The 22-Step Plan for Income, Protection, and Peace of Mind

About this episode

The episode discusses retirement planning strategies with insights from NHL broadcaster Chuck Kaiton and author Coach Pete D’Arruda.

In this episode of Rock On Retirement , Thomas Lipscomb is joined by NHL Hall of Fame broadcaster Chuck Kaiton and bestselling author Coach Pete D’Arruda for a lively conversation about retirement planning, income, taxes, and what it really means to be ready for life after work. Coach Pete introduces his latest resource, The 22-Step Total Retirement Plan , a full-color guide designed to show the planning process behind a customized retirement income strategy. The discussion covers why retirees should “project and protect”—projecting the lifestyle they want, pricing it in today’s dollars, accounting for inflation, and protecting the income needed to make it happen. The episode also explores test-driving retirement, avoiding procrastination, using Roth strategies, understanding living benefits in life insurance, creating lifetime income through a GPI-style approach, and separating retirement assets into risk, safety, and emergency buckets. Chuck also shares his own perspective as a client navigating retirement income, required minimum distributions, and tax-free retirement dollars. Listeners also hear about Coach Pete’s online resources…

People in this episode

Host: Thomas Lipscomb

Guests: Chuck Kaiton, Coach Pete D’Arruda

Topics covered

• retirement planning
• income strategy
• taxes
• financial protection
• lifestyle projection

Keywords

• retirement planning
• income protection
• Roth strategies
• living benefits
• financial resources

Mentioned in this episode

Organizations: RockOnRetirement.com, FinancialSpeakeasy.com

Products: The 22-Step Total Retirement Plan, Tax Savvy Retirement