In this must-hear episode of Financial Safari, Coach Pete and his crew reveal game-changing tax strategies to help retirees minimize tax burdens and maximize income. From Social Security benefits and RMDs to Medicare costs and real estate planning, they break down how to protect your wealth and make every dollar count. Packed with estate planning tips, liability protection hacks, and expert insights, this episode is your playbook for a tax-efficient, financially secure retirement!

In this must-hear episode of Financial Safari, Coach Pete and his crew reveal game-changing tax strategies to help retirees minimize tax burdens and maximize income. From Social Security benefits and RMDs to Medicare costs and real estate planning, they break down how to protect your wealth and make every dollar count. Packed with estate planning tips, liability protection hacks, and expert insights, this episode is your playbook for a tax-efficient, financially secure retirement!

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.

 Tax-Smart Retirement: Keep More, Stress Less! 

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!

The “Financial Termites” Eating Your Retirement — And the Simple Fix Most People Miss

Coach Pete kicks things off like a jungle guide with a microphone, breaking down a wild week where silver cratered in one brutal swoop, crypto took another gut-punch, and “buy-back games” in precious metals left regular folks holding the bag. Then he gets fired up about non-traded REITs—the “safe” real estate pitches with big commissions, locked-up money, and even bankruptcy headlines—and tells listeners straight: “Whose retirement are you funding… yours or your broker’s?” It’s fast, blunt, and packed with real talk on staying in control of your money instead of letting the headlines (or a salesperson) control you!

Coach Pete kicks things off like a jungle guide with a microphone, breaking down a wild week where&nbsp;silver cratered in one brutal swoop, crypto took another gut-punch, and &ldquo;buy-back games&rdquo; in precious metals left regular folks holding the bag. Then he gets fired up about non-traded REITs&mdash;the &ldquo;safe&rdquo; real estate pitches with big commissions, locked-up money, and even bankruptcy headlines&mdash;and tells listeners straight: &ldquo;Whose retirement are you funding&hellip; yours or your broker&rsquo;s?&rdquo; It&rsquo;s fast, blunt, and packed with real talk on staying in control of your money instead of letting the headlines (or a salesperson) control you!

Tax-Smart Retirement: Keep More, Stress Less!

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