2bfe2d30-2756-4510-8b2d-adff010aaaac 2955905b-cce8-4d15-acd9-ae04010af643 3565ffa6-db8c-4b67-b88f-b4e301834231 en-US Financial Safari — Social Security Social Security conversations with Coach Pete from Financial Safari. https://www.financialsafari.com/ Browse full Financial Safari episodes discussing social security.

Episodes retain their archive dates; some recordings are replays.

For the complete weekly show, follow Financial Safari with Coach Pete.

]]> episodic Browse full Financial Safari episodes discussing social security. Episodes retain their archive dates; some recordings are replays. For the complete weekly show, follow Financial Safari with Coach Pete. Broadcasting Experts, LLC podcasts@broadcastingexperts.com Coach Pete D'Arruda 2026 Coach Pete D'Arruda clean yes https://www.omnycontent.com/d/programs/2bfe2d30-2756-4510-8b2d-adff010aaaac/2955905b-cce8-4d15-acd9-ae04010af643/image.jpg?t=1792010689&size=Large Financial Safari — Social Security https://www.financialsafari.com/ Review Your Beneficiaries, Fees, and Retirement Taxes with Phil Graham 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 strategist Phil Graham to examine the details that can quietly change a family’s retirement and legacy plans.

The discussion covers beneficiary designations, payable-on-death and transfer-on-death accounts, life insurance, and why a will may not control every asset. They also explore market losses near retirement, the cumulative effect of fees, Medicare income-related premiums, Social Security taxation, and Roth conversion planning. Use the conversation to build a list of questions for your next retirement review.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> 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 strategist Phil Graham to examine the details that can quietly change a family’s retirement and legacy plans.

The discussion covers beneficiary designations, payable-on-death and transfer-on-death accounts, life insurance, and why a will may not control every asset. They also explore market losses near retirement, the cumulative effect of fees, Medicare income-related premiums, Social Security taxation, and Roth conversion planning. Use the conversation to build a list of questions for your next retirement review.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> 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 strategist Phil Graham to examine the details that can quietly change a family’s retirement and legacy plans. financial-safari full-episode retirement-planning social-security roth-accounts roth-conversions tax-planning estate-planning market-risk investment-fees insurance investing financial-safari, full-episode, retirement-planning, social-security, roth-accounts, roth-conversions, tax-planning, estate-planning, market-risk, investment-fees, insurance, investing full Coach Pete D'Arruda 23f96d38-d2e1-4108-896c-b4e100f70708 23f96d38-d2e1-4108-896c-b4e100f70708 Fri, 04 Sep 2026 15:12:18 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/review-your-beneficiaries-fees-and-retirement-taxes-with-phil-graham National Debt, Social Security, and the Future of Retirement 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 nation’s growing debt, government spending, rising interest costs, and the difficult decisions facing Congress. They discuss potential reforms to Social Security, Medicare, and the healthcare system, along with why fiscal responsibility and long-term stewardship matter to future generations.
The conversation also brings these national concerns down to the individual level, exploring how changing tax rates and uncertainty surrounding government programs could affect retirement planning. From Roth conversions and tax diversification to protecting income and preparing for future healthcare costs, the episode highlights the importance of building a personal retirement strategy that does not depend entirely on Washington finding a solution.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> 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 nation’s growing debt, government spending, rising interest costs, and the difficult decisions facing Congress. They discuss potential reforms to Social Security, Medicare, and the healthcare system, along with why fiscal responsibility and long-term stewardship matter to future generations.
The conversation also brings these national concerns down to the individual level, exploring how changing tax rates and uncertainty surrounding government programs could affect retirement planning. From Roth conversions and tax diversification to protecting income and preparing for future healthcare costs, the episode highlights the importance of building a personal retirement strategy that does not depend entirely on Washington finding a solution.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> 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 nation’s growing debt, government spending, rising interest costs, and the difficult decisions facing Congress. financial-safari full-episode retirement-planning social-security roth-accounts roth-conversions tax-planning market-risk retirement-lifestyle debt-and-mortgages financial-safari, full-episode, retirement-planning, social-security, roth-accounts, roth-conversions, tax-planning, market-risk, retirement-lifestyle, debt-and-mortgages full Coach Pete D'Arruda 4a3296fc-4d0a-42e6-a135-b4d40129d2ec 4a3296fc-4d0a-42e6-a135-b4d40129d2ec Fri, 31 Jul 2026 16:00:00 +0000 3590 https://omny.fm/shows/financial-safari-with-coach-pete/national-debt-social-security-and-the-future-of-retirement The Four Retirement Questions Every Family Should Answer 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 reliable income, planning for the home, managing taxes, and leaving a clear legacy. The conversation focuses on turning uncertainty into a written plan that helps loved ones avoid confusion during difficult seasons.
Listeners will hear practical guidance on life insurance, survivor income, Social Security decisions, long-term care, housing costs, required minimum distributions, charitable giving, estate documents, beneficiary forms, and family communication. The episode emphasizes that retirement planning is not just about saving money. It is about making sure income, taxes, health care, housing, and legacy decisions all work together to protect the people you love.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> In this episode, Coach Pete walks through the key questions families should answer before retirement, especially when it comes to protecting a spouse, creating reliable income, planning for the home, managing taxes, and leaving a clear legacy. The conversation focuses on turning uncertainty into a written plan that helps loved ones avoid confusion during difficult seasons.
Listeners will hear practical guidance on life insurance, survivor income, Social Security decisions, long-term care, housing costs, required minimum distributions, charitable giving, estate documents, beneficiary forms, and family communication. The episode emphasizes that retirement planning is not just about saving money. It is about making sure income, taxes, health care, housing, and legacy decisions all work together to protect the people you love.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> In this episode, Coach Pete walks through the key questions families should answer before retirement, especially when it comes to protecting a spouse, creating reliable income, planning for the home, managing taxes, and leaving a clear legacy. financial-safari full-episode retirement-planning social-security required-minimum-distributions tax-planning estate-planning insurance long-term-care financial-safari, full-episode, retirement-planning, social-security, required-minimum-distributions, tax-planning, estate-planning, insurance, long-term-care full Coach Pete D'Arruda de6be6d2-aee3-400c-8657-b46601330fa5 de6be6d2-aee3-400c-8657-b46601330fa5 Fri, 05 Jun 2026 16:00:12 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/the-four-retirement-questions-every-family-should-answer Build Retirement Confidence Through Market and Rate Changes 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 interest-rate expectations, or AI investment excitement.

The episode explores the Core and Explore approach, lifetime income strategies, and the 22-step Total Retirement Plan. Topics include taxes, Social Security timing, withdrawals, healthcare, estate planning, and the risks of non-traded REITs. Listen for questions that can help you identify gaps in your own written plan.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and Thomas Lipscomb discuss why retirement decisions should start with an income plan rather than reactions to market headlines, shifting interest-rate expectations, or AI investment excitement.

The episode explores the Core and Explore approach, lifetime income strategies, and the 22-step Total Retirement Plan. Topics include taxes, Social Security timing, withdrawals, healthcare, estate planning, and the risks of non-traded REITs. Listen for questions that can help you identify gaps in your own written plan.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and Thomas Lipscomb discuss why retirement decisions should start with an income plan rather than reactions to market headlines, shifting interest-rate expectations, or AI investment excitement. financial-safari full-episode retirement-planning retirement-income social-security tax-planning estate-planning market-risk investing financial-safari, full-episode, retirement-planning, retirement-income, social-security, tax-planning, estate-planning, market-risk, investing full Coach Pete D'Arruda 40002013-bab1-464f-8792-b4e100f759a5 40002013-bab1-464f-8792-b4e100f759a5 Fri, 24 Apr 2026 15:10:37 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/replay-build-retirement-confidence-through-market-and-rate-changes Protect Your Retirement Paycheck from Market Losses 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 role from long-term growth money. They discuss rebalancing, the red-yellow-green approach to organizing assets, and building multiple retirement income streams.

The conversation also covers Social Security timing, the 22-Step Total Retirement Plan, recognizing financial scams, and balancing family expenses with your own retirement needs. Learn which questions to ask when reviewing whether your savings and income plan are working together.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> 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 role from long-term growth money. They discuss rebalancing, the red-yellow-green approach to organizing assets, and building multiple retirement income streams.

