Financial Safari with Coach Pete: Recent Episodes

Coach Pete D'Arruda

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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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, common mistakes investors make when markets become volatile, considerations for federal employees using the Thrift Savings Plan (TSP), Roth conversion strategies, tax planning for retirees and business owners, and concerns surrounding non-traded REITs. Throughout the conversation, the emphasis remains on developing a written retirement plan that aligns investments, income needs, and long-term goals rather than relying on hope or market performance alone.

Whether you're several years from retirement or preparing to retire soon, this episode offers practical planning concepts to help you make more informed financial decisions.

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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.

Listeners will also hear about “financial termites” — the hidden costs, fees, taxes, and risks that can quietly eat away at retirement savings. The episode covers income planning, risk versus safety, bucket strategies, and why the money you have saved is not always the same as the money you can safely spend.

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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 practical guidance on life insurance, survivor income, Social Security decisions, long-term care, housing costs, required minimum distributions, charitable giving, estate documents, beneficiary forms, and family communication. The episode emphasizes that retirement planning is not just about saving money. It is about making sure income, taxes, health care, housing, and legacy decisions all work together to protect the people you love.

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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.

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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 portfolios. The discussion also takes a historical detour through railroads, Wall Street, and Cornelius Vanderbilt to show how markets and wealth-building have evolved over time. From there, the episode digs into tax loss harvesting and how selling gains alongside offsetting losses may help reduce taxable exposure. For listeners looking to keep more of what they have earned, this episode offers a practical look at tax-aware investing strategies that were once mostly available to the ultra-wealthy.

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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 investments cooperate. Coach Pete explains why timing matters, how sequence-of-returns risk can affect retirees, and why having a paycheck plan can help reduce stress. The episode also explores taxes, Roth strategies, and the importance of building a retirement plan that gives you confidence instead of guesswork.

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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 cannot outlive, reduce exposure to market timing mistakes, and support a more predictable retirement paycheck. They also discuss legacy planning, beneficiaries, avoiding probate, and how annuities may help provide continued income for a surviving spouse. If retirement certainty, safe money, and income planning are on your mind, this episode is a helpful starting point.

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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.

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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 support that lifestyle. The discussion covers test-driving retirement, adjusting emotionally to life after work, coordinating retirement goals with a spouse, and making sure income plans are built before the paycheck stops.

The episode also highlights key ideas from Coach Pete’s 22-Step Total Retirement Plan, including retirement spending plans, Roth conversion strategies, estate planning, powers of attorney, special needs trusts, charitable giving strategies, life insurance with living benefits, and old retirement accounts from previous jobs.

Listeners also learn how to access Coach Pete’s retirement resources, including TotalRetirementPlan.com, FinancialSafari.com, RetirementHelpCenter.com, and the opportunity to receive a physical copy of the 22-step Total Retirement Plan.

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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 conversation highlights key concepts from Coach Pete’s 22-Step Total Retirement Plan, including red, yellow, and green money; emergency accounts; GPI strategies; lifetime income; inflation protection; and the importance of having a written plan before retirement decisions become urgent.

The episode also covers common ways people lose money in retirement, including forced selling, poor Social Security timing, tax leakage, Medicare surcharges, non-traded REITs, scams, overconfidence, and relying on long-term money for short-term needs. Coach Pete also shares why the right plan can help retirees reduce worry, protect income, and still leave room for growth once the foundation is secure.

Listeners also learn how to access resources like TotalRetirementPlan.com, RetirementHelpCenter.com, and Coach Pete’s book The Seven Baby Steps to a Ridiculously Reliable Retirement Income.

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In this episode of The Financial Safari, Thomas Lipscomb joins Coach Pete D’Arruda, Gary Marriage, and Phil Graham for a practical conversation about what it really takes to retire with confidence.

The group discusses why rising interest rates, inflation, market volatility, and headline-driven anxiety can be especially stressful for retirees and pre-retirees—but also why those concerns are easier to manage when there is a written retirement plan in place. Coach Pete explains the purpose behind his 22-step Total Retirement Plan, including income planning, inflation protection, emergency accounts, Social Security timing, Medicare planning, tax strategies, and legacy considerations.

The conversation also explores the difference between building wealth and turning that wealth into a dependable retirement paycheck. Coach Pete, Gary, and Phil share why lifetime income, spouse protection, independent advice, and avoiding procrastination can make a major difference for families entering the financial red zone.

Listeners also learn how to access Coach Pete’s retirement resources, including the Total Retirement Plan guidebook and workbook, Tax Savvy Retirement, and the educational content available through Financial Safari and CoachPete.com.

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Markets are wobbly, rate-cut expectations keep shifting, oil prices are making headlines, and AI is changing the investment landscape fast. In this episode of The Financial Safari, Thomas Lipscomb and Coach Pete D’Arruda discuss why retirees and pre-retirees should avoid reactionary, news-driven financial decisions and focus instead on building a retirement plan designed for income, protection, and long-term confidence.

Coach Pete breaks down the importance of a market safety plan, lifetime income strategies, and the “Core and Explore” approach. He also explains how the 22-step Total Retirement Plan helps uncover retirement blind spots involving taxes, Social Security timing, withdrawal strategies, healthcare, estate planning, long-term care, and legacy goals.

The conversation also covers the risks of chasing headlines, the dangers of non-traded REITs, why individual investors may struggle against institutional players, and how AI-related market excitement can create FOMO for investors. Plus, listeners learn how to request Coach Pete’s latest retirement resources, including the Total Retirement Plan workbook and Tax Savvy Retirement.

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Coach Pete and the crew get real about what actually makes retirement work: matching your money plan to the life you want, not some generic rule of thumb. They break down the housing market, what volatility does to retirees, and why one paycheck in retirement is a recipe for stress. Listen up for a bonus primer on reverse mortgages: what they can solve, what they can mess up, and how to know if you’re being sold or truly helped!

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Coach Pete breaks down the real retirement problem nobody wants to admit: you’ve got a big “lump sum” on paper, but no clear way to turn it into reliable income you can’t outlive. He also goes hunting “financial termites” like fees, commissions, and too much risk — including a blunt warning about non-traded REITs where “up to 15%” can disappear in commissions right away. This episode also hits business-owner mistakes with CFP Sheridan Murphy — separating personal wealth from the business “baby,” building a real exit plan, and getting proactive on taxes instead of playing catch-up in February!

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Coach Pete and the crew expose the “financial termites” quietly chewing through retirement accounts—especially hidden fees that can drain your nest egg without you noticing. They break down what a real retirement income plan looks like, the most common mistakes people make, and how today’s market trends can mess with your timeline if you’re not prepared. Then they connect the dots on how technology is changing work and retirement, and why being proactive now is the difference between scraping by and retiring with confidence!

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Coach Pete kicks things off like a jungle guide with a microphone, breaking down a wild week where silver cratered in one brutal swoop, crypto took another gut-punch, and “buy-back games” in precious metals left regular folks holding the bag. Then he gets fired up about non-traded REITs—the “safe” real estate pitches with big commissions, locked-up money, and even bankruptcy headlines—and tells listeners straight: “Whose retirement are you funding… yours or your broker’s?” It’s fast, blunt, and packed with real talk on staying in control of your money instead of letting the headlines (or a salesperson) control you!

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Coach Pete and the Financial Safari crew go full throttle in this wide-ranging, eye-opening episode that tackles what retirees and pre-retirees are really dealing with right now. From the explosive moves in gold and silver to the dangers of emotional investing, the team breaks down how hype can hijack smart decision-making. Add in straight talk on health shocks, long-term care, women’s unique retirement challenges, and smart tax strategies, and you’ve got an episode that’s equal parts warning label and game plan.

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On this episode of Financial Safari, Coach Pete breaks down what really matters in retirement planning when markets get unpredictable. He talks exit strategies, dependable retirement income, and why having a clear plan beats chasing returns every time. With real-world success stories and straight talk about the role of a good advisor, this episode gives listeners a roadmap for navigating retirement with confidence instead of guesswork.

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Coach Pete takes listeners on a quick safari to expose the gap between retirement confidence and what the numbers actually say! He breaks down why understanding your statements matters, how to build income that isn’t hostage to market swings, and what it really takes to avoid running out of money. From “spend and leave” strategies to legacy planning, this episode is all about enjoying retirement now, without sacrificing your future.

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Coach Pete teams up with CPA Stan Moore to break down the massive tax changes coming in 2026—and who really wins from them. They unpack new deductions, smart tax moves for business owners, and advanced strategies like cost segregation and the backdoor Roth IRA. If you want to keep more of your money, avoid ugly tax surprises, and stay ahead of the IRS, this is an episode you don’t want to miss.

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Coach Pete and the Financial Safari team break down why proper asset management matters more than ever in today’s unpredictable economy. They talk reliable income, the role of physical assets like gold and silver, and how taxes and emotions can quietly derail retirement plans. This episode introduces the Financial Fill-Up Strategy — a proactive approach designed to create dependable, guaranteed income so retirement feels secure, not stressful.

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Coach Pete and the crew break down what really matters in retirement — dependable income, handling market volatility, and designing a lifestyle that actually works. They explain why stress-testing your plan and having a smart glide path into retirement can mean the difference between confidence and constant worry. This episode calls out common retirement mistakes and shows how the right strategy lets you enjoy life without stressing every time the market moves.

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Coach Pete and the crew guide listeners through the real-world decisions that make or break retirement, breaking down the 22-step total retirement process in plain English. They bust common retirement myths, explain how market risk can sneak up on your plan, and show why a one-size-fits-all strategy never works. This episode goes beyond the numbers, digging into purpose, confidence, and what it really takes to manage your money smartly as retirement gets closer!

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Coach Pete charges through the big stuff—how to max a 401(k), when to pick Roth vs. Traditional, and smart ways to build a nest egg even if you don’t have a 401(k). He and his crew show you how to size your risk, sniff out hidden “financial termites,” and pull it all together with a real, comprehensive plan. Bonus: they unveil the “Spend & Leave” strategy so you can enjoy your money now and still leave a legacy—then urge listeners to sit down with a fiduciary to make sure the plan actually fits their life.

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Coach Pete turns retirement from a roller coaster into a smooth cruise—build your paycheck first, take risk second, and let the Rule of 100 keep you sane. He hunts down “financial termites” with a forensic fee check, then layers in real-world hacks—from smart mortgage moves to avoiding gold’s bid/ask gotchas—so more of your money stays yours. The payoff: a plan that funds your life, tames the volatility, and gives you back that rarest asset—peace of mind.

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Coach Pete and the crew turn market chaos into a simple plan—why guaranteed income is your shock absorber, how to outsmart volatility, and what to do when life throws curveballs. They tackle the emotions behind money, the real risk of living longer than your savings, and the surge in Social Security scams—with easy checks to keep you safe. Walk away with a clear, adaptable game plan that protects your lifestyle no matter what the market’s doing. Tune in and trade panic for a paycheck you can count on.

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Coach Pete and the crew turn retirement planning into a smooth flight—from takeoff (your first money moves) to cruising altitude (a stable, stress-free plan that stays on course). They unveil the “autopilot” account that lands lifetime income on schedule, no matter the market turbulence. Fasten your seatbelt, stow the worry, and learn how to glide into retirement with confidence.

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Coach Pete and the Financial Safari crew drop a hit list for retirement: dial in tax-smart withdrawals so every dollar sings, then stack dependable income that won’t miss a beat. They spotlight clever life-insurance hybrids that double as long-term-care protection—without the “use it or lose it” heartbreak. Stay to the finale for the Financial Fill-Up game plan that keeps your cash tank topped off, month after month.

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Coach Pete and the Financial Safari crew connect today’s economy and energy security to the choices that actually move your money—locking in guaranteed income, trimming taxes, and dodging risk landmines. They unpack how AI could shake markets and national security—and what that means for your plan as you near the finish line. Stick around for a spooky-cool finale on the world’s creepiest retirement getaways (boo-tiful for budgets, too).

