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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.
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Net Worth vs. Cash Flow: which is more important?

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Manage episode 419475668 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.

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.

  continue reading

Chapters

1. 2024-05-18 ROR SEG 2 (00:00:00)

100 episodes

Artwork
iconShare
 
Manage episode 419475668 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.

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.

  continue reading

Chapters

1. 2024-05-18 ROR SEG 2 (00:00:00)

100 episodes

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