Financial Safari with Coach Pete
The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
Episodes
Coach Pete teams up with CPA Stan Moore to break down the massive tax changes coming in 2026—and who really wins from them. They unpack new deductions, smart tax moves for business owners, and advanced strategies like cost segregation and the backdoor Roth IRA. If you want to keep more of your money, avoid ugly tax surprises, and stay ahead of the IRS, this is an episode you don’t want to miss.
Coach Pete and the Financial Safari team break down why proper asset management matters more than ever in today’s unpredictable economy. They talk reliable income, the role of physical assets like gold and silver, and how taxes and emotions can quietly derail retirement plans. This episode introduces the Financial Fill-Up Strategy — a proactive approach designed to create dependable, guaranteed income so retirement feel...
Coach Pete and the crew break down what really matters in retirement — dependable income, handling market volatility, and designing a lifestyle that actually works. They explain why stress-testing your plan and having a smart glide path into retirement can mean the difference between confidence and constant worry. This episode calls out common retirement mistakes and shows how the right strategy lets you enjoy life without st...
Coach Pete and the crew guide listeners through the real-world decisions that make or break retirement, breaking down the 22-step total retirement process in plain English. They bust common retirement myths, explain how market risk can sneak up on your plan, and show why a one-size-fits-all strategy never works. This episode goes beyond the numbers, digging into purpose, confidence, and what it really takes to manage your money sma...
Coach Pete charges through the big stuff—how to max a 401(k), when to pick Roth vs. Traditional, and smart ways to build a nest egg even if you don’t have a 401(k). He and his crew show you how to size your risk, sniff out hidden “financial termites,” and pull it all together with a real, comprehensive plan. Bonus: they unveil the “Spend & Leave” strategy so you can enjoy your money now and s...
Coach Pete turns retirement from a roller coaster into a smooth cruise—build your paycheck first, take risk second, and let the Rule of 100 keep you sane. He hunts down “financial termites” with a forensic fee check, then layers in real-world hacks—from smart mortgage moves to avoiding gold’s bid/ask gotchas—so more of your money stays yours. The payoff: a plan that funds your life, tames the vol...
Coach Pete and the crew turn market chaos into a simple plan—why guaranteed income is your shock absorber, how to outsmart volatility, and what to do when life throws curveballs. They tackle the emotions behind money, the real risk of living longer than your savings, and the surge in Social Security sca...
Coach Pete and the crew turn retirement planning into a smooth flight—from takeoff (your first money moves) to cruising altitude (a stable, stress-free plan that stays on course). They unveil the “autopilot” account that lands lifetime income on schedule, n...
Coach Pete and the Financial Safari crew drop a hit list for retirement: dial in tax-smart withdrawals so every dollar sings, then stack dependable income that won’t miss a beat. They spotlight clever life-insurance hybrids that double as long-term-care protection—without the “use it or lose it” heartbreak. Stay to the finale for the ...
Coach Pete and the Financial Safari crew connect today’s economy and energy security to the choices that actually move your money—locking in guaranteed income, trimming taxes, and dodging risk landmines. They unpack how AI could shake markets and national security—and what that means for your plan as you near the finish line. Stick around ...
Coach Pete and the crew turn retirement from guesswork into a paycheck, revealing the Financial Fill-Up Strategy that keeps your income flowing like clockwork. They nail down true financial freedom with rock-solid budgeting, fiduciary guidance you can trust, and purpose that makes your money mean something. Plus, borrow a few timeless moves from history’s greats—and snag a persona...
Coach Pete and the Financial Safari team pull back the curtain on lottery wins and inheritances, revealing why sudden money disappears fast—and the simple, tax-smart moves that protect it. They break down dual residency for retirees (sunshine, maybe; surprise tax bills, definitely) and show how to fold windfalls into a comprehensive plan that pays you for life. Ready to turn “lucky&rdq...
Coach Pete and his crew decode today’s housing market, reveal what “no closing cost” mortgages really cost, and pull lessons from General Electric’s rise, fall, and reboot. They lay out how to turn savings into durable retirement income while dodging the blind spots that quietly drain wealth. If you want simple, smart moves before your next home or portfolio decision, hit play and get the edge.
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Coach Pete unveils a new book and soundtrack, “Through the Years,” turning market history into smarter money moves. Tune in for memorable music and tax-savvy tactics you can use before your next statement arrives!
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Coach Pete teams up with Dr. Wade Pfau to tackle the biggest retirement questions—how to lock in guaranteed income, outsmart market risks, and keep your savings alive as long as you are. From the promise (and perils) of crypto to tech-driven retirement tools, this episode delivers bold insights and practical strategies you can’t afford to miss. It’s Financial Safari at its fiercest—your roadmap to retiring w...
Coach Pete and his team spill the truth about today’s shaky stock market, investment traps, and why sudden wealth can turn into sudden regret. You’ll hear jaw-dropping stories of shady brokers—and learn how fiduciary advisors play by a different set of rules. Finally, they reveal the powerful “financial fill-up” strategy that could keep your retirement income flowing for life!
Think enjoying your money now means leaving less behind for your family? Think again. In this Financial Safari episode, Coach Pete and his crew break down WILD strategies like “Spend and Leave” that let you live it up and hand off a tax-free inheritance—while tackling market swings, tax traps, and the sneaky risks that could derail your golden...
Coach Pete and his team crack open the secrets to building unstoppable retirement income and navigating today’s unpredictable markets—especially for federal employees! Dive into the emotional rollercoaster of investing, learn the real story on annuities, and get expert tips for handling RMDs and making smart downsizing moves. Don’t miss this jam-packed episode with real listener questions, powerful money moves, an...
Think striking it rich will solve your problems? In this can’t-miss episode of Financial Safari, Coach Pete and the crew reveal the wild risks of sudden wealth—like lottery wins and surprise inheritances—and how tax traps can quickly turn a fortune into a fiasco. Tune in to learn the secrets of managing your money, mastering dual residency, and building a retirement plan sturdy enough to handle any jackpot life th...
Think you're ready for the golden years? Coach Pete and his crew break down the most shocking retirement blind spots, from ignoring health costs to botching your social life and housing plans, all with stories that’ll make you laugh and gasp. Don’t wait for disaster—find out the weird but vital strategies to build a plan that actually lasts and discover why 60 really is the new 40!
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