Financial Safari with Coach Pete

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, diving into the importance of lifetime income, the role of municipal bonds in a portfolio, the risks and benefits of company stock, and the options for pension and 401k plans. They emphasize the need for a balanced approach to financial planning and the importance of making informed decisions about retireme...

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, providing valuable insights on retirement income planning, asset structuring, and financial security. The conversation covers the importance of joint financial planning, the 4% rule, worst-case scenario planning, and the benefits of guaranteed lifetime income. The focus is on creating a comprehensive long-t...

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, and the conversation covers a range of financial topics, including inflation, market volatility, retirement planning, tax efficiency, and the importance of lifetime income. The hosts and guests provide insights and advice on navigating the financial landscape and making informed decisions for retirement.

I...

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, covering a wide range of financial topics, including retirement planning, annuities, and investment strategies. The conversation delves into the importance of extended warranties in financial planning, the role of annuities in retirement income, and the impact of risk-based investments. It also touches on t...

On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, discuss the exploration of different resources and strategies for financial planning and retirement. The conversation also touches on the impact of tariffs on the EV, semiconductor, and solar industries.

If you have questions about taxes in retirement, or if you ...

On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, talking about various topics related to finance and investing, including stock splits, inflation, gold and silver, and annuities. 

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the...

On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, to discuss Dunkin' Donuts and the changes they made to their coffee. The conversation briefly touches on money-saving tips and class action lawsuits. Finally, they mention the importance of retirement planning and offer their services.

If you have questions about...

On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, talking about the importance of having a reliable and guaranteed source of income in retirement, such as annuities. 

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 Capit...

On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, to discuss the importance of proper financial planning for retirement and the need for lifetime income. Overall, the conversation highlights the need for a comprehensive retirement plan that includes lifetime income and a focus on the client's needs and wants.

If...

On this episode of Financial Safari, Coach Pete discusses the importance of having a lifetime plan for retirement income and avoiding time-specific plans. He uses the analogy of a pumpkin plan that turns back into a pumpkin at midnight to emphasize the need for a plan that lasts a lifetime. He also highlights the risks of market declines and the importance of diversification and having a paycheck replacement in retirement. Coach Pe...

On this episode of Financial Safari, Coach Pete emphasizes the importance of understanding and combating inflation to maintain purchasing power in retirement. He also talks about the need to design a retirement plan that includes risk management and income strategies. The conversation touches on the minimum wage, market cycles, and the importance of working with a fiduciary advisor!

If you have questions about taxes in retirement,...

On this episode of Financial Safari, Coach Pete discusses the challenges and risks associated with buying physical gold, such as storage and security. He also mentions alternative ways to invest in gold, such as through ETFs. The conversation then transitions to the importance of retirement planning and the role of a fiduciary in providing a safe and secure retirement income. Coach Pete emphasizes the need for a balanced and divers...

On this episode of The Financial Safari, various topics related to taxes, retirement planning, and income strategies are covered. Coach Pete emphasizes the importance of tax planning and strategizing to protect one's finances. He also discusses the concept of pre-stretching, comparing it to tax planning to avoid future financial pain. The conversation touches on the benefits of investing in solar easements and the impact of taxes o...

In this episode of Financial Safari, Coach Pete and the team are in the studio, covering various aspects of retirement planning and financial security. They begin by discussing the low participation rate in workplace retirement plans. The conversation then explores the mindset of treating retirement savings as a bill and the importance of starting retirement planning early. The role of a fiduciary in financial planning is also high...

Coach Pete is joined in the studio by former Voice of the Carolinas, Chuck Kaiton! The conversation covers various topics related to retirement planning, including the importance of guaranteed income, the need for income in retirement, and strategies for managing market volatility. They also discuss the significance of safety and risk in retirement and provide insights into investment strategies. 

If you have questions about taxes...

In this episode, various topics related to retirement planning are discussed. The importance of taxes and social security in retirement is highlighted, emphasizing the need for a comprehensive retirement plan. The million dollar number and asset allocation are explored, along with the pitfalls of a one-size-fits-all retirement plan. The importance of customizing your financial and retirement plan is emphasized, as well as the need ...

In this episode of The Financial Safari, Coach Pete discusses and debunks common bad financial advice. He emphasizes the importance of planning for taxes in retirement, not assuming that spending will decrease in retirement, avoiding dipping into retirement accounts for emergencies, understanding that a million dollars may not be enough to retire comfortably, and not relying solely on the 60-40 stock-bond blueprint for asset alloca...

In this episode of The Financial Safari, Coach Pete discusses various financial topics and dispels common bad advice. He emphasizes the importance of planning for taxes and retirement spending, as well as the need for supplemental retirement income beyond social security benefits. Coach Pete also highlights the advantages of working with an independent fiduciary and the value of experience in financial planning. He stresses the sig...

In this episode of the Financial Safari, Coach Pete discusses common bad advice related to retirement planning. The conversation covers topics such as tax planning, underestimating retirement expenses, healthcare costs, and the importance of proactive planning. Coach Pete emphasizes the need to anticipate future tax changes and take advantage of tools like Roth IRAs. He also highlights the significance of customized retirement plan...