The conversation also covers Social Security timing, the 22-Step Total Retirement Plan, recognizing financial scams, and balancing family expenses with your own retirement needs. Learn which questions to ask when reviewing whether your savings and income plan are working together.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> 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 role from long-term growth money. They discuss rebalancing, the red-yellow-green approach to organizing assets, and building multiple retirement income streams. financial-safari full-episode retirement-planning retirement-income social-security market-risk investing financial-safari, full-episode, retirement-planning, retirement-income, social-security, market-risk, investing full Coach Pete D'Arruda 3a60f5bd-e970-4747-b0a4-b4e100f76174 3a60f5bd-e970-4747-b0a4-b4e100f76174 Fri, 10 Apr 2026 15:23:07 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/protect-your-retirement-paycheck-from-market-losses Don’t Let Market Losses Fund Your Retirement: Building a Safer Income Plan 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 volatility into permanent retirement damage.
Coach Pete explains the difference between paper gains, paper losses, and realized losses, and why money needed in the next five to ten years should not be sitting fully exposed to market risk. The conversation highlights key concepts from Coach Pete’s 22-Step Total Retirement Plan, including red, yellow, and green money; emergency accounts; GPI strategies; lifetime income; inflation protection; and the importance of having a written plan before retirement decisions become urgent.
The episode also covers common ways people lose money in retirement, including forced selling, poor Social Security timing, tax leakage, Medicare surcharges, non-traded REITs, scams, overconfidence, and relying on long-term money for short-term needs. Coach Pete also shares why the right plan can help retirees reduce worry, protect income, and still leave room for growth once the foundation is secure.
Listeners also learn how to access resources like TotalRetirementPlan.com, RetirementHelpCenter.com, and Coach Pete’s book The Seven Baby Steps to a Ridiculously Reliable Retirement Income.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> 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 volatility into permanent retirement damage.
Coach Pete explains the difference between paper gains, paper losses, and realized losses, and why money needed in the next five to ten years should not be sitting fully exposed to market risk. The conversation highlights key concepts from Coach Pete’s 22-Step Total Retirement Plan, including red, yellow, and green money; emergency accounts; GPI strategies; lifetime income; inflation protection; and the importance of having a written plan before retirement decisions become urgent.
The episode also covers common ways people lose money in retirement, including forced selling, poor Social Security timing, tax leakage, Medicare surcharges, non-traded REITs, scams, overconfidence, and relying on long-term money for short-term needs. Coach Pete also shares why the right plan can help retirees reduce worry, protect income, and still leave room for growth once the foundation is secure.
Listeners also learn how to access resources like TotalRetirementPlan.com, RetirementHelpCenter.com, and Coach Pete’s book The Seven Baby Steps to a Ridiculously Reliable Retirement Income.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> 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 volatility into permanent retirement damage. financial-safari full-episode retirement-planning retirement-income social-security tax-planning inflation market-risk investing financial-safari, full-episode, retirement-planning, retirement-income, social-security, tax-planning, inflation, market-risk, investing full Coach Pete D'Arruda f54ea50b-94f0-48da-9189-b43a01033fa1 f54ea50b-94f0-48da-9189-b43a01033fa1 Fri, 03 Apr 2026 15:47:07 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/don-t-let-market-losses-fund-your-retirement-building-a-safer-income-plan The 22-Step Retirement Plan: Turning Savings Into Lifelong Income 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 what it really takes to retire with confidence.
The group discusses why rising interest rates, inflation, market volatility, and headline-driven anxiety can be especially stressful for retirees and pre-retirees—but also why those concerns are easier to manage when there is a written retirement plan in place. Coach Pete explains the purpose behind his 22-step Total Retirement Plan, including income planning, inflation protection, emergency accounts, Social Security timing, Medicare planning, tax strategies, and legacy considerations.
The conversation also explores the difference between building wealth and turning that wealth into a dependable retirement paycheck. Coach Pete, Gary, and Phil share why lifetime income, spouse protection, independent advice, and avoiding procrastination can make a major difference for families entering the financial red zone.
Listeners also learn how to access Coach Pete’s retirement resources, including the Total Retirement Plan guidebook and workbook, Tax Savvy Retirement, and the educational content available through Financial Safari and CoachPete.com.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> In this episode of The Financial Safari, Thomas Lipscomb joins Coach Pete D’Arruda, Gary Marriage, and Phil Graham for a practical conversation about what it really takes to retire with confidence.
The group discusses why rising interest rates, inflation, market volatility, and headline-driven anxiety can be especially stressful for retirees and pre-retirees—but also why those concerns are easier to manage when there is a written retirement plan in place. Coach Pete explains the purpose behind his 22-step Total Retirement Plan, including income planning, inflation protection, emergency accounts, Social Security timing, Medicare planning, tax strategies, and legacy considerations.
The conversation also explores the difference between building wealth and turning that wealth into a dependable retirement paycheck. Coach Pete, Gary, and Phil share why lifetime income, spouse protection, independent advice, and avoiding procrastination can make a major difference for families entering the financial red zone.
Listeners also learn how to access Coach Pete’s retirement resources, including the Total Retirement Plan guidebook and workbook, Tax Savvy Retirement, and the educational content available through Financial Safari and CoachPete.com.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> In this episode of The Financial Safari, Thomas Lipscomb joins Coach Pete D’Arruda, Gary Marriage, and Phil Graham for a practical conversation about what it really takes to retire with confidence. financial-safari full-episode retirement-planning retirement-income social-security tax-planning estate-planning inflation market-risk financial-safari, full-episode, retirement-planning, retirement-income, social-security, tax-planning, estate-planning, inflation, market-risk full Coach Pete D'Arruda 460c0f75-ab01-49f4-83b3-b43a00ff09d9 460c0f75-ab01-49f4-83b3-b43a00ff09d9 Fri, 27 Mar 2026 15:33:31 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/the-22-step-retirement-plan-turning-savings-into-lifelong-income Building Retirement Confidence When Markets, Rates, and AI Won’t Sit Still 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 The Financial Safari, Thomas Lipscomb and Coach Pete D’Arruda discuss why retirees and pre-retirees should avoid reactionary, news-driven financial decisions and focus instead on building a retirement plan designed for income, protection, and long-term confidence.
Coach Pete breaks down the importance of a market safety plan, lifetime income strategies, and the “Core and Explore” approach. He also explains how the 22-step Total Retirement Plan helps uncover retirement blind spots involving taxes, Social Security timing, withdrawal strategies, healthcare, estate planning, long-term care, and legacy goals.
The conversation also covers the risks of chasing headlines, the dangers of non-traded REITs, why individual investors may struggle against institutional players, and how AI-related market excitement can create FOMO for investors. Plus, listeners learn how to request Coach Pete’s latest retirement resources, including the Total Retirement Plan workbook and Tax Savvy Retirement.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> 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 The Financial Safari, Thomas Lipscomb and Coach Pete D’Arruda discuss why retirees and pre-retirees should avoid reactionary, news-driven financial decisions and focus instead on building a retirement plan designed for income, protection, and long-term confidence.
Coach Pete breaks down the importance of a market safety plan, lifetime income strategies, and the “Core and Explore” approach. He also explains how the 22-step Total Retirement Plan helps uncover retirement blind spots involving taxes, Social Security timing, withdrawal strategies, healthcare, estate planning, long-term care, and legacy goals.
The conversation also covers the risks of chasing headlines, the dangers of non-traded REITs, why individual investors may struggle against institutional players, and how AI-related market excitement can create FOMO for investors. Plus, listeners learn how to request Coach Pete’s latest retirement resources, including the Total Retirement Plan workbook and Tax Savvy Retirement.

Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.

See omnystudio.com/listener for privacy information.

]]> Markets are wobbly, rate-cut expectations keep shifting, oil prices are making headlines, and AI is changing the investment landscape fast. financial-safari full-episode retirement-planning retirement-income social-security tax-planning estate-planning market-risk long-term-care investing financial-safari, full-episode, retirement-planning, retirement-income, social-security, tax-planning, estate-planning, market-risk, long-term-care, investing full Coach Pete D'Arruda 91d77dd5-1a26-465f-b231-b43a00f9d572 91d77dd5-1a26-465f-b231-b43a00f9d572 Fri, 20 Mar 2026 15:26:15 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/building-retirement-confidence-when-markets-rates-and-ai-won-t-sit-still Market Volatility, Longevity, and Social Security Scams 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 options, market volatility, and Social Security scams, encouraging listeners to review both their financial plan and the information they trust.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the emotions behind financial decisions and the risk of living longer than your savings. They explore retirement income options, market volatility, and Social Security scams, encouraging listeners to review both their financial plan and the information they trust.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the emotions behind financial decisions and the risk of living longer than your savings. They explore retirement income options, market volatility, and Social Security scams, encouraging listeners to review both their financial plan and the information they trust. financial-safari full-episode retirement-planning retirement-income social-security market-risk financial-safari, full-episode, retirement-planning, retirement-income, social-security, market-risk full Coach Pete D'Arruda fcba1d16-09dc-44cf-aeaa-b39c0181d7d7 fcba1d16-09dc-44cf-aeaa-b39c0181d7d7 Fri, 21 Nov 2025 05:00:00 +0000 2656 https://omny.fm/shows/financial-safari-with-coach-pete/panic-proof-your-paycheck-the-retirement-armor-playbook Financial Freedom, Purpose, and a Retirement Budget That Fits Financial Freedom, Purpose, and a Retirement Budget That Fits What does financial freedom mean when you are ready to stop working? Coach Pete and the team discuss dependable income, budgeting, and the role of Social Security in a broader retirement strategy. They explore the connection between spending choices, peace of mind, and living on your own terms.

