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.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 10, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 9, 2026
Latest episodes
Paychecks, Playchecks, and the Freedom to Spend in Retirement (opens the original)
Read excerpt
In this episode of Financial Safari, Coach Pete are joined by retirement-income expert and bestselling author Tom Hegna for a conversation about building a retirement designed to provide both security and enjoyment. Tom explains the difference between “paychecks” for essential expenses and “playchecks” for travel, hobbies, and other experiences—and why retirement planning requires a different approach than simply accumulating investments. The discussion explores guaranteed lifetime income, Roth
Building a Safer Plan and a Paycheck for Life (opens the original)
Read excerpt
In this episode of Financial Safari, Coach Pete discuss how to prepare for retirement with a written plan instead of relying on market performance and guesswork. The conversation explores the dangers of concentrated company stock, excessive risk, hidden fees, non-traded REITs, and other “financial termites” that can quietly weaken a retirement portfolio. Coach Pete also introduces his 90-day approach to preparing for Retirement Day and explains how a “core and explore” strategy can balance prote
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.