Give Each Retirement Dollar a Job: Income, Risk and Taxes

What is each part of your retirement savings meant to do? Coach Pete, Thomas Lipscomb, Denise Reyes and Jackie Selby discuss building a monthly income strategy, assigning money different roles for income and risk, and considering taxes before making retirement decisions. They explore income riders…

From Saving to Spending: Retirement with Confidence

In this episode of Financial Safari, Coach Pete and the team uncover the “financial termites” that can quietly weaken a retirement plan, including fees, inflation, taxes, market losses, and poorly timed withdrawals. They explain why building savings is only part of the journey—and why a dependable …

Protect Your Business and Build a Retirement Paycheck

What needs to be in place before you leave a paycheck—or a business—behind? Coach Pete, Thomas Lipscomb, Jackie Selby, and Denise Reyes discuss business succession, buy-sell agreements, key-person insurance, and the questions to ask about how a financial advisor is paid. The conversation connects …

Create Paychecks and Playchecks with Tom Hegna

Coach Pete welcomes retirement-income expert and author Tom Hegna to explore the difference between paychecks for essential expenses and playchecks for the travel, hobbies, and experiences that make retirement rewarding. The discussion covers the shift from saving to spending, lifetime income annu…

From Good to Great: Building the Retirement Lifestyle You Want

In this episode of Financial Safari, Coach Pete and the team discuss why retirement planning should focus on the life you want to live—not simply reaching a certain account balance. The conversation covers market volatility, long-term investing, diversification, inflation, and the importance of cre…

How to Succeed in Good Markets and Bad

In this episode of Financial Safari, Coach Pete and the team discuss why the investment strategy that builds wealth during your working years may not be the same strategy that protects your income in retirement. From concentrated company stock and cryptocurrency swings to the traditional 4% withdra…

The Retirement Asset Most People Overlook: Reliable Income

In this episode of Financial Safari, Coach Pete is joined by Mike Milligan, founder of One Oak Financial and host of the One-of-a-Kind Financial Show, for a conversation about why dependable income may be the most valuable asset in retirement. They discuss the importance of giving every dollar a pu…

Review Your Beneficiaries, Fees, and Retirement Taxes with Phil Graham

When was the last time you checked your beneficiary forms or calculated what you pay in investment fees? Coach Pete and Thomas Lipscomb welcome financial strategist Phil Graham to examine the details that can quietly change a family’s retirement and legacy plans. The discussion covers beneficiary …

Prepare for Bad Market Timing Before You Retire

A market decline or unexpected job loss can arrive just as you are ready to retire. Coach Pete and the Financial Safari team discuss how to prepare for that transition with a written income plan, a clear understanding of risk, and a strategy for meeting monthly expenses. The conversation explores …

Give Every Retirement Dollar a Job: Income, Taxes, and Family Wealth

What is each part of your retirement savings supposed to do? Coach Pete and the team explain his green, yellow, and red approach to separating lifetime income, protected savings, and money exposed to market risk. They discuss income riders, the difference between safety and income, and why a retire…