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The Fundamentals of Money

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Manage episode 419296222 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 and the team discuss the importance of understanding the difference between net worth and cash flow in retirement planning. They emphasize the need for a cash flow income plan and the role of taxation in maximizing cash flow. They also mention strategies such as the financial fill-up strategy and reverse mortgages to convert assets into cash flow. The conversation highlights the significance of starting income planning early and working with a certified income planner.

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 1 (00:00:00)

100 episodes

Artwork
iconShare
 
Manage episode 419296222 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 and the team discuss the importance of understanding the difference between net worth and cash flow in retirement planning. They emphasize the need for a cash flow income plan and the role of taxation in maximizing cash flow. They also mention strategies such as the financial fill-up strategy and reverse mortgages to convert assets into cash flow. The conversation highlights the significance of starting income planning early and working with a certified income planner.

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 1 (00:00:00)

100 episodes

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