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Coach Pete and the crew turn retirement from guesswork into a paycheck, revealing the Financial Fill-Up Strategy that keeps your income flowing like clockwork. They nail down true financial freedom with rock-solid budgeting, fiduciary guidance you can trust, and purpose that makes your money mean something. Plus, borrow a few timeless moves from history’s greats—and snag a personalized review and resources to put your plan on cruise control!

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Coach Pete and the Financial Safari team pull back the curtain on lottery wins and inheritances, revealing why sudden money disappears fast—and the simple, tax-smart moves that protect it. They break down dual residency for retirees (sunshine, maybe; surprise tax bills, definitely) and show how to fold windfalls into a comprehensive plan that pays you for life. Ready to turn “lucky” into lasting? Hit play and get a personalized game plan that fits your numbers.

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Coach Pete and his crew decode today’s housing market, reveal what “no closing cost” mortgages really cost, and pull lessons from General Electric’s rise, fall, and reboot. They lay out how to turn savings into durable retirement income while dodging the blind spots that quietly drain wealth. If you want simple, smart moves before your next home or portfolio decision, hit play and get the edge.

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Coach Pete unveils a new book and soundtrack, “Through the Years,” turning market history into smarter money moves. Tune in for memorable music and tax-savvy tactics you can use before your next statement arrives!

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Coach Pete teams up with Dr. Wade Pfau to tackle the biggest retirement questions—how to lock in guaranteed income, outsmart market risks, and keep your savings alive as long as you are. From the promise (and perils) of crypto to tech-driven retirement tools, this episode delivers bold insights and practical strategies you can’t afford to miss. It’s Financial Safari at its fiercest—your roadmap to retiring with confidence!

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Coach Pete and his team spill the truth about today’s shaky stock market, investment traps, and why sudden wealth can turn into sudden regret. You’ll hear jaw-dropping stories of shady brokers—and learn how fiduciary advisors play by a different set of rules. Finally, they reveal the powerful “financial fill-up” strategy that could keep your retirement income flowing for life!

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Think enjoying your money now means leaving less behind for your family? Think again. In this Financial Safari episode, Coach Pete and his crew break down WILD strategies like “Spend and Leave” that let you live it up and hand off a tax-free inheritance—while tackling market swings, tax traps, and the sneaky risks that could derail your golden years.

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Coach Pete and his team crack open the secrets to building unstoppable retirement income and navigating today’s unpredictable markets—especially for federal employees! Dive into the emotional rollercoaster of investing, learn the real story on annuities, and get expert tips for handling RMDs and making smart downsizing moves. Don’t miss this jam-packed episode with real listener questions, powerful money moves, and strategies that will supercharge your financial future!

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Think striking it rich will solve your problems? In this can’t-miss episode of Financial Safari, Coach Pete and the crew reveal the wild risks of sudden wealth—like lottery wins and surprise inheritances—and how tax traps can quickly turn a fortune into a fiasco. Tune in to learn the secrets of managing your money, mastering dual residency, and building a retirement plan sturdy enough to handle any jackpot life throws your way!

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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!

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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 your golden years—because retirement is no game, but winning at it? Totally possible.

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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.

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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 retirement moves you won’t want to miss!

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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, clarity, and a sense of adventure.

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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.

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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 behavior by so-called “experts,” making the case for second opinions, smart planning, and staying flexible in a fast-changing financial world!

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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 mistakes, this episode offers a thoughtful roadmap for building a resilient retirement plan.

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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 termite tent!

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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!

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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!

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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!

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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!

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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!

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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!

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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!

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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!

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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!

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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!

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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!

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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 smarter ways to secure your future, you can’t afford to miss this episode!

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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 procrastination pitfalls to securing dependable income streams, this episode is packed with expert advice to help listeners take charge of their financial future!

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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 into retirement with both style and security!

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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!

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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 discussion, where a thorough financial review can mean smooth sailing for your secure retirement!

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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.

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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 your retirement safari!

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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 to swing through your retirement planning adventure with trusty fiduciaries by your side!

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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 leave something sweet behind for your heirs!

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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 retirement with a grin wider than a hippo’s smile!

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Get ready to embark on a thrilling financial adventure with Coach Pete on Financial Safari! In this action-packed episode, we're diving deep into the jungle of retirement planning—unleashing innovative tools, tax-slaying strategies, and income-boosting secrets to help you envision and secure your dream retirement. Plus, we'll hit the road with the Retirement Road Trip and supercharge your future with Coach Pete's Power Plan, ensuring you not only build a legacy for your family but have a blast doing it!

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Get ready to embark on a wild ride with Coach Pete on Financial Safari, where retirement planning gets a thrilling makeover! In this jam-packed episode, he unveils the secrets to maximizing your savings, creating multiple income streams, and crafting a rock-solid retirement checklist—all while taming the beasts of inflation and long-term care. Plus, he sprinkles in juicy tidbits about Grace Kelly's royal wedding, the dramatic evolution of soap operas, and teams up with annuity guru Cheryl Moore to bust myths and supercharge your financial future!

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Get ready to embark on a wild ride through the post-election financial jungle with Coach Pete on Financial Safari! In this high-energy episode, we'll tackle how recent political shifts could shake up your retirement game plan—from Social Security taxation twists to savvy strategies for maximizing your income streams and bulletproofing your financial future against tax law changes and economic surprises. Don't miss out on insider tips to navigate market volatility, unleash safe money moves, and boost your financial savvy to roar into retirement with confidence and freedom!

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Buckle up for a wild ride on Financial Safari with Coach Pete, where retirement planning gets a fun makeover using game theory and the art of picking your dream financial coach! He unravels the mysteries of making your money work for you—with simplicity, personalization, and crystal-clear transparency—while dodging the sneaky pitfalls of conflicts of interest and championing the power of diversification. Plus, he spills the beans on the exciting "Financial Fill-Up Strategy" to keep your retirement tank full, so you can cruise through your golden years without a worry!

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In this episode of Financial Safari, Coach Pete and his guests discuss the importance of proper retirement planning and the strategies needed to ensure financial security in retirement. They explore the concept of financial life preservers, the role of a financial coach, and how to identify quality financial advisors. The conversation also covers the advance and protect strategy, the pitfalls of high yield savings accounts, and the differences between various retirement income strategies. In this conversation, Coach Pete DeRuda discusses various strategies for effective retirement planning, emphasizing the importance of high yield savings accounts, guaranteed income, and comprehensive financial reviews. He addresses common concerns about retirement, such as social security benefits and the need for a spend and leave plan. The discussion highlights the significance of eliminating worries and ensuring peace of mind for a comfortable retirement.

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In this episode of Financial Safari, Coach Pete and Michael Wall discuss the intricate relationship between tax strategy and wealth management. They emphasize the importance of understanding tax implications when building retirement income and highlight the need for comprehensive financial planning that goes beyond mere product sales. The conversation also touches on the impact of inflation on wealth, the significance of pairing investments effectively, and the dangers of over-concentration in portfolios. Additionally, they provide insights into recognizing red flags in financial advising and the importance of having clear, written agreements with financial advisors. In this episode, the conversation delves into the intricacies of investment strategies, particularly focusing on real estate and the importance of due diligence. The hosts discuss the pros and cons of Real Estate Investment Trusts (REITs), emphasizing the benefits of smaller, quality deals over larger, less consumer-friendly options. They also explore tax advantages associated with real estate investments and provide advanced tax strategies for high net worth individuals. Key questions to consider before making any investment are highlighted, ensuring listeners are well-informed and prepared.

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In this episode of Financial Safari, Coach Pete and Thomas discuss essential strategies for retirement planning. They emphasize the importance of having a solid financial plan, especially as one approaches retirement. The conversation covers various topics, including the significance of retirement savings, the necessity of consolidating 401(k)s, and the need for multiple streams of reliable income. They also touch on the impact of inflation on retirement income and the evolving role of life insurance in financial planning. The episode concludes with a historical look at 1956 and its relevance to today's financial landscape. In this engaging conversation, the hosts explore various aspects of retirement planning, focusing on the significance of annuities, the influence of media on financial perceptions, and the importance of creating personalized retirement strategies. They debunk common myths surrounding annuities, discuss the benefits of indexed annuities, and emphasize the need for reliable income streams in retirement. The conversation also touches on managing debt and the value of tailored financial advice to ensure a secure and enjoyable retirement.

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In this episode of Financial Safari, Coach Pete and his team discuss essential topics related to retirement planning, including the importance of understanding healthcare risks, the role of life insurance, and the need for a comprehensive retirement income plan. They also address common financial scams and the significance of having a financial fill-up strategy to ensure a steady income throughout retirement. The conversation emphasizes the importance of education in navigating retirement planning and avoiding pitfalls such as IRS penalties. In this conversation, the hosts discuss various aspects of retirement planning, including the implications of life insurance, the importance of long-term care, and the need for strategic financial planning. They emphasize the significance of education and learning from past mistakes in financial decisions. The discussion also covers the risks associated with different investment strategies, likening them to financial monsters that can threaten retirement savings. The conversation concludes with a call to action for listeners to create a comprehensive retirement income plan.

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In this episode of Financial Safari, Coach Pete discusses the critical aspects of retirement planning, focusing on the distinction between protected and unprotected money, the importance of beneficiary designations, and the implications of IRAs and Roth IRAs. He emphasizes the need for customized retirement plans and the value of financial education through resources like the Little Green Book of Life and webinars. The episode also includes a Q&A segment addressing common concerns about Roth IRA conversions. In this episode, Coach Pete DeRuda discusses the importance of evaluating retirement strategies, the value of second opinions, and how to create a fulfilling retirement bucket list. He emphasizes the need to factor in inflation when planning for retirement and shares insights on learning from financial mistakes. The conversation also highlights the significance of having a comprehensive retirement plan to ensure financial security and peace of mind.

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In this episode of Financial Safari, Coach Pete discusses the intricacies of retirement planning, emphasizing the importance of understanding personal wealth, happiness, and the need for a structured financial plan. He introduces the concept of the 'Three C's'—Clarity, Confidence, and Control—as essential elements for a successful retirement. The conversation also touches on common mistakes in retirement planning and the significance of having a lifetime income to ensure financial security. Throughout the discussion, Coach Pete encourages listeners to explore their retirement dreams and live an abundant lifestyle, while also providing historical financial insights. In this conversation, the speakers discuss various aspects of retirement planning, including the value of real estate as an investment, the importance of having a solid retirement plan, and the role of Social Security. They delve into the intricacies of annuities as a means to secure income in retirement and emphasize the need for individuals to evaluate their financial advisors and strategies. The conversation also highlights the significance of seeking a second opinion in financial planning to ensure that one's retirement goals are met effectively.

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In this episode of Financial Safari, Coach Pete and his guests discuss the complexities of retirement planning, focusing on taxes, income strategies, and the importance of having a comprehensive lifetime income plan. They emphasize the need for proactive tax planning, understanding the implications of longevity on retirement savings, and the necessity of navigating financial blind spots to ensure a secure financial future. The conversation also highlights the significance of having multiple streams of income and the role of life insurance in retirement planning. In this conversation, the speakers discuss the importance of modern technology in financial planning, emphasizing the convenience of webinars over traditional seminars. They delve into the significance of retirement income planning, personal financial needs, and the reality of income requirements in retirement. The discussion also covers the impact of inflation and market volatility on retirement planning, the necessity for control in financial decisions, and strategies for maximizing pensions. The conversation concludes with a focus on the importance of strategic planning sessions to ensure a secure financial future.

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In this episode of Financial Safari, Coach Pete discusses various aspects of financial planning, focusing on retirement income strategies, the impact of economic indicators on investments, and the importance of understanding recency bias. The conversation also touches on managing stress related to retirement planning and the differences between high yield savings accounts and fixed indexed annuities. Coach Pete emphasizes the need for a solid retirement plan that ensures a lifetime income, regardless of market fluctuations. In this conversation, Coach Pete discusses various aspects of financial planning, focusing on high-yield savings accounts, retirement strategies, and the role of annuities. He emphasizes the importance of understanding financial products, the need for personalized retirement plans, and the significance of having a reliable income stream in retirement. The discussion also touches on the pitfalls of cookie-cutter financial advice and the necessity of adapting plans to individual needs and market conditions.

