Financial Safari with Coach Pete

Financial Safari with Coach Pete

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.

Episodes

May 14, 2022 15 min
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. See omnystudio.com/listener for privacy inform...
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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...
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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. See omnystudio.com/listener ...
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May 14, 2022 14 min
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. See omnystudio.com/list...
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April 23, 2022 14 min
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 Co...
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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. See omnystudio.c...
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April 23, 2022 12 min
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. Se...
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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...
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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 Gr...
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March 19, 2022 55 min
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 C...
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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...
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February 19, 2022 55 min
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.   See omnystudio.com/listener for p...
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February 4, 2022 55 min
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. See omnystudio.com/listene...
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January 28, 2022 54 min
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. See omnystudio.com/listener for privacy information.
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January 7, 2022 53 min
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. See omnystudio.com/listener for privacy information.
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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. See omnystudio.com/listener for privacy i...
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December 3, 2021 53 min
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. See omnystudio.com/listener for privacy information.
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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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October 22, 2021 54 min
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. See omnystudio.com/listener for privacy information.
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October 9, 2021 54 min
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 que...
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