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.
Don't let Brokers Behave Badly with your portfolio!
When it comes to your Retirement, Safety First!
On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, diving into the importance of lifetime income, the role of municipal bonds in a portfolio, the risks and benefits of company stock, and the options for pension and 401k plans. They emphasize the need for a balanced approach to financial planning and the importance of making informed decisions about retirement income and investment strategies.
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.
Design, Build, and Protect Your Retirement!
On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, providing valuable insights on retirement income planning, asset structuring, and financial security. The conversation covers the importance of joint financial planning, the 4% rule, worst-case scenario planning, and the benefits of guaranteed lifetime income. The focus is on creating a comprehensive long-term plan that reflects individual goals and objectives.
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.
Understanding the Positives and Negatives of the Stock Market
On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, and the conversation covers a range of financial topics, including inflation, market volatility, retirement planning, tax efficiency, and the importance of lifetime income. The hosts and guests provide insights and advice on navigating the financial landscape and making informed decisions for 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.
Navigating the 'Money Merry-Go-Round'
On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, covering a wide range of financial topics, including retirement planning, annuities, and investment strategies. The conversation delves into the importance of extended warranties in financial planning, the role of annuities in retirement income, and the impact of risk-based investments. It also touches on the concept of personalized financial strategies and the need for tailored retirement plans.
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.
Josh Jalinski, The Financial Quarterback: Part 5
On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, discuss the exploration of different resources and strategies for financial planning and retirement. The conversation also touches on the impact of tariffs on the EV, semiconductor, and solar industries.
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.
Josh Jalinski, The Financial Quarterback: Part 4
On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, talking about various topics related to finance and investing, including stock splits, inflation, gold and silver, and 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.
Josh Jalinkis, The Financial Quarterback: Part 3
On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, to discuss Dunkin' Donuts and the changes they made to their coffee. The conversation briefly touches on money-saving tips and class action lawsuits. Finally, they mention the importance of retirement planning and offer their services.
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.
Josh Jalinski, The Financial Quarterback: Part 2
On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, talking about the importance of having a reliable and guaranteed source of income in retirement, such as 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.
Josh Jalinski, The Financial Quarterback: Part 1
On this episode of Financial Safari, Coach Pete is joined in the studio by Josh Jalinski, host of The Financial Quarterback Show and President of Jalinski Advisory Group, to discuss the importance of proper financial planning for retirement and the need for lifetime income. Overall, the conversation highlights the need for a comprehensive retirement plan that includes lifetime income and a focus on the client's needs and wants.
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.