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PODCAST

Financial Safari with Coach Pete

Coach Pete D"Arruda

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.

business investing

All Episodes

12:37

Measuring how Inflation impacts your everyday

Financial Safari with Coach Pete ·

2024/02/09

In this episode of Financial Safari, Coach Pete and the team discuss various topics including sports, the importance of financial planning, and rising inflation. The conversation also touches on the 529 college savings plan and the challenges of preparing for future events. The hosts highlight the impact of inflation on everyday expenses and emphasize the need for inflation-protected plans.If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan,

en-US

12:39

Preparing For Your Financial Future

Financial Safari with Coach Pete ·

2024/02/09

In this episode of the Financial Safari, Coach Pete discusses various topics related to personal finance and retirement planning. He and the other hosts start by talking about their upcoming documentary series with Kathie Lee Gifford and her wine line. The conversation then shifts to Roth IRAs and the benefits of investing in them. They also discuss the importance of tax planning and how taxes are expected to increase in the future. The hosts emphasize the need for comprehensive retirement planning

en-US

12:46

Chris Gaddis, Benefits Specialist and Business...

Financial Safari with Coach Pete ·

2024/02/09

In this episode, Coach Pete interviews Chris Gaddis, a benefit specialist, about strategies to reduce taxes for business owners. The main problem discussed is paying too much in taxes, and Chris shares several strategies to help business owners minimize their tax burden. One strategy is to implement wellness programs that not only benefit employees but also result in tax savings for the business owner. Chris explains how these programs can reduce healthcare costs and improve employee health. He also

en-US

12:41

Building wealth that can last a lifetime!

Financial Safari with Coach Pete ·

2024/02/05

What does "wealthy" mean to you? What used to be a lot of money doesn't go nearly as far anymore. Coach Pete is in the studio, discussing strategies to create a guaranteed lifetime income! 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.See omnystudio.com/listener for privacy information.

en-US

12:42

How to Fund the Right Retirement Strategy

Financial Safari with Coach Pete ·

2024/02/05

There are so many different savings vehicles, all vying for your attention. Which ones can make sure that you are taken care of? Coach Pete is in the studio, breaking down the financial fundamentals for retirement! 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.See omnystudio.com/listener for privacy information.

en-US

12:44

A Logistical Look at your Savings

Financial Safari with Coach Pete ·

2024/02/05

It can be difficult to find the right allocation for your retirement portfolio, especially when you're focused on working and everything life brings! Coach Pete is in the studio, talking about what it takes to create a proper plan. 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.See omnystudio.com/listener for privacy information.

en-US

12:37

Make sure you KNOW where your Risk is!

Financial Safari with Coach Pete ·

2024/02/05

When asked, most people would say they want NONE of their money "at risk", yet select saving strategies where they could lose their principle! Coach Pete is in the studio, breaking down the tools and techniques to protect your savings. 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.See omnystudio.com/listener for privacy information.

en-US

12:21

The Rule of 100!

Financial Safari with Coach Pete ·

2024/01/22

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.See omnystudio.com/listener for privacy information.

en-US

11:50

Be Careful with Credit Cards!

Financial Safari with Coach Pete ·

2024/01/22

If you have to spend $250 to save $50, you really just lost $200! Credit cards offer lots of savings but only if you spend way more! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, offering advice on how to navigate credit cards, loans, consolidating debt, and more! 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.See omnystudio.com/listener for

en-US

12:49

Simplify as much as Possible!

Financial Safari with Coach Pete ·

2024/01/22

Saving for the retirement that you want shouldn't be complicated! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, breaking down the financial world for retirees and pre-retirees. 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.See omnystudio.com/listener for privacy information.

en-US

12:03

How to Generate a Lifetime Income!

Financial Safari with Coach Pete ·

2024/01/22

Some investments are left to the whims of the market, but are there investments that can guarantee a lifetime income? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing a case study and talking about how to stop worrying about running out of money! 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.See omnystudio.com/listener for privacy

en-US

12:25

Retirement and the Small Business Owner.

Financial Safari with Coach Pete ·

2024/01/09

"Some people like working 120 hours a week for themselves rather than 40 hours a week for someone else!" Coach Pete is in the studio, talking about some of the difficulties of small business ownership and how to set yourself up for success. 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.See omnystudio.com/listener for privacy information.

en-US

12:34

How to maintain Financial Resolutions!

Financial Safari with Coach Pete ·

2024/01/09

It's a new year and it's time to reflect on your finances! Coach Pete is in the studio, analyzing strategies on how to keep up with your finances as you go into the new year! 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.See omnystudio.com/listener for privacy information.

en-US

12:29

Adjust your Financial Diet!

Financial Safari with Coach Pete ·

2024/01/09

You probably can't throw down in the buffet line like you used to, and you shouldn't continue to throw money into risky savings vehicles! Coach Pete is in the studio, talking about how to create a savings portfolio with money that won't go away! 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.See omnystudio.com/listener for privacy information.

en-US

12:30

Recency Bias and how it can affect your retirement!

Financial Safari with Coach Pete ·

2024/01/09

Whenever you hear folks bragging about their finances, it may be prudent to take it with a grain of salt! Most people only share their successes and not what it took to get there! Coach Pete is in the studio, talking about how to make sure you are on track with your goals! 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.See omnystudio.com/listener for privacy

en-US

12:15

Taking the Steps to Accelerate Your Retirement!

Financial Safari with Coach Pete ·

2023/12/15

When comparing your retirement portfolio this years to previous years, are your savings improving and growing? Coach Pete is in the studio, talking about how you can create a retirement plan to make your savings last a lifetime! 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.See omnystudio.com/listener for privacy information.

en-US

13:09

Tom Haines of Annexus Retirement Solutions

Financial Safari with Coach Pete ·

2023/12/15

Coach Pete is joined in the studio by Tom Haines, Executive Vice President and Head of Index Solutions for Annexus, discussing everything from indexed annuities to how to submit a patent! 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.See omnystudio.com/listener for privacy information.

en-US

13:25

David Duley, Founder and CEO of PlanGap

Financial Safari with Coach Pete ·

2023/12/15

Coach Pete is joined in the studio by David Duley, Founder of PlanGap, discussing retirement solutions and how to cover the gap left by Social Security. 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.See omnystudio.com/listener for privacy information.

en-US

12:33

A Potent Tool for Diversifying Away from Equities

Financial Safari with Coach Pete ·

2023/12/15

Where do you save your money during your working years? Most folks use a 401k, 403b, Roth, etc. There may be some safer options! Coach Pete is in the studio, breaking down some saving strategies to help protect your money! 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.See omnystudio.com/listener for privacy information.

en-US

12:40

Creating a Light Along Your Retirement Path

Financial Safari with Coach Pete ·

2023/12/08

You may have a lifetime's worth of savings as you approach retirement, yet no vision for how to move forward. Coach Pete is in the studio, offering advice on how to create the kind of retirement you want! 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.See omnystudio.com/listener for privacy information.

en-US

193 results

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