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In this episode of Financial Safari, Coach Pete and his team discuss the current economic landscape, focusing on interest rates, inflation, and the importance of retirement planning. They emphasize the need for an exit strategy in financial planning and the significance of safe money strategies to ensure a secure retirement. The conversation highlights the challenges faced by everyday consumers in navigating the financial world and offers insights into effective financial management. In this conversation, the hosts discuss various aspects of retirement planning, emphasizing the importance of building a solid financial foundation, understanding inflation, and navigating investment risks. They highlight the need for education in financial planning and the significance of having a fiduciary advisor who prioritizes the client's needs over commissions. The discussion also addresses common financial questions and concerns, providing insights into effective strategies for achieving financial security in retirement.

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In this episode of Financial Safari, Coach Pete and his team discuss essential strategies for preparing for retirement. They emphasize the importance of having a solid income plan, managing debt, and ensuring emotional readiness as one approaches retirement. The conversation also highlights the significance of identifying financial blind spots and making informed decisions to secure a stable financial future. Coach Pete shares insights on creating a spend and leave plan, the importance of confidence in retirement, and the need for a comprehensive approach to financial planning. In this episode of Financial Safari, the hosts discuss various financial strategies and concepts aimed at helping listeners secure their financial future. They emphasize the importance of financial education, particularly through webinars and resources available at CoachPete.com. The conversation covers dollar cost averaging as a method to mitigate market volatility, insights from the classic book 'The Richest Man in Babylon', and the necessity of creating a comprehensive retirement plan. The hosts also address listener questions, providing tailored advice for retirement planning and investment strategies.

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In this episode of Financial Safari, Coach Pete and his team discuss various strategies for financial planning, focusing on the importance of preparing for retirement through methods like Roth IRA conversions and tax planning. They emphasize the significance of understanding financial fees, managing risk, and creating a comprehensive financial plan to ensure a secure retirement. The conversation also touches on generational wealth and the role of instant payments in modern finance, concluding with listener questions about retirement strategies. In this conversation, the speakers discuss various strategies for effective retirement planning, emphasizing the importance of maximizing gains while minimizing costs and risks. They explore the concept of the financial red zone, the significance of guaranteed lifetime income, and the differences between human financial advisors and robo-advisors. The discussion highlights the need for control in retirement planning and the potential pitfalls of market risks as individuals approach retirement age.

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In this episode of Financial Safari, Coach Pete and his guests discuss the essential elements of financial planning, focusing on retirement income strategies, investment risks, and the importance of asking the right questions before making financial decisions. They emphasize the need for a comprehensive retirement plan that includes income protection and strategies to avoid bad money habits. In this conversation, the speakers discuss the importance of financial advisors, the historical context of retirement planning, the risks associated with investments, and the necessity of a comprehensive retirement plan. They emphasize the need for risk assessment and the creation of a financial fill-up strategy to ensure a secure retirement. The discussion also includes a cautionary tale about Nicolas Cage's financial missteps, highlighting the importance of sound financial management.

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In this episode of Financial Safari, Coach Pete and his guests discuss the importance of financial planning, particularly as individuals approach retirement. They explore the concept of the 'financial red zone,' which refers to the critical years leading up to retirement, and emphasize the need for a strategic development process to ensure a secure financial future. The conversation also delves into the world of annuities, addressing common myths and highlighting their benefits as a reliable source of retirement income. The episode concludes with insights on the potential for significant gains through indexed annuities and the importance of understanding one's financial options. In this conversation, the speakers discuss the importance of effective retirement planning, emphasizing the need for a solid financial strategy that includes income planning, risk management, and the creation of a lifetime income plan. They highlight the significance of being proactive in financial negotiations and the necessity of adapting to changing economic conditions. The discussion also touches on historical perspectives in financial planning and the importance of comprehensive strategies that address various aspects of retirement, including taxes, healthcare, and estate planning.

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In this episode of Financial Safari, Coach Pete and his guests discuss the importance of financial and physical fitness, the challenges of managing debt, and the realities of social security and government spending. They emphasize the need for fiscal responsibility and accountability in government, while also providing resources and strategies for individuals to improve their financial health and retirement income. In this conversation, Coach Pete DeRuda and General Dave Walker discuss the importance of financial planning for retirement, focusing on annuities as a means to secure income without risk. They explore America's economic future, the implications of inflation, and the need for fiscal responsibility. The discussion emphasizes learning from history to avoid repeating past mistakes and the importance of building confidence in the U.S. economy. Additionally, they highlight strategies for financial independence and advanced tax planning to maximize retirement income.

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In this episode of Financial Safari, Coach Pete and guest Josh Jalinski discuss the critical aspects of financial planning for retirement. They emphasize the importance of understanding cash flow versus net worth, the necessity of lifetime income, and the role of annuities in ensuring financial security. The conversation also touches on the evolution of retirement products and strategies for effective saving, highlighting the need for a comprehensive approach to retirement planning that prioritizes cash flow and personal wants alongside needs. This conversation delves into various themes including economic insights, retirement planning, cultural nostalgia, stock market dynamics, and the importance of annuities for financial security. The speakers discuss the current economic climate, political commentary, and personal anecdotes that reflect on past experiences and cultural shifts. They emphasize the need for strategic financial planning, especially in the context of rising inflation and market volatility, while also sharing nostalgic reflections on music and food.

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In this episode of Financial Safari, Coach Pete discusses the essential elements of retirement planning, emphasizing the importance of understanding personal wealth, happiness, and the need for a structured financial plan. He introduces the concept of the 'Three C's'—Clarity, Confidence, and Control—as vital components for a successful retirement. The conversation also highlights the significance of having a lifetime income plan, avoiding common retirement planning mistakes, and the philosophy of managing money to ensure a fulfilling retirement. The episode concludes with a call to action for listeners to take control of their financial future. In this conversation, the speakers discuss various aspects of retirement planning, including the importance of real estate as an investment, the need for control over one's financial future, and the role of Social Security. They emphasize the significance of creating a cooperative retirement plan with a fiduciary planner, understanding annuities, and the necessity of a second opinion in financial planning. The discussion highlights the importance of income planning and the potential risks associated with different investment strategies.

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In this episode of Financial Safari, Coach Pete discusses various aspects of financial planning, including the importance of tax planning, the paycheck challenge for retirement income, and the pros and cons of investing in gold. The conversation emphasizes the need for strategic planning to ensure a secure financial future, while also incorporating humor and relatable anecdotes to engage listeners. In this conversation, the hosts discuss various aspects of retirement planning, emphasizing the importance of understanding inflation, managing risks, and creating a sustainable income strategy for retirement. They explore the historical context of economic changes, the value of money, and the necessity of having a solid financial plan that can withstand market fluctuations. The discussion also highlights the significance of personalized retirement plans and the upcoming Income Revolution show, which aims to provide viewers with valuable financial insights.

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In this episode of Financial Safari, Coach Pete and his team discuss essential strategies for retirement planning, focusing on the importance of confidence, control, and guaranteed income. They explore the role of annuities, tax planning, and the impact of fees on retirement savings. The conversation emphasizes the need for a comprehensive income strategy to ensure financial security in retirement. In this conversation, the speakers discuss the critical importance of financial education, particularly in retirement planning. They emphasize the need for guaranteed income, understanding taxes, and the fundamentals of investing. The discussion also covers the three worlds of investing—risk, safety, and income—and how to create a comprehensive financial plan that ensures security and peace of mind in retirement.

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In this episode of Financial Safari, Coach Pete and his team discuss the current economic landscape, focusing on interest rates and their implications for retirement planning. They emphasize the importance of having a solid retirement strategy, including understanding exit strategies and the role of safe money alternatives like annuities. The conversation highlights the need for individuals to take control of their financial futures and make informed decisions to ensure they never run out of money in retirement. In this conversation, the hosts discuss various aspects of financial planning, focusing on the importance of understanding inflation, building a solid financial foundation, and the strategies necessary for retirement income. They emphasize the need for education in financial matters, the implications of using a Roth IRA for mortgage payments, and the significance of seeking second opinions from financial advisors. The discussion also touches on the risks associated with investment fees and the necessity of having a core strategy for financial security.

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On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, discussing the importance of financial planning and the risks associated with unscrupulous financial advisors. It highlights real-life cases of financial fraud and emphasizes the need for caution and due diligence when investing. The conversation also touches on the significance of working with fiduciary planning teams and ensuring lifetime income and peace of mind 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.

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On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, diving into the importance of lifetime income, the role of municipal bonds in a portfolio, the risks and benefits of company stock, and the options for pension and 401k plans. They emphasize the need for a balanced approach to financial planning and the importance of making informed decisions about retirement income and investment strategies.

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.

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On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, providing valuable insights on retirement income planning, asset structuring, and financial security. The conversation covers the importance of joint financial planning, the 4% rule, worst-case scenario planning, and the benefits of guaranteed lifetime income. The focus is on creating a comprehensive long-term plan that reflects individual goals and objectives.

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.

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On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, and the conversation covers a range of financial topics, including inflation, market volatility, retirement planning, tax efficiency, and the importance of lifetime income. The hosts and guests provide insights and advice on navigating the financial landscape and making informed decisions 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.

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On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, covering a wide range of financial topics, including retirement planning, annuities, and investment strategies. The conversation delves into the importance of extended warranties in financial planning, the role of annuities in retirement income, and the impact of risk-based investments. It also touches on the concept of personalized financial strategies and the need for tailored retirement plans.

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.

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On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, discuss the exploration of different resources and strategies for financial planning and retirement. The conversation also touches on the impact of tariffs on the EV, semiconductor, and solar industries.

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.

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On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, talking about various topics related to finance and investing, including stock splits, inflation, gold and silver, and annuities.

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.

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On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, to discuss Dunkin' Donuts and the changes they made to their coffee. The conversation briefly touches on money-saving tips and class action lawsuits. Finally, they mention the importance of retirement planning and offer their services.

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.

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On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, talking about the importance of having a reliable and guaranteed source of income in retirement, such as annuities.

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.

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On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, to discuss the importance of proper financial planning for retirement and the need for lifetime income. Overall, the conversation highlights the need for a comprehensive retirement plan that includes lifetime income and a focus on the client's needs and wants.

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.

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On this episode of Financial Safari, Coach Pete discusses the importance of having a lifetime plan for retirement income and avoiding time-specific plans. He uses the analogy of a pumpkin plan that turns back into a pumpkin at midnight to emphasize the need for a plan that lasts a lifetime. He also highlights the risks of market declines and the importance of diversification and having a paycheck replacement in retirement. Coach Pete introduces the concept of a financial fill-up strategy and retirement autopilot to ensure a worry-free 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.

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On this episode of Financial Safari, Coach Pete emphasizes the importance of understanding and combating inflation to maintain purchasing power in retirement. He also talks about the need to design a retirement plan that includes risk management and income strategies. The conversation touches on the minimum wage, market cycles, and the importance of working with a fiduciary advisor!

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.

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On this episode of Financial Safari, Coach Pete discusses the challenges and risks associated with buying physical gold, such as storage and security. He also mentions alternative ways to invest in gold, such as through ETFs. The conversation then transitions to the importance of retirement planning and the role of a fiduciary in providing a safe and secure retirement income. Coach Pete emphasizes the need for a balanced and diversified retirement plan that includes both risk and safety.

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.

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On this episode of The Financial Safari, various topics related to taxes, retirement planning, and income strategies are covered. Coach Pete emphasizes the importance of tax planning and strategizing to protect one's finances. He also discusses the concept of pre-stretching, comparing it to tax planning to avoid future financial pain. The conversation touches on the benefits of investing in solar easements and the impact of taxes on retirement planning. Coach Pete also addresses the misconception of not having to pay taxes and highlights the need for individual financial 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.

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In this episode of Financial Safari, Coach Pete and the team are in the studio, covering various aspects of retirement planning and financial security. They begin by discussing the low participation rate in workplace retirement plans. The conversation then explores the mindset of treating retirement savings as a bill and the importance of starting retirement planning early. The role of a fiduciary in financial planning is also highlighted. You need to disaster-proof your portfolio and avoid gimmicks in the financial world!

