Rock on Retirement

Coach Pete and the team pull back the curtain on how market volatility really impacts retirement — and who actually benefits when markets swing. They challenge outdated strategies like the 60-40 portfolio, break down the importance of tax planning, and explain why lifetime income and risk management matter more than chasing returns. This episode shows how cutting through the media noise and building a real plan can make the d...

Coach Pete and the crew call out the most common retirement pitfalls, why waiting too long to plan can hurt, and how the right advisor helps keep you on track. They explain why a written retirement plan matters and how lifestyle changes can quietly blow up your spending assumptions. This episode also looks ahead at market uncertainty and shows how preparation, not prediction, is the key to rocking into retirement with confidence!

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Coach Pete and Russ Hackmann crank up the volume on smart retirement planning, breaking down year-end money moves, why rebalancing matters more than ever, and the real difference between a will and a trust (hint: they’re not the same thing). They dig into the financial red zone, talk AI and investing in plain English, and explain how today’s market shifts can either help or hurt your retirement if you’re not payin...

Coach Pete and his crew turn up the volume on 401(k) maxing, break down Roth vs. Traditional in plain English, and spotlight safe-money moves that protect your core. They map out lifetime income planning, right-sized asset allocation, and real-world risk tolerance so your plan can rock in any market. And they also hunt down “financial termites” like hidden fees while dropping a challenge for you to take control of your ...

Coach Pete and the crew break down sneaky money leaks—like tiny fees and “lifestyle creep”—that can quietly wreck your nest egg, and show you how to stress-test a plan so market headlines don’t jerk your retirement around. You’ll hear why Shaq’s “trust but verify” approach to picking a fiduciary advisor still wins, when to start planning (hint: yesterday), and how to set up safe...

Coach Pete shatters the “just save more” myth and shows you how to turn your money into reliable income, not just a big account balance. He breaks down smart investment strategies in plain English, builds a step-by-step plan that outgrows inflation, and boosts your financial literacy so you can make confident moves. If you want a future that...

Coach Pete unpacks the wild case of Gene D. Amad, a Queens tax preparer accused of cranking out 20,000+ fake returns and siphoning $50 million from the US Treasury. You’ll hear how bogus income, phantom businesses, and a web of bank accounts allegedly kept the scheme humming. Tune in to learn the red flags&m...

Coach Pete and Russ Hackmann (The Wall Street Sweeper) blitz through must-do year-end strategies—smart rebalancing, tax-savvy tweaks, and the right call on wills vs. trusts—so your money hits the end zone, not the sidelines. They decode how AI is shaking markets (and how to use it, not fear it) while mapping the

Coach Pete and the crew turn headlines into hard-won wisdom—using Kevin Durant’s Bitcoin saga to unpack what crypto means (and doesn’t) for your nest egg. They show how a rock-solid income strategy and dynamic spending plan keep you living your lifestyle goals no matter what markets throw at you. Plus, hear red-flag stories of “advisors behaving badly” so you know exactly who to avoid—and how to ...

Tired of market drama and media hype? Coach Pete and his crew rip up the old 60/40 playbook and show you how tax-smart planning, real risk management, and lifetime income can turn volatility into a non-event. You’ll learn how to see through Wall Street’s noise, lock in paychecks you can’t outlive, and build a comprehensive plan that actually holds up when screens go red. Tun...

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...