Financial Safari — Start Here

The Retirement Asset Most People Overlook: Reliable Income

Fri, 11 Sep 2026 16:00:00 +0000

In this episode of Financial Safari, Coach Pete is joined by Mike Milligan, founder of One Oak Financial and host of the One-of-a-Kind Financial Show, for a conversation about why dependable income may be the most valuable asset in retirement. They discuss the importance of giving every dollar a purpose, creating a written income plan, and replacing uncertainty with a reliable monthly paycheck.
The conversation also examines hidden advisory fees, “financial termites,” taxes, inflation, annuities, and the limitations of relying on investment accounts and Monte Carlo projections alone. Mike and Coach Pete explain why retirement planning should begin with the life you want to live—and then build an income strategy designed to support it regardless of what happens in the market.

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.

Review Your Beneficiaries, Fees, and Retirement Taxes with Phil Graham

Fri, 04 Sep 2026 15:12:18 +0000

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.

Roth Versus Traditional, Hidden Fees, and the Spend and Leave Plan

Fri, 12 Dec 2025 05:00:00 +0000

Coach Pete and the team discuss retirement saving options, including Roth and traditional accounts and choices for people without an employer 401(k). They also explore investment risk, hidden fees, and the Spend and Leave approach, connecting saving decisions with income and legacy goals.

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.

Market Volatility, Longevity, and Social Security Scams

Fri, 21 Nov 2025 05:00:00 +0000

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.

401(k) Myths, Debt, and a Clear Retirement Game Plan

Fri, 03 Jan 2025 05:00:00 +0000

Coach Pete and the Financial Safari team examine common 401(k) misconceptions and the role of risk management as retirement approaches. They discuss debt, home equity lines of credit, dollar-cost averaging, and income planning, with an emphasis on setting clear goals before choosing a 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.