Opening

Retirement income planning

Tax planning questions

Annuity terms and income

What is each part of your retirement savings supposed to do? Coach Pete and the team explain his green, yellow, and red approach to separating lifetime income, protected savings, and money exposed to market risk. They discuss income riders, the difference between safety and income, and why a retirement plan needs more than an account balance.

The episode also explores year-round tax planning, generational wealth, and lessons from families that preserved—or spent—their fortunes. Listener questions bring the discussion to appreciated stock, capital gains, and old 401(k) accounts. Hear how clearer goals can guide decisions about what to keep, move, spend, and leave to loved ones.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

What is each part of your retirement savings supposed to do? Coach Pete and the team explain his green, yellow, and red approach to separating lifetime income, protected savings, and money exposed to market risk. They discuss income riders, the difference between safety and income, and why a retirement plan needs more than an account balance.
The episode also explores year-round tax planning, generational wealth, and lessons from families that preserved&mdash;or spent&mdash;their fortunes. Listener questions bring the discussion to appreciated stock, capital gains, and old 401(k) accounts. Hear how clearer goals can guide decisions about what to keep, move, spend, and leave to loved ones.
Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete&rsquo;s team.

Retirement planning in plain English with Coach Pete D'Arruda. Coach Pete and the Financial Safari team explore retirement income, 401(k)s, Social Security, taxes, and market risk through practical conversations and real-world examples. Hear the questions to ask as you prepare for life after a paycheck.

Call 800-661-7383 or text PLAN to 600-700.

Explore episodes: Start Here · Full Episodes · Retirement Income · Social Security.

More from Coach Pete: Rock on Retirement with Coach Pete · America's 401k Show with Coach Pete.

Retirement planning in plain English with Coach Pete D'Arruda. Coach Pete and the Financial Safari team explore retirement income, 401(k)s, Social Security, taxes, and market risk through practical conversations and real-world examples. Hear the questions to ask as you prepare for life after a paycheck.
Call 800-661-7383 or text PLAN to 600-700.
Explore episodes: <a href="https://omny.fm/shows/financial-safari-with-coach-pete/playlists/start-here">Start Here</a> · <a href="https://omny.fm/shows/financial-safari-with-coach-pete/playlists/full-episode">Full Episodes</a> · <a href="https://omny.fm/shows/financial-safari-with-coach-pete/playlists/retirement-income">Retirement Income</a> · <a href="https://omny.fm/shows/financial-safari-with-coach-pete/playlists/social-security">Social Security</a>.
More from Coach Pete: <a href="https://omny.fm/shows/rock-on-retirement/playlists/podcast">Rock on Retirement with Coach Pete</a> · <a href="https://omny.fm/shows/americas-401k-show-with-coach-pete/playlists/podcast">America&#x27;s 401k Show with Coach Pete</a>.

Retirement income, Social Security, and financial decisions with Coach Pete.

Financial Safari with Coach Pete

What is each part of your retirement savings supposed to do? Coach Pete and the team explain his green, yellow, and red approach to separating lifetime income, protected savings, and money exposed to market risk.