Posts by Eric Peterson
Financial Planning Lessons From Winston Churchill
How can the words of Winston Churchill help you in your financial life? We apply some of his quotes to your financial decisions in today’s podcast.
Read MoreWhy Eric Loves Working as a Financial Advisor
Why does Eric do what he does? What’s his history and what are his passions? Find out on today’s episode of the podcast.
Read MoreWhat Goes Into a Customized Financial Plan?
Why should you have a customized financial plan? What do you need to consider and what goals help you build an outline for your plan? Join us as we talk about what goes into the process of setting someone up for a secure future.
Read MoreThings That Don’t Matter…Until They Do
Certain financial documents might seem like they can be put off for now. But when you need them, it’s important to be prepared ahead of time! Do you have all of these things in place?
Read MoreUncommon Sense in Financial Planning
When common sense isn’t followed, what does that look like? What common sense should we adhere to when it comes to financial planning?
Read MoreVisiting the Financial Doctor
We’ve all been to the doctor at some point, so how is it like working with a financial advisor? We compare the similarities on today’s podcast!
Read MoreMailbag: Should I Withdraw from an Old Annuity?
When is a good time to withdraw from an annuity and what should you know ahead of time? Eric answers this and two other questions from the mailbag in this week’s podcast.
Read MoreHeard It Through The Grapevine?
From million-dollar retirement benchmarks to presidential election fears or predictions, have you heard these through the grapevine? Eric shares what he thinks about these three financial rumors.
Read MoreIs This Retirement Fact or Fiction?
Ever hear something and think, could that be true? Some of these financial concepts are fact and some are fiction–do you know which is which?
Read MoreAre You Flirting with Financial Disaster?
You might feel great about where you stand financially but there’s a chance you could be flirting with disaster. We’ll tell you about three key areas where people make mistakes in their planning that can end up causing major financial problems in retirement.
Read MoreHow To Pack Your Financial Suitcase
When you go on a trip, a lot of times it helps to refer to a packing list to make sure you have everything. When putting together a financial plan, do you have everything in order? Let’s talk about what you need to put into your financial suitcase.
Read MoreWhat Is Your Retirement Mindset?
When it comes to retirement, where are you at? If you’re getting closer to retirement, it may help to understand your current mindset in order to know how best to proceed.
Read MoreAre You Facing Financial Crisis or Financial Opportunity?
From market crashes to empty nests, we discuss different situations that may be first viewed as a crisis. But is it really an opportunity in disguise? We will explore both sides today on the podcast.
Read MoreMaking The Right Decisions With Your 401(k)
Are you wondering what to do with your 401(k)? How can you make sure this investment is set-up well to suit your needs? Let’s answer some of the most common questions regarding this popular retirement account.
Read MoreWhich TV Character Describes Your Financial Personality?
What kind of classic TV personality do you most relate with when it comes to handling your finances? Are you more like Gilligan or Barney Fife? Find out on today’s podcast!
Read MoreFinancial Pet Peeves
What little (or not little) things get under your skin when it comes to financial planning? Are they the same pet peeves as Eric’s? Find out on today’s podcast!
Read MoreGrading Your Financial Competency
How would you grade yourself on your financial competency? Are you at the top of the class or falling behind? Find out on this episode.
Read MoreMailbag: When Should I Take Social Security?
Are you wondering how much longer you really have to wait before claiming Social Security? Or are you looking to find the perfect financial advisor but haven’t found them yet? Eric answers three questions from the mailbag in this week’s podcast.
Read MoreFinancial Lessons Learned from the Farm
Whether you are growing some backyard tomatoes or have 100 acres of farmland, what are some financial lessons to be learned? You don’t need a green thumb to understand these financial principles.
Read MoreFinancial Truth Bombs
Need someone to tell it to you straight? On today’s episode, Eric gives four financial truth bombs that might change the way you think about your financial plan and your portfolio.
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