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
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...
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 an...
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-...
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.
See omnystudio.com/listener for privacy information.
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.
See omnystudio.com/listener for ...
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.
See om...
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.
See omnyst...
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...
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 r...
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 opin...
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 a...
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.
See omnystudio.com/listener for privac...
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) 6...
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 (...
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.
See ...
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 a...
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 ...
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 C...
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,...
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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