2023-11-11 Darruda SEG2

Life looked a lot different in 1921, and retirement has changed just as much! Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, reminiscing on the retirement planning world through the years.

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.

Life looked a lot different in 1921, and retirement has changed just as much! Coach Pete is joined in the studio by Ray Lucia, author of "Buckets of Money: How To Retire in Comfort and Safety", and Mehdi Amini, CEO of United Legacy, reminiscing on the retirement planning world through the years.
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

Author Ray Lucia and CEO Mehdi Amini: Part 2

2024-04-20 Darruda SEG4

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 Pete introduces the concept of a financial fill-up strategy and retirement autopilot to ensure a worry-free retirement. 

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.

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 Pete introduces the concept of a financial fill-up strategy and retirement autopilot to ensure a worry-free retirement. 
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.

Retirement can be your Cinderella story!

2024-04-20 Darruda SEG3

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, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

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, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

Out-of-Control Inflation and how to maintain purchasing power!

2024-04-20 Darruda SEG2

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 diversified retirement plan that includes both risk and safety.

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.

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 diversified retirement plan that includes both risk and safety.
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.

Author Ray Lucia and CEO Mehdi Amini: Part 2

In 1 playlist(s)

Financial Safari with Coach Pete

Social links

Follow podcast

Recent clips