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Financial Safari with Coach PeteBe 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. Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Your 401(k) Might Be a Trap — Coach Pete’s “Glide Path” Plan Turns a Lump Sum into Paychecks for Life
Friday, 20 February, 2026
Coach Pete breaks down the real retirement problem nobody wants to admit: you’ve got a big “lump sum” on paper, but no clear way to turn it into reliable income you can’t outlive. He also goes hunting “financial termites” like fees, commissions, and too much risk — including a blunt warning about non-traded REITs where “up to 15%” can disappear in commissions right away. This episode also hits business-owner mistakes with CFP Sheridan Murphy — separating personal wealth from the business “baby,” building a real exit plan, and getting proactive on taxes instead of playing catch-up in February!See omnystudio.com/listener for privacy information.
