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!

<p>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!</p>

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.

<p>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.</p>