Shows / Financial Safari with Coach Pete
Financial Safari with Coach Pete
Retirement planning in plain English with Coach Pete D'Arruda. Coach Pete and the Financial Safari team explore retirement income, 401(k)s, Social Security, taxes, and market risk through practical conversations and real-world examples. Hear the questions to ask as you prepare for life after a paycheck.
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Explore episodes: Start Here · Full Episodes · Retirement Income · Social Security.
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Episodes
- Financial Safari with Coach Pete
Turn Retirement Savings Into a Monthly Income Plan
A retirement account needs a job beyond growing bigger. Coach Pete, Thomas, Denise and Jackie discuss organizing money around income, protecting against gaps…
- Financial Safari with Coach Pete
Retirement's Hidden Drains: Income, Fees and Your Plan
Coach Pete joins Thomas, Denise and Jackie for a Halloween-week conversation about the forces that can drain retirement money. The team connects income needs…
- Financial Safari with Coach Pete
Give Each Retirement Dollar a Job: Income, Risk and Taxes
What is each part of your retirement savings meant to do? Coach Pete, Thomas Lipscomb, Denise Reyes and Jackie Selby discuss building a monthly income…
- Financial Safari with Coach Pete
Protect Your Business and Build a Retirement Paycheck
What needs to be in place before you leave a paycheck—or a business—behind? Coach Pete, Thomas Lipscomb, Jackie Selby, and Denise Reyes discuss…
- Financial Safari with Coach Pete
Create Paychecks and Playchecks with Tom Hegna
Coach Pete welcomes retirement-income expert and author Tom Hegna to explore the difference between paychecks for essential expenses and playchecks for the…
- Financial Safari with Coach Pete
From Good to Great: Building the Retirement Lifestyle You Want
In this episode of Financial Safari, Coach Pete and the team discuss why retirement planning should focus on the life you want to live—not simply…
- Financial Safari with Coach Pete
How to Succeed in Good Markets and Bad
In this episode of Financial Safari, Coach Pete and the team discuss why the investment strategy that builds wealth during your working years may not be the…
- Financial Safari with Coach Pete
The Retirement Asset Most People Overlook: Reliable Income
In this episode of Financial Safari, Coach Pete is joined by Mike Milligan, founder of One Oak Financial and host of the One-of-a-Kind Financial Show, for a…
- Financial Safari with Coach Pete
Review Your Beneficiaries, Fees, and Retirement Taxes with Phil Graham
When was the last time you checked your beneficiary forms or calculated what you pay in investment fees? Coach Pete and Thomas Lipscomb welcome financial…
- Financial Safari with Coach Pete
Prepare for Bad Market Timing Before You Retire
A market decline or unexpected job loss can arrive just as you are ready to retire. Coach Pete and the Financial Safari team discuss how to prepare for that…
- Financial Safari with Coach Pete
Give Every Retirement Dollar a Job: Income, Taxes, and Family Wealth
What is each part of your retirement savings supposed to do? Coach Pete and the team explain his green, yellow, and red approach to separating lifetime income…
- Financial Safari with Coach Pete
Hidden Fees, Smarter Risk, and Retirement Income That Lasts
In this episode of Financial Safari, Coach Pete and the team reveal how seemingly small investment fees can quietly compound into significant losses over time…
- Financial Safari with Coach Pete
Retirement Income, Family Wealth, and a Plan That Lasts
In this episode of Financial Safari, Coach Pete and the team discuss how a thoughtful retirement plan can help turn savings into dependable income while still…
- Financial Safari with Coach Pete
National Debt, Social Security, and the Future of Retirement
In this episode of Financial Safari, Coach Pete is joined by former U.S. Comptroller General David Walker for a wide-ranging conversation about the…
- Financial Safari with Coach Pete
Understand Annuities, Spousal Income, and Your Retirement Legacy
How could an annuity fit into a retirement income plan? Coach Pete, Jackie Selby, and Thomas Lipscomb discuss the history of annuities, the differences among…
- Financial Safari with Coach Pete
Paychecks, Playchecks, and the Freedom to Spend in Retirement
In this episode of Financial Safari, Coach Pete is joined by retirement-income expert and bestselling author Tom Hegna for a conversation about building a…
- 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…
- Financial Safari with Coach Pete
Stop Waiting for the Perfect Market: Plan Your Retirement Income
Should you keep trying to time the market, or start planning around the income you need? Coach Pete and the Financial Safari team discuss why life stage…
- Financial Safari with Coach Pete
The Truth About Non-Traded REITs, TSPs and Retirement Risk
Many people approaching retirement wonder whether they've saved enough, but the better question may be how to turn those savings into dependable income…
- Financial Safari with Coach Pete
Plan for a Retirement Lifestyle, Not Just a Savings Number
