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.
Coach Pete and his crew crank up the volume in this episode of Rock on Retirement and smash outdated assumptions about retirement, proving that age 65 is just a number and independence is the real encore!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!
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...
Coach Pete cranks up the volume on retirement by jamming through must-know tips—from building multiple income streams to prepping for healthcare and taxes. He dishes out a comprehensive plan that ensures you’ll enjoy every encore of your golden years without worrying about financial snafus. Tune in to power up your retirement and hit all the right notes for a secure (and downright fun) future!
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Coach Pete and his crew serve you a healthy dose of estate essentials in this episode, including why wills and trusts are non-negotiable for future peace of mind. They take a deep dive into smart income strategies—tackling Social Security, Medicare, and sneaky retirement risks—so you can ride off into your golden years with swagger. Finally, they shine a spotlight on consumer protection in the financial advisory world, ...
Coach Pete breaks down retirement complexities in this episode with a dash of fun, stressing the need for a personalized approach and clear communication with your financial advisor. He also busts myths around risk and returns, handing you must-ask questions to lock in true financial security. To top it off, he spotlights the magic of a retirement plan that guarantees lifetime income to help you enjoy your golden years stress-free!
Coach Pete and his team delve into the nuts and bolts of retirement planning in this episode, spotlighting the “financial red zone,” solid investment safety tips, and crystal-clear retirement goals. They show how a personalized plan, combined with stellar habits, paves the way for steady income and long-term financial success. It all goes to show that by tackling debt head-on and sticking to a proactive strategy, you&rs...
Listen to Coach Pete as he dives headfirst into the wild world of retirement planning, revealing how to dodge big blunders, master financial strategies, and partner with trustworthy fiduciaries. His fearless crew spends the episode tackling taxes and inflation, championing a rock-solid income plan and life insurance, and even dishing out advice on relocating for maximum golden-year bliss. Topping it all off is a splash of historica...
Strap on your financial guitar and jam along as Coach Pete and his crew shred through the biggest blunders people make before their golden years kick in. In this high-energy episode, they tune up your knowledge on monthly expenses, fine-tune the facts about home ownership, and riff on how to spin your savings into sweet retirement income. With practical insights galore, you’ll leave the show feeling like you just scored front...
Ready to deck your retirement halls with top-notch money moves and plenty of holiday cheer? In this laughter-filled episode, Coach Pete and his crew unwrap the gift of maximizing 401(k)s, taming risk tolerance, and layering on safe money strategies—like frosting on a festive fruitcake! With all the personal stories and merry banter on tap here, listeners can't help but feel good about getting leads on financial planning that ...
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 puzzle, and waltz into your golden years with a grin a...
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 supercharge your future with Coach Pete's Power Plan, ensu...
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 mayhem—tune in to discover actionable strategies that'l...
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
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