Financial Safari with Coach Pete artwork

Financial Safari with Coach Pete

475 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 7 ratings

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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Episodes

Eric Balchunas, author of The Bogle Effect

July 13, 2022 14:04 - 14 minutes - 13.1 MB

In this episode, Coach Pete D'Arruda interviews Senior ETF Analyst for Bloomberg Intelligence, Eric Balchunas, about his book, The Bogle Effect. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Fridge Money vs Freezer Money

July 13, 2022 13:58 - 14 minutes - 13.7 MB

Does your portfolio have money that is 'grab and go' as well as some that needs time to 'thaw'? You need a little bit of both for a full retirement meal. Coach Pete D'Arruda is in the studio, breaking down how to properly diversify your retirement savings to make them last a lifetime. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener fo...

Don't Let Your Savings EXPLODE

July 13, 2022 13:42 - 14 minutes - 13.5 MB

Uncertainty, volatility and an up-and-down market are all ticks on the time-bomb known as RISK. Coach Pete D'Arruda is in the studio, here to help you defuse losses and secure your retirement savings for life! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

How can I create a guaranteed income in retirement?

June 30, 2022 17:42 - 13 minutes - 12.6 MB

Do you think your current advisor should be doing more with your retirement savings? Coach Pete D'Arruda is in the studio answering YOUR questions about navigating the financial world If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

The Constrained Investor: a conversation with David Macchia

June 30, 2022 17:28 - 15 minutes - 14.1 MB

Is the level of income you need in retirement higher than the amount you have saved? Coach Pete D'Arruda is joined in the studio by author and founder of Wealth2k, David Macchia, to analyze the strategies you can use to get the retirement savings you need. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Stretch Your Savings!

June 30, 2022 17:17 - 13 minutes - 12 MB

Do you want to make your dollars last when inflation is rising? Coach Pete is in the studio discuss what actually happens in the market when inflation is going up and how you can make your savings go the extra mile.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Confusions about Cost of Living

June 30, 2022 16:35 - 14 minutes - 13.6 MB

CPI, PPI, oh my, oh my! Are you wondering how to navigate all these 3 letter acronyms you see on financial news? Coach Pete D'Arruda is in the studio, breaking down how to understand Price Indexes and what it'll mean to you, going into retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Retirement and Divorce: who can benefit?

June 20, 2022 18:47 - 14 minutes - 13.5 MB

You've got questions, we've got answers! In this segment, Chief Wealth Strategist, Parker Holland, is in the studio answering YOUR questions, going over topics like divorce, how to navigate investment statements, etc. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Spinning the Retirement Planning Wheel!

June 20, 2022 18:38 - 13 minutes - 12.6 MB

Retirement plans are not one-size-fits-all. so you need an individualized plan! In this segment, Chief Wealth Strategist, Parker Holland, is in the studio going over a case study showing how a true fiduciary will create a custom plan for you. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Strategies to move up YOUR Retirement Date

June 20, 2022 18:29 - 14 minutes - 12.9 MB

Do you want to retire ASAP? In this segment, Chief Wealth Strategist, Parker Holland, is in the studio breaking down some different vehicles you can use to securely get into retirement quicker. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Avoiding Financial Blunders

June 20, 2022 18:24 - 16 minutes - 14.7 MB

Life creeps on you and if you aren't paying attention, you might be making big mistakes! In this segment, Chief Wealth Strategist, Parker Holland, is in the studio discussing common errors folks make during asset allocation. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Answering your Retirement questions!

June 13, 2022 22:09 - 14 minutes - 13 MB

Do you need help understanding the ins and outs of retirement? Coach Pete D'Arruda is joined in the studio by Kevin Frisbie, founder of Frisbie and Associates, spinning the wheel and answering listener questions If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

How to avoid exposing your money to risk

June 13, 2022 21:45 - 14 minutes - 13.3 MB

What are the things you need to do before retiring? Coach Pete D'Arruda is joined in the studio by Kevin Frisbie, founder of Frisbie and Associates, go over how you can measure your income security with the Retirement Income Security Evaluation, or RISE, Score. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

A Balanced Retirement Plan

June 13, 2022 21:19 - 14 minutes - 13.6 MB

Is your retirement plan truly diversified? Coach Pete D'Arruda is joined in the studio by Kevin Frisbie, founder of Frisbie and Associates, discuss how you can secure your income in retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

How to get Guaranteed Income in your Retirement Plan

June 13, 2022 20:52 - 14 minutes - 13.1 MB

Are you part of 56% of Americans that would like more guarantee income in retirement Coach Pete D'Arruda is joined in the studio by Kevin Frisbie, Founder of Frisbie and Associates, to talk about how to bolster your savings, taking the worry out of retirement. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