What do you want retirement to look like—and will your money support it? Coach Pete and the team discuss why planning around a desired lifestyle can be…
- Financial Safari with Coach Pete
Financial Termites: Hidden Costs That Can Eat Away at Retirement
What hidden costs could undermine your retirement spending plan? Coach Pete and the team discuss why the fine print matters before you buy, borrow, invest, or…
- Financial Safari with Coach Pete
The Four Retirement Questions Every Family Should Answer
In this episode, Coach Pete walks through the key questions families should answer before retirement, especially when it comes to protecting a spouse, creating…
- Financial Safari with Coach Pete
Build a Retirement Income Strategy for Inflation and Market Changes
How can your retirement plan adapt when prices rise and markets change? Coach Pete and the Financial Safari team discuss retirement income planning, the role…
- Financial Safari with Coach Pete
Tax Loss Harvesting, Direct Indexing, and Smarter Market Strategy
Coach Pete is joined by tax strategist and entrepreneur Alan Grissom for a conversation about indexing, tax strategy, and how technology is changing the way…
- Financial Safari with Coach Pete
Building Your Own Paycheck in Retirement
Retirement is not just about how much you have saved; it is about turning those savings into reliable income. In this episode, Coach Pete, Thomas, Morgan, and…
- Financial Safari with Coach Pete
Why Annuities Are Back in the Retirement Conversation
Annuities are getting renewed attention, but many people still misunderstand what they are and how they can fit into a retirement plan. In this episode, Coach…
- Financial Safari with Coach Pete
7 Retirement Risks to Address in Your Written Plan
How will your retirement plan handle rising prices, healthcare bills, market swings, and the need for dependable income? Thomas and Coach Pete discuss seven…
- Financial Safari with Coach Pete
Build Retirement Confidence Through Market and Rate Changes
Coach Pete and Thomas Lipscomb discuss why retirement decisions should start with an income plan rather than reactions to market headlines, shifting…
- Financial Safari with Coach Pete
Project and Protect: Building a Retirement Plan Before You Turn the Page
What do you want retirement to look like, and will your income support it? Thomas Lipscomb, Jackie Selby, and Coach Pete D’Arruda discuss how to…
- Financial Safari with Coach Pete
Protect Your Retirement Paycheck from Market Losses
Could a market downturn force you to sell investments just to pay the bills? Coach Pete and Thomas Lipscomb explain why money needed soon deserves a different…
- Financial Safari with Coach Pete
Don’t Let Market Losses Fund Your Retirement: Building a Safer Income Plan
In this episode of The Financial Safari, Thomas Lipscomb and Coach Pete D’Arruda discuss how retirees and pre-retirees can avoid turning temporary market…
- Financial Safari with Coach Pete
The 22-Step Retirement Plan: Turning Savings Into Lifelong Income
In this episode of The Financial Safari, Thomas Lipscomb joins Coach Pete D’Arruda, Gary Marriage, and Phil Graham for a practical conversation about…
- Financial Safari with Coach Pete
Building Retirement Confidence When Markets, Rates, and AI Won’t Sit Still
Markets are wobbly, rate-cut expectations keep shifting, oil prices are making headlines, and AI is changing the investment landscape fast. In this episode of…
- Financial Safari with Coach Pete
Think Beyond Market Headlines with Duke Professor Cam Harvey
Duke University professor Cam Harvey joins Coach Pete for a conversation about how investors make decisions in a fast-moving market. They explore the influence…
- Financial Safari with Coach Pete
Turn Market Gains into a Retirement Income Strategy
Is your retirement plan built around a growing account balance or the income you will actually need? Coach Pete joins Thomas Lipscomb, Jackie Selby, and Greg…
- Financial Safari with Coach Pete
Plan Around Your Retirement Lifestyle: Income, Housing, and Reverse Mortgages
Your retirement plan should reflect the life you want to live. Coach Pete and the team discuss how housing decisions, market volatility, and retirement income…
- Financial Safari with Coach Pete
Turn a Retirement Lump Sum into an Income Plan: Fees, Risk, and Business Exits
A large account balance does not tell you how much you can comfortably spend in retirement. Coach Pete discusses his “glide path” approach to…
- Financial Safari with Coach Pete
Find the Financial Termites: Review Hidden Fees and Retirement Income Risks
Small costs can add up over a long retirement. Coach Pete and the Financial Safari team discuss the hidden fees and other “financial termites” that…
- Financial Safari with Coach Pete
Silver, Bitcoin, and Non-Traded REITs: Understand the Risks Before You Invest
What should investors ask when a product is presented as a safe place for retirement money? Coach Pete discusses volatility in silver and cryptocurrency…
- Financial Safari with Coach Pete
Gold, Silver, and Retirement Risk: Keep Market Hype Out of Your Plan
Gold and silver headlines can make it tempting to change course. Coach Pete and the Financial Safari team discuss emotional investing and why a retirement…
