On 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 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.

In 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 importance of understanding the motives of financial advisors.

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.

On 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 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.

On 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 a certified income 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 information.

On 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 and managed accounts, highlighting the absence of commissions in insurance contracts.

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.

On 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 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.

On 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 the impact of compound interest.

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.

On 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 800-456-7577 or visit RockOnRetirement.com.

See omnystudio.com/listener for privacy information.