Financial Safari with Coach Pete

著者: Coach Pete D'Arruda
  • サマリー

  • 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.
    2024 Coach Pete D'Arruda
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あらすじ・解説

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.
2024 Coach Pete D'Arruda
エピソード
  • Goals vs. Action: The Key to Financial Success
    2024/12/21

    Get ready to swat away those pesky “financial termites” as Coach Pete and the crew unveil how to transform your 401(k) into a steady pension-like paycheck. In this laughter-packed episode, they trot through the wilds of risk management, zero-loss strategies, and historic Virginia tidbits—sprinkled with savvy insights into Social Security and checking in on your financial track. With all that and more crammed into this show, listeners are sure to walk away feeling confident, verified, and ready to swing through your retirement planning adventure with trusty fiduciaries by your side!

    See omnystudio.com/listener for privacy information.

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    52 分
  • Safe Money Secrets & the ‘Spend & Leave’ Plan
    2024/12/14

    Strap in for a retirement rollercoaster as Coach Pete and the crew take you on a thrilling ride through smart 401(k) moves, safe money secrets, and building trust with the perfect financial sidekick! In this high-energy episode, they dish out dazzling tips on tax planning, asset allocation, and embracing your risk tolerance—all while introducing the genius ‘Spend and Leave Plan’ to secure your legacy. Get ready to feel confident, educated, and oh-so-prepared to live your best retired life and leave something sweet behind for your heirs!

    See omnystudio.com/listener for privacy information.

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    51 分
  • Safari Secrets: ‘Core & Explore’ Your Path to a Confident Retirement
    2024/12/07

    Prepare to swing through the financial jungle as Coach Pete and his team transform retirement planning into a fun-filled safari adventure! In this action-packed episode, they introduce their “Core and Explore” method to anchor your income before you bravely venture into riskier investment territory—just like turning everyday sticky notes into priceless planning tools. From mastering the Rule of 55 to grilling your financial advisor with confidence, these money maestros will help you navigate retirement with a grin wider than a hippo’s smile!

    See omnystudio.com/listener for privacy information.

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    52 分

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