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.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
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 discussion covers retirement income planning,…
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 relying on guesswork.…
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. Listeners will hear…
This episode features a lively discussion on retirement planning, the importance of lifetime income, and strategies to secure financial stability in retirement. Experts share insights on market trends, inflation, and practical steps to avoid common pitfalls. See omnystudio.com/listener for privacy information.
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…
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…
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…
This episode covers essential retirement planning topics including income security, inflation, healthcare costs, long-term care, market volatility, and the importance of a written retirement plan. Hosted by Thomas with Coach Pete, it offers practical strategies to ensure a secure and worry-free retirement. See omnystudio.com/listener for privacy information.
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": project the lifestyle and income they want, then protect the assets needed to…
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 realized losses , and why money needed in the next five to ten years should not be sitting fully exposed to market risk. The…