The conversation also covers fiduciary responsibilities, broker misconduct, and finding purpose after work. Historical stories and a lighthearted trip through financial history lead back to a practical question: how well does your plan support the retirement you want?

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> What does financial freedom mean when you are ready to stop working? Coach Pete and the team discuss dependable income, budgeting, and the role of Social Security in a broader retirement strategy. They explore the connection between spending choices, peace of mind, and living on your own terms.

The conversation also covers fiduciary responsibilities, broker misconduct, and finding purpose after work. Historical stories and a lighthearted trip through financial history lead back to a practical question: how well does your plan support the retirement you want?

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> What does financial freedom mean when you are ready to stop working? Coach Pete and the team discuss dependable income, budgeting, and the role of Social Security in a broader retirement strategy. They explore the connection between spending choices, peace of mind, and living on your own terms. financial-safari full-episode retirement-planning social-security financial-advisors retirement-lifestyle financial-safari, full-episode, retirement-planning, social-security, financial-advisors, retirement-lifestyle full Coach Pete D'Arruda 9c9b9b37-210d-4f8f-a36c-b4e1015a1f64 9c9b9b37-210d-4f8f-a36c-b4e1015a1f64 Fri, 05 Sep 2025 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/financial-freedom-purpose-and-a-retirement-budget-that-fits Retirement With Purpose: Budgeting, Social Security, and Income Retirement With Purpose: Budgeting, Social Security, and Income What do you want your retirement to make possible? Coach Pete and the team discuss purpose, budgeting, Social Security, and market risk. They explore the Financial Fill-Up approach and the importance of connecting a reliable income strategy with a meaningful life after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> What do you want your retirement to make possible? Coach Pete and the team discuss purpose, budgeting, Social Security, and market risk. They explore the Financial Fill-Up approach and the importance of connecting a reliable income strategy with a meaningful life after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> What do you want your retirement to make possible? Coach Pete and the team discuss purpose, budgeting, Social Security, and market risk. They explore the Financial Fill-Up approach and the importance of connecting a reliable income strategy with a meaningful life after work. financial-safari full-episode retirement-planning retirement-income social-security market-risk retirement-lifestyle financial-safari, full-episode, retirement-planning, retirement-income, social-security, market-risk, retirement-lifestyle full Coach Pete D'Arruda efa46b71-0aa0-4e97-9c3c-b30901563ef2 efa46b71-0aa0-4e97-9c3c-b30901563ef2 Fri, 27 Jun 2025 04:00:00 +0000 3081 https://omny.fm/shows/financial-safari-with-coach-pete/retire-with-purpose-or-perish-why-your-golden-years-need-more-than-gold Compounding, Cash Flow, and Social Security Taxes Compounding, Cash Flow, and Social Security Taxes Coach Pete and the team connect the choices you make today with the income you may need later. They discuss compounding, taxes on Social Security benefits, and ways to turn accumulated savings into a retirement cash-flow plan that reflects your life.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team connect the choices you make today with the income you may need later. They discuss compounding, taxes on Social Security benefits, and ways to turn accumulated savings into a retirement cash-flow plan that reflects your life.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team connect the choices you make today with the income you may need later. They discuss compounding, taxes on Social Security benefits, and ways to turn accumulated savings into a retirement cash-flow plan that reflects your life. financial-safari full-episode retirement-planning social-security tax-planning financial-safari, full-episode, retirement-planning, social-security, tax-planning full Coach Pete D'Arruda f41f233b-4f09-4997-a667-b2b4015b0aed f41f233b-4f09-4997-a667-b2b4015b0aed Fri, 04 Apr 2025 04:00:00 +0000 3117 https://omny.fm/shows/financial-safari-with-coach-pete/retirement-game-plan-kindness-compounding-and-cash-flow Taxes, Social Security, and the Cost of Retirement Taxes, Social Security, and the Cost of Retirement Coach Pete and the team discuss how taxes can affect retirement income, from Social Security benefits to required minimum distributions. They also explore Medicare costs, real estate, estate planning, and liability protection, connecting these decisions with the larger retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss how taxes can affect retirement income, from Social Security benefits to required minimum distributions. They also explore Medicare costs, real estate, estate planning, and liability protection, connecting these decisions with the larger retirement plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss how taxes can affect retirement income, from Social Security benefits to required minimum distributions. They also explore Medicare costs, real estate, estate planning, and liability protection, connecting these decisions with the larger retirement plan. financial-safari full-episode retirement-planning retirement-income social-security required-minimum-distributions tax-planning estate-planning financial-safari, full-episode, retirement-planning, retirement-income, social-security, required-minimum-distributions, tax-planning, estate-planning full Coach Pete D'Arruda cac37695-d3da-4a2a-8e47-b28b0161dcc7 cac37695-d3da-4a2a-8e47-b28b0161dcc7 Fri, 21 Feb 2025 05:00:00 +0000 3210 https://omny.fm/shows/financial-safari-with-coach-pete/tax-smart-retirement-keep-more-stress-less Turning Retirement Goals into Action and Reviewing Income Needs Turning Retirement Goals into Action and Reviewing Income Needs Coach Pete and the team discuss the move from setting retirement goals to taking concrete planning steps. They explore 401(k) income choices and the idea of a pension-like retirement paycheck.

Risk management, Social Security, and checking your financial progress also feature in the conversation. Historical Virginia stories accompany the team's discussion of a coordinated plan review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the move from setting retirement goals to taking concrete planning steps. They explore 401(k) income choices and the idea of a pension-like retirement paycheck.

Risk management, Social Security, and checking your financial progress also feature in the conversation. Historical Virginia stories accompany the team's discussion of a coordinated plan review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the move from setting retirement goals to taking concrete planning steps. They explore 401(k) income choices and the idea of a pension-like retirement paycheck. financial-safari full-episode retirement-planning retirement-income social-security 401k financial-safari, full-episode, retirement-planning, retirement-income, social-security, 401k full Coach Pete D'Arruda 489a5c58-53ee-41d7-bef8-b24c01591813 489a5c58-53ee-41d7-bef8-b24c01591813 Fri, 20 Dec 2024 11:00:00 +0000 3122 https://omny.fm/shows/financial-safari-with-coach-pete/goals-vs-action-the-key-to-financial-success Post-Election Questions About Taxes and Retirement Income Post-Election Questions About Taxes and Retirement Income Coach Pete and the team discuss retirement questions following the election. The conversation considers political change, Social Security taxation, and potential changes in tax policy.

Market volatility and different sources of retirement income also feature in the episode. The team explores how to review a plan when economic headlines and policy expectations are changing.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss retirement questions following the election. The conversation considers political change, Social Security taxation, and potential changes in tax policy.

Market volatility and different sources of retirement income also feature in the episode. The team explores how to review a plan when economic headlines and policy expectations are changing.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss retirement questions following the election. The conversation considers political change, Social Security taxation, and potential changes in tax policy. financial-safari full-episode retirement-planning retirement-income social-security tax-planning market-risk financial-safari, full-episode, retirement-planning, retirement-income, social-security, tax-planning, market-risk full Coach Pete D'Arruda da4fb8de-970c-45ae-a984-b229013020b2 da4fb8de-970c-45ae-a984-b229013020b2 Fri, 15 Nov 2024 11:00:00 +0000 3161 https://omny.fm/shows/financial-safari-with-coach-pete/navigating-retirement-after-the-election Choosing a Financial Coach and Reviewing Retirement Income Choosing a Financial Coach and Reviewing Retirement Income Coach Pete and the team discuss the role of a financial coach and the qualities to look for in an advisor. They explore income planning, high-yield savings accounts, and the team's advance and protect concept.

