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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

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,

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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

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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

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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

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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

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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

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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

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55:28

Stock Market Dynamics Explained

Financial Safari with Coach Pete ·

2024/07/05

In this episode of Financial Safari, Coach Pete and guest Josh Jalinski discuss the critical aspects of financial planning for retirement. They emphasize the importance of understanding cash flow versus net worth, the necessity of lifetime income, and the role of annuities in ensuring financial security. The conversation also touches on the evolution of retirement products and strategies for effective saving, highlighting the need for a comprehensive approach to retirement planning that prioritizes

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55:28

Defining Your Ideal Retirement

Financial Safari with Coach Pete ·

2024/06/28

In this episode of Financial Safari, Coach Pete discusses the essential elements 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 vital components for a successful retirement. The conversation also highlights the significance of having a lifetime income plan, avoiding common retirement planning mistakes, and the philosophy of

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55:28

Finding Humor in Financial Planning

Financial Safari with Coach Pete ·

2024/06/21

In this episode of Financial Safari, Coach Pete discusses various aspects of financial planning, including the importance of tax planning, the paycheck challenge for retirement income, and the pros and cons of investing in gold. The conversation emphasizes the need for strategic planning to ensure a secure financial future, while also incorporating humor and relatable anecdotes to engage listeners. In this conversation, the hosts discuss various aspects of retirement planning, emphasizing the

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55:28

The Hidden Costs of Retirement Fees

Financial Safari with Coach Pete ·

2024/06/14

In this episode of Financial Safari, Coach Pete and his team discuss essential strategies for retirement planning, focusing on the importance of confidence, control, and guaranteed income. They explore the role of annuities, tax planning, and the impact of fees on retirement savings. The conversation emphasizes the need for a comprehensive income strategy to ensure financial security in retirement. In this conversation, the speakers discuss the critical importance of financial education,

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55:28

How to Ensure You Never Run Out of Money

Financial Safari with Coach Pete ·

2024/06/07

In this episode of Financial Safari, Coach Pete and his team discuss the current economic landscape, focusing on interest rates and their implications for retirement planning. They emphasize the importance of having a solid retirement strategy, including understanding exit strategies and the role of safe money alternatives like annuities. The conversation highlights the need for individuals to take control of their financial futures and make informed decisions to ensure they never run out of money

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6:24

Don't let Brokers Behave Badly with your portfolio!

Financial Safari with Coach Pete ·

2024/05/31

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, discussing the importance of financial planning and the risks associated with unscrupulous financial advisors. It highlights real-life cases of financial fraud and emphasizes the need for caution and due diligence when investing. The conversation also touches on the significance of working with fiduciary planning teams and ensuring lifetime income and peace of mind in

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12:31

When it comes to your Retirement, Safety First!

Financial Safari with Coach Pete ·

2024/05/30

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, diving into the importance of lifetime income, the role of municipal bonds in a portfolio, the risks and benefits of company stock, and the options for pension and 401k plans. They emphasize the need for a balanced approach to financial planning and the importance of making informed decisions about retirement income and investment strategies.If you have questions about

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12:31

Design, Build, and Protect Your Retirement!

Financial Safari with Coach Pete ·

2024/05/29

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, providing valuable insights on retirement income planning, asset structuring, and financial security. The conversation covers the importance of joint financial planning, the 4% rule, worst-case scenario planning, and the benefits of guaranteed lifetime income. The focus is on creating a comprehensive long-term plan that reflects individual goals and objectives. If you have

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12:32

Understanding the Positives and Negatives of the...

Financial Safari with Coach Pete ·

2024/05/28

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, and the conversation covers a range of financial topics, including inflation, market volatility, retirement planning, tax efficiency, and the importance of lifetime income. The hosts and guests provide insights and advice on navigating the financial landscape and making informed decisions for retirement. If you have questions about taxes in retirement, or if you want a

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12:35

Navigating the 'Money Merry-Go-Round'

Financial Safari with Coach Pete ·

2024/05/27

On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, covering a wide range of financial topics, including retirement planning, annuities, and investment strategies. The conversation delves into the importance of extended warranties in financial planning, the role of annuities in retirement income, and the impact of risk-based investments. It also touches on the concept of personalized financial strategies and the need for

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6:24

Josh Jalinski, The Financial Quarterback: Part 5

Financial Safari with Coach Pete ·

2024/05/24

On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, discuss the exploration of different resources and strategies for financial planning and retirement. The conversation also touches on the impact of tariffs on the EV, semiconductor, and solar industries.If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and

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12:31

Josh Jalinski, The Financial Quarterback: Part 4

Financial Safari with Coach Pete ·

2024/05/23

On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, talking about various topics related to finance and investing, including stock splits, inflation, gold and silver, and annuities. 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

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12:31

Josh Jalinkis, The Financial Quarterback: Part 3

Financial Safari with Coach Pete ·

2024/05/22

On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, to discuss Dunkin' Donuts and the changes they made to their coffee. The conversation briefly touches on money-saving tips and class action lawsuits. Finally, they mention the importance of retirement planning and offer their services. If you have questions about taxes in retirement, or if you want a second opinion on your

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192 results

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