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A limited series podcast aiming to help third party fundraisers to hit all their fundraising goals. Chris Cownden, your host will talk with fundraising experts to learn how to fundraise and will spend time learning about other fundraisers and give them the space to share their fundraising project. *Launch Day: 1st October 2021 (Season 1 will include 3 experts and 1 fundraising project) https://podcasts.apple.com/dk/podcast/fundraising-projects-hosted-by-chris-cownden/id1579730772
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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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Hi, I’m Diane Tarshis — a strategic startup consultant and founder of Startup Distillery, where I partner with entrepreneurs who are experts in what they do, but have never built a business before. Together we dive into the details of their vision so we can dial in their business model and financial roadmap — giving them the clarity and guidance they need to grow and get funded. I’ve spent the last 20-plus years helping entrepreneurs from all walks of life build successful businesses and get ...
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A podcast to share the tools, tips, tricks and routines of the best biotech executives in the industry in order to help develop the next generation of biotech leaders and expedite the launch of new therapies and transform the lives of patients' all over the world.
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While your logo reflects who you are and gives people something tangible to latch onto, branding itself is far deeper and more complex than this simple design. Branding is integral to your product or service – it defines who you are, what your customer can expect and what separates you from competitors. It's the personality behind the image. How people associate with your brand can be intentional because of your corporate identity and marketing strategy, or it can be accidental, often uninte ...
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Don't let Brokers Behave Badly with your portfolio!
6:24
6:24
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On this episode of Financial Safari, Coach Pete is joined in the studio by Parker Holland, Lead Planner for Capital Financial, discussing the importance of financial planning and the risks associated with unscrupulous financial advisors. It highlights real-life cases of financial fraud and emphasizes the need for caution and due diligence when inve…
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When it comes to your Retirement, Safety First!
12:31
12:31
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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…
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Design, Build, and Protect Your Retirement!
12:31
12:31
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12:31
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 be…
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Understanding the Positives and Negatives of the Stock Market
12:32
12:32
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12:32
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 o…
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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…
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Josh Jalinski, The Financial Quarterback: Part 5
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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, semiconducto…
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Josh Jalinski, The Financial Quarterback: Part 4
12:31
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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, …
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Josh Jalinkis, The Financial Quarterback: Part 3
12:31
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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 imp…
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Josh Jalinski, The Financial Quarterback: Part 2
12:32
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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…
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Josh Jalinski, The Financial Quarterback: Part 1
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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 retiremen…
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On this episode of Financial Safari, Coach Pete discusses the importance of having a lifetime plan for retirement income and avoiding time-specific plans. He uses the analogy of a pumpkin plan that turns back into a pumpkin at midnight to emphasize the need for a plan that lasts a lifetime. He also highlights the risks of market declines and the im…
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Out-of-Control Inflation and how to maintain purchasing power!
12:31
12:31
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On this episode of Financial Safari, Coach Pete emphasizes the importance of understanding and combating inflation to maintain purchasing power in retirement. He also talks about the need to design a retirement plan that includes risk management and income strategies. The conversation touches on the minimum wage, market cycles, and the importance o…
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Buying and Selling Gold: a worthy investment?
12:32
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On this episode of Financial Safari, Coach Pete discusses the challenges and risks associated with buying physical gold, such as storage and security. He also mentions alternative ways to invest in gold, such as through ETFs. The conversation then transitions to the importance of retirement planning and the role of a fiduciary in providing a safe a…
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On this episode of The Financial Safari, various topics related to taxes, retirement planning, and income strategies are covered. Coach Pete emphasizes the importance of tax planning and strategizing to protect one's finances. He also discusses the concept of pre-stretching, comparing it to tax planning to avoid future financial pain. The conversat…
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In this episode of Financial Safari, Coach Pete and the team are in the studio, covering various aspects of retirement planning and financial security. They begin by discussing the low participation rate in workplace retirement plans. The conversation then explores the mindset of treating retirement savings as a bill and the importance of starting …
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Is your Retirement like a Donut with no filling?
12:46
12:46
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Coach Pete is joined in the studio by former Voice of the Carolinas, Chuck Kaiton! The conversation covers various topics related to retirement planning, including the importance of guaranteed income, the need for income in retirement, and strategies for managing market volatility. They also discuss the significance of safety and risk in retirement…
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In this episode, various topics related to retirement planning are discussed. The importance of taxes and social security in retirement is highlighted, emphasizing the need for a comprehensive retirement plan. The million dollar number and asset allocation are explored, along with the pitfalls of a one-size-fits-all retirement plan. The importance …
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The Emergency Savings Plan to protect your retirement!