Social Security and a spend and leave plan also enter the conversation. The episode considers how a financial review can connect present choices with retirement spending and family priorities.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the role of a financial coach and the qualities to look for in an advisor. They explore income planning, high-yield savings accounts, and the team's advance and protect concept.

Social Security and a spend and leave plan also enter the conversation. The episode considers how a financial review can connect present choices with retirement spending and family priorities.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the role of a financial coach and the qualities to look for in an advisor. They explore income planning, high-yield savings accounts, and the team's advance and protect concept. retirement planning financial life preservers income strategies financial coaching investment advice retirement income financial pitfalls high yield savings fixed indexed annuities financial advisors financial advice income strategy social security financial life preserver wealth management investment strategies tax-free inheritance financial-safari full-episode retirement-planning retirement-income social-security financial-advisors retirement-lifestyle retirement planning, financial life preservers, income strategies, financial coaching, investment advice, retirement income, financial pitfalls, high yield savings, fixed indexed annuities, financial advisors, financial advice, income strategy, social security, financial life preserver, wealth management, investment strategies, tax-free inheritance, financial-safari, full-episode, retirement-planning, retirement-income, social-security, financial-advisors, retirement-lifestyle full Coach Pete D'Arruda d2e34d20-4e84-4f6a-80a2-b20b012a746d d2e34d20-4e84-4f6a-80a2-b20b012a746d Fri, 11 Oct 2024 10:00:00 +0000 3332 https://omny.fm/shows/financial-safari-with-coach-pete/2024-10-12-financial-safari-57-sat-9am Retirement Dreams, Income Planning, and the Three C's Retirement Dreams, Income Planning, and the Three C's Coach Pete discusses clarity, confidence, and control while exploring what an abundant retirement means to you. The conversation connects personal goals and happiness with the structure of a financial plan.

Real estate, Social Security, annuities, and common planning mistakes also feature in the episode. The team considers advisor reviews and second opinions as part of evaluating a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses clarity, confidence, and control while exploring what an abundant retirement means to you. The conversation connects personal goals and happiness with the structure of a financial plan.

Real estate, Social Security, annuities, and common planning mistakes also feature in the episode. The team considers advisor reviews and second opinions as part of evaluating a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses clarity, confidence, and control while exploring what an abundant retirement means to you. The conversation connects personal goals and happiness with the structure of a financial plan. retirement planning financial advice wealth management happiness lifetime income financial control retirement mistakes abundant lifestyle financial education financial history real estate investment annuities financial advisors social security retirement strategies income planning financial security legacy planning financial-safari full-episode retirement-planning retirement-income social-security financial-advisors retirement planning, financial advice, wealth management, happiness, lifetime income, financial control, retirement mistakes, abundant lifestyle, financial education, financial history, real estate investment, annuities, financial advisors, social security, retirement strategies, income planning, financial security, legacy planning, financial-safari, full-episode, retirement-planning, retirement-income, social-security, financial-advisors full Coach Pete D'Arruda 21c04195-453e-453a-84df-b20b012a7480 21c04195-453e-453a-84df-b20b012a7480 Fri, 06 Sep 2024 10:00:00 +0000 3328 https://omny.fm/shows/financial-safari-with-coach-pete/2024-09-07-financial-safari-57-sat-9am Financial Fitness, Debt, and America's Economic Future Financial Fitness, Debt, and America's Economic Future Coach Pete and his guests discuss financial fitness, debt, Social Security, and government spending. The conversation connects personal retirement questions with a broader discussion of fiscal responsibility.

The episode also explores annuities, inflation, tax planning, and lessons from economic history. The team considers how those subjects relate to income planning and financial independence.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and his guests discuss financial fitness, debt, Social Security, and government spending. The conversation connects personal retirement questions with a broader discussion of fiscal responsibility.

The episode also explores annuities, inflation, tax planning, and lessons from economic history. The team considers how those subjects relate to income planning and financial independence.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and his guests discuss financial fitness, debt, Social Security, and government spending. The conversation connects personal retirement questions with a broader discussion of fiscal responsibility. financial-safari full-episode retirement-planning retirement-income social-security annuities tax-planning inflation retirement-lifestyle debt-and-mortgages financial-safari, full-episode, retirement-planning, retirement-income, social-security, annuities, tax-planning, inflation, retirement-lifestyle, debt-and-mortgages full Coach Pete D'Arruda 70f53e67-6a96-4537-8a49-b20b012a7462 70f53e67-6a96-4537-8a49-b20b012a7462 Fri, 12 Jul 2024 10:00:00 +0000 3327 https://omny.fm/shows/financial-safari-with-coach-pete/2024-07-13-financial-safari-57-sat-9am Defining Your Retirement Life: Clarity, Confidence, and Control Defining Your Retirement Life: Clarity, Confidence, and Control Coach Pete discusses the relationship between money, happiness, and the life you want in retirement. He introduces clarity, confidence, and control as a way to think about the planning process.

The conversation covers real estate, Social Security, annuities, and working with an advisor. The team also considers common planning mistakes and the value of reviewing a retirement strategy with a second set of eyes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses the relationship between money, happiness, and the life you want in retirement. He introduces clarity, confidence, and control as a way to think about the planning process.

The conversation covers real estate, Social Security, annuities, and working with an advisor. The team also considers common planning mistakes and the value of reviewing a retirement strategy with a second set of eyes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses the relationship between money, happiness, and the life you want in retirement. He introduces clarity, confidence, and control as a way to think about the planning process. retirement planning financial security lifetime income wealth management happiness financial advice retirement goals financial GPS money management abundant lifestyle real estate investment income planning Social Security annuities retirement strategies legacy planning fiduciary responsibility financial-safari full-episode retirement-planning social-security financial-advisors retirement planning, financial security, lifetime income, wealth management, happiness, financial advice, retirement goals, financial GPS, money management, abundant lifestyle, real estate investment, income planning, Social Security, annuities, retirement strategies, legacy planning, fiduciary responsibility, financial-safari, full-episode, retirement-planning, social-security, financial-advisors full Coach Pete D'Arruda 09ed76c3-3238-4afb-bce5-b20b012a746b 09ed76c3-3238-4afb-bce5-b20b012a746b Fri, 28 Jun 2024 10:00:00 +0000 3328 https://omny.fm/shows/financial-safari-with-coach-pete/2024-06-29-financial-safari-57-sat-9am Growth, Protection, and Income: Reviewing the Pieces of Retirement Growth, Protection, and Income: Reviewing the Pieces of Retirement Coach Pete and the team discuss the different roles of growth, protection, and income in a retirement strategy. They explore retirement withdrawals, Social Security, and the importance of understanding how an account balance relates to the spending it needs to support.

The conversation also considers taxes, fees, and the planning gaps the team calls financial termites. The episode asks whether the different parts of a financial plan work together and whether your assumptions about retirement income deserve another review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the different roles of growth, protection, and income in a retirement strategy. They explore retirement withdrawals, Social Security, and the importance of understanding how an account balance relates to the spending it needs to support.

The conversation also considers taxes, fees, and the planning gaps the team calls financial termites. The episode asks whether the different parts of a financial plan work together and whether your assumptions about retirement income deserve another review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the different roles of growth, protection, and income in a retirement strategy. They explore retirement withdrawals, Social Security, and the importance of understanding how an account balance relates to the spending it needs to support. financial-safari full-episode retirement-planning retirement-income social-security tax-planning investment-fees retirement-lifestyle financial-safari, full-episode, retirement-planning, retirement-income, social-security, tax-planning, investment-fees, retirement-lifestyle full Coach Pete D'Arruda c167b555-78ea-4601-9d26-b4e1016e9b06 c167b555-78ea-4601-9d26-b4e1016e9b06 Fri, 16 Feb 2024 11:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/growth-protection-and-income-reviewing-the-pieces-of-retirement Social Security Policy Risk and a Year-End Retirement Review Social Security Policy Risk and a Year-End Retirement Review Coach Pete and the team discuss diversification and the risk of depending heavily on stock market performance. A guest conversation explores Social Security and how changes in government policy could affect an income plan.

The episode also considers income projections and taking a fresh reading of your retirement situation. The team discusses financial waypoints as a way to compare your progress with the previous year.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss diversification and the risk of depending heavily on stock market performance. A guest conversation explores Social Security and how changes in government policy could affect an income plan.

