Financial Safari with Coach Pete

Be Prepared, Not Surprised

Author: Coach Pete D'Arruda

The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
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Language: en-us

Genres: Business, Investing

Contact email: Get it

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iTunes ID: Get it

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Give Each Retirement Dollar a Job: Income, Risk and Taxes
Thursday, 22 October, 2026

What is each part of your retirement savings meant to do? Coach Pete, Thomas Lipscomb, Denise Reyes and Jackie Selby discuss building a monthly income strategy, assigning money different roles for income and risk, and considering taxes before making retirement decisions.They explore income riders and Coach Pete’s color-coded approach to organizing savings around the retiree, a spouse and what may pass to family. To connect with the team, text PLAN to 600-700 or explore retirement resources at CoachPete.com.Information is provided for educational purposes only and does not constitute investment, tax or legal advice. Consult a qualified professional before taking action. Annuity guarantees depend on the financial strength and claims-paying ability of the issuing company.See omnystudio.com/listener for privacy information.