Financial Safari with Coach Pete

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.

See omnystudio.com/listener for privacy information.

In this episode of Financial Safari, Coach Pete and the team discuss why retirement planning should focus on the life you want to live—not simply reaching a certain account balance. The conversation covers market volatility, long-term investing, diversification, inflation, and the importance of creating multiple income streams that can support both essential expenses and the experiences you hope to enjoy.

The team also explains how a written retirement plan can balance growth and protection, provide dependable income, and help retirees spend with greater confidence. From planning for travel and rising costs to addressing long-term care and creating a family legacy, the episode offers a broader look at turning accumulated savings into a retirement built around freedom, flexibility, and purpose.

See omnystudio.com/listener for privacy information.

In this episode of Financial Safari, Coach Pete and the team discuss how a thoughtful retirement plan can help turn savings into dependable income while still allowing room for growth and a future legacy. They explain the “spend and leave” approach, the importance of separating income-producing assets from long-term investments, and how a core-and-explore strategy may help retirees spend with greater confidence.

The conversation also explores why some family fortunes last for generations while others disappear, using well-known families as examples. From educating children and grandchildren to succession planning, powers of attorney, family communication, and regular plan reviews, the episode highlights the value of having a written strategy for enjoying, protecting, and eventually passing on your wealth.

See omnystudio.com/listener for privacy information.

In this episode of Financial Safari, Coach Pete and the team discuss why the investment strategy that builds wealth during your working years may not be the same strategy that protects your income in retirement. From concentrated company stock and cryptocurrency swings to the traditional 4% withdrawal rule, the conversation explores how market losses can have a much greater impact once regular withdrawals begin.

The episode breaks down sequence-of-returns risk, the importance of the financial “red zone,” and how separating money by purpose may help protect essential expenses while allowing other assets to pursue growth. Coach Pete also addresses longevity, inflation, hidden fees, spousal income, and the value of creating a written plan designed to provide dependable income through both strong and challenging markets.

See omnystudio.com/listener for privacy information.

In this episode of Financial Safari, Coach Pete are 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.

See omnystudio.com/listener for privacy information.

In this episode of Financial Safari, Coach Pete are joined by retirement-income expert and bestselling author Tom Hegna for a conversation about building a retirement designed to provide both security and enjoyment. Tom explains the difference between “paychecks” for essential expenses and “playchecks” for travel, hobbies, and other experiences—and why retirement planning requires a different approach than simply accumulating investments.

The discussion explores guaranteed lifetime income, Roth conversions, future tax risk, cash-value life insurance, long-term-care protection, and transferring wealth to future generations. Tom also explains the “retirement smile,” why spending often changes throughout retirement, and how a dependable income strategy may give lifelong savers the confidence to enjoy the money they worked so hard to build.

See omnystudio.com/listener for privacy information.

In this episode of Financial Safari, Coach Pete discuss how to prepare for retirement with a written plan instead of relying on market performance and guesswork. The conversation explores the dangers of concentrated company stock, excessive risk, hidden fees, non-traded REITs, and other “financial termites” that can quietly weaken a retirement portfolio.

Coach Pete also introduces his 90-day approach to preparing for Retirement Day and explains how a “core and explore” strategy can balance protected income with opportunities for continued growth. From preparing for an unexpected early retirement to accounting for inflation and creating a dependable monthly paycheck, this episode offers practical ideas for reaching retirement with greater confidence, clarity, and financial freedom.

See omnystudio.com/listener for privacy information.

Many people approaching retirement wonder whether they've saved enough, but the better question may be how to turn those savings into dependable income throughout retirement. In this episode, Coach Pete explains the difference between simply accumulating assets and creating a retirement paycheck designed to support long-term financial confidence.

The discussion covers retirement income planning, common mistakes investors make when markets become volatile, considerations for federal employees using the Thrift Savings Plan (TSP), Roth conversion strategies, tax planning for retirees and business owners, and concerns surrounding non-traded REITs. Throughout the conversation, the emphasis remains on developing a written retirement plan that aligns investments, income needs, and long-term goals rather than relying on hope or market performance alone.

Whether you're several years from retirement or preparing to retire soon, this episode offers practical planning concepts to help you make more informed financial decisions.

See omnystudio.com/listener for privacy information.

In this episode of Financial Safari, Coach Pete and the team discuss how retirees can make more confident decisions by understanding the fine print before they buy, borrow, invest, or start drawing income. From big purchases and hidden fees to market risk and rollover mistakes, the conversation highlights the importance of having a written retirement plan instead of relying on guesswork.

“Financial termites” — the hidden costs, fees, taxes, and risks that can quietly eat away at retirement savings. The episode covers income planning, risk versus safety, bucket strategies, and why the money you have saved is not always the same as the money you can safely spend.

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.

See omnystudio.com/listener for privacy information.