Financial Safari with Coach Pete

In this episode of Financial Safari, Coach Pete and the team discuss why retirement planning should focus on the life you want to live—not simply reaching a certain account balance. The conversation covers market volatility, long-term investing, diversification, inflation, and the importance of creating multiple income streams that can support both essential expenses and the experiences you hope to e...

In this episode of Financial Safari, Coach Pete and the team discuss how a thoughtful retirement plan can help turn savings into dependable income while still allowing room for growth and a future legacy. They explain the “spend and leave” approach, the importance of separating income-producing assets from long-term investments, and how a core-and-explore strategy may help retirees spend with greater confidence.

The con...

In this episode of Financial Safari, Coach Pete and the team discuss why the investment strategy that builds wealth during your working years may not be the same strategy that protects your income in retirement. From concentrated company stock and cryptocurrency swings to the traditional 4% withdrawal rule, the conversation explores how market losses can have a much greater impact once regular withdrawals begin.

The episode breaks ...

In this episode of Financial Safari, Coach Pete are joined by Mike Milligan, founder of One Oak Financial and host of the One-of-a-Kind Financial Show, for a conversation about why dependable income may be the most valuable asset in retirement. They discuss the importance of giving every dollar a purpose, creating a written income plan, and replacing uncertainty with a reliable monthly paycheck.

The conversation also examines hidde...

In this episode of Financial Safari, Coach Pete are joined by retirement-income expert and bestselling author Tom Hegna for a conversation about building a retirement designed to provide both security and enjoyment. Tom explains the difference between “paychecks” for essential expenses and “playchecks” for travel, hobbies, and other experiences—and why retirement planning requires a different approach ...

In this episode of Financial Safari, Coach Pete discuss how to prepare for retirement with a written plan instead of relying on market performance and guesswork. The conversation explores the dangers of concentrated company stock, excessive risk, hidden fees, non-traded REITs, and other “financial termites” that can quietly weaken a retirement portfolio.

Coach Pete also introduces his 90-day approach to preparing for Re...

Many people approaching retirement wonder whether they've saved enough, but the better question may be how to turn those savings into dependable income throughout retirement. In this episode, Coach Pete explains the difference between simply accumulating assets and creating a retirement paycheck designed to support long-term financial confidence.

The discussi...

In this episode of Financial Safari, Coach Pete and the team discuss how retirees can make more confident decisions by understanding the fine print before they buy, borrow, invest, or start drawing income. From big purchases and hidden fees to market risk and rollover mistakes, the conversation highlights the importance of having a written retirement plan instead of...

In this episode, Coach Pete walks through the key questions families should answer before retirement, especially when it comes to protecting a spouse, creating reliable income, planning for the home, managing taxes, and leaving a clear legacy. The conversation focuses on turning uncertainty into a written plan that helps loved ones avoid confusion during difficult seasons.

Coach Pete is joined by tax strategist and entrepreneur Alan Grissom for a conversation about indexing, tax strategy, and how technology is changing the way investors manage money. Alan explains the role of indices like the S&P 500 and Dow Jones Industrial Average, why passive strategies often outperform active management, and how direct indexing can give investors more control over their portfolios. The discussion also takes a...

Retirement is not just about how much you have saved; it is about turning those savings into reliable income. In this episode, Coach Pete, Thomas, Morgan, and Carrie talk about the emotional shift from receiving a paycheck to creating one yourself. The conversation touches on AI, scams, 401(k) savings, pensions, market losses, and why retirement planning requires more than simply hoping your investments cooperate. Coach Pete explai...

Annuities are getting renewed attention, but many people still misunderstand what they are and how they can fit into a retirement plan. In this episode, Coach Pete, Jackie, and Thomas break down annuities in plain language, from their historical roots to their modern use as a potential source of protected retirement income. The conversation covers how certain annuities may help create income you cannot outlive, reduce exposure to m...

In this episode of The Financial Safari, Thomas Lipscomb is joined by Jackie Selby and bestselling author Coach Pete D’Arruda for a practical conversation about preparing for retirement before emotions, market headlines, or tax surprises take control.

Coach Pete explains why retirees should “project and protect...

In this episode of The Financial Safari, Thomas Lipscomb and Coach Pete D’Arruda discuss how retirees and pre-retirees can avoid turning temporary market volatility into permanent retirement damage.

Coach Pete explains the difference between paper gains, paper losses, and reali...

In this episode of The Financial Safari, Thomas Lipscomb joins Coach Pete D’Arruda, Gary Marriage, and Phil Graham for a practical conversation about what it really takes to retire with confidence.

The group discusses why rising interest rates, inflation, market volatility, and headline-driven anxiety can be especial...

Markets are wobbly, rate-cut expectations keep shifting, oil prices are making headlines, and AI is changing the investment landscape fast. In this episode of The Financial Safari, Thomas Lipscomb and Coach Pete D’Arruda discuss why retirees and pre-retirees should avoid reactionary, news-driven financial decisions and focus instead on building a retir...

Coach Pete and the crew get real about what actually makes retirement work: matching your money plan to the life you want, not some generic rule of thumb. They break down the housing market, what volatility does to retirees, and why one paycheck in retirement is a recipe for stress. Listen up for a bonus primer on reverse mortgages: what they can solve, what they can mess up, and how to know if you’re being sold or truly help...