Financial Safari with Coach PeteFinancial Safari with Coach Pete

Sudden Money, Big Mistakes: The Windfall Playbook That Saves Your Future

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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 financ 
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Coach Pete and the Financial Safari team pull back the curtain on lottery wins and inheritances, revealing why sudden money disappears fast—and the simple, tax-smart moves that protect it. They break down dual residency for retirees (sunshine, maybe; surprise tax bills, definitely) and show how to fold windfalls into a comprehensive plan that pays you for life. Ready to turn “lucky” into lasting? Hit play and get a personalized game plan that fits your numbers.

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  1. Financial Safari with Coach Pete

    488 clip(s)

Financial Safari with Coach Pete

The mission of the Financial Safari is to equip you with the tools and knowledge that you need to su 
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