Financial Safari with Coach Pete

Coach Pete D'Arruda•www.financialsafari.com

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.

Last refreshed: July 25th, 2025 at 9:09 AM ⓘ

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Episodes

How to Generate a Lifetime Income!

Some investments are left to the whims of the market, but are there investments that can guarantee a lifetime income? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing a case study and talking about how to stop worrying about running out of money! 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 in...

Jan 22, 2024•12 min

Retirement and the Small Business Owner.

"Some people like working 120 hours a week for themselves rather than 40 hours a week for someone else!" Coach Pete is in the studio, talking about some of the difficulties of small business ownership and how to set yourself up for success. 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....

Jan 09, 2024•12 min

How to maintain Financial Resolutions!

It's a new year and it's time to reflect on your finances! Coach Pete is in the studio, analyzing strategies on how to keep up with your finances as you go into the new year! 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.

Jan 09, 2024•13 min

Adjust your Financial Diet!

You probably can't throw down in the buffet line like you used to, and you shouldn't continue to throw money into risky savings vehicles! Coach Pete is in the studio, talking about how to create a savings portfolio with money that won't go away! 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....

Jan 09, 2024•12 min

Recency Bias and how it can affect your retirement!

Whenever you hear folks bragging about their finances, it may be prudent to take it with a grain of salt! Most people only share their successes and not what it took to get there! Coach Pete is in the studio, talking about how to make sure you are on track with your goals! 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 informat...

Jan 09, 2024•13 min

Taking the Steps to Accelerate Your Retirement!

When comparing your retirement portfolio this years to previous years, are your savings improving and growing? Coach Pete is in the studio, talking about how you can create a retirement plan to make your savings last a lifetime! 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....

Dec 15, 2023•12 min

Tom Haines of Annexus Retirement Solutions

Coach Pete is joined in the studio by Tom Haines, Executive Vice President and Head of Index Solutions for Annexus, discussing everything from indexed annuities to how to submit a patent! 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.

Dec 15, 2023•13 min

David Duley, Founder and CEO of PlanGap

Coach Pete is joined in the studio by David Duley, Founder of PlanGap, discussing retirement solutions and how to cover the gap left by Social Security. 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.

Dec 15, 2023•13 min

A Potent Tool for Diversifying Away from Equities

Where do you save your money during your working years? Most folks use a 401k, 403b, Roth, etc. There may be some safer options! Coach Pete is in the studio, breaking down some saving strategies to help protect your money! 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....

Dec 15, 2023•13 min

Creating a Light Along Your Retirement Path

You may have a lifetime's worth of savings as you approach retirement, yet no vision for how to move forward. Coach Pete is in the studio, offering advice on how to create the kind of retirement you want! 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....

Dec 08, 2023•13 min

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