The episode also considers income projections and taking a fresh reading of your retirement situation. The team discusses financial waypoints as a way to compare your progress with the previous year.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss diversification and the risk of depending heavily on stock market performance. A guest conversation explores Social Security and how changes in government policy could affect an income plan. financial-safari full-episode retirement-planning retirement-income social-security market-risk investing financial-safari, full-episode, retirement-planning, retirement-income, social-security, market-risk, investing full Coach Pete D'Arruda 1a22f779-996c-4505-ba09-b4e101719555 1a22f779-996c-4505-ba09-b4e101719555 Fri, 15 Dec 2023 11:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/social-security-policy-risk-and-a-year-end-retirement-review Retirement Longevity, Financial Termites, and Your Investment Purpose Retirement Longevity, Financial Termites, and Your Investment Purpose Coach Pete and the team discuss the challenge of making retirement savings support a potentially long life after work. They explore Social Security questions and the costs they call financial termites: fees, expenses, commissions, and taxes.

The conversation also examines the purpose of each investment in a plan. The team considers how regular financial maintenance can help you review where your money is and why it is there.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the challenge of making retirement savings support a potentially long life after work. They explore Social Security questions and the costs they call financial termites: fees, expenses, commissions, and taxes.

The conversation also examines the purpose of each investment in a plan. The team considers how regular financial maintenance can help you review where your money is and why it is there.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the challenge of making retirement savings support a potentially long life after work. They explore Social Security questions and the costs they call financial termites: fees, expenses, commissions, and taxes. financial-safari full-episode retirement-planning social-security tax-planning investment-fees retirement-lifestyle investing financial-safari, full-episode, retirement-planning, social-security, tax-planning, investment-fees, retirement-lifestyle, investing full Coach Pete D'Arruda 19c27270-ddf0-4558-9afa-b4e10171c846 19c27270-ddf0-4558-9afa-b4e10171c846 Fri, 08 Dec 2023 11:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/retirement-longevity-financial-termites-and-your-investment-purpose Social Security Funding and a Look at How Time Flies Social Security Funding and a Look at How Time Flies Coach Pete and the team discuss Social Security funding and the connection between wages and payroll taxes. The conversation considers the questions different generations may have about the system's future.

Stories about music, movies, and family memories provide a look at how quickly time passes. The episode pairs that nostalgia with a discussion of changing financial circumstances and retirement expectations.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss Social Security funding and the connection between wages and payroll taxes. The conversation considers the questions different generations may have about the system's future.

Stories about music, movies, and family memories provide a look at how quickly time passes. The episode pairs that nostalgia with a discussion of changing financial circumstances and retirement expectations.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss Social Security funding and the connection between wages and payroll taxes. The conversation considers the questions different generations may have about the system's future. financial-safari full-episode retirement-planning social-security tax-planning financial-safari, full-episode, retirement-planning, social-security, tax-planning full Coach Pete D'Arruda 6d64bd34-163d-4292-bb23-b4e101754a09 6d64bd34-163d-4292-bb23-b4e101754a09 Fri, 06 Oct 2023 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/social-security-funding-and-a-look-at-how-time-flies Retirement Income, Inflation, and Tax Planning Retirement Income, Inflation, and Tax Planning Coach Pete and the team discuss the transition from a work paycheck to retirement income. They explore the financial fill-up concept and the concerns people can have about using their savings over time.

The episode also distinguishes inflation risk from market risk and tax risk. The conversation considers retirement withdrawals, Social Security, and Medicare costs as part of a broader tax planning review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the transition from a work paycheck to retirement income. They explore the financial fill-up concept and the concerns people can have about using their savings over time.

The episode also distinguishes inflation risk from market risk and tax risk. The conversation considers retirement withdrawals, Social Security, and Medicare costs as part of a broader tax planning review.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the transition from a work paycheck to retirement income. They explore the financial fill-up concept and the concerns people can have about using their savings over time. financial-safari full-episode retirement-planning retirement-income social-security tax-planning inflation market-risk financial-safari, full-episode, retirement-planning, retirement-income, social-security, tax-planning, inflation, market-risk full Coach Pete D'Arruda d6a5c0d8-0b6a-4599-8ceb-b4e10178b751 d6a5c0d8-0b6a-4599-8ceb-b4e10178b751 Fri, 25 Aug 2023 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/retirement-income-inflation-and-tax-planning Emergency Savings, Social Security Funding, and Cultural Memories Emergency Savings, Social Security Funding, and Cultural Memories Coach Pete and the team discuss emergency savings and the role of accessible cash in a financial plan. They explore a color-coded approach to considering different kinds of accounts.

The conversation also considers wages and Social Security funding. Memories of music, movies, and family experiences add a look at how quickly time passes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss emergency savings and the role of accessible cash in a financial plan. They explore a color-coded approach to considering different kinds of accounts.

The conversation also considers wages and Social Security funding. Memories of music, movies, and family experiences add a look at how quickly time passes.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss emergency savings and the role of accessible cash in a financial plan. They explore a color-coded approach to considering different kinds of accounts. financial-safari full-episode retirement-planning social-security financial-safari, full-episode, retirement-planning, social-security full Coach Pete D'Arruda bf4c6ffb-c31c-47ff-a980-b4e101797d2b bf4c6ffb-c31c-47ff-a980-b4e101797d2b Fri, 14 Jul 2023 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/emergency-savings-social-security-funding-and-cultural-memories Retirement Withdrawals, Market Risk, and Social Security After Divorce Retirement Withdrawals, Market Risk, and Social Security After Divorce Coach Pete uses an ice-cube analogy to discuss drawing on savings during different market conditions. The team explores the transition from receiving a salary to planning retirement income.

The episode also addresses Social Security questions after divorce. The conversation considers personal circumstances and how the different parts of a retirement plan fit together.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete uses an ice-cube analogy to discuss drawing on savings during different market conditions. The team explores the transition from receiving a salary to planning retirement income.

The episode also addresses Social Security questions after divorce. The conversation considers personal circumstances and how the different parts of a retirement plan fit together.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete uses an ice-cube analogy to discuss drawing on savings during different market conditions. The team explores the transition from receiving a salary to planning retirement income. financial-safari full-episode retirement-planning retirement-income social-security market-risk financial-safari, full-episode, retirement-planning, retirement-income, social-security, market-risk full Coach Pete D'Arruda 2fe2ecfa-d272-4825-a8a7-b4e1017b4435 2fe2ecfa-d272-4825-a8a7-b4e1017b4435 Fri, 26 May 2023 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/retirement-withdrawals-market-risk-and-social-security-after-divorce Choosing When to Retire and the Cost of Everyday Life Choosing When to Retire and the Cost of Everyday Life The Financial Safari team discusses the question of when to retire and the different answers households can have. The conversation explores Social Security claiming questions, family circumstances, and expectations about life after work.

The episode also includes a discussion of grocery prices and changes in everyday spending. Personal stories connect these familiar expenses with the financial decisions people consider as retirement approaches.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses the question of when to retire and the different answers households can have. The conversation explores Social Security claiming questions, family circumstances, and expectations about life after work.

The episode also includes a discussion of grocery prices and changes in everyday spending. Personal stories connect these familiar expenses with the financial decisions people consider as retirement approaches.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses the question of when to retire and the different answers households can have. The conversation explores Social Security claiming questions, family circumstances, and expectations about life after work. financial-safari full-episode retirement-planning social-security retirement-lifestyle financial-safari, full-episode, retirement-planning, social-security, retirement-lifestyle full Coach Pete D'Arruda 9ffc685b-da66-492f-b8e4-b4e1017b6bcc 9ffc685b-da66-492f-b8e4-b4e1017b6bcc Fri, 19 May 2023 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/choosing-when-to-retire-and-the-cost-of-everyday-life Inflation, Pensions, and Different Retirement Income Sources Inflation, Pensions, and Different Retirement Income Sources The Financial Safari team discusses inflation and the buying power of retirement savings. The conversation explores pensions and the transition from earning a salary to planning income after work.

The episode also considers Social Security and other possible income sources. The team discusses how taxes and personal spending needs relate to reviewing a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses inflation and the buying power of retirement savings. The conversation explores pensions and the transition from earning a salary to planning income after work.

The episode also considers Social Security and other possible income sources. The team discusses how taxes and personal spending needs relate to reviewing a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses inflation and the buying power of retirement savings. The conversation explores pensions and the transition from earning a salary to planning income after work. financial-safari full-episode retirement-planning retirement-income social-security tax-planning inflation retirement-lifestyle financial-safari, full-episode, retirement-planning, retirement-income, social-security, tax-planning, inflation, retirement-lifestyle full Coach Pete D'Arruda cdd3949e-469e-4480-9100-b4e200020cad cdd3949e-469e-4480-9100-b4e200020cad Fri, 30 Sep 2022 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/inflation-pensions-and-different-retirement-income-sources Social Security Questions, Retirement Planning, and Brokers Behaving Badly Social Security Questions, Retirement Planning, and Brokers Behaving Badly Coach Pete and the team discuss his book Social Security: Is Time Running Out? The conversation also explores retirement planning concepts and the team's total-retirement-plan approach.

