The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Financial Safari with Coach Pete
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Content provided by Broadcasting Experts, LLC and Coach Pete D'Arruda. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Coach Pete D'Arruda or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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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100 episodes
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Mark all (un)played …
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Content provided by Broadcasting Experts, LLC and Coach Pete D'Arruda. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broadcasting Experts, LLC and Coach Pete D'Arruda or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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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100 episodes
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Financial Safari with Coach Pete
1 Crypto, Cake, and Care Costs: Your Retirement Reality Check! 50:37
50:37 
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Play Later Play Later Lists Like LikedIn this lively episode of Financial Safari , Coach Pete and the team dive into the must-haves of retirement planning—from lifetime income strategies to prepping for healthcare curveballs and the skyrocketing price of weddings. They unpack the evolving 4% rule, debate the role of crypto in retirement portfolios, and highlight the importance of hobbies in keeping your golden years golden. Whether you're planning your dream retirement or just dreaming of it, this episode is your blueprint for financial fun and stability! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Retirement Ready: Income, Insurance, and Outsmarting the Unexpected! 51:43
51:43 Play Later Play Later Lists Like Liked51:43
Play Later Play Later Lists Like LikedIn this episode of Financial Safari , Coach Pete and his team reveal smart strategies to build guaranteed lifetime income , manage taxes, and protect your wealth with life insurance . They also dive into the risks of trendy investments like meme coins , the power of indexed annuities , and why pre-planning for surprises like divorce or disability can save your retirement. Packed with practical advice and fresh insights, this episode is your guide to building a retirement plan that’s secure, flexible, and built to last ! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Money Moves Across Generations: Smarter Strategies for a Secure Retirement! 52:02
52:02 Play Later Play Later Lists Like Liked52:02
Play Later Play Later Lists Like LikedIn this episode of Financial Safari , Coach Pete and his team dive into the financial habits that shape different generations — from Boomers to Gen Z — and reveal the smart strategies everyone should use to build a rock-solid retirement plan. They break down key tips on investment diversification , tax-saving tactics , and avoiding common retirement mistakes that can drain your savings. Whether you're just starting out or fine-tuning your golden years, this episode is packed with practical advice to help you stay ahead of inflation, healthcare costs, and financial uncertainty! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Tax $avvy Retirement: Coach Pete's Guide to Smarter Planning & Bigger Savings 51:55
51:55 Play Later Play Later Lists Like Liked51:55
Play Later Play Later Lists Like LikedCoach Pete unveils powerful strategies from his new book, "Tax $avvy Retirement," designed to help you keep more of your hard-earned money in retirement. He shares smart tax tips, reveals why annuities are thriving in today's economy, and offers personal insights on preparing for life's big transitions. Packed with expert advice and special offers, this episode is a must-listen for anyone serious about building a secure financial future! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Retirement Red Flags: Protecting Your Money & Planning Your Legacy 51:00
51:00 Play Later Play Later Lists Like Liked51:00
Play Later Play Later Lists Like LikedFrom shady brokers to estate planning blunders, Coach Pete and his team reveal the biggest financial traps—and how to avoid them. They tackle essential retirement questions, the power of wills and trusts, and why procrastination could cost your family big. Plus, they break down financial fraud cases and share smart strategies to build a rock-solid retirement plan that keeps your money safe and growing! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Tax-Smart Retirement: Keep More, Stress Less! 53:30
53:30 Play Later Play Later Lists Like Liked53:30
Play Later Play Later Lists Like LikedIn this must-hear episode of Financial Safari, Coach Pete and his crew reveal game-changing tax strategies to help retirees minimize tax burdens and maximize income. From Social Security benefits and RMDs to Medicare costs and real estate planning, they break down how to protect your wealth and make every dollar count. Packed with estate planning tips, liability protection hacks, and expert insights, this episode is your playbook for a tax-efficient, financially secure retirement! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Slopes, Stocks & Smart Retirement Moves: The Ultimate Financial Run! 51:32
51:32 Play Later Play Later Lists Like Liked51:32
Play Later Play Later Lists Like LikedIn this action-packed episode of Financial Safari, Coach Pete and his team carve through the best ski spots in Colorado before hitting the slopes of retirement planning, tax optimization, and smart investment strategies! They break down the psychological impact of market swings, why 401(k)s and IRAs aren’t one-size-fits-all, and how to create a personal pension for lifelong financial security. Whether you're shredding the mountains or shredding your tax bill, this episode is packed with expert insights and practical tips to help you glide smoothly into retirement! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Retirement Traps & Hidden Money Moves: Are You Ready? 51:39
51:39 Play Later Play Later Lists Like Liked51:39
