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Financial Safari with Coach Pete

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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Financial Safari with Coach Pete
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Now displaying: December, 2017
Dec 30, 2017

Join Coach Pete as he discusses ten financial resolutions  and five financial goals for 2018.

Dec 23, 2017

Topics include have I saved enough money for retirement and can I maintain the lifestyle I want in retirement. Coach shares some tricks car salesmen use that everyone should know. 

Dec 16, 2017

Coach Pete discusses the "dogs of the dow", a great case study and a way to structure your portfolio to insure you have income the rest of your life.

Dec 9, 2017

This week we learn about the "Dogs of the Dow", explore money ball magic, hear a great case study and ways to spend down your FSA before the end of the year.

Dec 2, 2017

How to make sure you have enough income to cover your retirement. The nifty nine retirement planning mistakes. 

Dec 1, 2017

How to identify "financial termites" in your portfolio plus an income planning retirement worksheet. That and more in this weeks episode.

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