The episode includes a Brokers Behaving Badly feature and listener questions. The team connects these discussions with reviewing an existing financial strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss his book Social Security: Is Time Running Out? The conversation also explores retirement planning concepts and the team's total-retirement-plan approach.

The episode includes a Brokers Behaving Badly feature and listener questions. The team connects these discussions with reviewing an existing financial strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss his book Social Security: Is Time Running Out? The conversation also explores retirement planning concepts and the team's total-retirement-plan approach. financial-safari full-episode retirement-planning social-security financial-advisors financial-safari, full-episode, retirement-planning, social-security, financial-advisors full Coach Pete D'Arruda 17a9fd49-6e31-4cf6-b2e8-734215151666 e22da92a-ffc8-4b24-9997-ae04010d9223 Fri, 08 Oct 2021 10:00:00 +0000 3297 https://omny.fm/shows/financial-safari-with-coach-pete/security-in-retirement-and-more clean Hybrid Retirement, Income Sources, and Memorable Life Events Hybrid Retirement, Income Sources, and Memorable Life Events Coach Pete and the team discuss a hybrid approach to retirement and the roles of pensions, individual savings, and Social Security. The conversation explores different sources of income after work.

Stories about cars, sports, and memorable events provide a change of pace. A Through the Years feature revisits 1960 alongside the retirement planning discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss a hybrid approach to retirement and the roles of pensions, individual savings, and Social Security. The conversation explores different sources of income after work.

Stories about cars, sports, and memorable events provide a change of pace. A Through the Years feature revisits 1960 alongside the retirement planning discussion.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss a hybrid approach to retirement and the roles of pensions, individual savings, and Social Security. The conversation explores different sources of income after work. financial-safari full-episode retirement-planning retirement-income social-security financial-safari, full-episode, retirement-planning, retirement-income, social-security full Coach Pete D'Arruda 5f523491-1ac0-42b1-8886-b4e2003ba631 5f523491-1ac0-42b1-8886-b4e2003ba631 Fri, 24 Sep 2021 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/hybrid-retirement-income-sources-and-memorable-life-events Core-and-Explore, Financial Termites, and Retirement Review Questions Core-and-Explore, Financial Termites, and Retirement Review Questions Coach Pete and the team discuss core-and-explore planning and the financial-termite analogy. The conversation considers questions to ask before, during, and after retirement.

The episode also explores Coach's Social Security booklet. Famous Money, Brokers Behaving Badly, and a Through the Years look at 1981 provide further features.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss core-and-explore planning and the financial-termite analogy. The conversation considers questions to ask before, during, and after retirement.

The episode also explores Coach's Social Security booklet. Famous Money, Brokers Behaving Badly, and a Through the Years look at 1981 provide further features.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss core-and-explore planning and the financial-termite analogy. The conversation considers questions to ask before, during, and after retirement. financial-safari full-episode retirement-planning social-security financial-advisors financial-safari, full-episode, retirement-planning, social-security, financial-advisors full Coach Pete D'Arruda 86163372-c286-4242-a948-bc6d454bd0bf 678aa125-98a0-469d-bbce-ae0401110109 Fri, 03 Sep 2021 10:00:00 +0000 3237 https://omny.fm/shows/financial-safari-with-coach-pete/core-explore-financial-termites-and-more clean Fine Print, Social Security Questions, and a Visit from Greg Fishel Fine Print, Social Security Questions, and a Visit from Greg Fishel Coach Pete and the team welcome Greg Fishel. The conversation explores Coach's Fine Print Fiasco book and examining details when buying, borrowing, or investing.

The episode also discusses Social Security questions. The team connects these topics with reviewing household financial decisions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team welcome Greg Fishel. The conversation explores Coach's Fine Print Fiasco book and examining details when buying, borrowing, or investing.

The episode also discusses Social Security questions. The team connects these topics with reviewing household financial decisions.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team welcome Greg Fishel. The conversation explores Coach's Fine Print Fiasco book and examining details when buying, borrowing, or investing. financial-safari full-episode social-security investing financial-safari, full-episode, social-security, investing full Coach Pete D'Arruda 15752e3d-2e40-45d5-953d-a7ec31aabda9 aedb0224-a123-4f00-bedd-ae0401156dc5 Fri, 23 Jul 2021 10:00:00 +0000 3346 https://omny.fm/shows/financial-safari-with-coach-pete/steps-to-maximize-your-income-and-more clean Longevity, Inflation, and Retirement Income Priorities Longevity, Inflation, and Retirement Income Priorities Coach Pete and the team discuss planning for the possibility of a long retirement. The conversation explores healthcare, changing personal circumstances, and the income a household hopes to receive.

The episode also considers inflation and the buying power of savings. The team discusses Social Security and other income sources as parts of a broader retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss planning for the possibility of a long retirement. The conversation explores healthcare, changing personal circumstances, and the income a household hopes to receive.

The episode also considers inflation and the buying power of savings. The team discusses Social Security and other income sources as parts of a broader retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss planning for the possibility of a long retirement. The conversation explores healthcare, changing personal circumstances, and the income a household hopes to receive. financial-safari full-episode retirement-planning retirement-income social-security inflation financial-safari, full-episode, retirement-planning, retirement-income, social-security, inflation full Coach Pete D'Arruda 913b1a8e-0166-4e71-bf0e-b4e20053f874 913b1a8e-0166-4e71-bf0e-b4e20053f874 Fri, 18 Dec 2020 11:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/longevity-inflation-and-retirement-income-priorities Market Cycles and a Retirement Income Review Market Cycles and a Retirement Income Review The Financial Safari team discusses market changes in early 2020 and memories of the earlier financial downturn. Coach Pete considers the limits of waiting for a recovery without revisiting a plan.

The conversation also addresses fiduciary responsibilities and retirement income needs. Social Security and other household resources enter the discussion about tailoring a plan to personal circumstances.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses market changes in early 2020 and memories of the earlier financial downturn. Coach Pete considers the limits of waiting for a recovery without revisiting a plan.

The conversation also addresses fiduciary responsibilities and retirement income needs. Social Security and other household resources enter the discussion about tailoring a plan to personal circumstances.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses market changes in early 2020 and memories of the earlier financial downturn. Coach Pete considers the limits of waiting for a recovery without revisiting a plan. financial-safari full-episode retirement-planning retirement-income social-security market-risk financial-advisors financial-safari, full-episode, retirement-planning, retirement-income, social-security, market-risk, financial-advisors full Coach Pete D'Arruda 7b36fea4-aa54-42ec-a74c-8b8620ea7b29 6dffd7bd-2e44-45e4-aa44-ae04013c733c Fri, 13 Mar 2020 10:00:00 +0000 3048 https://omny.fm/shows/financial-safari-with-coach-pete/ways-to-make-sure-you-dont-have-a-plan-that-is-dep clean Inflation, Social Security, and Turning Savings into Income Inflation, Social Security, and Turning Savings into Income Coach Pete and the team discuss the buying power of retirement savings. The conversation considers pensions, Social Security, and the different sources of income a household may use after work.

The episode also explores moving from a lump sum toward an income strategy. Longevity and account fees provide additional topics when reviewing a plan for retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the buying power of retirement savings. The conversation considers pensions, Social Security, and the different sources of income a household may use after work.

The episode also explores moving from a lump sum toward an income strategy. Longevity and account fees provide additional topics when reviewing a plan for retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss the buying power of retirement savings. The conversation considers pensions, Social Security, and the different sources of income a household may use after work. financial-safari full-episode retirement-planning retirement-income social-security inflation investment-fees financial-safari, full-episode, retirement-planning, retirement-income, social-security, inflation, investment-fees full Coach Pete D'Arruda 624be70c-7f06-4bef-b52d-b4e2007a6747 624be70c-7f06-4bef-b52d-b4e2007a6747 Fri, 18 Oct 2019 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/inflation-social-security-and-turning-savings-into-income Core and Explore Planning and Future Taxes Core and Explore Planning and Future Taxes The Financial Safari team discusses a core and explore approach to retirement resources. Coach Pete connects that framework with Social Security and a household’s ongoing income needs.

The episode also distinguishes tax planning from preparing an annual tax return. Roth accounts, life insurance and personal lifestyle goals are part of the conversation about looking ahead through retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses a core and explore approach to retirement resources. Coach Pete connects that framework with Social Security and a household’s ongoing income needs.

