Review Your Beneficiaries, Fees, and Retirement Taxes with Phil Graham

When was the last time you checked your beneficiary forms or calculated what you pay in investment fees? Coach Pete and Thomas Lipscomb welcome financial strategist Phil Graham to examine the details that can quietly change a family’s retirement and legacy plans. The discussion covers beneficiary …

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…

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 …

Build Retirement Confidence Through Market and Rate Changes

Coach Pete and Thomas Lipscomb discuss why retirement decisions should start with an income plan rather than reactions to market headlines, shifting interest-rate expectations, or AI investment excitement. The episode explores the Core and Explore approach, lifetime income strategies, and the 22-s…

Protect Your Retirement Paycheck from Market Losses

Could a market downturn force you to sell investments just to pay the bills? Coach Pete and Thomas Lipscomb explain why money needed soon deserves a different role from long-term growth money. They discuss rebalancing, the red-yellow-green approach to organizing assets, and building multiple retire…

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 m…

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 anxi…

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…

Market Volatility, Longevity, and Social Security Scams

Coach Pete and the team discuss the emotions behind financial decisions and the risk of living longer than your savings. They explore retirement income options, market volatility, and Social Security scams, encouraging listeners to review both their financial plan and the information they trust. C…

Financial Freedom, Purpose, and a Retirement Budget That Fits

What does financial freedom mean when you are ready to stop working? Coach Pete and the team discuss dependable income, budgeting, and the role of Social Security in a broader retirement strategy. They explore the connection between spending choices, peace of mind, and living on your own terms. Th…