Financial Safari with Coach PeteFinancial Safari — Start Here
New to Financial Safari? Start with these full conversations with Coach Pete. Episodes retain their archive dates; some recordings are replays. For …5 clip(s)
Loading playlist
Coach Pete and the team discuss retirement saving options, including Roth and traditional accounts and choices for people without an employer 401(k). They also explore investment risk, hidden fees, and the Spend and Leave approach, connecting saving decisions with income and legacy goals.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.