The episode also distinguishes tax planning from preparing an annual tax return. Roth accounts, life insurance and personal lifestyle goals are part of the conversation about looking ahead through retirement.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses a core and explore approach to retirement resources. Coach Pete connects that framework with Social Security and a household’s ongoing income needs. financial-safari full-episode retirement-planning social-security roth-accounts tax-planning insurance retirement-lifestyle financial-safari, full-episode, retirement-planning, social-security, roth-accounts, tax-planning, insurance, retirement-lifestyle full Coach Pete D'Arruda 3abc55ea42794fdf9841044b8d6dbe4e 6e70445e-74a8-4893-a5c9-ae040147087f Fri, 07 Jun 2019 10:00:00 +0000 3215 https://omny.fm/shows/financial-safari-with-coach-pete/ira-mistakes-to-avoid-and-where-to-keep-you-401k-s clean Retirement Income, Fiduciaries and Your 401(k) Review Retirement Income, Fiduciaries and Your 401(k) Review The Financial Safari team discusses the role of Social Security alongside other retirement resources. They consider how a long-term income need can be overlooked when attention stays on an account balance.

The conversation also addresses fiduciary responsibilities and a plan tailored to personal goals. A review of 401(k) fees and contributions helps illustrate why a rising balance does not tell the whole story about investment performance.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses the role of Social Security alongside other retirement resources. They consider how a long-term income need can be overlooked when attention stays on an account balance.

The conversation also addresses fiduciary responsibilities and a plan tailored to personal goals. A review of 401(k) fees and contributions helps illustrate why a rising balance does not tell the whole story about investment performance.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses the role of Social Security alongside other retirement resources. They consider how a long-term income need can be overlooked when attention stays on an account balance. financial-safari full-episode retirement-planning retirement-income social-security 401k investment-fees financial-advisors investing financial-safari, full-episode, retirement-planning, retirement-income, social-security, 401k, investment-fees, financial-advisors, investing full Coach Pete D'Arruda 4ed1e13b3461455ab40e4861efcd0a60 481c50c4-2166-4289-a6d3-ae04014a2702 Fri, 15 Mar 2019 10:00:00 +0000 2920 https://omny.fm/shows/financial-safari-with-coach-pete/the-true-facts-on-what-you-need-to-retire-with-tot clean A Household Planning Example, Required Withdrawals, and Spousal Benefits A Household Planning Example, Required Withdrawals, and Spousal Benefits The Financial Safari team discusses a planning example with Parker Holland. The conversation considers individual goals and reviewing the figures behind a retirement strategy.

The episode also explores early withdrawals and required distributions as they were discussed in 2018. Social Security questions consider spouses of different ages.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses a planning example with Parker Holland. The conversation considers individual goals and reviewing the figures behind a retirement strategy.

The episode also explores early withdrawals and required distributions as they were discussed in 2018. Social Security questions consider spouses of different ages.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses a planning example with Parker Holland. The conversation considers individual goals and reviewing the figures behind a retirement strategy. financial-safari full-episode retirement-planning social-security required-minimum-distributions financial-safari, full-episode, retirement-planning, social-security, required-minimum-distributions full Coach Pete D'Arruda 1f13797ca62a4fd2ae16d23e06fc5333 d56e961d-6822-48f8-bd8b-ae130168cd82 Fri, 26 Oct 2018 10:00:00 +0000 2946 https://omny.fm/shows/financial-safari-with-coach-pete/dreams-made-disney-they-wont-make-your-retirement clean Personal Retirement Goals, Account Fees, and Social Security Timing Personal Retirement Goals, Account Fees, and Social Security Timing The Financial Safari team discusses fitting a financial strategy to a household's own circumstances. The conversation considers diversification, spending goals, and reviewing an existing plan over time.

The episode also explores account fees and the questions behind claiming Social Security. The team discusses understanding the details and purposes of different retirement resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses fitting a financial strategy to a household's own circumstances. The conversation considers diversification, spending goals, and reviewing an existing plan over time.

The episode also explores account fees and the questions behind claiming Social Security. The team discusses understanding the details and purposes of different retirement resources.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses fitting a financial strategy to a household's own circumstances. The conversation considers diversification, spending goals, and reviewing an existing plan over time. financial-safari full-episode retirement-planning social-security market-risk investment-fees retirement-lifestyle financial-safari, full-episode, retirement-planning, social-security, market-risk, investment-fees, retirement-lifestyle full Coach Pete D'Arruda fbc0326f-938a-4d7f-beb0-b4e200c21977 fbc0326f-938a-4d7f-beb0-b4e200c21977 Fri, 08 Jun 2018 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/personal-retirement-goals-account-fees-and-social-security-timing Social Security's 2018 Adjustment and Saving Fundamentals Social Security's 2018 Adjustment and Saving Fundamentals Coach Pete discusses the Social Security benefit increase being discussed for 2018. The conversation considers that change within a household's retirement expectations.

The episode also explores living paycheck to paycheck. The team discusses the fundamentals of saving for life after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses the Social Security benefit increase being discussed for 2018. The conversation considers that change within a household's retirement expectations.

The episode also explores living paycheck to paycheck. The team discusses the fundamentals of saving for life after work.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete discusses the Social Security benefit increase being discussed for 2018. The conversation considers that change within a household's retirement expectations. financial-safari full-episode retirement-planning retirement-income social-security retirement-lifestyle financial-safari, full-episode, retirement-planning, retirement-income, social-security, retirement-lifestyle full Coach Pete D'Arruda e7275ef33419378591a1fbcd84c3ecb2 8fd508cd-40b7-4ff9-99fa-ae1301715a2c Fri, 27 Oct 2017 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/dont-be-afraid-of-retirement clean Financial Information Sources, Reverse Mortgages, and Retirement Planning Financial Information Sources, Reverse Mortgages, and Retirement Planning The Financial Safari team discusses verifying financial information and examining the basis of an existing plan. The conversation also introduces reverse mortgages in a news feature.

The episode explores compounding and the team's total-retirement-plan concept. The discussion considers Social Security, income, taxes, and reviewing account costs as parts of a broader strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses verifying financial information and examining the basis of an existing plan. The conversation also introduces reverse mortgages in a news feature.

The episode explores compounding and the team's total-retirement-plan concept. The discussion considers Social Security, income, taxes, and reviewing account costs as parts of a broader strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses verifying financial information and examining the basis of an existing plan. The conversation also introduces reverse mortgages in a news feature. financial-safari full-episode retirement-planning social-security tax-planning investment-fees debt-and-mortgages financial-safari, full-episode, retirement-planning, social-security, tax-planning, investment-fees, debt-and-mortgages full Coach Pete D'Arruda e93c39d7-ce1c-4261-b4c3-b4e200d50e95 e93c39d7-ce1c-4261-b4c3-b4e200d50e95 Fri, 25 Nov 2016 11:00:00 +0000 3419 https://omny.fm/shows/financial-safari-with-coach-pete/financial-information-sources-reverse-mortgages-and-retirement-planning Financial Erosion, Account Reviews, and Retirement Income Financial Erosion, Account Reviews, and Retirement Income The Financial Safari team uses erosion and insect analogies to discuss overlooked financial risks. The conversation considers examining the details of an existing portfolio.

The episode also explores taxes, cash flow, and retirement income objectives. The team discusses Social Security options and the questions behind fitting these pieces into an individual plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team uses erosion and insect analogies to discuss overlooked financial risks. The conversation considers examining the details of an existing portfolio.

The episode also explores taxes, cash flow, and retirement income objectives. The team discusses Social Security options and the questions behind fitting these pieces into an individual plan.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team uses erosion and insect analogies to discuss overlooked financial risks. The conversation considers examining the details of an existing portfolio. financial-safari full-episode retirement-planning retirement-income social-security tax-planning investing financial-safari, full-episode, retirement-planning, retirement-income, social-security, tax-planning, investing full Coach Pete D'Arruda bc29733c-b040-4a29-9a00-b4e200d7f71b bc29733c-b040-4a29-9a00-b4e200d7f71b Fri, 28 Oct 2016 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/financial-erosion-account-reviews-and-retirement-income Account Costs, Tax Reviews, and Retirement Spending Goals Account Costs, Tax Reviews, and Retirement Spending Goals Coach Pete and the team discuss a study comparing different annual investment fees. The conversation considers the effect of recurring charges on longer-term account growth.

