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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

51:06

Safe Money Secrets & the ‘Spend & Leave’ Plan

Financial Safari with Coach Pete ·

2024/12/14

Strap in for a retirement rollercoaster as Coach Pete and the crew take you on a thrilling ride through smart 401(k) moves, safe money secrets, and building trust with the perfect financial sidekick! In this high-energy episode, they dish out dazzling tips on tax planning, asset allocation, and embracing your risk tolerance—all while introducing the genius ‘Spend and Leave Plan’ to secure your legacy. Get ready to feel confident, educated, and oh-so-prepared to live your best

en-US

51:52

Safari Secrets: ‘Core & Explore’ Your Path to a...

Financial Safari with Coach Pete ·

2024/12/07

Prepare to swing through the financial jungle as Coach Pete and his team transform retirement planning into a fun-filled safari adventure! In this action-packed episode, they introduce their “Core and Explore” method to anchor your income before you bravely venture into riskier investment territory—just like turning everyday sticky notes into priceless planning tools. From mastering the Rule of 55 to grilling your financial advisor with confidence, these money maestros will help you navigate

en-US

50:59

Navigating the Financial Jungle: Retirement Planning...

Financial Safari with Coach Pete ·

2024/11/30

Get ready to embark on a thrilling financial adventure with Coach Pete on Financial Safari! In this action-packed episode, we're diving deep into the jungle of retirement planning—unleashing innovative tools, tax-slaying strategies, and income-boosting secrets to help you envision and secure your dream retirement. Plus, we'll hit the road with the Retirement Road Trip and supercharge your future with Coach Pete's Power Plan, ensuring you not only build a legacy for your family but have a blast doing

en-US

51:51

The Ultimate Retirement Checklist

Financial Safari with Coach Pete ·

2024/11/23

Get ready to embark on a wild ride with Coach Pete on Financial Safari, where retirement planning gets a thrilling makeover! In this jam-packed episode, he unveils the secrets to maximizing your savings, creating multiple income streams, and crafting a rock-solid retirement checklist—all while taming the beasts of inflation and long-term care. Plus, he sprinkles in juicy tidbits about Grace Kelly's royal wedding, the dramatic evolution of soap operas, and teams up with annuity guru Cheryl Moore to

en-US

52:41

Navigating Retirement After the Election

Financial Safari with Coach Pete ·

2024/11/16

Get ready to embark on a wild ride through the post-election financial jungle with Coach Pete on Financial Safari! In this high-energy episode, we'll tackle how recent political shifts could shake up your retirement game plan—from Social Security taxation twists to savvy strategies for maximizing your income streams and bulletproofing your financial future against tax law changes and economic surprises. Don't miss out on insider tips to navigate market volatility, unleash safe money moves, and boost

en-US

51:39

Mastering Retirement: The Game Theory Approach

Financial Safari with Coach Pete ·

2024/11/09

Buckle up for a wild ride on Financial Safari with Coach Pete, where retirement planning gets a fun makeover using game theory and the art of picking your dream financial coach! He unravels the mysteries of making your money work for you—with simplicity, personalization, and crystal-clear transparency—while dodging the sneaky pitfalls of conflicts of interest and championing the power of diversification. Plus, he spills the beans on the exciting "Financial Fill-Up Strategy" to keep your retirement

en-US

55:32

The Key to Enjoying Your Retirement

Financial Safari with Coach Pete ·

2024/10/11

In this episode of Financial Safari, Coach Pete and his guests discuss the importance of proper retirement planning and the strategies needed to ensure financial security in retirement. They explore the concept of financial life preservers, the role of a financial coach, and how to identify quality financial advisors. The conversation also covers the advance and protect strategy, the pitfalls of high yield savings accounts, and the differences between various retirement income strategies. In this

en-US

55:27

Tax Strategies for Wealth Management

Financial Safari with Coach Pete ·

2024/10/04

In this episode of Financial Safari, Coach Pete and Michael Wall discuss the intricate relationship between tax strategy and wealth management. They emphasize the importance of understanding tax implications when building retirement income and highlight the need for comprehensive financial planning that goes beyond mere product sales. The conversation also touches on the impact of inflation on wealth, the significance of pairing investments effectively, and the dangers of over-concentration in

en-US

55:28

Crafting a Joyful Retirement

Financial Safari with Coach Pete ·

2024/09/27

In this episode of Financial Safari, Coach Pete and Thomas discuss essential strategies for retirement planning. They emphasize the importance of having a solid financial plan, especially as one approaches retirement. The conversation covers various topics, including the significance of retirement savings, the necessity of consolidating 401(k)s, and the need for multiple streams of reliable income. They also touch on the impact of inflation on retirement income and the evolving role of life

en-US

55:28

How to Protect Your Retirement from Scams

Financial Safari with Coach Pete ·

2024/09/20

In this episode of Financial Safari, Coach Pete and his team discuss essential topics related to retirement planning, including the importance of understanding healthcare risks, the role of life insurance, and the need for a comprehensive retirement income plan. They also address common financial scams and the significance of having a financial fill-up strategy to ensure a steady income throughout retirement. The conversation emphasizes the importance of education in navigating retirement planning

