In this episode of Financial Safari, Coach Pete and the team break down why a retirement plan without purpose is a recipe for regret. They tackle budgeting, Social Security strategies, and market risks while spotlighting the financial fill-up strategy to keep your income flowing. Whether you're nearing retirement or just starting to plan, this episode is packed with eye-opening truths and practical steps to build a future that’s stable, fulfilling, and bulletproof.

In this episode of Financial Safari, Coach Pete and the team break down why a retirement plan without purpose is a recipe for regret. They tackle budgeting, Social Security strategies, and market risks while spotlighting the financial fill-up strategy to keep your income flowing. Whether you're nearing retirement or just starting to plan, this episode is packed with eye-opening truths and practical steps to build a future that&rsquo;s stable, fulfilling, and bulletproof.

The 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 show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

Financial Safari with Coach Pete

The 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, Coach Pete and his guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

The 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, Coach Pete and his guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

Retire With Purpose or Perish: Why Your Golden Years Need More Than Gold

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 bonus primer on reverse mortgages: what they can solve, what they can mess up, and how to know if you’re being sold or truly helped!

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 bonus primer on reverse mortgages: what they can solve, what they can mess up, and how to know if you&rsquo;re being sold or truly helped!

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

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 non-traded REITs where “up to 15%” can disappear in commissions right away. This episode also hits business-owner mistakes with CFP Sheridan Murphy — separating personal wealth from the business “baby,” building a real exit plan, and getting proactive on taxes instead of playing catch-up in February!

Coach Pete breaks down the real retirement problem nobody wants to admit: you&rsquo;ve got a big &ldquo;lump sum&rdquo; on paper, but no clear way to turn it into reliable income you can&rsquo;t outlive. He also&nbsp;goes hunting &ldquo;financial termites&rdquo; like fees, commissions, and too much risk &mdash; including a blunt warning about non-traded REITs where &ldquo;up to 15%&rdquo; can disappear in commissions right away. This episode also&nbsp;hits business-owner mistakes with CFP Sheridan Murphy &mdash; separating personal wealth from the business &ldquo;baby,&rdquo; building a real exit plan, and getting proactive on taxes instead of playing catch-up in February!

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

Coach Pete and the crew expose the “financial termites” quietly chewing through retirement accounts—especially hidden fees that can drain your nest egg without you noticing. They break down what a real retirement income plan looks like, the most common mistakes people make, and how today’s market trends can mess with your timeline if you’re not prepared. Then they connect the dots on how technology is changing work and retirement, and why being proactive now is the difference between scraping by and retiring with confidence!

Coach Pete and the crew expose the &ldquo;financial termites&rdquo; quietly chewing through retirement accounts&mdash;especially hidden fees that can drain your nest egg without you noticing. They break down what a real retirement income plan looks like, the most common mistakes people make, and how today&rsquo;s market trends can mess with your timeline if you&rsquo;re not prepared. Then they connect the dots on how technology is changing work and retirement, and why being proactive now is the difference between scraping by and retiring with confidence!

Retire With Purpose or Perish: Why Your Golden Years Need More Than Gold

In 1 playlist(s)

Financial Safari with Coach Pete

Social links

Follow podcast

Recent clips