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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://ro.player.fm/legal.
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Don't let 'Risk Torpedoes' sink your Retirement

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Manage episode 418774049 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://ro.player.fm/legal.

On this episode of Rock On Retirement, Coach Pete discusses the importance of having safe money in retirement and the benefits of institutionally managed insurance accounts. Coach Pete and the hosts emphasize the need for a combination of risk and safety in retirement planning and caution against relying solely on risky investments. They also highlight the advantages of insurance contracts, such as guaranteed balances and lifetime income. The hosts differentiate between insurance contracts and managed accounts, highlighting the absence of commissions in insurance contracts.

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

Capitole

1. 2024-05-11 ROR SEG 4 (00:00:00)

100 episoade

Artwork
iconDistribuie
 
Manage episode 418774049 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://ro.player.fm/legal.

On this episode of Rock On Retirement, Coach Pete discusses the importance of having safe money in retirement and the benefits of institutionally managed insurance accounts. Coach Pete and the hosts emphasize the need for a combination of risk and safety in retirement planning and caution against relying solely on risky investments. They also highlight the advantages of insurance contracts, such as guaranteed balances and lifetime income. The hosts differentiate between insurance contracts and managed accounts, highlighting the absence of commissions in insurance contracts.

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

Capitole

1. 2024-05-11 ROR SEG 4 (00:00:00)

100 episoade

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