Tax Loss Harvesting, Direct Indexing, and Smarter Market Strategy

Coach Pete is joined by tax strategist and entrepreneur Alan Grissom for a conversation about indexing, tax strategy, and how technology is changing the way investors manage money. Alan explains the role of indices like the S&P 500 and Dow Jones Industrial Average, why passive strategies often outp…

Building Your Own Paycheck in Retirement

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) savi…

Why Annuities Are Back in the Retirement Conversation

Annuities are getting renewed attention, but many people still misunderstand what they are and how they can fit into a retirement plan. In this episode, Coach Pete, Jackie, and Thomas break down annuities in plain language, from their historical roots to their modern use as a potential source of pr…

7 Critical Retirement Concerns and How to Address Them

This episode covers essential retirement planning topics including income security, inflation, healthcare costs, long-term care, market volatility, and the importance of a written retirement plan. Hosted by Thomas with Coach Pete, it offers practical strategies to ensure a secure and worry-free ret…

Project and Protect: Building a Retirement Plan Before You Turn the Page

In this episode of The Financial Safari, Thomas Lipscomb is joined by Jackie Selby and bestselling author Coach Pete D’Arruda for a practical conversation about preparing for retirement before emotions, market headlines, or tax surprises take control. Coach Pete explains why retirees should “proje…

Don’t Let Market Losses Fund Your Retirement: Building a Safer Income Plan

In this episode of The Financial Safari, Thomas Lipscomb and Coach Pete D’Arruda discuss how retirees and pre-retirees can avoid turning temporary market volatility into permanent retirement damage. Coach Pete explains the difference between paper gains, paper losses, and realized losses, and why …

The 22-Step Retirement Plan: Turning Savings Into Lifelong Income

In this episode of The Financial Safari, Thomas Lipscomb joins Coach Pete D’Arruda, Gary Marriage, and Phil Graham for a practical conversation about what it really takes to retire with confidence. The group discusses why rising interest rates, inflation, market volatility, and headline-driven anx…

Building Retirement Confidence When Markets, Rates, and AI Won’t Sit Still

Markets are wobbly, rate-cut expectations keep shifting, oil prices are making headlines, and AI is changing the investment landscape fast. In this episode of The Financial Safari, Thomas Lipscomb and Coach Pete D’Arruda discuss why retirees and pre-retirees should avoid reactionary, news-driven fi…

The Retirement Mistake That Wipes People Out — Coach Pete’s Fix Is Simple (But Nobody Does It)

Coach Pete and the crew get real about what actually makes retirement work: matching your money plan to the life you want, not some generic rule of thumb. They break down the housing market, what volatility does to retirees, and why one paycheck in retirement is a recipe for stress. Listen up for a…

Your 401(k) Might Be a Trap — Coach Pete’s “Glide Path” Plan Turns a Lump Sum into Paychecks for Life

Coach Pete breaks down the real retirement problem nobody wants to admit: you’ve got a big “lump sum” on paper, but no clear way to turn it into reliable income you can’t outlive. He also goes hunting “financial termites” like fees, commissions, and too much risk — including a blunt warning about n…