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.

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Coach Pete is joined in the studio by former Voice of the Carolinas, Chuck Kaiton! The conversation covers various topics related to retirement planning, including the importance of guaranteed income, the need for income in retirement, and strategies for managing market volatility. They also discuss the significance of safety and risk in retirement and provide insights into investment strategies.

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.

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In this episode, various topics related to retirement planning are discussed. The importance of taxes and social security in retirement is highlighted, emphasizing the need for a comprehensive retirement plan. The million dollar number and asset allocation are explored, along with the pitfalls of a one-size-fits-all retirement plan. The importance of customizing your financial and retirement plan is emphasized, as well as the need for making adjustments along the way. Coach Pete's Power Plan is introduced as a way to take control of your retirement. The impact of inflation and government spending is discussed, particularly in relation to everyday expenses. The benefits of annuities and the Retirement Help Center are explained, along with the advantages of working with a fiduciary planner. The resources available on FinancialSafari.com are highlighted, and the episode concludes with information on how to get started with Coach Pete's Power 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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In this episode of the Financial Safari, Coach Pete discusses various topics related to personal finance and retirement planning. He and the other hosts start by talking about their upcoming documentary series with Kathie Lee Gifford and her wine line. The conversation then shifts to Roth IRAs and the benefits of investing in them. They also discuss the importance of tax planning and how taxes are expected to increase in the future. The hosts emphasize the need for comprehensive retirement planning and introduce the concept of the spend and leave strategy.

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.

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In this episode, Coach Pete interviews Chris Gaddis, a benefit specialist, about strategies to reduce taxes for business owners. The main problem discussed is paying too much in taxes, and Chris shares several strategies to help business owners minimize their tax burden. One strategy is to implement wellness programs that not only benefit employees but also result in tax savings for the business owner. Chris explains how these programs can reduce healthcare costs and improve employee health. He also highlights the tax-efficient dollars that employees can use to buy benefits.

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.

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In this episode of Financial Safari, Coach Pete and the team discuss various topics including sports, the importance of financial planning, and rising inflation. The conversation also touches on the 529 college savings plan and the challenges of preparing for future events. The hosts highlight the impact of inflation on everyday expenses and emphasize the need for inflation-protected plans.

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.

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In this episode of The Financial Safari, Coach Pete and the team discuss various financial topics and interview guests. They emphasize the importance of lifetime income and the proper combination of risk and safety in retirement planning. They also discuss the 2024 outlook and the impact of interest rate cuts. Additionally, they highlight the significance of the jobs report and the difference between government and private jobs. The hosts stress the importance of having a long-term plan that is not dependent on short-term market fluctuations. They also discuss the benefits of annuities and offer an annuity x-ray service.

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.

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What does "wealthy" mean to you? What used to be a lot of money doesn't go nearly as far anymore. Coach Pete is in the studio, discussing strategies to create a guaranteed 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.

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There are so many different savings vehicles, all vying for your attention. Which ones can make sure that you are taken care of? Coach Pete is in the studio, breaking down the financial fundamentals 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.

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It can be difficult to find the right allocation for your retirement portfolio, especially when you're focused on working and everything life brings! Coach Pete is in the studio, talking about what it takes to create a proper 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.

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When asked, most people would say they want NONE of their money "at risk", yet select saving strategies where they could lose their principle! Coach Pete is in the studio, breaking down the tools and techniques to protect your savings.

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.

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How much of your savings do you want at risk as you approach retirement? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing some retirement rules of thumb and travelling back to 1918!

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.

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If you have to spend $250 to save $50, you really just lost $200! Credit cards offer lots of savings but only if you spend way more! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, offering advice on how to navigate credit cards, loans, consolidating debt, and more!

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.

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Saving for the retirement that you want shouldn't be complicated! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, breaking down the financial world for retirees and pre-retirees.

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.

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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 information.

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"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.

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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.

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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.

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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 information.

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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.

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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.

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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.

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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.

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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.

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Hitting goals are important and it takes the right actions to proceed along the right path. Coach Pete is in the studio, discussing how to create a plan that maximizes retirement income and the steps to achieve 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 information.

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Social Security is not enough for the modern retiree and the volatility of the stock market could be detrimental to your savings; what can you do to strengthen your portfolio? Coach Pete is in the studio, breaking down some of the things to watch out for 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.

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Your retirement plan may be 98% complete, but it might be missing the final, key component: lifetime income. Coach Pete is in the studio, talking about how to ask your retirement planners the right questions.

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.

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In the top 10 list of best places to retire, you won't believe what number 4 is! Coach Pete is in the studio, continuing the conversation about what to look for when deciding where to retire.

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.

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Florida is, surprisingly, number 8 on the top 10 list of where to retire in America. What's number 1? Coach Pete is in the studio, continuing the conversation about what to look for when deciding where to retire.

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.

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A good plan keeps your savings secure during worst case scenarios. Coach Pete is in the studio, breaking down how simple tweaks in your portfolio early on can make the difference between success and failure.

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.

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Quality of life can mean so much more than just having lower taxes, especially when it comes to planning for your retirement destination! Coach Pete is in the studio, talking about what to look for when deciding where to retire.

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.

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Retirement is supposed to be a time of rest and relaxation, so it's important to bolster your plan against some risks you may not be aware of! Consumer advocate Thomas Lipscomb is in the studio, taking us through the Retirement Help Center video series.

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.

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Your retirement wants and needs may be different than those around you, so it can be tricky to figure out when to retire. Consumer advocate Thomas Lipscomb is in the studio, taking us through the Retirement Help Center video series.

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.

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Many people think contributing to a 401k is enough to plan for retirement, but will that last? Consumer advocate Thomas Lipscomb is in the studio, taking us through the Retirement Help Center video series.

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.

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Have you ever wondered how a financial advisor gets paid? Consumer advocate Thomas Lipscomb is in the studio, taking us through the Retirement Help Center video series.

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.

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When someone talks about 'taxes', you can hear the collective groan from people everywhere, but what if there were strategies to help minimize those taxes? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, breaking down how you can keep more money in your pocket and less out of Uncle Sam's.

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.

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Has it become difficult to separate financial fact from fiction? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, discussing how to navigate the financial world today.

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.

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Life looked a lot different in 1921, and retirement has changed just as much! Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, reminiscing on the retirement planning world through the years.

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.

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How do you get ahead in the money game, beyond the interest rates you find at the bank? Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, talking about how real estate can become a part of your retirement portfolio.

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.

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Have you ever relocated on a whim without doing research? This could end up being costly before retirement! Coach Pete is in the studio, talking about Bad Money Habits and how to avoid those mistakes!

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.

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Times have changed and we aren't living through your grandparents' retirement! Coach Pete is in the studio, taking a trip back in time to 1921 and comparing life back then to now.

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.

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When looking at any investment opportunities, it's important to find out how you can create streams of income. Coach Pete is in the studio, discussing how to manage what comes in and when comes out when planning 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.

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Times have changed and we aren't living through your grandparents' retirement! Coach Pete is joined in the studio by Neal Anderson, CEO of Libertas GPS, taking a trip back in time to 1969 and comparing life back then to now.

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.

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This week, don't let your savings portfolio scare you! Coach Pete is joined in the studio by Neal Anderson, CEO of Libertas GPS, discussing their favorite candies and weaving retirement advice at the same time!

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.

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Real estate can be a valuable asset or a detrimental liability as you approach retirement. Which will it be for you? Coach Pete is joined in the studio by Neal Anderson, CEO of Libertas GPS, breaking down how to leverage real estate in your favor as you approach 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.

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Interest rates are on the rise and the question is will they go higher before they go lower? Coach Pete is joined in the studio by Neal Anderson, CEO of Libertas GPS, discussing rising interest rates and how to bolster your savings against.

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.

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What if there were a retirement vehicle that could help get your beneficiaries some retirement money while everyone can enjoy it? Coach Pete is joined in the studio by Chuk Kaiton, former Voice of the Carolinas, discussing ways to maximize your finances to and through 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.

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When it comes to saving, would you rather pay taxes now or later? Do you know when to take out RMD's? Have you created a written retirement plan? Coach Pete is joined in the studio by Chuck Kaiton, former Voice of the Carolinas, giving insight to those questions and helping you find financial solutions!

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.

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Have you ever gone out to exercise without your workout clothes? Without the proper design and purpose, your workout could become a miserable experience. Get the right outfit! Coach Pete is in the studio, talking about how to train for the right 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.

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1 in 3 Americans feel like they are behind in their savings for retirement. Many people rely solely on Social Security, but it may not be enough for everything you need. Coach Pete is in the studio, breaking down how you can grow you savings and make them 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.

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There are many financial termites that can pick away at your savings. Coach Pete is in the studio, helping you learn how to check on your retirement savings and check on your broker's fiduciary status!

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.

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"Trust but verify," is a quote made famous by Ronald Reagan and can apply to your retirement plan. Coach Pete is in the studio, breaking down how you can create a sure-fire plan that you can count on 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.

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Saving isn't easy, but there are some steps you can take that will benefit you in the long run. Coach Pete is in the studio, offering some guidance and practical wisdom to get you prepared 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.

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Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, wrapping up the conversation about how you can build a retirement portfolio that can last you the rest of your life!

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.

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Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, continuing the conversation about how you can build a retirement portfolio that can last you the rest of your life!

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.

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Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, continuing the conversation about how you can build a retirement portfolio that can last you the rest of your life!

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.

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Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, breaking down how you can build a retirement portfolio that can last you the rest of your life!

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.

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Can anyone bamboozle Coach? Consumer advocates Thomas Lipscomb and Jackie Selby are in the studio alongside Coach Pete, trying to stump America's Wealth Coach!

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.

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Time moves faster than we think! Retirement is rushing towards you; do you have a plan?Coach Pete D'Arruda is in the studio, discussing some of the biggest risks that can eat away at your retirement savings.

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.

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Brad Olson and Joe Wilson, the founders of Olson & Wilson Private Capital, join Coach Pete D'Arruda in the studio, concluding the conversation on retirement planning and what it takes to retire the way you want to.

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.

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Brad Olson and Joe Wilson, the founders of Olson & Wilson Private Capital, join Coach Pete D'Arruda in the studio, continuing the conversation on retirement planning and analyzing principles from top investors.

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.

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Brad Olson and Joe Wilson, the founders of Olson & Wilson Private Capital, join Coach Pete D'Arruda in the studio, continuing the conversation on retirement planning and answering your retirement questions.

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.

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Brad Olson and Joe Wilson, the founders of Olson & Wilson Private Capital, join Coach Pete D'Arruda in the studio, breaking down what retirement planning is and how to achieve your goals 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.

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Do you know how to create a structured income plan? You need to talk to someone with the heart of an educator that can help. Coach Pete D'Arruda is in the studio, talking about the importance of creating an income that will last your entire 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.

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What is the right way to plan for retirement: using a cookie cutter plan from a big-box firm, or a customized plan, created for you by a financial coach? Coach Pete D'Arruda is in the studio, breaking down the importance of having a retirement plan made for you.

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.

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It can be intimidating looking at a large sum of money, wondering how to make it last through retirement. There are so many voices, saying to use different strategies. Coach Pete D'Arruda is in the studio, talking about his Spend and Leave Plan, going over some of those strategies to help your money last.

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.

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It can feel like your retirement savings are constantly melting away; how can you make your savings last for the rest of your life? Coach Pete D'Arruda is in the studio, talking about the importance of longevity and how to create a steady income 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.

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Have you ever wondered about building a trust fund for family? Coach Pete D'Arruda is in the studio, answering your questions and discussing some famous financial failures that you can learn from.

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.

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What does space shuttles, nuclear power plants, and Oprah Winfrey have in common? Coach Pete D'Arruda is in the studio, taking a trip back in time and talking about how retiring in 1986 differs from retiring in modern times.

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.

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Life doesn't slow down for you to play catch-up. Without a plan in place, financial talks can put strain on any couple, but fear not! Coach Pete D'Arruda is in the studio, discussing some of the most important financial questions couples need to ask.

