In this episode of Financial Safari, Coach Pete and the team unpack the essentials of long-term financial planning—blending time-tested strategies with modern topics like cryptocurrency and the risks of meme coin investing. They highlight the importance of a strong financial foundation, a balanced offense-and-defense approach to wealth management, and the power of the “financial fill-up” for reliable retirement income. With insights on customization, tax awareness, and learning from past mistakes, this episode offers a thoughtful roadmap for building a resilient retirement plan.

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