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Net Worth vs. Cash Flow: which is more important?
Manage episode 419475668 series 2396605
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.
Chapters
1. 2024-05-18 ROR SEG 2 (00:00:00)
100 episodes
Manage episode 419475668 series 2396605
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.
Chapters
1. 2024-05-18 ROR SEG 2 (00:00:00)
100 episodes
All episodes
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