics like the Spend and Leave strategy, they revea...

Retirement planning doesn’t have to be dull — and this episode proves it! Coach Pete and his crew dive into hot topics like tariffs, stock market strategies, and why a total retirement plan is your ticket to long-term security. They also unveil the magic of creating a

In this heartfelt episode, Coach Pete shares personal stories about his father's health journey and reveals why smart legacy planning—like using the "Little Green Book of Life"—is crucial for protecting your family's future. He also unpacks the rising popularity of annuities in today’s high-interest world, explaining how they can boost your retirement income while minimizing...

Coach Pete and his team take this episode to break down the must-know strategies for retirement success, from estate planning to financial safety and inflation-proofing your savings. They also expose shady financial practices, revealing how to spot bad brokers and why fiduciary responsibility matters. With expert insights and real-world examples, this episode is your guide to building a rock-solid, scam-proof retirement plan!

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In this high-energy episode of Rock on Retirement, Coach Pete and his crew break down the biggest retirement surprises and how to rock a financial plan that keeps you secure for life! From understanding retirement income and life insurance to prepping for long-term care and mastering frugal living, they cover everything you need to know to avoid financial stress. Whether you’re tuning up your plan or starting fresh, this epis...

Coach Pete and his team break down the must-know tax strategies from the new book Tax $avvy Retirement, revealing hidden opportunities to keep more of your hard-earned money! From solar investments and pension planning to Social Security taxation and estate strategies, they uncover the best ways to minimize taxes while maximizing retirement wealth. Whether you’re looking to protect your investments or supercharge your savings...

In this insight-packed episode, Coach Pete breaks down the must-know strategies for taking control of your retirement, from diversifying income streams to evaluating pension options and bonds. He explores alternative income sources, lifetime income planning, and the dangers of financial scams, making sure you’re equipped to build a rock-solid retirement plan. Whether you’re gearing up for retirement or just getting star...

Coach Pete takes a deep dive into the wild world of retirement planning, unpacking Wall Street’s evolution, income strategies, and the all-new Wide World of Investing show! He breaks down healthcare costs, long-term care planning, and smart investment moves to help retirees balance risk and reward without losing sleep. The episode wraps with a game-changing Spend and Leave strategy, ensuring you can enjoy your golden years wh...