National Debt, Social Security, and the Future of Retirement

In this episode of Financial Safari, Coach Pete is joined by former U.S. Comptroller General David Walker for a wide-ranging conversation about the nation’s growing debt, government spending, rising interest costs, and the difficult decisions facing Congress. They discuss potential reforms to Socia…

From Good to Great: Building the Retirement Lifestyle You Want

In this episode of Financial Safari, Coach Pete and the team discuss why retirement planning should focus on the life you want to live—not simply reaching a certain account balance. The conversation covers market volatility, long-term investing, diversification, inflation, and the importance of cre…

Retirement Income, Family Wealth, and a Plan That Lasts

In this episode of Financial Safari, Coach Pete and the team discuss how a thoughtful retirement plan can help turn savings into dependable income while still allowing room for growth and a future legacy. They explain the “spend and leave” approach, the importance of separating income-producing ass…

How to Succeed in Good Markets and Bad

In this episode of Financial Safari, Coach Pete and the team discuss why the investment strategy that builds wealth during your working years may not be the same strategy that protects your income in retirement. From concentrated company stock and cryptocurrency swings to the traditional 4% withdra…

The Retirement Asset Most People Overlook: Reliable Income

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 p…

Paychecks, Playchecks, and the Freedom to Spend in Retirement

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 “playche…

Building a Safer Plan and a Paycheck for Life

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 …

The Truth About Non-Traded REITs, TSPs and Retirement Risk

Many people approaching retirement wonder whether they've saved enough, but the better question may be how to turn those savings into dependable income throughout retirement. In this episode, Coach Pete explains the difference between simply accumulating assets and creating a retirement paycheck de…

Financial Termites: Hidden Costs That Can Eat Away at Retirement

In this episode of Financial Safari, Coach Pete and the team discuss how retirees can make more confident decisions by understanding the fine print before they buy, borrow, invest, or start drawing income. From big purchases and hidden fees to market risk and rollover mistakes, the conversation hig…

The Four Retirement Questions Every Family Should Answer

In this episode, Coach Pete walks through the key questions families should answer before retirement, especially when it comes to protecting a spouse, creating reliable income, planning for the home, managing taxes, and leaving a clear legacy. The conversation focuses on turning uncertainty into a …