Rock on Retirement

Think a big windfall will solve all your retirement woes? Think again! This high-energy episode of Rock on Retirement spills the surprising risks of sudden riches, unpacks why having a hometown financial advisor matters, and reveals the keys to conquering tax traps, dual residency drama, and the retirement rollercoaster—so you can jam out stress-free for years to come. See omnystudio.com/lis...

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...

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Coach Pete and his crew crank up the volume in this episode of Rock on Retirement and smash outdated assumptions about retirement, proving that age 65 is just a number and independence is the real encore!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...

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-sec...

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 reveal how to avoid the pitfalls of relying solely on the stock market. Packed with expert insights on healthcare planning...

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 "fun box" — because what’s the point of saving if you can’t enjoy it? Plus, Coach Pete introduces h...

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 ta...

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...

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 you...

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 inv...

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...

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 , ensuri...

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)...

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 protectio...

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 e...

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 stick...

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...

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...

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 gettin...

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 i...

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 futur...

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 di...

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 changes and economic su...

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 behind multiple incom...