12:48
12:48
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In this episode of The Financial Safari, Coach Pete discusses and debunks common bad financial advice. He emphasizes the importance of planning for taxes in retirement, not assuming that spending will decrease in retirement, avoiding dipping into retirement accounts for emergencies, understanding that a million dollars may not be enough to retire c…
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In this episode of The Financial Safari, Coach Pete discusses various financial topics and dispels common bad advice. He emphasizes the importance of planning for taxes and retirement spending, as well as the need for supplemental retirement income beyond social security benefits. Coach Pete also highlights the advantages of working with an indepen…
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Bad Retirement Advice and how to spot it!
12:14
12:14
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In this episode of the Financial Safari, Coach Pete discusses common bad advice related to retirement planning. The conversation covers topics such as tax planning, underestimating retirement expenses, healthcare costs, and the importance of proactive planning. Coach Pete emphasizes the need to anticipate future tax changes and take advantage of to…
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In this episode of the Financial Safari, Coach Pete and his guests discuss various topics related to finance and retirement. They start by talking about the Super Bowl and unusual bets. The rising cost of Super Bowl commercials is also mentioned. The importance of financial planning for retirement and the challenges of managing personal investments…
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In this episode of the Financial Safari, Coach Pete discusses various topics related to retirement planning and investment strategies. He emphasizes the importance of diversification and avoiding losses in investments. Coach Pete also explains the concept of bid and ask prices in gold and silver investments. He highlights the risk of waiting to rea…
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The Big Retirement 3: Safety, Growth and Income!
12:30
12:30
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In this episode of Financial Safari, Coach Pete discusses retirement strategies and the confusion surrounding them. He emphasizes the importance of safety and diversification in investments and highlights the three key ingredients of a successful retirement plan: safety, growth, and income. The conversation also touches on the topic of inflation an…
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In this episode of Financial Safari, Coach Pete discusses various topics related to retirement planning and financial security. The conversation begins with an introduction to the show and Coach Pete's expertise. Then, the hosts take a trip back in time to 1936, discussing significant events and the cost of living during that year. The importance o…
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Creating Multiple Income Streams in Retirement
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12:47
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In this episode of The Financial Safari, Coach Pete discusses the importance of having an income plan in retirement. He emphasizes the need for multiple streams of income, such as social security and annuities, to ensure financial security. The conversation also addresses the question of whether it's too late to start planning for retirement and th…
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In this episode, Coach Pete and our hosts have a conversation that revolves around retirement planning and the importance of money. The concept of lifetime income is introduced, highlighting the benefits of guaranteed income in retirement. The importance of solving for income and planning for the worst-case scenario is emphasized. The three worlds …
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Chris Gaddis, Benefits Specialist and Business Strategist
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12:46
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In this episode, Coach Pete interviews Chris Gaddis, a benefit specialist, about strategies to reduce taxes for business owners. The main problem discussed is paying too much in taxes, and Chris shares several strategies to help business owners minimize their tax burden. One strategy is to implement wellness programs that not only benefit employees…
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In this episode of the Financial Safari, Coach Pete discusses various topics related to personal finance and retirement planning. He and the other hosts start by talking about their upcoming documentary series with Kathie Lee Gifford and her wine line. The conversation then shifts to Roth IRAs and the benefits of investing in them. They also discus…
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In this episode of The Financial Safari, Coach Pete and the team discuss various financial topics and interview guests. They emphasize the importance of lifetime income and the proper combination of risk and safety in retirement planning. They also discuss the 2024 outlook and the impact of interest rate cuts. Additionally, they highlight the signi…
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Measuring how Inflation impacts your everyday
12:37
12:37
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In this episode of Financial Safari, Coach Pete and the team discuss various topics including sports, the importance of financial planning, and rising inflation. The conversation also touches on the 529 college savings plan and the challenges of preparing for future events. The hosts highlight the impact of inflation on everyday expenses and emphas…
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Building wealth that can last a lifetime!
