Coach Pete and the Financial Safari crew drop a hit list for retirement: dial in tax-smart withdrawals so every dollar sings, then stack dependable income that won’t miss a beat. They spotlight clever life-insurance hybrids that double as long-term-care protection—without the “use it or lose it” heartbreak. Stay to the finale for the Financial Fill-Up game plan that keeps your cash tank topped off, month after month.

Coach Pete and the Financial Safari crew drop a hit list for retirement: dial in tax-smart withdrawals so every dollar sings, then stack dependable income that won&rsquo;t miss a beat. They spotlight clever life-insurance hybrids that double as long-term-care protection&mdash;without the &ldquo;use it or lose it&rdquo; heartbreak. Stay to the finale for the Financial Fill-Up game plan that keeps your cash tank topped off, month after month.

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.

Turn Taxes into Paychecks: The “Financial Fill-Up” Remix for Retirees

Coach Pete and the crew guide listeners through the real-world decisions that make or break retirement, breaking down the 22-step total retirement process in plain English. They bust common retirement myths, explain how market risk can sneak up on your plan, and show why a one-size-fits-all strategy never works. This episode goes beyond the numbers, digging into purpose, confidence, and what it really takes to manage your money smartly as retirement gets closer!

Coach Pete and the crew guide listeners through the real-world decisions that make or break retirement, breaking down the 22-step total retirement process in plain English. They bust common retirement myths, explain how market risk can sneak up on your plan, and show why a one-size-fits-all strategy never works. This episode goes beyond the numbers, digging into purpose, confidence, and what it really takes to manage your money smartly as retirement gets closer!

The 22-Step Retirement Safari: Myths, Market Risks, and the Moves You Can’t Afford to Miss

Coach Pete charges through the big stuff—how to max a 401(k), when to pick Roth vs. Traditional, and smart ways to build a nest egg even if you don’t have a 401(k). He and his crew show you how to size your risk, sniff out hidden “financial termites,” and pull it all together with a real, comprehensive plan. Bonus: they unveil the “Spend & Leave” strategy so you can enjoy your money now and still leave a legacy—then urge listeners to sit down with a fiduciary to make sure the plan actually fits their life.

Coach Pete charges through the big stuff&mdash;how to max a 401(k), when to pick Roth vs. Traditional, and smart ways to build a nest egg even if you don&rsquo;t have a 401(k). He and his crew show you how to size your risk, sniff out hidden &ldquo;financial termites,&rdquo; and pull it all together with a real, comprehensive plan. Bonus: they unveil the &ldquo;Spend &amp; Leave&rdquo; strategy so you can enjoy your money now and still leave a legacy&mdash;then urge listeners to sit down with a fiduciary to make sure the plan actually fits their life.

Tame Your Retirement Jungle: Roth Rumbles, Fee Hunts, and the ‘Spend & Leave’ Secret!

Coach Pete turns retirement from a roller coaster into a smooth cruise—build your paycheck first, take risk second, and let the Rule of 100 keep you sane. He hunts down “financial termites” with a forensic fee check, then layers in real-world hacks—from smart mortgage moves to avoiding gold’s bid/ask gotchas—so more of your money stays yours. The payoff: a plan that funds your life, tames the volatility, and gives you back that rarest asset—peace of mind.

Coach Pete turns retirement from a roller coaster into a smooth cruise&mdash;build your paycheck first, take risk second, and let the Rule of 100 keep you sane. He hunts down &ldquo;financial termites&rdquo; with a forensic fee check, then layers in real-world hacks&mdash;from smart mortgage moves to avoiding gold&rsquo;s bid/ask gotchas&mdash;so more of your money stays yours. The payoff: a plan that funds your life, tames the volatility, and gives you back that rarest asset&mdash;peace of mind.

Turn Taxes into Paychecks: The “Financial Fill-Up” Remix for Retirees

Financial Safari with Coach Pete

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Financial Safari with Coach Pete

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