2024-01-20 Darruda SEG3

If you have to spend $250 to save $50, you really just lost $200! Credit cards offer lots of savings but only if you spend way more! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, offering advice on how to navigate credit cards, loans, consolidating debt, and more!

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.

If you have to spend $250 to save $50, you really just lost $200! Credit cards offer lots of savings but only if you spend way more! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, offering advice on how to navigate credit cards, loans, consolidating debt, and more!
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.

Be Careful with Credit Cards!

On this episode of Financial Safari, Coach Pete breaks down what really matters in retirement planning when markets get unpredictable. He talks exit strategies, dependable retirement income, and why having a clear plan beats chasing returns every time. With real-world success stories and straight talk about the role of a good advisor, this episode gives listeners a roadmap for navigating retirement with confidence instead of guesswork.

On this episode of Financial Safari, Coach Pete breaks down what really matters in retirement planning when markets get unpredictable. He talks exit strategies, dependable retirement income, and why having a clear plan beats chasing returns every time. With real-world success stories and straight talk about the role of a good advisor, this episode gives listeners a roadmap for navigating retirement with confidence instead of guesswork.

Why Most Retirement Plans Fail When the Market Turns — And How to Build One That Doesn’t

Coach Pete takes listeners on a quick safari to expose the gap between retirement confidence and what the numbers actually say! He breaks down why understanding your statements matters, how to build income that isn’t hostage to market swings, and what it really takes to avoid running out of money. From “spend and leave” strategies to legacy planning, this episode is all about enjoying retirement now, without sacrificing your future.

Coach Pete takes listeners on a quick safari to expose the gap between retirement confidence and what the numbers actually say! He breaks down why understanding your statements matters, how to build income that isn&rsquo;t hostage to market swings, and what it really takes to avoid running out of money. From &ldquo;spend and leave&rdquo; strategies to legacy planning, this episode is all about enjoying retirement now, without sacrificing your future.

Retirement Reality Check: Are You Really as Safe as You Think?

Coach Pete teams up with CPA Stan Moore to break down the massive tax changes coming in 2026—and who really wins from them. They unpack new deductions, smart tax moves for business owners, and advanced strategies like cost segregation and the backdoor Roth IRA. If you want to keep more of your money, avoid ugly tax surprises, and stay ahead of the IRS, this is an episode you don’t want to miss.

Coach Pete teams up with CPA Stan Moore to break down the massive tax changes coming in 2026&mdash;and who really wins from them. They unpack new deductions, smart tax moves for business owners, and advanced strategies like cost segregation and the backdoor Roth IRA. If you want to keep more of your money, avoid ugly tax surprises, and stay ahead of the IRS, this is an episode you don&rsquo;t want to miss.

Be Careful with Credit Cards!

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