Play Later Play Later Lists Like LikedThink you’ve got retirement all figured out? Think again. In this episode, Coach Pete uncovers the biggest retirement mistakes people make—like relying too much on one income source, ignoring hidden pension pitfalls, and falling for financial scams that could wipe out savings. He reveals alternative income secrets, smart bond strategies, and the key to locking in lifetime income, so you can retire without regret and without running out of money. If you want to avoid costly missteps and uncover smarter ways to secure your future, you can’t afford to miss this episode! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Retirement Playbook: Smart Moves for a Secure Future! 50:42
50:42 Play Later Play Later Lists Like Liked50:42
Play Later Play Later Lists Like LikedIn this action-packed episode of Financial Safari , Coach Pete takes listeners on a journey through the evolution of Wall Street , the debut of the Wide World of Investing show , and why personalized retirement strategies are a game-changer! Consumer advocates Thomas Lipscomb and Bruce Rosenbloom join the conversation to tackle financial literacy, healthcare costs, and the innovative "Spend and Leave Plan" , ensuring retirees can enjoy their golden years while leaving a legacy . From avoiding procrastination pitfalls to securing dependable income streams , this episode is packed with expert advice to help listeners take charge of their financial future! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Annuities, Taxes & the Three Worlds: Your Retirement Adventure Awaits! 53:49
53:49 Play Later Play Later Lists Like Liked53:49
Play Later Play Later Lists Like LikedCoach Pete explores the core elements of retirement planning in this episode, shining a spotlight on annuities, tax-savvy strategies, and the real impact of fees on your golden years. He breaks down the “Three Worlds of Investing” (risk, safety, and income) while highlighting the power of personalized financial plans and fiduciary guidance for guaranteed income and a confident future. By blending control, comprehension, and a dash of optimism, this conversation arms you with the know-how to sail into retirement with both style and security! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Estate Secrets & Fiduciary Firewalls: Mastering Your Retirement Playbook! 50:58
50:58 Play Later Play Later Lists Like Liked50:58
Play Later Play Later Lists Like LikedCoach Pete and his team tackle everything on this episode from unscrupulous brokers and fiduciary duties to must-have estate tools like wills, trusts, and safe-money strategies. They emphasize benching procrastination by creating a customized plan that shields against rising expenses, inflation, and unexpected twists. Wrapping it all up with easy-access resources, this high-energy show leaves you ready to defend your nest egg and secure a stress-free retirement! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Life Preservers & Lifetime Income: The Ultimate Retirement Rescue! 51:57
51:57 Play Later Play Later Lists Like Liked51:57
Play Later Play Later Lists Like LikedCoach Pete teams up with Bruce Rosenbloom to explore the “advance and protect” strategy, the value of a trusty fiduciary, and the differences between high yield savings accounts and fixed indexed annuities—ensuring your golden years stay afloat. They highlight the crucial role of a financial coach in guiding you through hidden pitfalls, emphasizing lifetime income plans, spend-and-leave strategies, and the power of diversification. So, grab your life jacket and jump aboard this high-energy discussion, where a thorough financial review can mean smooth sailing for your secure retirement! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Retirement Reboot: 401(k) Myths, Safety Tips & Golden Goals! 50:58
50:58 Play Later Play Later Lists Like Liked50:58
Play Later Play Later Lists Like LikedCoach Pete and his crew tackle the twists and turns of retirement planning in this episode, taking aim at 401(k) misconceptions and the need for rock-solid risk management. They dish out the ultimate blueprint—covering income strategies, debt management, and real-world tools like HELOCs and dollar cost averaging—to keep your golden years truly golden. The moral of the story? With clear goals, balanced investing, and a dash of preparation, you’ll be ready to retire on your own terms. See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Safari Secrets: Mastering the Three C’s of Retirement! 51:45
51:45 Play Later Play Later Lists Like Liked51:45
Play Later Play Later Lists Like LikedCoach Pete and his crew embark on a thrilling quest to uncover the “Three C’s”—Clarity, Confidence, and Control—that power a rock-solid retirement plan. From living large in 1959 to navigating the ups and downs of real estate, they dish out hilarious insights on structured income plans, avoiding common mistakes, and why an abundant lifestyle beats just getting by. Hang on tight for a wild ride packed with humor, second-opinion strategies, and unstoppable inspiration guaranteed to supercharge your retirement safari! See omnystudio.com/listener for privacy information.…
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Financial Safari with Coach Pete
1 Goals vs. Action: The Key to Financial Success 52:02
52:02 Play Later Play Later Lists Like Liked52:02
Play Later Play Later Lists Like LikedGet ready to swat away those pesky “financial termites” as Coach Pete and the crew unveil how to transform your 401(k) into a steady pension-like paycheck. In this laughter-packed episode, they trot through the wilds of risk management, zero-loss strategies, and historic Virginia tidbits—sprinkled with savvy insights into Social Security and checking in on your financial track. With all that and more crammed into this show, listeners are sure to walk away feeling confident, verified, and ready to swing through your retirement planning adventure with trusty fiduciaries by your side! See omnystudio.com/listener for privacy information.…
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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