All Things Annuities

June 05, 2022 00:04 - 14 minutes - 13.2 MB

What are annuities all about? Coach Pete D' Arruda is joined in the studio Gregg Berrian and Noah Shindler to go through the ins and outs of Annuities.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Learning the Retirement Rules

June 04, 2022 23:58 - 14 minutes - 13.7 MB

The financial world can leave a lot of folks wondering about their retirement. Coach Pete D'Arruda is joined in the studio by Gregg Berrian and Noah Shindler to break down how you can get a proper retirement plan together without worry. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

The New Normal in Retirement

June 04, 2022 23:51 - 15 minutes - 13.9 MB

Living in Retirement can be a huge change from the rest of your life. Coach Pete D'Arruda is joined in the studio by Gregg Berrian and Noah Shindler to discuss how to excel and live your best life in retirement!  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

The R.I.S.E. score

June 04, 2022 23:46 - 14 minutes - 13.7 MB

How secure is your retirement savings? The studio is packed as Coach Pete D'Arruda is joined by Retirement and Insurance Planner, Gregg Berrian and Retirement and Wealth Strategist, Noah Shindler , to talk about the Retirement Income Security Evaluation, or R.I.S.E. score. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy in...

Breaking Down Life Insurance

May 28, 2022 23:40 - 13 minutes - 12.2 MB

When we think about insurance, we probably think of all the catchy commercials on tv. Did you know that Life Insurance could be a great part of your retirement plan? Coach Pete D'Arruda is in the studio, explaining the ins and outs of retirement planning. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

The Great Retirement Mystery: a conversation with Kelley Slaught

May 28, 2022 23:31 - 14 minutes - 13.3 MB

Have you ever been confused and overwhelmed when thinking about your retirement? Coach Pete D'Arruda is joined in the studio by Kelley Slaught, author and CEO of California Wealth Advisors, to discuss her new book, The Great Retirement Mystery. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

The Retirement Runway

May 28, 2022 23:25 - 13 minutes - 12.8 MB

Do you have retirement exit strategy, or do you just plan on cashing in that 401k and Social Security? Coach Pete D'Arruda is in the studio talking about how to effectively take your money out of your retirement accounts. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Defend Your Wealth!

May 28, 2022 23:18 - 13 minutes - 12.2 MB

Are your retirement savings protected against risk? Coach Pete D'Arruda is in the studio, discussing how to properly diversify your investment portfolio. Listen in to learn about the defense strategies you can take to preotect your money! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

The Complete Retirement Plan: A conversation with Michael Wall

May 21, 2022 20:26 - 14 minutes - 12.9 MB

Is your retirement plan complete, or do you only have a small piece of the pie? Coach Pete D'Arruda is joined in the studio by Michael Wall, founder and CEO of Wall Private Wealth, talk about what it takes to have a full retirement and how you can get there. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Here to Help: A conversation with Michael Wall

May 21, 2022 20:19 - 14 minutes - 12.9 MB

Are you ready to retire? If not, do you have someone that can get you where you need to be in retirement? Coach Pete D'Arruda is joined in the studio by Michael Wall, founder and CEO of Wall Private Wealth, to help folks understand the financial world. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Tools of the Financial Industry: A conversation with Michael Wall

May 21, 2022 19:56 - 14 minutes - 12.9 MB

Do you have the tools you need to maximize efficiency in your investments? Coach Pete D'Arruda is joined in the studio by Michael Wall, founder and CEO of Wall Private Wealth, to talk about some of the methods they use to make the most of retirement money. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

The Real Impact of Loss: A conversation with Michael Wall

May 21, 2022 19:47 - 14 minutes - 13 MB

Ask yourself this question: how much risk do you really need? Coach Pete D'Arruda is joined in the studio by Michael Wall, Founder and CEO of Wall Private Wealth, to go over how loss truly affects your investments. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

The Perfect Financial 10/10 System

May 14, 2022 19:43 - 15 minutes - 14.1 MB

What does it take to make the perfect retirement plan? Coach Pete D'Arruda is in the studio answering your questions on retirement planning and crunching numbers on how much risk is actually costing you.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Where are your taxes going?

May 14, 2022 19:25 - 14 minutes - 13.5 MB

Taxes are a necessary evil, but with a good plan, you can loosen Uncle Sam's grip in retirement. Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, to talk retirement strategies so you can keep more of your money. Also on this episode, Coach and Parker put a hypothetical plan together to show how they can maximize your retirement savings.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Co...