12:41
12:41
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What does "wealthy" mean to you? What used to be a lot of money doesn't go nearly as far anymore. Coach Pete is in the studio, discussing strategies to create a guaranteed lifetime income! 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…
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How to Fund the Right Retirement Strategy
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12:42
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There are so many different savings vehicles, all vying for your attention. Which ones can make sure that you are taken care of? Coach Pete is in the studio, breaking down the financial fundamentals 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 te…
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It can be difficult to find the right allocation for your retirement portfolio, especially when you're focused on working and everything life brings! Coach Pete is in the studio, talking about what it takes to create a proper plan. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coac…
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When asked, most people would say they want NONE of their money "at risk", yet select saving strategies where they could lose their principle! Coach Pete is in the studio, breaking down the tools and techniques to protect your savings. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact …
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How much of your savings do you want at risk as you approach retirement? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing some retirement rules of thumb and travelling back to 1918! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the te…
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If you have to spend $250 to save $50, you really just lost $200! Credit cards offer lots of savings but only if you spend way more! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, offering advice on how to navigate credit cards, loans, consolidating debt, and more! If you have questions about taxes in retirement, or if you …
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Saving for the retirement that you want shouldn't be complicated! Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, breaking down the financial world for retirees and pre-retirees. 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 Capita…
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Some investments are left to the whims of the market, but are there investments that can guarantee a lifetime income? Coach Pete is joined in the studio by Insurance Advisor, Gregg Berrian, analyzing a case study and talking about how to stop worrying about running out of money! If you have questions about taxes in retirement, or if you want a seco…
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"Some people like working 120 hours a week for themselves rather than 40 hours a week for someone else!" Coach Pete is in the studio, talking about some of the difficulties of small business ownership and how to set yourself up for success. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, con…
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It's a new year and it's time to reflect on your finances! Coach Pete is in the studio, analyzing strategies on how to keep up with your finances as you go into the new year! 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) 661-738…
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You probably can't throw down in the buffet line like you used to, and you shouldn't continue to throw money into risky savings vehicles! Coach Pete is in the studio, talking about how to create a savings portfolio with money that won't go away! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan…
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Recency Bias and how it can affect your retirement!
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Whenever you hear folks bragging about their finances, it may be prudent to take it with a grain of salt! Most people only share their successes and not what it took to get there! Coach Pete is in the studio, talking about how to make sure you are on track with your goals! If you have questions about taxes in retirement, or if you want a second opi…
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Stop Saying You Don’t Have Time to Start a Business
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Once you’ve made the decision to start a business — or even if you’re still deciding — it’s all too easy to find yourself making excuses that you’re “too busy,” or you have this or that obligation, or it’s not the right time. Here’s how to make inertia your friend and get momentum on your side – all by setting aside only 15 minutes a day. In this e…
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Taking the Steps to Accelerate Your Retirement!
12:15
12:15
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When comparing your retirement portfolio this years to previous years, are your savings improving and growing? Coach Pete is in the studio, talking about how you can create a retirement plan to make your savings last a lifetime! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach P…
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Tom Haines of Annexus Retirement Solutions
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13:09
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Coach Pete is joined in the studio by Tom Haines, Executive Vice President and Head of Index Solutions for Annexus, discussing everything from indexed annuities to how to submit a patent! 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 …
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Coach Pete is joined in the studio by David Duley, Founder of PlanGap, discussing retirement solutions and how to cover the gap left by Social Security. 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/…
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A Potent Tool for Diversifying Away from Equities
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12:33
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Where do you save your money during your working years? Most folks use a 401k, 403b, Roth, etc. There may be some safer options! Coach Pete is in the studio, breaking down some saving strategies to help protect your money! If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete an…
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Why People Over 40 are More Likely to Succeed When Starting a Business
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7:24
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If you listen to the media, it’s easy to get the impression that if you’re not in your 20s you’ve missed your chance and it’s too late to start a new business. While the media may put most of their focus on younger entrepreneurs, in the real world, successful founders definitely skew older. In fact, research from the Harvard Business Review shows t…
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Creating a Light Along Your Retirement Path
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You may have a lifetime's worth of savings as you approach retirement, yet no vision for how to move forward. Coach Pete is in the studio, offering advice on how to create the kind of retirement you want! 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 Capi…
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Hitting goals are important and it takes the right actions to proceed along the right path. Coach Pete is in the studio, discussing how to create a plan that maximizes retirement income and the steps to achieve your goals. If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete an…
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