Financial Safari with Coach Pete

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, c...

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. Listener...

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 prac...

This episode features a lively discussion on retirement planning, the importance of lifetime income, and strategies to secure financial stability in retirement. Experts share insights on market trends, inflation, and practical steps to avoid common pitfalls. See omnystudio.com/listener for privacy information.

Coach Pete is joined by tax strategist and entrepreneur Alan Grissom for a conversation about indexing, tax strategy, and how technology is changing the way investors manage money. Alan explains the role of indices like the S&P 500 and Dow Jones Industrial Average, why passive strategies often outperform active management, and how direct indexing can give investors more control over their port...

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 inves...

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 c...

This episode covers essential retirement planning topics including income security, inflation, healthcare costs, long-term care, market volatility, and the importance of a written retirement plan. Hosted by Thomas with Coach Pete, it offers practical strategies to ensure a secure and worry-free retirement. See omnystudio.com/listener for privacy information.

In this episode of The Financial Safari , Thomas Lipscomb is joined by Jackie Selby and bestselling author Coach Pete D’Arruda for a practical conversation about preparing for retirement before emotions, market headlines, or tax surprises take control. Coach Pete explains why retirees should “project and protect”: project the lifestyle and income they want, then protect the asset...

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....

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 concern...

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, protect...

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 yo...

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 disa...

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 con...

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...

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 uniqu...

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 retiremen...

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 enj...

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...

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, g...

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 stra...

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 re...

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...

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...