$10,000,000 a Minute: an interview with Former US Comptroller General, Dave Walker

May 14, 2022 19:14 - 14 minutes - 13.5 MB

How big really is the national debt and how fast is it growing? Coach Pete D'Arruda is joined in the studio by Former US Comptroller General, Dave Walker, to discuss the national debt and how it affects everyday Americans. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Breaking down IRA's and Taxes

May 14, 2022 19:04 - 14 minutes - 12.9 MB

What percentage of Baby Boomers have NOTHING saved for retirement? On this episode, Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland, to explain everything you need to know about IRA's. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

How to save for Retirement

April 23, 2022 18:34 - 14 minutes - 13.7 MB

Do you know how money you need to save to have money through ALL of your retirement? On this episode, Coach Pete D'Arruda is joined in the studio by Senior Mortgage Loan Officer, Skip Dyer, to help you allocate your retirement savings for longevity. Also, former meteorologist, Greg Fishel, reads your questions.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. Se...

Maintaining Your Lifestyle in Retirement

April 23, 2022 18:29 - 14 minutes - 13.1 MB

How much will it cost for you to live the way YOU want in retirement? Coach Pete D'Arruda is joined in the studio by Senior Mortgage Loan Officer, Skip Dyer, to expound on which strategies will help you keep your money in retirement.  If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

Mortgage Rates: Then vs. Now

April 23, 2022 18:07 - 12 minutes - 11.3 MB

Home prices have gone through the roof! Coach Pete D'Arruda is joined in the studio by Senior Mortgage Loan Officer, Skip Dyer, to go over mortgage rates, down payments, and closing costs. Also, is it worth it to refinance at a lower interest rate? If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com/listener for privacy information.

What you NEED to know about mortgages in retirement

April 23, 2022 17:25 - 14 minutes - 13.6 MB

Will it benefit you to refinance your mortgage in retirement? Coach Pete D'Arruda is joined in the studio by Senior Mortgage Loan Officer, Skip Dyer, to answer questions just like that on this episode. Also, our hosts talk about how inflation and interest rates can affect your retirement savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (800) 661-7383. See omnystudio.com...

The Fundamentals of Financial Planning

April 02, 2022 17:15 - 55 minutes - 50.8 MB

On this episode, Coach Pete is joined by a trio of hosts: Dave Perkins, Morgan Patrick and newcomer, Chrissy Paradis. Together, they go over the fundamentals of financial planning. Also, Coach Pete interviews financial advisor and GOP candidate for governor of Michigan, Michael Markey. Later in the episode, Coach Pete and company discuss the importance of budgeting. The show rounds out with Coach discussing his book, The Little Green Book of Life. If you'd like to contact Coach Pete and th...

2022-03-19 Financial Safari Podcast

March 30, 2022 14:08 - 55 minutes - 51 MB

On this episode, Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland to analyze retirement planning strategies. Also, Coach brings Andrew Hallam, author of "The Millionaire Teacher", on the show to talk about wealth practices we should all know.  Later on the show, our hosts go into detail about retirement start dates and the importance of setting goals. If you'd like to contact Coach Pete and the team at Capital Financial Advisory Group, call (800) 661-738...

The Rules of Wealth w/ Andrew Hallam

March 19, 2022 14:08 - 55 minutes - 51 MB

On this episode, Coach Pete D'Arruda is joined in the studio by Chief Wealth Strategist, Parker Holland to analyze retirement planning strategies. Also, Coach brings Andrew Hallam, author of "The Millionaire Teacher", on the show to talk about wealth practices we should all know.  Later on the show, our hosts go into detail about retirement start dates and the importance of setting goals. If you'd like to contact Coach Pete and the team at Capital Financial Advisory Group, call (800) 661-73...

What is an ERC and how can it help you?

March 05, 2022 23:19 - 54 minutes - 50.2 MB

In this episode, Coach Pete D'Arruda, Thomas Lipscomb and Morgan Patrick discuss Retirement Readiness: creating a guaranteed lifetime income that won't run out! Also, Coach interviews Mark and Josh to talk about the Employee Retention Credit and how it benefits business owners.  Coach Pete and Thomas close with their thoughts about how to navigate tax law and tax code. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pet...

How much C.A.N. you handle in Retirement?

February 19, 2022 16:34 - 55 minutes - 51 MB

In this episode, Coach Pete and Thomas break down the acronym C.A.N. in retirement planning. Also, Coach Pete interviews best-selling author, Tom Hegna.  Later in the episode, Coach Pete, Thomas, and retirement planner Gregg Berrian discuss how to navigate the Financial Red Zone. If you want to connect with Coach Pete and his team at Capital Financial Advisory Group, just call (800) 661-7383.   See omnystudio.com/listener for privacy information.

Spend Like You Want to Grow Rich

February 04, 2022 20:13 - 55 minutes - 50.6 MB

This week Coach Pete along with Thomas Lipscomb, Morgan Patrick and Dave Perkins dig into a new book called Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School by Andrew Hallam. They start with rule number one, Spend Like You Want to Grow Rich. That and much more this week on Financial Safari with Coach Pete D’Arruda. Visit FinancialSafari.com to learn more. Call 800-661-7383. See omnystudio.com/listener for privacy information.