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.

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Retirement confidence among Americans is at levels we haven't seen since 2008; what can you do to combat risk with your savings? Coach Pete D'Arruda is in the studio, breaking down some strategies you can use to bolster your retirement portfolio.

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.

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Are you concerned about housing costs? What's your plan for vacations and travel in retirement? Coach Pete D'Arruda is joined in the studio by Insurance Advisor, Steve Simerka a.k.a. The Money Man, and Investment Advisor Representative Marty Hensley, discussing costs you need to consider when creating a spending plan 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.

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Do you overpay in taxes? Are you looking for strategies to have the retirement you want? We've got what you need! Coach Pete D'Arruda is joined in the studio by Insurance Advisor, Steve Simerka a.k.a. The Money Man, and Investment Advisor Representative Marty Hensley, talking about some resources to inform yourself about 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.

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The Stock Market jumps up and down like a roller coaster, interest rates continue to climb; where can you find stability in retirement? Coach Pete D'Arruda is joined in the studio by Insurance Advisor, Steve Simerka a.k.a. The Money Man, and Investment Advisor Representative Marty Hensley, analyzing strategies to create a reliable income for your future.

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.

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The Financial Safari Team has taken to the streets, listening to YOU about your retirements. Coach Pete D'Arruda is joined in the studio by Insurance Advisor, Steve Simerka a.k.a. The Money Man, and Investment Advisor Representative Marty Hensley, finding solutions to your retirement problems.

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.

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The landscape for retirement savings has changed dramatically since the time of pensions. Investment Advisor Representative Parker Holland is covering for Coach in the studio, answering your questions about 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.

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You've spent so much time saving for retirement, what happens when you finally have to spend those savings? Investment Advisor Representative Parker Holland is covering for Coach in the studio, breaking down how to transition into the spending phase of 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.

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The retirement age to receive your full Social Security benefit has changed recently; how will that affect your retirement? Investment Advisor Representative Parker Holland is covering for Coach in the studio, discussing the importance of a personalized 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.

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Have you ever wondered the difference between a financial advisor and a retirement planner? Investment Advisor Representative Parker Holland is covering for Coach in the studio, answering some of the top web-searched questions about financial 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.

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When planning for retirement, how do you find what you're paying in fees? Do you know how much of your savings are going towards fees? Coach Pete D'Arruda is joined in the studio by Garry Thurman and Tanner Moore of Guardian Investment Advisors, closing out the conversation on financial red flags to avoid.

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.

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Has anyone pressured you into a financial product, especially with time constraints? Another red flag! Coach Pete D'Arruda is joined in the studio by Garry Thurman and Tanner Moore of Guardian Investment Advisors, talking about some more things to avoid when working with a financial advisor.

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.

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Have you ever heard the phrase, "There's no risk at all," when talking about investments? That's a red flag! Coach Pete D'Arruda is joined in the studio by Garry Thurman and Tanner Moore of Guardian Investment Advisors, breaking down how you can secure your savings from financial red flags.

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.

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You may be very well-off in your retirement savings, yet still nervous about market volatility and rising costs; will you ever be able to sleep well at night again? Coach Pete D'Arruda is joined in the studio by Garry Thurman and Tanner Moore of Guardian Investment Advisors, talking about the importance of a plan 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.

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We are surrounded by instability in the financial world. From bank failures to high inflation and tax increases, how can you secure your savings? Coach Pete D'Arruda is in the studio, breaking down key components of a 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.

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If you are on a fixed income in retirement, a tax increase does not bode well with a high inflationary environment. Coach Pete D'Arruda is in the studio, analyzing strategies on how to effectively minimize taxes.

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.

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A proposed 28% corporate tax rate may not bode well for the small business owner. Are you affected? Coach Pete D'Arruda is in the studio, discussing how you can minimize taxes in retirement, even when the government is trying to raise them.

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.

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With retirement savings, creating income is the main goal. Can you do that when financial institutions are failing? Coach Pete D'Arruda is in the studio, talking about how to secure your retirement income in shaky times.

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.

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Do you want your savings to go to probate? Maybe the government doesn't have the best ideas for your savings! Coach Pete D'Arruda is in the studio, answering your questions!

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.

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You've probably heard of the 4% withdrawal rule in retirement, but can you do in today's economy? Coach Pete D'Arruda is in the studio, demystifying old financial rules and instructing how you can bolster your savings to make them last.

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. 

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Have you ever tried to create a spending plan? It might be easier that you think. Coach Pete D'Arruda is in the studio, giving practical advice on how you can figure out how much you're spending 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. 

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As you are nearing retirement, it's important to know whether your savings are at risk or safe. Coach Pete D'Arruda is in the studio, breaking down one of his key principles, the CORE and EXPLORE, of his retirement plans.

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. 

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Have you ever thought about how much you actually spend and bring in each month? Coach Pete D'Arruda is in the studio, talking about some principles from the Millionaire's Mindset Club.

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. 

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Preparing for the years you spend in retirement require caution and care. Coach Pete D'Arruda is in the studio, analyzing some of the tools you can use to prepare for a long and fulfilling 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. 

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Moving from accumulation to distribution is one of the most important steps for retirees to plan for. Coach Pete D'Arruda is in the studio, discussing the importance of maintaining your wealth throughout all of your 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. 

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It's so important to build upon the basics in life, and so it is with retirement planning! Coach Pete D'Arruda is in the studio, breaking down some fundamentals of saving for retirement so you can have the lifestyle 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. 

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Coach Pete D'Arruda is out on assignment and in the studio is Marty Hensley, Retirement and Wealth Strategist, answering your questions.

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. 

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With technological and medical advances, people are living longer. What does that mean for retirement planning? Coach Pete D'Arruda is out on assignment and in the studio is Marty Hensley, Retirement and Wealth Strategist, analyzing how to increase longevity in your retirement savings.

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. 

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A Gallup Poll showed 18-29 year olds think they'll be able to retire early until reality set ins. Coach Pete D'Arruda is out on assignment and in the studio is Marty Hensley, Retirement and Wealth Strategist, breaking down some tips so you can retire when you want to.

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. 

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Have peace of mind by creating an income for yourself! Coach Pete D'Arruda is out on assignment and in the studio is Marty Hensley, Retirement and Wealth Strategist, discussing the current state of the economy and what you can do to stay in the right direction towards the 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. 

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You should handle your retirement savings with the utmost care and make sure your advisor is doing the same. Coach Pete D'Arruda is in the studio, taking a trip back in time to 1974 and talking about the importance understanding your 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.

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There are ways, with a proper plan, to make your money last a lifetime! Coach Pete D'Arruda is in the studio, breaking down how you can get ready, from life insurance to minimizing taxes, 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.

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What in the world is a Mega-Backdoor-Roth IRA? Coach Pete D'Arruda is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, answering your questions and reminiscing on how the Financial Safari came to be.

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.

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When tragedy strikes, the sharks can begin to circle your retirement assets. Coach Pete D'Arruda is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, taking a trip back in time to 1955 and talking about how you can protect your savings after suffering a loss.

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.

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Every successful retirement plan requires multiple income streams. Coach Pete D'Arruda is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, demystifying one of those strategies, annuities!

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.

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Record breaking inflation, volatile markets and the passing of Secure Act 2.0; how will these things affect your retirement? Coach Pete D'Arruda is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, breaking down 5 ways how you can recover losses and capitalize on the upswing.

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.

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Coach Pete D'Arruda is joined in the studio by Jason Wojciechowski, author and CEO of Lifeonaire, continuing the conversation about how you can have the kind of life you want 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.

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Coach Pete D'Arruda is joined in the studio by Jason Wojciechowski, author and CEO of Lifeonaire, continuing the conversation about how you can have the kind of life you want 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.

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Coach Pete D'Arruda is joined in the studio by Jason Wojciechowski, author and CEO of Lifeonaire, continuing the conversation about how you can have the kind of life you want 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.

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Many people don't want more money, but simply the kind of life that financial freedom offers! Coach Pete D'Arruda is joined in the studio by Jason Wojciechowski, author and CEO of Lifeonaire, talking about how you can have the kind of life you want 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.

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If you could use a time machine and go to the future, how would your actions today change your future? Coach Pete D'Arruda is in the studio, talking about the importance of a plan and how it can affect your future.

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.

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Coach Pete D'Arruda is joined in the studio by Stan Moore, CPA known as "The Tax Man", continuing the conversation about 5 of the biggest mistakes that business owners make when it comes to taxes.

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.

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Coach Pete D'Arruda is joined in the studio by Stan Moore, CPA known as "The Tax Man", breaking down 5 of the biggest mistakes that business owners make when it comes to taxes.

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.

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What's the twist? You can grow your money in retirement by participating in gains without suffering losses. Coach Pete D'Arruda is in the studio, breaking down how you can secure your retirement income to 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.

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Have you ever missed a tax break you qualified for? Or have you missed your tax filing date, getting hit with penalties? Coach Pete D'Arruda is in the studio, bringing to light some of the things that can help you save in taxes 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.

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Have you ever wondered about whether or not your broker has your best interests in mind? You won't want to miss this segment! Coach Pete D'Arruda is in the studio, listening to a Brokers Behaving Badly and also reminiscing on recent holiday gifts

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.

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Have you ever wondered if a monthly withdrawal than a yearly withdrawal? Coach Pete D'Arruda is in the studio, answering listener questions to create the 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.

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You're always in tax season; you either just finished paying or are getting ready to pay again! Coach Pete D'Arruda is in the studio, breaking down strategies to minimize taxes in retirement as the new year begins.

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.

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Are you worried about healthcare costs going up in retirement? Coach Pete D'Arruda is joined in the studio by Chuck Kaiton,  former voice of the Carolina Hurricanes, and Gregg Berrian, Retirement and Insurance Planner, examining a case study and showing how you can take care of your healthcare with careful 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.

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Do you feel secure as you are entering or going through retirement? Coach Pete D'Arruda is in the studio, helping you make sure that your money is going the right way (in your pocket) rather than the wrong way (Uncle Sam's pocket).

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.

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After you pass away, are your savings going to Uncle Sam or to your beneficiaries? Coach Pete D'Arruda is joined in the studio by Phil Graham, creator of The Beneficiary Liquidity Plan, going over how you can plan your estate and beyond.

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.

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When the market has a bad year, are you suffering losses or can you manage to 'tie'?Coach Pete D'Arruda is joined in the studio by Chuck Kaiton,  former voice of the Carolina Hurricanes, reminiscing on holidays past and looking at how to secure your financial future.

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.

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In the working world, you can expect a yearly raise as the cost of living goes up. Can you do the same after retiring? Coach Pete D'Arruda is joined in the studio by Gregg Berrian, Retirement & Insurance Planner, breaking down how you can grow your retirement savings to give yourself the raise your deserve!

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.

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Coach Pete D'Arruda is joined in the studio by Michael Wall, CEO of Wall Private Wealth and author of "Retire Once, Retire Well", continuing the discussion on tax-saving strategies.

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.

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Coach Pete D'Arruda is joined in the studio by Michael Wall, CEO of Wall Private Wealth and author of "Retire Once, Retire Well", discussing tax-saving strategies, including how to reduce your taxable income 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.

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Have you been to told to consolidate your car and mortgage loans, to refinance or open another credit card when approaching retirement? Hit the brakes! Coach Pete D'Arruda is joined in the studio by Gregg Berrian, Retirement & Insurance Planner, talking about how to avoid fees and high interest rates with your retirement savings.

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.

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Join the conversation, from financial and legal talk to reminiscing about Hillsborough Street! Coach Pete D'Arruda is joined in the studio by Josh Whitaker, attorney and host of the Outlaw Lawyer, answering your questions!

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.

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What are some of the common estate planning mistakes that you can avoid? Coach Pete D'Arruda is joined in the studio by Josh Whitaker, attorney and host of the Outlaw Lawyer, going over the basics, from changing beneficiaries to reducing estate planning fees.

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.

