Financial Safari with Coach Pete

Join Coach Pete and his team on Financial Safari as they unlock the vault to stress-free retirement, breaking down hot topics like emotional investing pitfalls, why the 4% rule might not be enough, and the truth behind wills versus trusts. Dive into eye-opening chats about tax-smart investing, why annuities can be your best friend in retirement, and surprising insights on estate planning for toda...

In this lively episode of Financial Safari, Coach Pete and the crew show you how kindness to yourself today pays dividends tomorrow—literally! Discover smart strategies for turning compounding savings into lifetime income, outsmarting taxes on Social Security, and making your money last through a long and happy retirement. With practical tips, cool visual tools, and a winning team, you're s...

In this lively episode of Financial Safari, Coach Pete and the team dive into the must-haves of retirement planning—from lifetime income strategies to prepping for healthcare curveballs and the skyrocketing price of weddings. They unpack the evolving 4% rule, debate the role of crypto in retirement portfolios, and highlight the importance of hobbies in keeping your golden years golden. Wheth...

In this episode of Financial Safari, Coach Pete and his team reveal smart strategies to build guaranteed lifetime income, manage taxes, and protect your wealth with life insurance. They also dive into the risks of trendy investments like meme coins, the power of

In this episode of Financial Safari, Coach Pete and his team dive into the financial habits that shape different generations — from Boomers to Gen Z — and reveal the smart strategies everyone should use to build a rock-solid retirement plan. They break down key tips on investment diversification, tax-savin...

Coach Pete unveils powerful strategies from his new book, "Tax $avvy Retirement," designed to help you keep more of your hard-earned money in retirement. He shares smart tax tips, reveals why annuities are thriving in today's economy, and offers personal insights on preparing for life's big transitions. Packed with expert advice and special offers, this episode is a must-listen for anyone ser...

From shady brokers to estate planning blunders, Coach Pete and his team reveal the biggest financial traps—and how to avoid them. They tackle essential retirement questions, the power of wills and trusts, and why procrastination could cost your family big. Plus, they break down financial fraud cases and share smart strategies to build a rock-solid retirement plan that keeps your money safe and growing!

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In this must-hear episode of Financial Safari, Coach Pete and his crew reveal game-changing tax strategies to help retirees minimize tax burdens and maximize income. From Social Security benefits and RMDs to Medicare costs and real estate planning, they break down how to protect your wealth and make every dollar count. Packed with estate planning tips, liability protection hacks, and expert insights, this episode is your playbook f...

In this action-packed episode of Financial Safari, Coach Pete and his team carve through the best ski spots in Colorado before hitting the slopes of retirement planning, tax optimization, and smart investment strategies! They break down the psychological impact of market swings, why 401(k)s and IRAs aren’t one-size-fits-all, and how to create a personal pension for lifelong financial security. Whether you're shredding the mou...

Think you’ve got retirement all figured out? Think again. In this episode, Coach Pete uncovers the biggest retirement mistakes people make—like relying too much on one income source, ignoring hidden pension pitfalls, and falling for financial scams that could wipe out savings. He reveals alternative income secrets, smart bond strategies, and the key to locking in lifetime income, so you can retire without regret an...

In this action-packed episode of Financial Safari, Coach Pete takes listeners on a journey through the evolution of Wall Street, the debut of the Wide World of Investing show, and why personalized retirement strategies are a game-changer! Consumer advocates Thomas Lipscomb and Bruce Rosenbloom join the conversation to tackle financial literacy, healthcare costs, and the innovative "Spend and Leave Plan", ensuring retirees can ...

Coach Pete explores the core elements of retirement planning in this episode, shining a spotlight on annuities, tax-savvy strategies, and the real impact of fees on your golden years. He breaks down the “Three Worlds of Investing” (risk, safety, and income) while highlighting the power of personalized financial plans and fiduciary guidance for guaranteed income and a confident future. By blending control, comprehension,...

Coach Pete and his team tackle everything on this episode from unscrupulous brokers and fiduciary duties to must-have estate tools like wills, trusts, and safe-money strategies. They emphasize benching procrastination by creating a customized plan that shields against rising expenses, inflation, and unexpected twists. Wrapping it all up with easy-access resources, this high-energy show leaves you ready to defend your nest egg and s...

Coach Pete teams up with Bruce Rosenbloom to explore the “advance and protect” strategy, the value of a trusty fiduciary, and the differences between high yield savings accounts and fixed indexed annuities—ensuring your golden years stay afloat. They highlight the crucial role of a financial coach in guiding you through hidden pitfalls, emphasizing lifetime income plans, spend-and-leave strategies, and the power o...

Coach Pete and his crew tackle the twists and turns of retirement planning in this episode, taking aim at 401(k) misconceptions and the need for rock-solid risk management. They dish out the ultimate blueprint—covering income strategies, debt management, and real-world tools like HELOCs and dollar cost averaging—to keep your golden years truly golden. The moral of the story? With clear goals, balanced investing, and a d...

Coach Pete and his crew embark on a thrilling quest to uncover the “Three C’s”—Clarity, Confidence, and Control—that power a rock-solid retirement plan. From living large in 1959 to navigating the ups and downs of real estate, they dish out hilarious insights on structured income plans, avoiding common mistakes, and why an abundant lifestyle beats just getting by. Hang on tight for a wild ride packed w...

Get ready to swat away those pesky “financial termites” as Coach Pete and the crew unveil how to transform your 401(k) into a steady pension-like paycheck. In this laughter-packed episode, they trot through the wilds of risk management, zero-loss strategies, and historic Virginia tidbits—sprinkled with savvy insights into Social Security and checking in on your financial track. With all that and more crammed into ...

Strap in for a retirement rollercoaster as Coach Pete and the crew take you on a thrilling ride through smart 401(k) moves, safe money secrets, and building trust with the perfect financial sidekick! In this high-energy episode, they dish out dazzling tips on tax planning, asset allocation, and embracing your risk tolerance—all while introducing the genius ‘Spend and Leave Plan’ to secure your legacy. Get ready to...

Prepare to swing through the financial jungle as Coach Pete and his team transform retirement planning into a fun-filled safari adventure! In this action-packed episode, they introduce their “Core and Explore” method to anchor your income before you bravely venture into riskier investment territory—just like turning everyday sticky notes into priceless planning tools. From mastering the Rule of 55 to grilling your financial advisor...