Financial Safari with Coach Pete

On this sizzling episode of Financial Safari, Coach Pete and Chuck Kaiton break down one of the greatest financial power plays in sports history—Bobby Bonilla’s legendary paycheck deal with the Mets—and reveal how it mirrors smart retirement planning. From financial “fill-up” strategies to real-life estate planning blunders (yes, even celebs mess it up), the team dishes out hard truths, big laughs...

In this episode of Financial Safari, Coach Pete and the team break down why a retirement plan without purpose is a recipe for regret. They tackle budgeting, Social Security strategies, and market risks while spotlighting the financial fill-up strategy to keep your income flowing. Whether you're nearing retirement or just starting to plan, this episode is packed with eye-opening truths and practic...

This episode of Financial Safari takes you on a wild ride through time as Coach Pete and his team break down retirement planning like never before — blending modern income strategies with lessons from medieval banking and crypto chaos. From deciphering government initiatives for youth savings to navigating the financial red zone, they serve up a smart, snappy mix of fiduciary advice, invest...

In this fun and insightful episode of Financial Safari, Coach Pete and his team dive into the must-haves of a rock-solid retirement plan—from creating steady income and weathering market ups and downs to aligning your finances with the life you really want. They tackle common planning mistakes, the surge in post-COVID travel, and why stress-testing your strategy could save your future. Whet...

In this episode of Financial Safari, Coach Pete and the team dive into what it really takes to build a rock-solid retirement plan that holds up through market swings, inflation, and the unexpected. They unpack the dangers of piecemeal planning and explain why guaranteed income and strategic guidance are the ultimate retirement power moves. Whether you’re five years out or already retired, t...

In this episode of Financial Safari, Coach Pete and the team tackle the outdated financial advice still haunting retirement plans today, from misguided savings habits to overhyped homeownership. They break down why relying on old-school strategies—like blind trust in employer loyalty or generic income rules—can sabotage your future, and they back it up with real-world stories, includi...

In this episode of Financial Safari, Coach Pete and the team unpack the essentials of long-term financial planning—blending time-tested strategies with modern topics like cryptocurrency and the risks of meme coin investing. They highlight the importance of a strong financial foundation, a balanced offense-and-defense approach to wealth management, and the power of the “financial fill-...

Coach Pete and the Financial Safari team serve up a fun, fast-paced deep dive into retirement planning in this episode, covering everything from asset protection and guaranteed income to the hidden dangers of “financial termites.” With the Power Plan at the center, they show how to build a retirement that’s strong, safe, and built to last. Add in emotional wellness, lifestyle alignment, and a dash of inflation-fig...

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 li...

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 ad...

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 toda...

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 s...

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. Wheth...

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

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-savin...

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 ser...

From shady brokers to estate planning blunders, Coach Pete and his team reveal the biggest financial traps—and how to avoid them. They tackle essential retirement questions, the power of wills and trusts, and why procrastination could cost your family big. Plus, they break down financial fraud cases and share smart strategies to build a rock-solid retirement plan that keeps your money safe and growing!

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In this must-hear episode of Financial Safari, Coach Pete and his crew reveal game-changing tax strategies to help retirees minimize tax burdens and maximize income. From Social Security benefits and RMDs to Medicare costs and real estate planning, they break down how to protect your wealth and make every dollar count. Packed with estate planning tips, liability protection hacks, and expert insights, this episode is your playbook f...

In this action-packed episode of Financial Safari, Coach Pete and his team carve through the best ski spots in Colorado before hitting the slopes of retirement planning, tax optimization, and smart investment strategies! They break down the psychological impact of market swings, why 401(k)s and IRAs aren’t one-size-fits-all, and how to create a personal pension for lifelong financial security. Whether you're shredding the mou...