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! See omnystudio.com/listener for privacy information.
Jul 12, 2025•52 min
On this sizzling episode of Financial Safari, Coach Pete and Chuck Kaiton break down one of the greatest financial power plays in sports history—Bobby Bonilla’s legendary paycheck deal with the Mets—and reveal how it mirrors smart retirement planning. From financial “fill-up” strategies to real-life estate planning blunders (yes, even celebs mess it up), the team dishes out hard truths, big laughs, and tips you’ll actually use. Don’t miss this wild ride through sports, money, and how not to fail...
Jul 05, 2025•51 min
In this episode of Financial Safari , Coach Pete and the team break down why a retirement plan without purpose is a recipe for regret. They tackle budgeting, Social Security strategies, and market risks while spotlighting the financial fill-up strategy to keep your income flowing. Whether you're nearing retirement or just starting to plan, this episode is packed with eye-opening truths and practical steps to build a future that’s stable, fulfilling, and bulletproof. See omnystudio.com/listener f...
Jun 28, 2025•51 min
This episode of Financial Safari takes you on a wild ride through time as Coach Pete and his team break down retirement planning like never before — blending modern income strategies with lessons from medieval banking and crypto chaos. From deciphering government initiatives for youth savings to navigating the financial red zone, they serve up a smart, snappy mix of fiduciary advice, investing trivia, and timely tax tips. It’s a high-energy mashup of money history, market strategy, and must-know...
Jun 14, 2025•52 min
In this fun and insightful episode of Financial Safari , Coach Pete and his team dive into the must-haves of a rock-solid retirement plan—from creating steady income and weathering market ups and downs to aligning your finances with the life you really want. They tackle common planning mistakes, the surge in post-COVID travel, and why stress-testing your strategy could save your future. Whether you're nearing retirement or already there, this episode gives you the tools to retire with confidence...
Jun 07, 2025•52 min
In this episode of Financial Safari , Coach Pete and the team dive into what it really takes to build a rock-solid retirement plan that holds up through market swings, inflation, and the unexpected. They unpack the dangers of piecemeal planning and explain why guaranteed income and strategic guidance are the ultimate retirement power moves. Whether you’re five years out or already retired, this episode is your blueprint for retiring once—and retiring smart. See omnystudio.com/listener for privac...
May 31, 2025•52 min
In this episode of Financial Safari , Coach Pete and the team tackle the outdated financial advice still haunting retirement plans today, from misguided savings habits to overhyped homeownership. They break down why relying on old-school strategies—like blind trust in employer loyalty or generic income rules—can sabotage your future, and they back it up with real-world stories, including historical blunders from none other than Sir Isaac Newton. Along the way, they expose some shockingly bad beh...
May 24, 2025•52 min
In this episode of Financial Safari , Coach Pete and the team unpack the essentials of long-term financial planning—blending time-tested strategies with modern topics like cryptocurrency and the risks of meme coin investing. They highlight the importance of a strong financial foundation, a balanced offense-and-defense approach to wealth management, and the power of the “financial fill-up” for reliable retirement income. With insights on customization, tax awareness, and learning from past mistak...
May 17, 2025•53 min
Coach Pete and the Financial Safari team serve up a fun, fast-paced deep dive into retirement planning in this episode, covering everything from asset protection and guaranteed income to the hidden dangers of “financial termites.” With the Power Plan at the center, they show how to build a retirement that’s strong, safe, and built to last. Add in emotional wellness, lifestyle alignment, and a dash of inflation-fighting wisdom, and you’ve got your retirement game plan sealed tighter than a termit...
May 10, 2025•52 min
Join Coach Pete and the Financial Safari crew as they spill the secrets to stress-free retirement, revealing how to ditch market jitters and snag guaranteed income for life with their "Advance and Protect" strategy! Get ready to whip your finances into shape, master sneaky tax tricks, and build a legacy that'll make your future self high-five you. Don't get blindsided by financial clutter or shady brokers – tune in to plan like a pro and live your retirement dreams! See omnystudio.com/listener f...
Apr 26, 2025•51 min
In this high-energy episode of Financial Safari , Coach Pete and the team break down the must-have strategies for building a retirement plan that can weather any storm. From portfolio rebalancing and gold insights to using life insurance for long-term care and tackling longevity risk, it’s a crash course in smart, secure retirement planning. Packed with clarity, confidence, and real-world advice, this episode helps you take control of your financial future—one smart move at a time! See omnystudi...
Apr 19, 2025•51 min
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 omn...
Apr 12, 2025•52 min
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....
Apr 05, 2025•52 min
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 finan...
Mar 29, 2025•51 min
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, flex...
Mar 22, 2025•52 min
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 advic...
Mar 15, 2025•52 min
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....
Mar 08, 2025•52 min
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....
Mar 01, 2025•51 min
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...
Feb 22, 2025•54 min
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 i...
Feb 15, 2025•52 min
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 and without running out of money. If you want to avoid costly missteps and uncover s...
Feb 08, 2025•52 min
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 enjoy their golden years while leaving a legacy . From avoiding pr...
Feb 01, 2025•51 min
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, and a dash of optimism, this conversation arms you with the know-how to sail...
Jan 25, 2025•54 min
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 secure a stress-free retirement! See omnystudio.com/listener for p...
Jan 18, 2025•51 min
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 of diversification. So, grab your life jacket and jump aboard this high-energy discu...
Jan 11, 2025•52 min
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 dash of preparation, you’ll be ready to retire on your own terms. See omnystud...
Jan 04, 2025•51 min
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 with humor, second-opinion strategies, and unstoppable inspiration guaranteed to supercharge you...
Dec 28, 2024•52 min
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 this show, listeners are sure to walk away feeling confident, verified, and ready t...
Dec 21, 2024•52 min
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 feel confident, educated, and oh-so-prepared to live your best retired life and le...
Dec 14, 2024•51 min
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 with confidence, these money maestros will help you navigate ret...
Dec 07, 2024•52 min