en-US

55:28

Mastering Your Retirement Strategy

Financial Safari with Coach Pete ·

2024/09/13

In this episode of Financial Safari, Coach Pete discusses the critical aspects of retirement planning, focusing on the distinction between protected and unprotected money, the importance of beneficiary designations, and the implications of IRAs and Roth IRAs. He emphasizes the need for customized retirement plans and the value of financial education through resources like the Little Green Book of Life and webinars. The episode also includes a Q&A segment addressing common concerns about Roth IRA

en-US

55:28

Living Abundantly: Redefining Retirement

Financial Safari with Coach Pete ·

2024/09/06

In this episode of Financial Safari, Coach Pete discusses the intricacies of retirement planning, emphasizing the importance of understanding personal wealth, happiness, and the need for a structured financial plan. He introduces the concept of the 'Three C's'—Clarity, Confidence, and Control—as essential elements for a successful retirement. The conversation also touches on common mistakes in retirement planning and the significance of having a lifetime income to ensure financial security

en-US

55:28

Pension Maximization Explained

Financial Safari with Coach Pete ·

2024/08/30

In this episode of Financial Safari, Coach Pete and his guests discuss the complexities of retirement planning, focusing on taxes, income strategies, and the importance of having a comprehensive lifetime income plan. They emphasize the need for proactive tax planning, understanding the implications of longevity on retirement savings, and the necessity of navigating financial blind spots to ensure a secure financial future. The conversation also highlights the significance of having multiple streams

en-US

55:28

Managing Stress in Retirement Planning

Financial Safari with Coach Pete ·

2024/08/23

In this episode of Financial Safari, Coach Pete discusses various aspects of financial planning, focusing on retirement income strategies, the impact of economic indicators on investments, and the importance of understanding recency bias. The conversation also touches on managing stress related to retirement planning and the differences between high yield savings accounts and fixed indexed annuities. Coach Pete emphasizes the need for a solid retirement plan that ensures a lifetime income,

en-US

55:28

Common Financial Questions Answered

Financial Safari with Coach Pete ·

2024/08/16

In this episode of Financial Safari, Coach Pete and his team discuss the current economic landscape, focusing on interest rates, inflation, and the importance of retirement planning. They emphasize the need for an exit strategy in financial planning and the significance of safe money strategies to ensure a secure retirement. The conversation highlights the challenges faced by everyday consumers in navigating the financial world and offers insights into effective financial management. In this

en-US

55:28

Building Confidence for a Happy Retirement

Financial Safari with Coach Pete ·

2024/08/09

In this episode of Financial Safari, Coach Pete and his team discuss essential strategies for preparing for retirement. They emphasize the importance of having a solid income plan, managing debt, and ensuring emotional readiness as one approaches retirement. The conversation also highlights the significance of identifying financial blind spots and making informed decisions to secure a stable financial future. Coach Pete shares insights on creating a spend and leave plan, the importance of confidence

en-US

55:28

The Human Touch: Why Advisors Matter

Financial Safari with Coach Pete ·

2024/08/02

In this episode of Financial Safari, Coach Pete and his team discuss various strategies for financial planning, focusing on the importance of preparing for retirement through methods like Roth IRA conversions and tax planning. They emphasize the significance of understanding financial fees, managing risk, and creating a comprehensive financial plan to ensure a secure retirement. The conversation also touches on generational wealth and the role of instant payments in modern finance, concluding with

en-US

55:27

Avoiding Common Financial Pitfalls and Building a...

Financial Safari with Coach Pete ·

2024/07/26

In this episode of Financial Safari, Coach Pete and his guests discuss the essential elements of financial planning, focusing on retirement income strategies, investment risks, and the importance of asking the right questions before making financial decisions. They emphasize the need for a comprehensive retirement plan that includes income protection and strategies to avoid bad money habits. In this conversation, the speakers discuss the importance of financial advisors, the historical context of

en-US

55:28

The Red Zone: Preparing for Retirement

Financial Safari with Coach Pete ·

2024/07/19

In this episode of Financial Safari, Coach Pete and his guests discuss the importance of financial planning, particularly as individuals approach retirement. They explore the concept of the 'financial red zone,' which refers to the critical years leading up to retirement, and emphasize the need for a strategic development process to ensure a secure financial future. The conversation also delves into the world of annuities, addressing common myths and highlighting their benefits as a reliable source

en-US

55:27

Securing Your Retirement: The Role of Annuities

Financial Safari with Coach Pete ·

2024/07/12

In this episode of Financial Safari, Coach Pete and his guests discuss the importance of financial and physical fitness, the challenges of managing debt, and the realities of social security and government spending. They emphasize the need for fiscal responsibility and accountability in government, while also providing resources and strategies for individuals to improve their financial health and retirement income. In this conversation, Coach Pete DeRuda and General Dave Walker discuss the

en-US

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