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.
Golden Goals & Retirement Rebalancing: Plan Like a Pro!
Retirement Secrets REVEALED: Coach Pete’s Ultimate Money Moves!
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 today's modern families. Grab your notebook and get ready to smile your way to financial freedom!
See omnystudio.com/listener for privacy information.
Retirement Game Plan: Kindness, Compounding, and Cash Flow!
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 set to retire confidently and stress-free!
See omnystudio.com/listener for privacy information.
Crypto, Cake, and Care Costs: Your Retirement Reality Check!
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. Whether you're planning your dream retirement or just dreaming of it, this episode is your blueprint for financial fun and stability!
See omnystudio.com/listener for privacy information.
Retirement Ready: Income, Insurance, and Outsmarting the Unexpected!
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 indexed annuities, and why pre-planning for surprises like divorce or disability can save your retirement. Packed with practical advice and fresh insights, this episode is your guide to building a retirement plan that’s secure, flexible, and built to last!
See omnystudio.com/listener for privacy information.
Money Moves Across Generations: Smarter Strategies for a Secure Retirement!
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-saving tactics, and avoiding common retirement mistakes that can drain your savings. Whether you're just starting out or fine-tuning your golden years, this episode is packed with practical advice to help you stay ahead of inflation, healthcare costs, and financial uncertainty!
See omnystudio.com/listener for privacy information.
Tax $avvy Retirement: Coach Pete's Guide to Smarter Planning & Bigger Savings
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 serious about building a secure financial future!
See omnystudio.com/listener for privacy information.
Retirement Red Flags: Protecting Your Money & Planning Your Legacy
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!
See omnystudio.com/listener for privacy information.
Tax-Smart Retirement: Keep More, Stress Less!
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 for a tax-efficient, financially secure retirement!
See omnystudio.com/listener for privacy information.
Slopes, Stocks & Smart Retirement Moves: The Ultimate Financial Run!
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 mountains or shredding your tax bill, this episode is packed with expert insights and practical tips to help you glide smoothly into retirement!
See omnystudio.com/listener for privacy information.