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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

14:00

Real Estate and Retirement Savings

Financial Safari with Coach Pete ·

2023/10/27

Real estate can be a valuable asset or a detrimental liability as you approach retirement. Which will it be for you? Coach Pete is joined in the studio by Neal Anderson, CEO of Libertas GPS, breaking down how to leverage real estate in your favor as you approach 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

en-US

13:47

Through the Roof Interest Rates and how to combat them!

Financial Safari with Coach Pete ·

2023/10/27

Interest rates are on the rise and the question is will they go higher before they go lower? Coach Pete is joined in the studio by Neal Anderson, CEO of Libertas GPS, discussing rising interest rates and how to bolster your savings against. 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

13:53

Strategies to redistribute wealth to your family!

Financial Safari with Coach Pete ·

2023/10/13

What if there were a retirement vehicle that could help get your beneficiaries some retirement money while everyone can enjoy it? Coach Pete is joined in the studio by Chuk Kaiton, former Voice of the Carolinas, discussing ways to maximize your finances to and through 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

en-US

14:06

Big Retirement Mistakes and Easy Fixes!

Financial Safari with Coach Pete ·

2023/10/13

When it comes to saving, would you rather pay taxes now or later? Do you know when to take out RMD's? Have you created a written retirement plan? Coach Pete is joined in the studio by Chuck Kaiton, former Voice of the Carolinas, giving insight to those questions and helping you find financial solutions! 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

en-US

13:54

Training for the retirement that you want!

Financial Safari with Coach Pete ·

2023/10/13

Have you ever gone out to exercise without your workout clothes? Without the proper design and purpose, your workout could become a miserable experience. Get the right outfit! Coach Pete is in the studio, talking about how to train for the right 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

14:10

How to get ahead when saving for retirement!

Financial Safari with Coach Pete ·

2023/10/13

1 in 3 Americans feel like they are behind in their savings for retirement. Many people rely solely on Social Security, but it may not be enough for everything you need. Coach Pete is in the studio, breaking down how you can grow you savings and make them 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

en-US

14:00

Fees, commissions, down markets, oh my!

Financial Safari with Coach Pete ·

2023/10/12

There are many financial termites that can pick away at your savings. Coach Pete is in the studio, helping you learn how to check on your retirement savings and check on your broker's fiduciary status! 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

14:10

Creating a Retirement Plan

Financial Safari with Coach Pete ·

2023/10/11

"Trust but verify," is a quote made famous by Ronald Reagan and can apply to your retirement plan. Coach Pete is in the studio, breaking down how you can create a sure-fire plan that you can count on 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

14:05

Simple Tips for Saving in Retirement

Financial Safari with Coach Pete ·

2023/10/10

Saving isn't easy, but there are some steps you can take that will benefit you in the long run. Coach Pete is in the studio, offering some guidance and practical wisdom to get you prepared 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

13:45

Phil Graham, CEO of The Beneficiary Liquidity Plan:...

Financial Safari with Coach Pete ·

2023/08/30

Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, wrapping up the conversation about how you can build a retirement portfolio that can last you the rest of your life! 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

13:51

Phil Graham, CEO of The Beneficiary Liquidity Plan:...

Financial Safari with Coach Pete ·

2023/08/26

Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, continuing the conversation about how you can build a retirement portfolio that can last you the rest of your life! 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

13:48

Phil Graham, CEO of The Beneficiary Liquidity Plan:...

Financial Safari with Coach Pete ·

2023/08/26

Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, continuing the conversation about how you can build a retirement portfolio that can last you the rest of your life! 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

14:09

Phil Graham, CEO of The Beneficiary Liquidity Plan:...

Financial Safari with Coach Pete ·

2023/08/26

Coach Pete in the studio alongside Phil Graham, CEO of The Beneficiary Liquidity Plan, breaking down how you can build a retirement portfolio that can last you the rest of your life! 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

14:09

Can we stump Coach Pete?

Financial Safari with Coach Pete ·

2023/08/16

Can anyone bamboozle Coach? Consumer advocates Thomas Lipscomb and Jackie Selby are in the studio alongside Coach Pete, trying to stump America's Wealth Coach! 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

13:19

Retirement Risks and How to Avoid Them

Financial Safari with Coach Pete ·

2023/07/19

Time moves faster than we think! Retirement is rushing towards you; do you have a plan? Coach Pete D'Arruda is in the studio, discussing some of the biggest risks that can eat away at your retirement 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

13:46

Brad Olson and Joe Wilson of Olson & Wilson Private...

Financial Safari with Coach Pete ·

2023/07/07

Brad Olson and Joe Wilson, the founders of Olson & Wilson Private Capital, join Coach Pete D'Arruda in the studio, concluding the conversation on retirement planning and what it takes to retire the way you want to. 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

13:53

Brad Olson and Joe Wilson of Olson & Wilson Private...

Financial Safari with Coach Pete ·

2023/07/07

Brad Olson and Joe Wilson, the founders of Olson & Wilson Private Capital, join Coach Pete D'Arruda in the studio, continuing the conversation on retirement planning and analyzing principles from top investors. 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

12:46

Brad Olson and Joe Wilson of Olson & Wilson Private...

Financial Safari with Coach Pete ·

2023/07/07

Brad Olson and Joe Wilson, the founders of Olson & Wilson Private Capital, join Coach Pete D'Arruda in the studio, continuing the conversation on retirement planning and answering your retirement questions. 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

15:24

Brad Olson and Joe Wilson of Olson & Wilson Private...

Financial Safari with Coach Pete ·

2023/07/07

Brad Olson and Joe Wilson, the founders of Olson & Wilson Private Capital, join Coach Pete D'Arruda in the studio, breaking down what retirement planning is and how to achieve your goals in 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

14:34

Don't let your accounts go to ZERO!

Financial Safari with Coach Pete ·

2023/06/14

Do you know how to create a structured income plan? You need to talk to someone with the heart of an educator that can help. Coach Pete D'Arruda is in the studio, talking about the importance of creating an income that will last your entire 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

193 results

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