Coach Pete breaks down the real retirement problem nobody wants to admit: you’ve got a big “lump sum” on paper, but no clear way to turn it into reliable income you can’t outlive. He also goes hunting “financial termites” like fees, commissions, and too much risk — including a blunt warning about non-traded REITs where “up to 15%” can disappear in commissions right away. This episode also hits business-owner mistakes with CFP Sheridan Murphy — separating personal wealth from the business “baby,” building a real exit plan, and getting proactive on taxes instead of playing catch-up in February!

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Coach Pete and the crew expose the “financial termites” quietly chewing through retirement accounts—especially hidden fees that can drain your nest egg without you noticing. They break down what a real retirement income plan looks like, the most common mistakes people make, and how today’s market trends can mess with your timeline if you’re not prepared. Then they connect the dots on how technology is changing work and retirement, and why being proactive now is the difference between scraping by and retiring with confidence!

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Coach Pete kicks things off like a jungle guide with a microphone, breaking down a wild week where silver cratered in one brutal swoop, crypto took another gut-punch, and “buy-back games” in precious metals left regular folks holding the bag. Then he gets fired up about non-traded REITs—the “safe” real estate pitches with big commissions, locked-up money, and even bankruptcy headlines—and tells listeners straight: “Whose retirement are you funding… yours or your broker’s?” It’s fast, blunt, and packed with real talk on staying in control of your money instead of letting the headlines (or a salesperson) control you!

See omnystudio.com/listener for privacy information.