Financial Safari 57 SUN 4PM

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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) savings, pensions, market losses, and why retirement planning requires more than simply hoping your investments cooperate. Coach Pete explains why timing matters, how sequence-of-returns risk can affect retirees, and why having a paycheck plan can help reduce stress. The episode also explores taxes, Roth strategies, and the importance of building a retirement plan that gives you confidence instead of guesswork.

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) savings, pensions, market losses, and why retirement planning requires more than simply hoping your investments cooperate. Coach Pete explains why timing matters, how sequence-of-returns risk can affect retirees, and why having a paycheck plan can help reduce stress. The episode also explores taxes, Roth strategies, and the importance of building a retirement plan that gives you confidence instead of guesswork.

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.

Building Your Own Paycheck in Retirement

Financial Safari 5950 PLUS SAT 9AM

In this episode of Financial Safari, Coach Pete are 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 purpose, creating a written income plan, and replacing uncertainty with a reliable monthly paycheck.

The conversation also examines hidden advisory fees, “financial termites,” taxes, inflation, annuities, and the limitations of relying on investment accounts and Monte Carlo projections alone. Mike and Coach Pete explain why retirement planning should begin with the life you want to live—and then build an income strategy designed to support it regardless of what happens in the market.

In this episode of Financial Safari, Coach Pete are 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 purpose, creating a written income plan, and replacing uncertainty with a reliable monthly paycheck.
The conversation also examines hidden advisory fees, &ldquo;financial termites,&rdquo; taxes, inflation, annuities, and the limitations of relying on investment accounts and Monte Carlo projections alone. Mike and Coach Pete explain why retirement planning should begin with the life you want to live&mdash;and then build an income strategy designed to support it regardless of what happens in the market.

The Retirement Asset Most People Overlook: Reliable Income

In this episode of Financial Safari, Coach Pete are joined by retirement-income expert and bestselling author Tom Hegna for a conversation about building a retirement designed to provide both security and enjoyment. Tom explains the difference between “paychecks” for essential expenses and “playchecks” for travel, hobbies, and other experiences—and why retirement planning requires a different approach than simply accumulating investments.

The discussion explores guaranteed lifetime income, Roth conversions, future tax risk, cash-value life insurance, long-term-care protection, and transferring wealth to future generations. Tom also explains the “retirement smile,” why spending often changes throughout retirement, and how a dependable income strategy may give lifelong savers the confidence to enjoy the money they worked so hard to build.

In this episode of Financial Safari, Coach Pete are joined by retirement-income expert and bestselling author Tom Hegna for a conversation about building a retirement designed to provide both security and enjoyment. Tom explains the difference between &ldquo;paychecks&rdquo; for essential expenses and &ldquo;playchecks&rdquo; for travel, hobbies, and other experiences&mdash;and why retirement planning requires a different approach than simply accumulating investments.
The discussion explores guaranteed lifetime income, Roth conversions, future tax risk, cash-value life insurance, long-term-care protection, and transferring wealth to future generations. Tom also explains the &ldquo;retirement smile,&rdquo; why spending often changes throughout retirement, and how a dependable income strategy may give lifelong savers the confidence to enjoy the money they worked so hard to build.

Paychecks, Playchecks, and the Freedom to Spend in Retirement

In this episode of Financial Safari, Coach Pete discuss how to prepare for retirement with a written plan instead of relying on market performance and guesswork. The conversation explores the dangers of concentrated company stock, excessive risk, hidden fees, non-traded REITs, and other “financial termites” that can quietly weaken a retirement portfolio.

Coach Pete also introduces his 90-day approach to preparing for Retirement Day and explains how a “core and explore” strategy can balance protected income with opportunities for continued growth. From preparing for an unexpected early retirement to accounting for inflation and creating a dependable monthly paycheck, this episode offers practical ideas for reaching retirement with greater confidence, clarity, and financial freedom.

In this episode of Financial Safari, Coach Pete discuss how to prepare for retirement with a written plan instead of relying on market performance and guesswork. The conversation explores the dangers of concentrated company stock, excessive risk, hidden fees, non-traded REITs, and other &ldquo;financial termites&rdquo; that can quietly weaken a retirement portfolio.
Coach Pete also introduces his 90-day approach to preparing for Retirement Day and explains how a &ldquo;core and explore&rdquo; strategy can balance protected income with opportunities for continued growth. From preparing for an unexpected early retirement to accounting for inflation and creating a dependable monthly paycheck, this episode offers practical ideas for reaching retirement with greater confidence, clarity, and financial freedom.

Building Your Own Paycheck in Retirement

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