2024-01-20 Darruda SEG4

How much of your savings do you want at risk as you approach retirement? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing some retirement rules of thumb and travelling back to 1918!

If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

How much of your savings do you want at risk as you approach retirement? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing some retirement rules of thumb and travelling back to 1918!
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383.

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.

The Rule of 100!

Coach Pete takes listeners on a quick safari to expose the gap between retirement confidence and what the numbers actually say! He breaks down why understanding your statements matters, how to build income that isn’t hostage to market swings, and what it really takes to avoid running out of money. From “spend and leave” strategies to legacy planning, this episode is all about enjoying retirement now, without sacrificing your future.

Coach Pete takes listeners on a quick safari to expose the gap between retirement confidence and what the numbers actually say! He breaks down why understanding your statements matters, how to build income that isn&rsquo;t hostage to market swings, and what it really takes to avoid running out of money. From &ldquo;spend and leave&rdquo; strategies to legacy planning, this episode is all about enjoying retirement now, without sacrificing your future.

Retirement Reality Check: Are You Really as Safe as You Think?

Coach Pete teams up with CPA Stan Moore to break down the massive tax changes coming in 2026—and who really wins from them. They unpack new deductions, smart tax moves for business owners, and advanced strategies like cost segregation and the backdoor Roth IRA. If you want to keep more of your money, avoid ugly tax surprises, and stay ahead of the IRS, this is an episode you don’t want to miss.

Coach Pete teams up with CPA Stan Moore to break down the massive tax changes coming in 2026&mdash;and who really wins from them. They unpack new deductions, smart tax moves for business owners, and advanced strategies like cost segregation and the backdoor Roth IRA. If you want to keep more of your money, avoid ugly tax surprises, and stay ahead of the IRS, this is an episode you don&rsquo;t want to miss.

2026-01-10 Financial Safari PODCAST

Coach Pete and the Financial Safari team break down why proper asset management matters more than ever in today’s unpredictable economy. They talk reliable income, the role of physical assets like gold and silver, and how taxes and emotions can quietly derail retirement plans. This episode introduces the Financial Fill-Up Strategy — a proactive approach designed to create dependable, guaranteed income so retirement feels secure, not stressful.

Coach Pete and the Financial Safari team break down why proper asset management matters more than ever in today&rsquo;s unpredictable economy. They talk reliable income, the role of physical assets like gold and silver, and how taxes and emotions can quietly derail retirement plans. This episode introduces the Financial Fill-Up Strategy &mdash; a proactive approach designed to create dependable, guaranteed income so retirement feels secure, not stressful.

The Rule of 100!

In 1 playlist(s)

Financial Safari with Coach Pete

Social links

Follow podcast

Recent clips