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.

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Coach Pete's Power Plan!

The Emergency Savings Plan to protect your retirement!

In this episode of The Financial Safari, Coach Pete discusses and debunks common bad financial advice. He emphasizes the importance of planning for taxes in retirement, not assuming that spending will decrease in retirement, avoiding dipping into retirement accounts for emergencies, understanding that a million dollars may not be enough to retire comfortably, and not relying solely on the 60-40 stock-bond blueprint for asset allocation.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

See omnystudio.com/listener for privacy information.

Planning to make everyday Saturday!

In this episode of The Financial Safari, Coach Pete discusses various financial topics and dispels common bad advice. He emphasizes the importance of planning for taxes and retirement spending, as well as the need for supplemental retirement income beyond social security benefits. Coach Pete also highlights the advantages of working with an independent fiduciary and the value of experience in financial planning. He stresses the significance of retirement income and the impact of market cycles on financial decisions. Additionally, Coach Pete encourages individuals to take control of their financial future and prioritize lifetime income planning.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

See omnystudio.com/listener for privacy information.

Bad Retirement Advice and how to spot it!

In this episode of the Financial Safari, Coach Pete discusses common bad advice related to retirement planning. The conversation covers topics such as tax planning, underestimating retirement expenses, healthcare costs, and the importance of proactive planning. Coach Pete emphasizes the need to anticipate future tax changes and take advantage of tools like Roth IRAs. He also highlights the significance of customized retirement planning and the importance of considering inflation when estimating retirement expenses.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

See omnystudio.com/listener for privacy information.

The Big Retirement 3: Safety, Growth and Income!

In this episode of Financial Safari, Coach Pete discusses retirement strategies and the confusion surrounding them. He emphasizes the importance of safety and diversification in investments and highlights the three key ingredients of a successful retirement plan: safety, growth, and income. The conversation also touches on the topic of inflation and the need for negative inflation numbers. The rising gas prices and the cost of living are discussed, along with the misconception of inflation numbers. Coach Pete concludes by emphasizing the importance of safe and growing investments and the need for a comprehensive retirement plan.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

See omnystudio.com/listener for privacy information.

How to Avoid Investment Losses

In this episode of the Financial Safari, Coach Pete discusses various topics related to retirement planning and investment strategies. He emphasizes the importance of diversification and avoiding losses in investments. Coach Pete also explains the concept of bid and ask prices in gold and silver investments. He highlights the risk of waiting to reach a higher retirement savings goal and the need for professional financial planning. The episode concludes with a call to action for listeners to take control of their retirement planning and secure a lifetime income.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

See omnystudio.com/listener for privacy information.

Life Insurance Strategies for Saving!

In this episode of the Financial Safari, Coach Pete and his guests discuss various topics related to finance and retirement. They start by talking about the Super Bowl and unusual bets. The rising cost of Super Bowl commercials is also mentioned. The importance of financial planning for retirement and the challenges of managing personal investments are explored. The episode concludes with a discussion on using asset-based long-term care insurance and creative strategies with life insurance for retirement.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

See omnystudio.com/listener for privacy information.

Through the Years: 1936!

In this episode of Financial Safari, Coach Pete discusses various topics related to retirement planning and financial security. The conversation begins with an introduction to the show and Coach Pete's expertise. Then, the hosts take a trip back in time to 1936, discussing significant events and the cost of living during that year. The importance of starting early in retirement planning is emphasized, followed by a discussion on color coding money and the concept of the green bucket for safety and lifetime income. Coach Pete explains the benefits of creating a joint lifetime payout and addresses the fear of running out of money in retirement. 

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

See omnystudio.com/listener for privacy information.

Risk vs. Reward with your savings

In this episode, Coach Pete and our hosts have a conversation that revolves around retirement planning and the importance of money. The concept of lifetime income is introduced, highlighting the benefits of guaranteed income in retirement. The importance of solving for income and planning for the worst-case scenario is emphasized. The three worlds of money (risk, safe, and income) are discussed, along with the timeline leading up to retirement. The concept of pensionizing a 401k is explained, and the episode concludes with an invitation to a strategy consultation for retirement planning.

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

See omnystudio.com/listener for privacy information.

Creating Multiple Income Streams in Retirement

In this episode of The Financial Safari, Coach Pete discusses the importance of having an income plan in retirement. He emphasizes the need for multiple streams of income, such as social security and annuities, to ensure financial security. The conversation also addresses the question of whether it's too late to start planning for retirement and the risks of relying solely on a 401(k). The episode takes a trip back to 1988, discussing notable events and movies from that year. The hosts also share their favorite Christmas movies and reflect on the timelessness of music and entertainment. 

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

See omnystudio.com/listener for privacy information.