Financial Safari Coach Pete D’Arruda highlights growth, protection and income and how important each of them fit into a solid retirement and income plan.

January 28, 2022 16:05 - 54 minutes - 49.5 MB

It’s time to talk about fundamentals when it comes to retirement planning. Coach Pete D’Arruda highlights growth, protection and income and how important each of them fit into a solid retirement and income plan. That and more on Financial Safari. Visit FinancialSafari.com to learn more. Call 800-661-7383. See omnystudio.com/listener for privacy information.

Growth, Protection and Income

January 28, 2022 16:05 - 54 minutes - 49.5 MB

It’s time to talk about fundamentals when it comes to retirement planning. Coach Pete D’Arruda highlights growth, protection and income and how important each of them fit into a solid retirement and income plan. That and more on Financial Safari. Visit FinancialSafari.com to learn more. Call 800-661-7383. See omnystudio.com/listener for privacy information.

Financial Safari with Coach Pete This week, Coach Pete D'Arruda and a full crew talk about an article titled "How to Win at Retirement Savings”.

January 07, 2022 17:00 - 53 minutes - 49.1 MB

This week, Coach Pete D'Arruda and a full crew talk about an article titled "How to Win at Retirement Savings”. He also showcases the ultimate retirement guide. He also talks about a new movie called  The Baby Boomers Dilemma. That and more on Financial Safari. Visit FinancialSafari.com to learn more. Call 800-661-7383. See omnystudio.com/listener for privacy information.

How to Win at Retirement Savings

January 07, 2022 17:00 - 53 minutes - 49.1 MB

This week, Coach Pete D'Arruda and a full crew talk about an article titled "How to Win at Retirement Savings”. He also showcases the ultimate retirement guide. He also talks about a new movie called  The Baby Boomers Dilemma. That and more on Financial Safari. Visit FinancialSafari.com to learn more. Call 800-661-7383. See omnystudio.com/listener for privacy information.

Ways to help keep your taxes in check throughout retirement

December 24, 2021 17:00 - 55 minutes - 51.2 MB

Taxes in retirement. An area that has to be addressed. This week Coach Pete D’Arruda takes a hard look at ways to help keep your taxes in check throughout retirement. He talks about the spend and leave plan as well as core and explore. That and a look back at the year 1985 with Dave Perkins. That and much more on Financial Safari. Visit FinancialSafari.com to learn more. Call 800-661-7383. See omnystudio.com/listener for privacy information.

Financial Safari This week Coach Pete D’Arruda takes a hard look at ways to help keep your taxes in check throughout retirement.

December 24, 2021 17:00 - 55 minutes - 51.2 MB

Taxes in retirement. An area that has to be addressed. This week Coach Pete D’Arruda takes a hard look at ways to help keep your taxes in check throughout retirement. He talks about the spend and leave plan as well as core and explore. That and a look back at the year 1985 with Dave Perkins. That and much more on Financial Safari. Visit FinancialSafari.com to learn more. Call 800-661-7383. See omnystudio.com/listener for privacy information.

Bubble Wealth

December 03, 2021 17:00 - 53 minutes - 49.4 MB

Join Coach Pete D’Arruda, Senior Advisor Marty Hensley and producer Thomas Lipscomb for a lively discussion on this week's Financial Safari. Coach opens the show talking about ‘bubble wealth’ saying that it needs to become real wealth that will last all the way through retirement. Call Coach Pete at  800-661-7383. Text PLAN to 600700. Visit FinancialSafari.com to learn more. See omnystudio.com/listener for privacy information.

Coach opens the show talking about ‘bubble wealth’ saying that it needs to become real wealth that will last all the way through retirement that and much more.

December 03, 2021 17:00 - 53 minutes - 49.4 MB

Join Coach Pete D’Arruda, Senior Advisor Marty Hensley and producer Thomas Lipscomb for a lively discussion on this week's Financial Safari. Coach opens the show talking about ‘bubble wealth’ saying that it needs to become real wealth that will last all the way through retirement. Call Coach Pete at  800-661-7383. Text PLAN to 600700. Visit FinancialSafari.com to learn more. See omnystudio.com/listener for privacy information.

Financial Safari with Coach Pete D'Arruda Coach opens the show talking about ‘bubble wealth’ saying that it needs to become real wealth that will last all the way through retirement that and much more.

December 03, 2021 17:00 - 53 minutes - 75.9 MB

Join Coach Pete D’Arruda, Senior Advisor Marty Hensley and producer Thomas Lipscomb for a lively discussion on this week's Financial Safari. Coach opens the show talking about ‘bubble wealth’ saying that it needs to become real wealth that will last all the way through retirement. Call Coach Pete at  800-661-7383. Text PLAN to 600700. Visit FinancialSafari.com to learn more.