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In the legal world or the financial planning world, inaction can easily lead to catastrophe. Coach Pete D'Arruda is joined in the studio by Josh Whitaker, attorney and host of the Outlaw Lawyer, explaining how to avoid procrastination. 

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.

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The best time to plan was yesterday; the next best time is now! Coach Pete D'Arruda is joined in the studio by Josh Whitaker, attorney and host of the Outlaw Lawyer, talking about estate planning and the importance of preparation with your retirement savings.

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.

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What can you do if your expected income is less than what you need in retirement? Coach Pete D'Arruda is in the studio, analyzing where typical deficiencies are in retirement spending plans and how you can work around them.

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.

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So many stocks have dropped dramatically in the past two years; can you lock in gains and mitigate losses while keeping your savings secure? Coach Pete D'Arruda is in the studio, talking about how to protect your savings in the midst of volatility.

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.

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When you're younger, you can have more savings at risk, but when should begin to move money into safe strategies? Coach Pete D'Arruda is in the studio, breaking down how you can make your money grow while mitigating risk 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.

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What can you do when you've done all the right things, but things still go wrong? Coach Pete D'Arruda is in the studio, discussing how you can secure your retirement savings no matter what happens.

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.

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How have things changed in the market over the years? Even more, how can you adjust to get the retirement you want? Coach Pete D'Arruda is joined in the studio by Retirement and Wealth Strategist, Marty Hensley, taking a trip back through the years and hearing about some Brokers Behaving Badly.

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.

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Coach Pete D'Arruda is joined in the studio by Jim Stovall, former Olympic weightlifter and author of 30 books, discussing the movie making business and breaking bad patterns in life

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.

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Inflation and interest rates are up; how can you secure your retirement savings? Coach Pete D'Arruda is joined in the studio by Retirement and Wealth Strategist, Marty Hensley, answering listener questions and discussing how to navigate the current market. 

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.

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Let's start off with a case study! Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, and Retirement and Wealth Strategist, Marty Hensley, breaking down the numbers in retirement and how you can protect your savings.

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.

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You've got questions and we've got answers! Chief Wealth Strategist, Parker Holland, is in the studio, answering your questions about taxes and planning 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.

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How do investing strategies need to evolve as you move into retirement? Chief Wealth Strategist, Parker Holland, is joined in the studio by Gregg Berrian, Retirement and Insurance Planner, breaking down how to protect your savings from volatility and risk.

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.

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Emotion-driven investing could be dangerous to your savings. Chief Wealth Strategist, Parker Holland, is joined in the studio by Gregg Berrian, Retirement and Insurance Planner, discussing some of the best places to put your 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.

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Does the 4% work anymore? Or do we need to rethink how we distribute in retirement?Chief Wealth Strategist, Parker Holland, is joined in the studio by Gregg Berrian, Retirement and Insurance Planner, analyzing how to continue growing your wealth 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.

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Inflation rates have seemingly plateaued, but how will it affect your retirement plan overall?  Coach Pete D'Arruda is in the studio, answering your questions!

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.

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Inflation rates have seemingly plateaued, but how will it affect your retirement plan overall?  Coach Pete D'Arruda is in the studio, answering your questions!

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.

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Coach Pete D'Arruda is joined in the studio by Tom Hegna, retirement expert and author, continuing the conversation about their passions for helping people get the retirement they've always dreamed of.

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.

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Coach Pete D'Arruda is joined in the studio by Tom Hegna, retirement expert and author, continuing the conversation about their passions for helping people get the retirement they've always dreamed of.

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.

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A Financial Fill-Up strategy may be exactly what you need for a successful retirement! Coach Pete D'Arruda is in the studio, talking about how you can create your own personal pension that will last throughout 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.

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A Financial Fill-Up strategy may be exactly what you need for a successful retirement! Coach Pete D'Arruda is in the studio, talking about how you can create your own personal pension that will last throughout 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.

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Market volatility is one of the biggest savings killers, so what can you do to keep your savings? Coach Pete D'Arruda is in the studio, breaking down how to keep your retirement secure and also, we hear about some Brokers Behaving Badly.

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.

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Market volatility is one of the biggest savings killers, so what can you do to keep your savings? Coach Pete D'Arruda is in the studio, breaking down how to keep your retirement secure and also, we hear about some Brokers Behaving Badly.

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.

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Taxes can eat away at your retirement savings, but there may be strategies to lessen those hits. Coach Pete D'Arruda is in the studio, talking about what YOU can do to keep your money moving into 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.

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Taxes can eat away at your retirement savings, but there may be strategies to lessen those hits. Coach Pete D'Arruda is in the studio, talking about what YOU can do to keep your money moving into 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.

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Coach Pete D'Arruda is joined in the studio by Tom Hegna, retirement expert and author, discussing their passions for helping people get the retirement they've always dreamed of.

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.

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Coach Pete D'Arruda is joined in the studio by Tom Hegna, retirement expert and author, discussing their passions for helping people get the retirement they've always dreamed of.

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.

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There are a few stops on the road to retirement; do you have them mapped out? Coach Pete D'Arruda is in the studio, going over how to plan for the retirement that 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.

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There are a few stops on the road to retirement; do you have them mapped out? Coach Pete D'Arruda is in the studio, going over how to plan for the retirement that 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.

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Income planning is much more than just making sure you keep more than goes out. Coach Pete D'Arruda is in the studio, breaking down what it takes to be financially independent 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.

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Income planning is much more than just making sure you keep more than goes out. Coach Pete D'Arruda is in the studio, breaking down what it takes to be financially independent 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.

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You've got questions and we've got answers! Coach Pete D'Arruda is in the studio, answering your retirement and finance questions.

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.

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You've got questions and we've got answers! Coach Pete D'Arruda is in the studio, answering your retirement and finance questions.

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.

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Coach Pete D'Arruda is joined in the studio by Van Eure, owner of The Angus Barn, discussing the success of her restaurant and her charity work.

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.

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Coach Pete D'Arruda is joined in the studio by Van Eure, owner of The Angus Barn, discussing the success of her restaurant and her charity work.

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.

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Time doesn't stop moving; what are you doing to get ready for retirement? Coach Pete D'Arruda is in the studio, taking a trip back in time, looking at inflation rates.

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.

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Time doesn't stop moving; what are you doing to get ready for retirement? Coach Pete D'Arruda is in the studio, taking a trip back in time, looking at inflation rates.

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.

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When was the last time you took a look at your retirement income? Coach Pete D'Arruda is in the studio, taking a good look at the difference between what talking heads on the news tell you and what is actually impacting your wallet.

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.

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When was the last time you took a look at your retirement income? Coach Pete D'Arruda is in the studio, taking a good look at the difference between what talking heads on the news tell you and what is actually impacting your wallet.

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.

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Coach Pete D'Arruda is in the studio with consumer advocate, Thomas Lipscomb, playing a game of Do You Remember, and then taking a deep dive into the different investments you can use to get the 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.

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Coach Pete D'Arruda is in the studio with consumer advocate, Thomas Lipscomb, playing a game of Do You Remember, and then taking a deep dive into the different investments you can use to get the 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.

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NC university alums reunite on this episode! Coach Pete D'Arruda is joined in the studio by JD Hayworth, tv host and former member of the US House of Representatives, reminiscing on life in the Southeast and talking about student debt forgiveness.

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.

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NC university alums reunite on this episode! Coach Pete D'Arruda is joined in the studio by JD Hayworth, tv host and former member of the US House of Representatives, reminiscing on life in the Southeast and talking about student debt forgiveness.

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.

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What do you know about annuities? You may find a lot of your knowledge may be based on misinformation. Coach Pete D'Arruda is in the studio, breaking down an article by David Macchia explaining annuities.

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.

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What do you know about annuities? You may find a lot of your knowledge may be based on misinformation. Coach Pete D'Arruda is in the studio, breaking down an article by David Macchia explaining annuities.

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.

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Safety and growth should look like a straight line with your retirement savings! Coach Pete D'Arruda is in the studio, giving the info you need to arrive at the retirement you've always wanted.

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.

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Safety and growth should look like a straight line with your retirement savings! Coach Pete D'Arruda is in the studio, giving the info you need to arrive at the retirement you've always wanted.

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.

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The answer is yes and we're gonna talk about how! Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, break down how to make your retirement savings last a lifetime, and also hear about Brokers Behaving Badly!

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.

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The answer is yes and we're gonna talk about how! Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, break down how to make your retirement savings last a lifetime, and also hear about Brokers Behaving Badly!

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.

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Do you want to earn on the gains and suffer none of the losses? Coach Pete D'Arruda is joined in the studio by Shirley Luu, founder of Shirley Luu & Associates and author of IUL ASAP, going over how Indexed Universal Life Insurance can benefit your life 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.

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Do you want to earn on the gains and suffer none of the losses? Coach Pete D'Arruda is joined in the studio by Shirley Luu, founder of Shirley Luu & Associates and author of IUL ASAP, going over how Indexed Universal Life Insurance can benefit your life 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.

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Although most retirees have been working for 30+ years, most of the best saving strategies have stayed the same. Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, taking a trip down memory lane and breaking down the differences between now and then. 

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.

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Although most retirees have been working for 30+ years, most of the best saving strategies have stayed the same. Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, taking a trip down memory lane and breaking down the differences between now and then. 

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.

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If you listen to this episode, you can skip the steak dinner seminars. Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, covering the differences between market volatility and market risk.

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.

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If you listen to this episode, you can skip the steak dinner seminars. Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, covering the differences between market volatility and market risk.

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.

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Americans become eligible for Medicare at 65; does it provide enough for your needs? Coach Pete D'Arruda is in the studio, talking about the options you have for healthcare coverage 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.

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Americans become eligible for Medicare at 65; does it provide enough for your needs? Coach Pete D'Arruda is in the studio, talking about the options you have for healthcare coverage 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.

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Are we in a recession? It's hard to tell when watching the news! Coach Pete D'Arruda is in the studio, discussing what you can do to secure your retirement savings, even in the midst of a recession.

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.

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Are we in a recession? It's hard to tell when watching the news! Coach Pete D'Arruda is in the studio, discussing what you can do to secure your retirement savings, even in the midst of a recession.

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.

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Is the 401k one of the best inventions known to man? Coach Pete D'Arruda is in the studio, continuing the conversation on why Americans are retiring later and later.

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.

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Is the 401k one of the best inventions known to man? Coach Pete D'Arruda is in the studio, continuing the conversation on why Americans are retiring later and later.

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.

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Retiring early used to be a dream for Americans, but now folks are waiting longer than before. Coach Pete D'Arruda is in the studio, reviewing an article going over the reasons why Americans are retiring later in life.

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.

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Retiring early used to be a dream for Americans, but now folks are waiting longer than before. Coach Pete D'Arruda is in the studio, reviewing an article going over the reasons why Americans are retiring later in life.

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.

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Learn what you need to know from America's Wealth Coach! Coach Pete D'Arruda is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, breaking down how you can keep and grow your 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.

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Where do you have your savings allocated? Coach Pete D'Arruda is joined in the studio by Retirement and Insurance Planner, Gregg Berrian, to talk about the Great Un-Retirement and some of the things you can do to have the retirement life 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.

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Coach Pete D'Arruda is in the studio, discussing the Retirement Income Security Evaluation, or R.I.S.E. score, to show you how to better plan for your 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.

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Long gone are the days of company pensions, so what does our retirement income look like now? Coach Pete D'Arruda is in the studio, analyzing the benefits of the Roth IRA.

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.

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Do you have a retirement plan that can protect against inflation? Coach Pete D'Arruda is in the studio, breaking down the benefits of a written, 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.

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What goes up must come down; are you ready for a market correction? Coach Pete D'Arruda is in the studio, talking about bear markets and how to protect your savings.

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.

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The Stock Market is out of control! Can you take back control of your retirement savings? Coach Pete D'Arruda is in the studio, analyzing strategies to reduce risk 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.

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In this episode, Coach Pete D'Arruda interviews Senior ETF Analyst for Bloomberg Intelligence, Eric Balchunas, about his book, The Bogle Effect.

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.

