Financial Safari with Coach Pete

Coach Pete and the Financial Safari crew connect today’s economy and energy security to the choices that actually move your money—locking in guaranteed income, trimming taxes, and dodging risk landmines. They unpack how AI could shake markets and national security—and what that means for your plan as you near the finish line. Stick around ...

Coach Pete and the crew turn retirement from guesswork into a paycheck, revealing the Financial Fill-Up Strategy that keeps your income flowing like clockwork. They nail down true financial freedom with rock-solid budgeting, fiduciary guidance you can trust, and purpose that makes your money mean something. Plus, borrow a few timeless moves from history’s greats—and snag a persona...

Coach Pete and the Financial Safari team pull back the curtain on lottery wins and inheritances, revealing why sudden money disappears fast—and the simple, tax-smart moves that protect it. They break down dual residency for retirees (sunshine, maybe; surprise tax bills, definitely) and show how to fold windfalls into a comprehensive plan that pays you for life. Ready to turn “lucky&rdq...

Coach Pete and his crew decode today’s housing market, reveal what “no closing cost” mortgages really cost, and pull lessons from General Electric’s rise, fall, and reboot. They lay out how to turn savings into durable retirement income while dodging the blind spots that quietly drain wealth. If you want simple, smart moves before your next home or portfolio decision, hit play and get the edge.

See omnystudio...

Coach Pete teams up with Dr. Wade Pfau to tackle the biggest retirement questions—how to lock in guaranteed income, outsmart market risks, and keep your savings alive as long as you are. From the promise (and perils) of crypto to tech-driven retirement tools, this episode delivers bold insights and practical strategies you can’t afford to miss. It’s Financial Safari at its fiercest—your roadmap to retiring w...

Coach Pete and his team spill the truth about today’s shaky stock market, investment traps, and why sudden wealth can turn into sudden regret. You’ll hear jaw-dropping stories of shady brokers—and learn how fiduciary advisors play by a different set of rules. Finally, they reveal the powerful “financial fill-up” strategy that could keep your retirement income flowing for life!

See omnystudio.com/listene...

Think enjoying your money now means leaving less behind for your family? Think again. In this Financial Safari episode, Coach Pete and his crew break down WILD strategies like “Spend and Leave” that let you live it up and hand off a tax-free inheritance—while tackling market swings, tax traps, and the sneaky risks that could derail your golden...

Coach Pete and his team crack open the secrets to building unstoppable retirement income and navigating today’s unpredictable markets—especially for federal employees! Dive into the emotional rollercoaster of investing, learn the real story on annuities, and get expert tips for handling RMDs and making smart downsizing moves. Don’t miss this jam-packed episode with real listener questions, powerful money moves, an...

Think striking it rich will solve your problems? In this can’t-miss episode of Financial Safari, Coach Pete and the crew reveal the wild risks of sudden wealth—like lottery wins and surprise inheritances—and how tax traps can quickly turn a fortune into a fiasco. Tune in to learn the secrets of managing your money, mastering dual residency, and building a retirement plan sturdy enough to handle any jackpot life th...

Think you're ready for the golden years? Coach Pete and his crew break down the most shocking retirement blind spots, from ignoring health costs to botching your social life and housing plans, all with stories that’ll make you laugh and gasp. Don’t wait for disaster—find out the weird but vital strategies to build a plan that actually lasts and discover why 60 really is the new 40!

See omnystudio.com/listener for p...

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...