Financial Safari with Coach Pete
Financial Safari with Coach Pete
Playlist by Financial Safari with Coach PeteThe 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…Follow the podcast:
440 clip(s) in playlist
Navigating Retirement After the Election
Get ready to embark on a wild ride through the post-election financial jungle with Coach Pete on Financial Safari! In this high-energy episode, we'll tackle how recent political shifts could shake up your retirement game plan—from Social Security taxation twists to savvy strategies for maximizing y…
52:40
Mastering Retirement: The Game Theory Approach
Buckle up for a wild ride on Financial Safari with Coach Pete, where retirement planning gets a fun makeover using game theory and the art of picking your dream financial coach! He unravels the mysteries of making your money work for you—with simplicity, personalization, and crystal-clear transpare…
51:38
The Key to Enjoying Your Retirement
In this episode of Financial Safari, Coach Pete and his guests discuss the importance of proper retirement planning and the strategies needed to ensure financial security in retirement. They explore the concept of financial life preservers, the role of a financial coach, and how to identify quality…
55:32
Tax Strategies for Wealth Management
In this episode of Financial Safari, Coach Pete and Michael Wall discuss the intricate relationship between tax strategy and wealth management. They emphasize the importance of understanding tax implications when building retirement income and highlight the need for comprehensive financial planning…
55:27
Crafting a Joyful Retirement
In this episode of Financial Safari, Coach Pete and Thomas discuss essential strategies for retirement planning. They emphasize the importance of having a solid financial plan, especially as one approaches retirement. The conversation covers various topics, including the significance of retirement …
55:27
How to Protect Your Retirement from Scams
In this episode of Financial Safari, Coach Pete and his team discuss essential topics related to retirement planning, including the importance of understanding healthcare risks, the role of life insurance, and the need for a comprehensive retirement income plan. They also address common financial s…
55:27
Mastering Your Retirement Strategy
In this episode of Financial Safari, Coach Pete discusses the critical aspects of retirement planning, focusing on the distinction between protected and unprotected money, the importance of beneficiary designations, and the implications of IRAs and Roth IRAs. He emphasizes the need for customized r…
55:27
Living Abundantly: Redefining Retirement
In this episode of Financial Safari, Coach Pete discusses the intricacies of retirement planning, emphasizing the importance of understanding personal wealth, happiness, and the need for a structured financial plan. He introduces the concept of the 'Three C's'—Clarity, Confidence, and Control—as es…
55:27
Pension Maximization Explained
In this episode of Financial Safari, Coach Pete and his guests discuss the complexities of retirement planning, focusing on taxes, income strategies, and the importance of having a comprehensive lifetime income plan. They emphasize the need for proactive tax planning, understanding the implications…
55:27
Managing Stress in Retirement Planning
In this episode of Financial Safari, Coach Pete discusses various aspects of financial planning, focusing on retirement income strategies, the impact of economic indicators on investments, and the importance of understanding recency bias. The conversation also touches on managing stress related to …
55:27