The episode also explores reviewing tax returns, investment risk, and Social Security questions. The team discusses identifying the income needed for a household's intended retirement lifestyle.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss a study comparing different annual investment fees. The conversation considers the effect of recurring charges on longer-term account growth.

The episode also explores reviewing tax returns, investment risk, and Social Security questions. The team discusses identifying the income needed for a household's intended retirement lifestyle.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss a study comparing different annual investment fees. The conversation considers the effect of recurring charges on longer-term account growth. financial-safari full-episode retirement-planning social-security tax-planning investment-fees retirement-lifestyle investing financial-safari, full-episode, retirement-planning, social-security, tax-planning, investment-fees, retirement-lifestyle, investing full Coach Pete D'Arruda dd0c763e-02d5-4023-8136-b4e200f941c9 dd0c763e-02d5-4023-8136-b4e200f941c9 Fri, 09 Sep 2016 10:00:00 +0000 3420 https://omny.fm/shows/financial-safari-with-coach-pete/account-costs-tax-reviews-and-retirement-spending-goals The Retirement Stool, Income Sources, and Market Uncertainty The Retirement Stool, Income Sources, and Market Uncertainty Coach Pete and the team use a stool-and-unicycle analogy to discuss retirement income sources. The conversation considers pensions, Social Security, and the concerns facing younger workers.

The episode also explores future-income accounts and product contracts. The team discusses market uncertainty and reviewing how an existing strategy addresses income, principal, and inflation objectives.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team use a stool-and-unicycle analogy to discuss retirement income sources. The conversation considers pensions, Social Security, and the concerns facing younger workers.

The episode also explores future-income accounts and product contracts. The team discusses market uncertainty and reviewing how an existing strategy addresses income, principal, and inflation objectives.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team use a stool-and-unicycle analogy to discuss retirement income sources. The conversation considers pensions, Social Security, and the concerns facing younger workers. financial-safari full-episode retirement-planning retirement-income social-security inflation market-risk financial-safari, full-episode, retirement-planning, retirement-income, social-security, inflation, market-risk full Coach Pete D'Arruda 2b64888a-9951-46fa-95ec-b4e2013b02e0 2b64888a-9951-46fa-95ec-b4e2013b02e0 Fri, 30 Sep 2011 10:00:00 +0000 3590 https://omny.fm/shows/financial-safari-with-coach-pete/the-retirement-stool-income-sources-and-market-uncertainty Financial Education, Tax Perspectives, and Retirement Expectations Financial Education, Tax Perspectives, and Retirement Expectations Coach Pete and the team host a guest discussion about financial education. The conversation considers the way people learn about money and their expectations of Social Security and Medicare.

The episode also explores different perspectives on taxes and investing. The guest discusses changing how people think about financial decisions and the ideas behind his book.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team host a guest discussion about financial education. The conversation considers the way people learn about money and their expectations of Social Security and Medicare.

The episode also explores different perspectives on taxes and investing. The guest discusses changing how people think about financial decisions and the ideas behind his book.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team host a guest discussion about financial education. The conversation considers the way people learn about money and their expectations of Social Security and Medicare. financial-safari full-episode retirement-planning social-security tax-planning financial-literacy investing financial-safari, full-episode, retirement-planning, social-security, tax-planning, financial-literacy, investing full Coach Pete D'Arruda 2cbe7c34-5dc0-4499-9887-b4e20156a8a9 2cbe7c34-5dc0-4499-9887-b4e20156a8a9 Fri, 27 May 2011 10:00:00 +0000 3290 https://omny.fm/shows/financial-safari-with-coach-pete/financial-education-tax-perspectives-and-retirement-expectations Retirement Spending, Sources of Income, and Product Risk Retirement Spending, Sources of Income, and Product Risk Coach Pete and the team discuss estimating monthly spending in retirement. The conversation considers Social Security, pensions, and the other sources a household may use after work.

The episode also explores different account risks and the purpose of an income strategy. The team discusses reviewing existing assets rather than focusing only on future market gains.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss estimating monthly spending in retirement. The conversation considers Social Security, pensions, and the other sources a household may use after work.

The episode also explores different account risks and the purpose of an income strategy. The team discusses reviewing existing assets rather than focusing only on future market gains.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss estimating monthly spending in retirement. The conversation considers Social Security, pensions, and the other sources a household may use after work. financial-safari full-episode retirement-planning retirement-income social-security market-risk retirement-lifestyle financial-safari, full-episode, retirement-planning, retirement-income, social-security, market-risk, retirement-lifestyle full Coach Pete D'Arruda 9c260e33-4950-429a-aac3-b4e20158df26 9c260e33-4950-429a-aac3-b4e20158df26 Fri, 13 May 2011 10:00:00 +0000 3290 https://omny.fm/shows/financial-safari-with-coach-pete/retirement-spending-sources-of-income-and-product-risk Social Security Questions, Retirement Resources, and Insurance Options Social Security Questions, Retirement Resources, and Insurance Options Coach Pete and the team discuss Social Security claiming and concerns about the program's future as they stood in 2011. The conversation considers a spouse's benefits and a household's other retirement resources.

The episode also explores financial circumstances facing farmers and higher-income households. Life insurance and tax questions provide additional topics when reviewing a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss Social Security claiming and concerns about the program's future as they stood in 2011. The conversation considers a spouse's benefits and a household's other retirement resources.

The episode also explores financial circumstances facing farmers and higher-income households. Life insurance and tax questions provide additional topics when reviewing a retirement strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> Coach Pete and the team discuss Social Security claiming and concerns about the program's future as they stood in 2011. The conversation considers a spouse's benefits and a household's other retirement resources. financial-safari full-episode retirement-planning social-security tax-planning insurance financial-safari, full-episode, retirement-planning, social-security, tax-planning, insurance full Coach Pete D'Arruda 083f455e-2080-4113-9a4b-b4e2016bd857 083f455e-2080-4113-9a4b-b4e2016bd857 Fri, 18 Feb 2011 11:00:00 +0000 3290 https://omny.fm/shows/financial-safari-with-coach-pete/social-security-questions-retirement-resources-and-insurance-options Boomer Retirement, Social Security Concerns, and Account Risk Boomer Retirement, Social Security Concerns, and Account Risk The Financial Safari team discusses the baby-boomer generation reaching retirement. The conversation considers income objectives and concerns about Social Security at the time of recording.

The episode also explores interest rates and a reported case involving investment advisory firms. The team discusses reviewing an advisor's claims and fitting financial guidance to personal circumstances.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses the baby-boomer generation reaching retirement. The conversation considers income objectives and concerns about Social Security at the time of recording.

The episode also explores interest rates and a reported case involving investment advisory firms. The team discusses reviewing an advisor's claims and fitting financial guidance to personal circumstances.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses the baby-boomer generation reaching retirement. The conversation considers income objectives and concerns about Social Security at the time of recording. financial-safari full-episode retirement-planning social-security financial-advisors investing financial-safari, full-episode, retirement-planning, social-security, financial-advisors, investing full Coach Pete D'Arruda 5e3024ec-29c9-45f7-bfb2-b4e2016fb0ee 5e3024ec-29c9-45f7-bfb2-b4e2016fb0ee Fri, 28 Jan 2011 11:00:00 +0000 3290 https://omny.fm/shows/financial-safari-with-coach-pete/boomer-retirement-social-security-concerns-and-account-risk Social Security Expectations, Market Forecasts, and Retirement Guidance Social Security Expectations, Market Forecasts, and Retirement Guidance The Financial Safari team discusses sources of income beyond Social Security. The conversation considers retirement priorities and the experience behind advice focused on life after work.

The episode also includes a guest's market outlook from 2010. The discussion explores stimulus, interest rates, and concerns about rising investment prices.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses sources of income beyond Social Security. The conversation considers retirement priorities and the experience behind advice focused on life after work.

The episode also includes a guest's market outlook from 2010. The discussion explores stimulus, interest rates, and concerns about rising investment prices.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.

See omnystudio.com/listener for privacy information.

]]> The Financial Safari team discusses sources of income beyond Social Security. The conversation considers retirement priorities and the experience behind advice focused on life after work. financial-safari full-episode retirement-planning social-security market-risk retirement-lifestyle investing financial-safari, full-episode, retirement-planning, social-security, market-risk, retirement-lifestyle, investing full Coach Pete D'Arruda 5db96fd8-aa8d-4799-8a5e-b4e2018209d3 5db96fd8-aa8d-4799-8a5e-b4e2018209d3 Fri, 05 Nov 2010 10:00:00 +0000 3600 https://omny.fm/shows/financial-safari-with-coach-pete/social-security-expectations-market-forecasts-and-retirement-guidance