Financial Safari

10/19/2026

Financial termites may be small, but the damage can add up over time. Hidden fees, future taxes, and inflation can quietly reduce the value of your retirement savings, often without you realizing it.

A well-built retirement plan identifies these costs and helps keep more of your money working for you. Don’t let the hidden expenses go unnoticed. Know what may be eating away at your retirement.

10/17/2026

Market declines are inevitable. The bigger question is whether your retirement plan is prepared for them.

Coach Pete explains why a strong retirement strategy should account for income needs, investment risk, market volatility, and your long-term goals—before the market begins to fall.

📞 Call (800) 797-9994 or text SAFETY to 600700 to learn more.

10/14/2026

How can you balance dependable retirement income with opportunities for continued growth?

Coach Pete explains the Core and Explore strategy:

Core: Money positioned to help provide reliable income throughout retirement.
Explore: Remaining assets that can stay invested for growth after your essential income needs have been addressed.

If you have savings in a 401(k), understanding how those funds may be repositioned—without triggering unnecessary taxes—can be an important part of building your retirement strategy.

📞 Call (800) 797-9994 or text SAFETY to 600700 to learn more.

10/12/2026

The 4% rule can be a useful guideline, but it isn’t a guarantee.

Markets don’t deliver average returns in a predictable order, and an early downturn could put added pressure on your retirement savings. That’s why a thoughtful income plan starts by covering essential expenses with reliable income, then positions the remaining assets for long-term growth.

10/10/2026

Retirement has a lot of moving parts and without a written plan, important financial decisions can become reactive or emotional.

Coach Pete explains how a solid retirement plan can help answer questions. A written plan brings structure to these decisions, reduces uncertainty, and helps you remain focused when circumstances change.

📞 Call (800) 797-9994 or text SAFETY to 600700 to learn more.

10/08/2026

When should you begin considering an annuity as part of your retirement plan?

Coach Pete explains why the answer starts with your retirement goals. Whether you want to travel, play golf, visit family, or simply enjoy life with greater confidence, your plan should include a clear strategy for generating income—not just accumulating savings.

Watch to learn how an annuity may help create a predictable flow of retirement income designed around the life you want to live.

📞 Call (800) 797-9994 or text SAFETY to 600700 to learn more.

10/06/2026

📺 Coach Pete Featured on CBS 17’s My Carolina!

Coach Pete recently joined CBS 17 to discuss the financial red zone—the critical years immediately before and after retirement.

During this period, decisions involving market risk, retirement income, taxes, Social Security, and withdrawals can have a lasting effect on your financial future. Coach Pete explains why entering retirement with a written strategy can help protect what you’ve built and create greater confidence for the years ahead.

Watch the full interview here:
https://vist.ly/5m844

The years leading up to and following retirement can be some of the most financially sensitive years of your life. Coach Pete with Capital Financial Advisory Group explains the concept of the “fina…

10/05/2026

Inflation rarely arrives as one large bill. Instead, it quietly raises the cost of groceries, utilities, services, and healthcare year after year.

Over a 25-year retirement, everyday expenses could roughly double—even if your lifestyle stays exactly the same. That means retirement income that feels comfortable at 65 may feel much tighter at 85.

Is your retirement plan prepared for tomorrow’s cost of living?

09/29/2026

📺 Coach Pete Featured on CBS 17’s My Carolina!

We’re excited to share Coach Pete’s recent interview on CBS 17, where he explains an important distinction: saving for retirement is not the same as creating retirement income.

Building a nest egg is only the first step. A thoughtful retirement plan should also address how those savings can be turned into dependable income designed to support your lifestyle throughout retirement.

Watch the full interview here:
https://vist.ly/5kadw

When planning for retirement, your 401(k) is important, but it’s not the only piece to consider. With fewer people relying on traditional pensions, many retirees are responsible for creating their …

09/28/2026

Living a long life is a blessing—but your retirement income needs to last just as long. The right plan can help provide dependable income for every chapter ahead.