Latest / Financial Safari with Coach Pete
Building a Safer Plan and a Paycheck for Life
In this episode of Financial Safari, Coach Pete discusses how to prepare for retirement with a written plan instead of relying on market performance and guesswork. The conversation explores the dangers of concentrated company stock, excessive risk, hidden fees, non-traded REITs, and other “financial termites” that can quietly weaken a retirement portfolio.
Coach Pete also introduces his 90-day approach to preparing for Retirement Day and explains how a “core and explore” strategy can balance protected income with opportunities for continued growth. From preparing for…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.