2022-06-04 Darruda SEG4

What are annuities all about? Coach Pete D' Arruda is joined in the studio Gregg Berrian and Noah Shindler to go through the ins and outs of 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 Capital Financial at (800) 661-7383.

What are annuities all about? Coach Pete D' Arruda is joined in the studio Gregg Berrian and Noah Shindler to go through the ins and outs of Annuities.&nbsp;
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 Capital Financial at (800) 661-7383.

The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

Financial Safari with Coach Pete

The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, Coach Pete and his guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, Coach Pete and his guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

All Things Annuities

Financial Safari 57 SUN 4PM

Last Segment Out

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 retirement.

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 retirement.

7 Critical Retirement Concerns and How to Address Them

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 “project and protect”: project the lifestyle and income they want, then protect the assets needed to support that lifestyle. The discussion covers test-driving retirement, adjusting emotionally to life after work, coordinating retirement goals with a spouse, and making sure income plans are built before the paycheck stops.

The episode also highlights key ideas from Coach Pete’s 22-Step Total Retirement Plan, including retirement spending plans, Roth conversion strategies, estate planning, powers of attorney, special needs trusts, charitable giving strategies, life insurance with living benefits, and old retirement accounts from previous jobs.

Listeners also learn how to access Coach Pete’s retirement resources, including TotalRetirementPlan.com, FinancialSafari.com, RetirementHelpCenter.com, and the opportunity to receive a physical copy of the 22-step Total Retirement Plan.

In this episode of The Financial Safari, Thomas Lipscomb is joined by Jackie Selby and bestselling author Coach Pete D&rsquo;Arruda for a practical conversation about preparing for retirement before emotions, market headlines, or tax surprises take control.
Coach Pete explains why retirees should &ldquo;project and protect&rdquo;: project the lifestyle and income they want, then protect the assets needed to support that lifestyle. The discussion covers test-driving retirement, adjusting emotionally to life after work, coordinating retirement goals with a spouse, and making sure income plans are built before the paycheck stops.
The episode also highlights key ideas from Coach Pete&rsquo;s 22-Step Total Retirement Plan, including retirement spending plans, Roth conversion strategies, estate planning, powers of attorney, special needs trusts, charitable giving strategies, life insurance with living benefits, and old retirement accounts from previous jobs.
Listeners also learn how to access Coach Pete&rsquo;s retirement resources, including TotalRetirementPlan.com, FinancialSafari.com, RetirementHelpCenter.com, and the opportunity to receive a physical copy of the 22-step Total Retirement Plan.

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

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 money needed in the next five to ten years should not be sitting fully exposed to market risk. The conversation highlights key concepts from Coach Pete’s 22-Step Total Retirement Plan, including red, yellow, and green money; emergency accounts; GPI strategies; lifetime income; inflation protection; and the importance of having a written plan before retirement decisions become urgent.

The episode also covers common ways people lose money in retirement, including forced selling, poor Social Security timing, tax leakage, Medicare surcharges, non-traded REITs, scams, overconfidence, and relying on long-term money for short-term needs. Coach Pete also shares why the right plan can help retirees reduce worry, protect income, and still leave room for growth once the foundation is secure.

Listeners also learn how to access resources like TotalRetirementPlan.com, RetirementHelpCenter.com, and Coach Pete’s book The Seven Baby Steps to a Ridiculously Reliable Retirement Income.

In this episode of The Financial Safari, Thomas Lipscomb and Coach Pete D&rsquo;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 money needed in the next five to ten years should not be sitting fully exposed to market risk. The conversation highlights key concepts from Coach Pete&rsquo;s 22-Step Total Retirement Plan, including red, yellow, and green money; emergency accounts; GPI strategies; lifetime income; inflation protection; and the importance of having a written plan before retirement decisions become urgent.
The episode also covers common ways people lose money in retirement, including forced selling, poor Social Security timing, tax leakage, Medicare surcharges, non-traded REITs, scams, overconfidence, and relying on long-term money for short-term needs. Coach Pete also shares why the right plan can help retirees reduce worry, protect income, and still leave room for growth once the foundation is secure.
Listeners also learn how to access resources like TotalRetirementPlan.com, RetirementHelpCenter.com, and Coach Pete&rsquo;s book The Seven Baby Steps to a Ridiculously Reliable Retirement Income.

All Things Annuities

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