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Does your portfolio have money that is 'grab and go' as well as some that needs time to 'thaw'? You need a little bit of both for a full retirement meal. Coach Pete D'Arruda is in the studio, breaking down how to properly diversify your retirement savings to make them 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.

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Uncertainty, volatility and an up-and-down market are all ticks on the time-bomb known as RISK. Coach Pete D'Arruda is in the studio, here to help you defuse losses and secure your retirement savings for life!

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.

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Do you think your current advisor should be doing more with your retirement savings? Coach Pete D'Arruda is in the studio answering YOUR questions about navigating the financial world

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.

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Is the level of income you need in retirement higher than the amount you have saved? Coach Pete D'Arruda is joined in the studio by author and founder of Wealth2k, David Macchia, to analyze the strategies you can use to get the retirement savings you need.

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.

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Do you want to make your dollars last when inflation is rising? Coach Pete is in the studio discuss what actually happens in the market when inflation is going up and how you can make your savings go the extra mile. 

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.

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CPI, PPI, oh my, oh my! Are you wondering how to navigate all these 3 letter acronyms you see on financial news? Coach Pete D'Arruda is in the studio, breaking down how to understand Price Indexes and what it'll mean to you, going into 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.

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You've got questions, we've got answers! In this segment, Chief Wealth Strategist, Parker Holland, is in the studio answering YOUR questions, going over topics like divorce, how to navigate investment statements, etc.

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.

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Retirement plans are not one-size-fits-all. so you need an individualized plan! In this segment, Chief Wealth Strategist, Parker Holland, is in the studio going over a case study showing how a true fiduciary will create a custom plan for you.

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.

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Do you want to retire ASAP? In this segment, Chief Wealth Strategist, Parker Holland, is in the studio breaking down some different vehicles you can use to securely get into retirement quicker.

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.

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Life creeps on you and if you aren't paying attention, you might be making big mistakes! In this segment, Chief Wealth Strategist, Parker Holland, is in the studio discussing common errors folks make during 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.

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Do you need help understanding the ins and outs of retirement? Coach Pete D'Arruda is joined in the studio by Kevin Frisbie, founder of Frisbie and Associates, spinning the wheel and answering listener questions

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.

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What are the things you need to do before retiring? Coach Pete D'Arruda is joined in the studio by Kevin Frisbie, founder of Frisbie and Associates, go over how you can measure your income security with the Retirement Income Security Evaluation, or RISE, Score.

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.

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Is your retirement plan truly diversified? Coach Pete D'Arruda is joined in the studio by Kevin Frisbie, founder of Frisbie and Associates, discuss how you can secure your income 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.

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Are you part of 56% of Americans that would like more guarantee income in retirement Coach Pete D'Arruda is joined in the studio by Kevin Frisbie, Founder of Frisbie and Associates, to talk about how to bolster your savings, taking the worry out of 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.

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What are annuities all about? Coach Pete D' Arruda is joined in the studio Gregg Berrian and Noah Shindler to go through the ins and outs of Annuities. 

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.

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The financial world can leave a lot of folks wondering about their retirement. Coach Pete D'Arruda is joined in the studio by Gregg Berrian and Noah Shindler to break down how you can get a proper retirement plan together without worry.

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.

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Living in Retirement can be a huge change from the rest of your life. Coach Pete D'Arruda is joined in the studio by Gregg Berrian and Noah Shindler to discuss how to excel and live your best life 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.

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How secure is your retirement savings? The studio is packed as Coach Pete D'Arruda is joined by Retirement and Insurance Planner, Gregg Berrian and Retirement and Wealth Strategist, Noah Shindler , to talk about the Retirement Income Security Evaluation, or R.I.S.E. score.

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.

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When we think about insurance, we probably think of all the catchy commercials on tv. Did you know that Life Insurance could be a great part of your retirement plan? Coach Pete D'Arruda is in the studio, explaining the ins and outs of 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.

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Have you ever been confused and overwhelmed when thinking about your retirement? Coach Pete D'Arruda is joined in the studio by Kelley Slaught, author and CEO of California Wealth Advisors, to discuss her new book, The Great Retirement Mystery.

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.

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Do you have retirement exit strategy, or do you just plan on cashing in that 401k and Social Security? Coach Pete D'Arruda is in the studio talking about how to effectively take your money out of your retirement accounts.

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.

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Are your retirement savings protected against risk? Coach Pete D'Arruda is in the studio, discussing how to properly diversify your investment portfolio. Listen in to learn about the defense strategies you can take to preotect 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.

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Is your retirement plan complete, or do you only have a small piece of the pie? Coach Pete D'Arruda is joined in the studio by Michael Wall, founder and CEO of Wall Private Wealth, talk about what it takes to have a full retirement and how you can get there.

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.

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Are you ready to retire? If not, do you have someone that can get you where you need to be in retirement? Coach Pete D'Arruda is joined in the studio by Michael Wall, founder and CEO of Wall Private Wealth, to help folks understand the financial world.

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.

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Do you have the tools you need to maximize efficiency in your investments? Coach Pete D'Arruda is joined in the studio by Michael Wall, founder and CEO of Wall Private Wealth, to talk about some of the methods they use to make the most of retirement 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.

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Ask yourself this question: how much risk do you really need? Coach Pete D'Arruda is joined in the studio by Michael Wall, Founder and CEO of Wall Private Wealth, to go over how loss truly affects your investments.

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.

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What does it take to make the perfect retirement plan? Coach Pete D'Arruda is in the studio answering your questions on retirement planning and crunching numbers on how much risk is actually costing you. 

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.

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Taxes are a necessary evil, but with a good plan, you can loosen Uncle Sam's grip in retirement. Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, to talk retirement strategies so you can keep more of your money. Also on this episode, Coach and Parker put a hypothetical plan together to show how they can maximize your retirement savings. 

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.

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How big really is the national debt and how fast is it growing? Coach Pete D'Arruda is joined in the studio by Former US Comptroller General, Dave Walker, to discuss the national debt and how it affects everyday Americans.

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.

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What percentage of Baby Boomers have NOTHING saved for retirement? On this episode, Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, to explain everything you need to know about IRA's.

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.

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Do you know how money you need to save to have money through ALL of your retirement? On this episode, Coach Pete D'Arruda is joined in the studio by Senior Mortgage Loan Officer, Skip Dyer, to help you allocate your retirement savings for longevity. Also, former meteorologist, Greg Fishel, reads your questions. 

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.

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How much will it cost for you to live the way YOU want in retirement? Coach Pete D'Arruda is joined in the studio by Senior Mortgage Loan Officer, Skip Dyer, to expound on which strategies will help you keep your 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.

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Home prices have gone through the roof! Coach Pete D'Arruda is joined in the studio by Senior Mortgage Loan Officer, Skip Dyer, to go over mortgage rates, down payments, and closing costs. Also, is it worth it to refinance at a lower interest rate?

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.

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Will it benefit you to refinance your mortgage in retirement? Coach Pete D'Arruda is joined in the studio by Senior Mortgage Loan Officer, Skip Dyer, to answer questions just like that on this episode. Also, our hosts talk about how inflation and interest rates can affect your retirement savings.

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.

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On this episode, Coach Pete is joined by a trio of hosts: Dave Perkins, Morgan Patrick and newcomer, Chrissy Paradis. Together, they go over the fundamentals of financial planning. Also, Coach Pete interviews financial advisor and GOP candidate for governor of Michigan, Michael Markey.

Later in the episode, Coach Pete and company discuss the importance of budgeting. The show rounds out with Coach discussing his book, The Little Green Book of Life.

If you'd like to contact Coach Pete and the team at Capital Financial Advisory Group, give us a call at (888) 623-8858.

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On this episode, Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland to analyze retirement planning strategies. Also, Coach brings Andrew Hallam, author of "The Millionaire Teacher", on the show to talk about wealth practices we should all know. 

Later on the show, our hosts go into detail about retirement start dates and the importance of setting goals. If you'd like to contact Coach Pete and the team at Capital Financial Advisory Group, call (800) 661-7383.

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In this episode, Coach Pete D'Arruda, Thomas Lipscomb and Morgan Patrick discuss Retirement Readiness: creating a guaranteed lifetime income that won't run out! Also, Coach interviews Mark and Josh to talk about the Employee Retention Credit and how it benefits business owners. 

Coach Pete and Thomas close with their thoughts about how to navigate tax law and tax code. 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.

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In this episode, Coach Pete and Thomas break down the acronym C.A.N. in retirement planning. Also, Coach Pete interviews best-selling author, Tom Hegna. 

Later in the episode, Coach Pete, Thomas, and retirement planner Gregg Berrian discuss how to navigate the Financial Red Zone.

If you want to connect with Coach Pete and his team at Capital Financial Advisory Group, just call (800) 661-7383.

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This week Coach Pete along with Thomas Lipscomb, Morgan Patrick and Dave Perkins dig into a new book called Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School by Andrew Hallam. They start with rule number one, Spend Like You Want to Grow Rich. That and much more this week on Financial Safari with Coach Pete D’Arruda. Visit FinancialSafari.com to learn more. Call 800-661-7383.

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It’s time to talk about fundamentals when it comes to retirement planning. Coach Pete D’Arruda highlights growth, protection and income and how important each of them fit into a solid retirement and income plan. That and more on Financial Safari. Visit FinancialSafari.com to learn more. Call 800-661-7383.

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This week, Coach Pete D'Arruda and a full crew talk about an article titled "How to Win at Retirement Savings”. He also showcases the ultimate retirement guide. He also talks about a new movie called  The Baby Boomers Dilemma. That and more on Financial Safari. Visit FinancialSafari.com to learn more. Call 800-661-7383.

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Taxes in retirement. An area that has to be addressed. This week Coach Pete D’Arruda takes a hard look at ways to help keep your taxes in check throughout retirement. He talks about the spend and leave plan as well as core and explore. That and a look back at the year 1985 with Dave Perkins. That and much more on Financial Safari. Visit FinancialSafari.com to learn more. Call 800-661-7383.

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Join Coach Pete D’Arruda, Senior Advisor Marty Hensley and producer Thomas Lipscomb for a lively discussion on this week's Financial Safari. Coach opens the show talking about ‘bubble wealth’ saying that it needs to become real wealth that will last all the way through retirement. Call Coach Pete at  800-661-7383. Text PLAN to 600700. Visit FinancialSafari.com to learn more.

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This week on Financial Safari Coach Pete D’Arruda advantages and disadvantages of moving your money around. Another name is rollover. Then he gets into a discussion about Jim Kramer and his index acronyms. He has one called the ‘fang index’ and he’s getting ready to rename it the ‘mamma index’. That and more this week on Financial Safari. Call Coach Pete at  800-661-7383. Text PLAN to 600700. Visit FinancialSafari.com to learn more.

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This week on Financial Safari Coach Pete D’Arruda digs into some complex planning strategies you may be overlooking. It’s information that deals with wealth building and tax sheltering along with income planning and retirement planning. Call Coach Pete at  800 661 7383. Text PLAN to 600-700. Visit FinancialSafari.com to learn more.

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On this week's show Coach Pete D'Arruda, along with Thomas Lipscomb and Gregg Berrian talk about Coach's new book, Social Security:  Is Time Running Out?  Coach will also talk about safe planning strategies, his total retirement plan and three concepts you should check off before you retire.  Steve Sedahl has a "Brokers Behaving Badly" segment and your questions!

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to 600 700.

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On this week's show Coach Pete D'Arruda, along with Thomas Lipscomb, Morgan Patrick and Theresa Opeka talk about holistic financial planning, what happens when one spouse makes all of the financial decisions and why you shouldn't take money out of your retirement accounts early and a listener question.  That and much more! 

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to 600 700.

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On this week's show Coach Pete D'Arruda, along with Thomas Lipscomb and Chuck Kaiton talk about inflation and what it can do your retirement if you aren't careful and how you can get his "Total Retirement Plan";retirement pitfalls and traps and do's and don'ts when it comes to retirement.  Dave Perkins takes a look at back at 1960 on the "Through the Years" segment.

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to 600 700.