- Financial Safari with Coach Pete
Prepare for Market Swings: Put Retirement Income Before Chasing Returns
How should your retirement strategy respond when markets become unpredictable? Coach Pete discusses exit strategies, dependable income, and the importance of…
- Financial Safari with Coach Pete
Retirement Reality Check: Understand Your Statements and Build an Income Plan
Do your retirement statements tell the same story as your expectations? Coach Pete discusses how to understand what you own, assess exposure to market swings…
- Financial Safari with Coach Pete
2026 Tax Planning with CPA Stan Moore: Deductions, Business Owners, and Roth Strategies
Coach Pete welcomes CPA Stan Moore for a discussion of tax planning considerations for 2026. They explore deductions, planning opportunities for business…
- Financial Safari with Coach Pete
Build Your Retirement Paycheck: Income, Taxes, and the Financial Fill-Up Strategy
What will replace your paycheck when you retire? Coach Pete and the Financial Safari team discuss how asset management, dependable income, taxes, and emotional…
- Financial Safari with Coach Pete
Stress-Test Your Retirement Income Before a Market Shock
Coach Pete and the team discuss dependable retirement income, market volatility, and the lifestyle a financial plan needs to support. They explore…
- Financial Safari with Coach Pete
The 22-Step Retirement Process: Myths, Risk, and Purpose
Coach Pete and the team discuss the 22-step retirement planning process and challenge common assumptions about life after work. They explore market risk…
- Financial Safari with Coach Pete
Roth Versus Traditional, Hidden Fees, and the Spend and Leave Plan
Coach Pete and the team discuss retirement saving options, including Roth and traditional accounts and choices for people without an employer 401(k). They also…
- Financial Safari with Coach Pete
Hidden Fees, Mortgage Decisions, and Building Your Retirement Paycheck
Coach Pete discusses building an income plan before deciding how much market risk to take. The team explores hidden fees, the Rule of 100, mortgage decisions…
- Financial Safari with Coach Pete
Housing Costs, Mortgage Choices, and Retirement Income
Coach Pete and Thomas Lipscomb discuss housing affordability, refinancing, and the tradeoffs behind mortgage offers. A look at General Electric’s history leads…
- Financial Safari with Coach Pete
Market Volatility, Longevity, and Social Security Scams
Coach Pete and the team discuss the emotions behind financial decisions and the risk of living longer than your savings. They explore retirement income…
- Financial Safari with Coach Pete
Your Retirement Flight Plan: From Saving to Lifetime Income
Coach Pete and the team use the stages of a flight to explain the transition from saving money to relying on it in retirement. They discuss the idea of an…
- Financial Safari with Coach Pete
Tax-Smart Withdrawals, Long-Term Care, and Retirement Income
Coach Pete and the team discuss the relationship between tax-aware withdrawals and retirement cash flow. The conversation also explores life insurance with…
- Financial Safari with Coach Pete
AI, Energy, and Decisions That Affect Your Retirement
Coach Pete and the team discuss artificial intelligence, energy security, and the broader economic backdrop. They connect those themes with retirement income…
- Financial Safari with Coach Pete
The Financial Fill-Up: Budgeting, Purpose, and Retirement Income
Coach Pete and the team discuss the Financial Fill-Up approach and the connection between budgeting, purpose, and retirement income. They examine fiduciary…
- Financial Safari with Coach Pete
Lottery Wins, Inheritances, and a Plan for Sudden Wealth
Coach Pete and the team discuss the financial decisions that follow a lottery win or inheritance. They explore taxes, dual residency, and the importance of…
- Financial Safari with Coach Pete
Housing Costs, Mortgage Tradeoffs, and Lessons From GE
Coach Pete and the team discuss the housing market and the tradeoffs behind mortgages advertised with no closing costs. A look at General Electric’s history…
- Financial Safari with Coach Pete
Press Play to Pay Less: “Through the Years” and the Retirement Tax Order You Need
Coach Pete unveils a new book and soundtrack, “Through the Years,” turning market history into smarter money moves. Tune in for memorable music and…
- Financial Safari with Coach Pete
Roth Withdrawals, Long-Term Care, and Your Retirement Income Plan
Coach Pete and the Financial Safari team discuss how different types of retirement savings can affect withdrawal decisions. They explore Roth accounts…
- Financial Safari with Coach Pete
The 22-Step Plan: Retirement Income, Travel, and Estate Decisions
Coach Pete and the team discuss the 22-step retirement planning process and the importance of connecting income with the lifestyle you want. They explore…
- Financial Safari with Coach Pete
Wade Pfau on Lifetime Income, Market Risk, and Retirement Tools
Coach Pete joins Dr. Wade Pfau to discuss lifetime income and the challenge of managing market risk throughout retirement. The conversation also examines…