The Truth About Non-Traded REITs, TSPs and Retirement Risk

Many people approaching retirement wonder whether they've saved enough, but the better question may be how to turn those savings into dependable income throughout retirement. In this episode, Coach Pete explains the difference between simply accumulating assets and creating a retirement paycheck de…

Financial Termites: Hidden Costs That Can Eat Away at Retirement

In this episode of Financial Safari, Coach Pete and the team discuss how retirees can make more confident decisions by understanding the fine print before they buy, borrow, invest, or start drawing income. From big purchases and hidden fees to market risk and rollover mistakes, the conversation hig…

The Four Retirement Questions Every Family Should Answer

In this episode, Coach Pete walks through the key questions families should answer before retirement, especially when it comes to protecting a spouse, creating reliable income, planning for the home, managing taxes, and leaving a clear legacy. The conversation focuses on turning uncertainty into a …

7 Critical Retirement Strategies You Can't Afford to Miss

This episode features a lively discussion on retirement planning, the importance of lifetime income, and strategies to secure financial stability in retirement. Experts share insights on market trends, inflation, and practical steps to avoid common pitfalls.

Tax Loss Harvesting, Direct Indexing, and Smarter Market Strategy

Coach Pete is joined by tax strategist and entrepreneur Alan Grissom for a conversation about indexing, tax strategy, and how technology is changing the way investors manage money. Alan explains the role of indices like the S&P 500 and Dow Jones Industrial Average, why passive strategies often outp…

Building Your Own Paycheck in Retirement

Retirement is not just about how much you have saved; it is about turning those savings into reliable income. In this episode, Coach Pete, Thomas, Morgan, and Carrie talk about the emotional shift from receiving a paycheck to creating one yourself. The conversation touches on AI, scams, 401(k) savi…

Why Annuities Are Back in the Retirement Conversation

Annuities are getting renewed attention, but many people still misunderstand what they are and how they can fit into a retirement plan. In this episode, Coach Pete, Jackie, and Thomas break down annuities in plain language, from their historical roots to their modern use as a potential source of pr…

7 Critical Retirement Concerns and How to Address Them

This episode covers essential retirement planning topics including income security, inflation, healthcare costs, long-term care, market volatility, and the importance of a written retirement plan. Hosted by Thomas with Coach Pete, it offers practical strategies to ensure a secure and worry-free ret…

Project and Protect: Building a Retirement Plan Before You Turn the Page

In this episode of The Financial Safari, Thomas Lipscomb is joined by Jackie Selby and bestselling author Coach Pete D’Arruda for a practical conversation about preparing for retirement before emotions, market headlines, or tax surprises take control. Coach Pete explains why retirees should “proje…

Don’t Let Market Losses Fund Your Retirement: Building a Safer Income Plan

In this episode of The Financial Safari, Thomas Lipscomb and Coach Pete D’Arruda discuss how retirees and pre-retirees can avoid turning temporary market volatility into permanent retirement damage. Coach Pete explains the difference between paper gains, paper losses, and realized losses, and why …