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On this week's show Coach Pete D'Arruda explores the world of credit cards and gives you a chance to get his 401K box set! Call or text 800-661-7383 for more information on the show.  Also joining Coach Pete are Thomas Lipscomb and Jennifer Ransdell and Steve Sedahl with a "Brokers Behaving Badly." 

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to 600 700.

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This week on The Financial Safari, Coach Pete D'Arruda, along with Thomas Lipscomb and Rick Crater talk about Core and Explore - how important it is to have some money in your portfolio that you can't lose regardless of market conditions; not knowing what you need to know about those "financial termites" and eight questions you need to ask yourself before, during and after retirement.   They will also discuss Coach Pete's new booklet:  "Social Security: Is Time Running Out?"  Plus a "Famous Money" segment and Steve Sedahl's "Brokers Behaving Badly," and Dave Perkins with a look back at 1981 with "Through the Years."

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to 600 700.

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This week on The Financial Safari, Coach Pete D'Arruda, along with Thomas Lipscomb talk with special guest Jim Stovall, best selling author of "Dear Napoleon: The Living Legacy of Napoleon Hill and "Think and Grow Rich", "The Millionaire Map", "The Ultimate Gift" and so many more books. He explains why having money isn't the ultimate indicator of success and what actually is.  Coach Pete and Thomas Lipscomb also talk about how to reduce risks to retirement income, including not exposing your retirement savings to those "financial termites".  They also take a look back at 1980. and so much more! 

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to 600 700.

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This week on The Financial Safari, Coach Pete D'Arruda, along with Thomas Lipscomb and Steve Sedahl talk with special guest Kevin Frisbie.  They answer the ever popular question, "When Can I Retire?" They will also discuss retirement readiness and how to reduce risks when it comes to your retirement.  Morgan Patrick goes back "Through the Years" with a look back at 1966 and a lot more!

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to 600 700.

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This week on The Financial Safari, Coach Pete D'Arruda, along with Thomas Lipscomb and Marty Hensley take a look at past performance and how it can create headaches if you don't have a plan in place. They also talk about "Economic Zombies" and what they are, getting on the Wealth Boat and the Financial Planning Workbook by Purdue University and more!

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to the same number.

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This week on The Financial Safari, Coach Pete D'Arruda, along with Thomas Lipscomb, Chuck Kaiton and special guest Greg Fishel  talk about Coach's book "Fine Print Fiasco" and what not to do when you buy, borrow or invest and social security tips.  

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to the same number.

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This week on The Financial Safari, Coach Pete D'Arruda, along with Dave Perkins, Chuck Kaiton and Marty Hensley talk about Coach's book "7 Baby Steps To A Ridiculously Reliable Retirement Income".  Marty has a case study involving how a listener was helped by Coach Pete and the team and Dave has another Retirement Road Trip. 

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to the same number.

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This week on The Financial Safari, Coach Pete D'Arruda   is joined by Dave Perkins and Chuck Kaiton.  They discuss how to have your very own personalized income plan.  Coach Pete goes over the Financial Laundry System where divide and conquer are the best strategies; Coach goes McEnroe;  He will also discuss the four emotions of investing: fear, greed, procrastination and satisfaction;  Seven thought provoking questions to ask about your retirement plan; Steve Sedahl has another edition of  Brokers Behaving Badly and Theresa Opeka goes back in time to 1971 with a look back at events and the economy and a whole lot more! 

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text Plan to the same number.

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This week on The Financial Safari, Coach Pete D'Arruda   is joined by Gregg Berrian, Chuck Kaiton and Thomas Lipscomb discuss the "Traffic Light Theory", a 1099 Cheat Sheet,  Forever Tax vs Never Tax, the GPI Plan,  Brokers Behaving Badly, Coach Goes McEnroe, a look back at 1965 with Morgan Patrick and a lot more! 

Call Coach Pete and the team to get your questions answered at 800-661-7383 or text PLAN to the same number. 

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This week on The Financial Safari, Coach Pete D'Arruda has special guest John Oldham, creator of "The Paid Up Lifestyle.'  He goes through tax tips that will help you minimize taxation when it comes to retirement.  One way to do that?  Pay attention to the world around you.  He will also discuss how the "Paid Up Lifestyle" looks like for you and a whole lot more!   

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This week on The Financial Safari, Coach Pete D'Arruda is joined by Consumer Advocate Thomas Lipscomb as they discuss the   Retirement Income Planning Checklist, ten topics that can help you plan for your financial future. They include planning for your health, a house plan, long term care planning, the potential impact of inflation and much more!   There is also an installment of "Famous Money." and a look back in time with "Through the Years."  Steve Sedahl will take a look at what was popular and what some things cost in 1952.     Want to learn more? Call or text us at 800-661-7383.

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This week on The Financial Safari, Coach Pete D'Arruda is joined by Consumer Advocates Thomas Lipscomb, Dave Perkins and Chuck Kaiton.  They discuss how you can go to Wealthreportcard.com and choose the best way to help yourself plan your retirement!  Coach Pete also talks about his Advance and Protect Strategy, his three step approach to retirement, including the Financial Fill Up, a Retirement Road Trip with Dave, the four main ingredients of a true retirement plan and a lot more!   Want to learn more? Call or text us at 800-661-7383.

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This week on The Financial Safari, Coach Pete D'Arruda is joined by Consumer Advocate Thomas Lipscomb, Ed Lyon, CEO of Tax Master Network and John Pollock, CEO MPath Advisor Resources.   They discuss everything you need to know about taxes, especially when it comes to tax planning.  They talk about the four tax planning strategies:  Shifting, Timing, Code and Product.  Included in the discussion:  how to minimize taxes, shifting to a charity where both parties win, the difference between an accountant and a tax planner, tax rates, timing strategies, how paying mortgage interest is part of the tax code, plus other things you may have not known about the tax code, products   and a whole lot more. Want to learn more? Call or text us at 800-661-7383.

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This week on Financial Safari, Coach Pete D'Arruda along with Thomas Lipscomb, Morgan Patrick and Theresa Opeka talk about what if just one of the spouses makes the financial decisions in the household and how important is it for both of you to be making the same decisions; Coach Pete also goes over all the reasons why you shouldn't withdraw money from your retirement accounts early; He also discusses why annuities are better than bonds; how important it is to have an "activation strategy" for lifetime income streams, a listener has questions about what to do with his retirement and a whole lot more. Want to learn more? Call or text us at 800-661-7383.

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This week on a jam packed Financial Safari, Coach Pete D'Arruda along with Thomas Lipscomb and Morgan Patrick talk what microwave money is and how that probably isn't a good thing to want to have; enemies of wealth and how you need a financial navigator; financial physics; women and money; Steve Sedahl with another edition of Brokers Behaving Badly, "Coach Goes McEnroe"; an interview with Tom Hegna and a whole lot more. Want to learn more? Call or text us at 800-661-7383.

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This week on the Financial Safari, Coach Pete D'Arruda along with Thomas Lipscomb and Jennifer Randsdell talk about the do's and don'ts and gotcha's on 401K's.  Also the do's and don'ts on using credit cards and Steve Sedahl has a "Brokers Behaving Badly" segment, an "America Asks Coach" segment and a whole lot more. Want to learn more? Call or text us at 800-661-7383.

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This week on the Financial Safari, Coach Pete D'Arruda  Thomas Lipscomb and Morgan Patrick talk about four ways to minimize taxes on your investments, crazy eight strategies to make sure you are in the right direction all the way through retirement,  a Retirement Road Trip with Dave Perkins, your "X" spot, five destinations on your retirement roadmap and a whole lot more. Want to learn more? Call or text us at 800-661-7383.

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This week on the Financial Safari Coach Pete D'Arruda shows you how to create your own retirement income plan, put together a financial roadmap, 10 myths about retirement planning,  a strategy for financial independence, plus, a Financial Road Trip, Financial Physics and a whole lot more. Want to learn more? Call or text us at 800-661-7383.

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This week on the Financial Safari Coach Pete D'Arruda asks: how safe is your retirement plan? Do you know how much you are paying in fees and commissions? Do you know if the amount of risk you are taking with your nest egg is appropriate for you goals? TNS or Tax Navigation Strategy and much, much more.

Want to learn more? Call or text us at 800-661-7383.

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This week on the Financial Safari Coach Pete D'Arruda discusses: Ten tips for managing money in retirement Eighteen ideas for wealth and peace of mind TNS or Tax Navigation Strategy and much, much more.

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This week on the Financial Safari Coach Pete D'Arruda discusses Cutting risk to retirement Retirement Readiness Steve Sedahl has another installment of "Brokers Behaving Badly" and much, much more.

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This week on the Financial Safari Coach Pete D'Arruda discusses Disadvantages of some stock Understandting dividends  What makes a proper retirement income portfolio

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This week on the Financial Safari Coach Pete D'Arruda dives into The five keys for a successful retirement Building a plan based on your wants for retirement Laws of the passionate mind, how to live purposefully!

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This week on the Financial Safari Coach Pete D'Arruda uncovers November stock predictions accuracy 7 Stocks google is bettong on and the Income Volcano!

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This week on the Financial Safari Coach Pete D'Arruda cover Anti Annuity Dominoes  No Fee Dividend reinvestment plan! and the Power of Zero! 

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This week on the Financial Safari, Coach Pete D'Arruda covers 10 biggest tax mistakes & how to avoid them  7 Reasons why financial education is vitally important A special segment: Brokers Behaving Badly 

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On this special halloween episode, Coach Pete discusses:

  • Common investing mistakes to avoid

  • Interview: Brooke Iapaluccio with Keller WIlliams Realty

  • The Power of Zero

  • Minimizing risk in your portfolio

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Coach Pete is in the studio this week on the Financial Safari  Special Guest Vicki Gunvalson: Life After Work  Medicare Cheat Sheet Series Color Coding your finances for retirement

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This week on the Financial Safari Coach Pete is in the studio to help you understand  What is an Income Bridge? Longevity risks in retirement 3 Ps that you need in your Plan!

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This week on the Financial Safari Coach Pete will lay out some ideas on What your GPI index score means to you A plan for Life Long income 9 Proven & Practiced steps to your dream car

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This episode of Financial Safari is jam packed! Coach Pete is ready to cover it all. Utilizing the bucketing strategy in your plan Whats your financial prescription? Assessing risk as you enter retirement

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This week on the Financial Safari show Coach Pete D'arruda is joined by Dickie V, hall of fame sportscaster! Coach Pete also goes into things you need to know for your 401K. Call or text 800-661-7383 for more information on the show.

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This week on the Financial Safari show Coach Pete D'arruda is joined by Jim Stovall author of "The Gift of Giving"! Coach Pete also goes into what it means to have a virtual financial plan ready. Call or text 800-661-7383 for more information on the show.

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Wish there was an easier way to plan for your future? Try using this Financial Planning Checklist made by Coach Pete D'arruda! Call or text 800-661-7383 for more information on the show.

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On this weeks show Coach Pete D'Arruda shares 4 simple concepts that can make planning you income for retirement easier! Call or text 800-661-7383 for more information on the show.

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On this weeks show Coach Pete D'Arruda explores the world of credit cards and gives you a chance to get his 401K box set! Call or text 800-661-7383 for more information on the show.

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On this weeks show Coach Pete D'Arruda exposes some financial fallacies and some things facts that are actually wrong! Call or text 800-661-7383 for more information on the show.

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On this weeks show Coach Pete D'Arruda shows you a plan that can give you the income you need for your retirement! Call or text 800-661-7383 for more information on the show.

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On this weeks show Coach Pete D'Arruda is back with the Financial Trivia show. Listen in and see if you can answer these questions! Call or text 800-661-7383 for more information on the show.

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This week on the Financial Safari, Coach Pete D'Arruda explains what the North Star has to do with Financial Planning and how your Financial Passport makes traveling through Retirement easier! Call or text 800-661-7383 for more information on the show.

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This weeks episode of Financial Safari is brought to you by Capital Financial. Listen in to catch Coach Pete D'Arruda talking about The Cares Act and what it will do to retirement rules, then follow the team through some tips to help you in an up & down market. Call 800-661-7383 or text Coach to 21000!

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