Artwork

Content provided by Pete D'Arruda and Rock on Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete D'Arruda and Rock on Retirement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

The 3 C's of Retirement Planning!

9:27
 
Share
 

Manage episode 410523933 series 2396605
Content provided by Pete D'Arruda and Rock on Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete D'Arruda and Rock on Retirement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this conversation, Coach Pete and guest, Chuck Kaiton, discuss the importance of retirement planning and the need for individuals to be in control of their retirement. They introduce Coach Pete's Power Plan, which is a comprehensive retirement planning process. The three Cs of retirement planning, namely confidence, control, and clarity, are emphasized. The hosts also highlight the importance of safety, principal protection, and lifetime income in retirement. They discuss the pitfalls of gimmicks and games in the financial world and stress the need for guarantees.

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.

  continue reading

Chapters

1. 2024-03-23 ROR SEG 1 (00:00:00)

100 episodes

Artwork
iconShare
 
Manage episode 410523933 series 2396605
Content provided by Pete D'Arruda and Rock on Retirement. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pete D'Arruda and Rock on Retirement or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this conversation, Coach Pete and guest, Chuck Kaiton, discuss the importance of retirement planning and the need for individuals to be in control of their retirement. They introduce Coach Pete's Power Plan, which is a comprehensive retirement planning process. The three Cs of retirement planning, namely confidence, control, and clarity, are emphasized. The hosts also highlight the importance of safety, principal protection, and lifetime income in retirement. They discuss the pitfalls of gimmicks and games in the financial world and stress the need for guarantees.

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.

  continue reading

Chapters

1. 2024-03-23 ROR SEG 1 (00:00:00)

100 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide