Protect Your Business and Build a Retirement Paycheck

What needs to be in place before you leave a paycheck—or a business—behind? Coach Pete, Thomas Lipscomb, Jackie Selby, and Denise Reyes discuss business succession, buy-sell agreements, key-person insurance, and the questions to ask about how a financial advisor is paid. The conversation connects …

Create Paychecks and Playchecks with Tom Hegna

Coach Pete welcomes retirement-income expert and author Tom Hegna to explore the difference between paychecks for essential expenses and playchecks for the travel, hobbies, and experiences that make retirement rewarding. The discussion covers the shift from saving to spending, lifetime income annu…

The Retirement Asset Most People Overlook: Reliable Income

In this episode of Financial Safari, Coach Pete is 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 pu…

Prepare for Bad Market Timing Before You Retire

A market decline or unexpected job loss can arrive just as you are ready to retire. Coach Pete and the Financial Safari team discuss how to prepare for that transition with a written income plan, a clear understanding of risk, and a strategy for meeting monthly expenses. The conversation explores …

Give Every Retirement Dollar a Job: Income, Taxes, and Family Wealth

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 retire…

Hidden Fees, Smarter Risk, and Retirement Income That Lasts

In this episode of Financial Safari, Coach Pete and the team reveal how seemingly small investment fees can quietly compound into significant losses over time. They explain why understanding what you are paying—and balancing growth with protection—becomes increasingly important as retirement approa…

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…

Understand Annuities, Spousal Income, and Your Retirement Legacy

How could an annuity fit into a retirement income plan? Coach Pete, Jackie Selby, and Thomas Lipscomb discuss the history of annuities, the differences among retirement accounts and income strategies, and the importance of understanding the terms of any product before committing money. The convers…

Paychecks, Playchecks, and the Freedom to Spend in Retirement

In this episode of Financial Safari, Coach Pete is 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 “playchec…

Building a Safer Plan and a Paycheck for Life

In this episode of Financial Safari, Coach Pete discusses 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 “financia…