Episodios

  • Retire Like a Rockstar: Ditch Market Worries & Lock In Lifetime Cash!
    Apr 26 2025

    Join Coach Pete and the Financial Safari crew as they spill the secrets to stress-free retirement, revealing how to ditch market jitters and snag guaranteed income for life with their "Advance and Protect" strategy! Get ready to whip your finances into shape, master sneaky tax tricks, and build a legacy that'll make your future self high-five you. Don't get blindsided by financial clutter or shady brokers – tune in to plan like a pro and live your retirement dreams!

    See omnystudio.com/listener for privacy information.

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    51 m
  • Golden Goals & Retirement Rebalancing: Plan Like a Pro!
    Apr 19 2025

    In this high-energy episode of Financial Safari, Coach Pete and the team break down the must-have strategies for building a retirement plan that can weather any storm. From portfolio rebalancing and gold insights to using life insurance for long-term care and tackling longevity risk, it’s a crash course in smart, secure retirement planning. Packed with clarity, confidence, and real-world advice, this episode helps you take control of your financial future—one smart move at a time!

    See omnystudio.com/listener for privacy information.

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    51 m
  • Retirement Secrets REVEALED: Coach Pete’s Ultimate Money Moves!
    Apr 12 2025

    Join Coach Pete and his team on Financial Safari as they unlock the vault to stress-free retirement, breaking down hot topics like emotional investing pitfalls, why the 4% rule might not be enough, and the truth behind wills versus trusts. Dive into eye-opening chats about tax-smart investing, why annuities can be your best friend in retirement, and surprising insights on estate planning for today's modern families. Grab your notebook and get ready to smile your way to financial freedom!

    See omnystudio.com/listener for privacy information.

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    52 m
  • Retirement Game Plan: Kindness, Compounding, and Cash Flow!
    Apr 5 2025

    In this lively episode of Financial Safari, Coach Pete and the crew show you how kindness to yourself today pays dividends tomorrow—literally! Discover smart strategies for turning compounding savings into lifetime income, outsmarting taxes on Social Security, and making your money last through a long and happy retirement. With practical tips, cool visual tools, and a winning team, you're set to retire confidently and stress-free!

    See omnystudio.com/listener for privacy information.

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    52 m
  • Crypto, Cake, and Care Costs: Your Retirement Reality Check!
    Mar 29 2025

    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!

    See omnystudio.com/listener for privacy information.

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    51 m
  • Retirement Ready: Income, Insurance, and Outsmarting the Unexpected!
    Mar 22 2025

    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!

    See omnystudio.com/listener for privacy information.

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    52 m
  • Money Moves Across Generations: Smarter Strategies for a Secure Retirement!
    Mar 15 2025

    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!

    See omnystudio.com/listener for privacy information.

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    52 m
  • Tax $avvy Retirement: Coach Pete's Guide to Smarter Planning & Bigger Savings
    Mar 8 2025

    Coach Pete unveils powerful strategies from his new book, "Tax $avvy Retirement," designed to help you keep more of your hard-earned money in retirement. He shares smart tax tips, reveals why annuities are thriving in today's economy, and offers personal insights on preparing for life's big transitions. Packed with expert advice and special offers, this episode is a must-listen for anyone serious about building a secure financial future!

    See omnystudio.com/listener for privacy information.

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    52 m
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