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 15, 2021 55 min

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...

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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 ma...

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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, shiftin...

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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 bett...

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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 m...

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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 800-661-7...

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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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February 13, 2021 55 min

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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    January 30, 2021 54 min

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

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    January 23, 2021 54 min

    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.
  • 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

  • Disadvantages of some stock
  • Understandting dividends 
  • What makes a proper retirement income portfolio
  • Want to learn more? Call or text 800-661-7383 

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    January 2, 2021 53 min

    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!
  •  If you want more information call or text 800-661-7383 

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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!
  • If you want more information call or text 800-661-7383.

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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! 
  • If you want more information call or text 800-661-7383 

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    November 7, 2020 55 min

    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 
  • Want to learn more? Call or text 800-661-7383 

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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

    Have a question for the team? Call or text 800-661-7383 

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    October 10, 2020 54 min

     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
  • Want to learn more? Call or text 800-661-7383 for more information on the show.

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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!
  • Want more information? Call or text 800-661-7383 for more information on the show.

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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
  • Want to learn more? Call or text 800-661-7383 for more information on the show.

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