Posts by Eric Peterson
Misconceptions With Annuities
Sometimes annuities are misused or misunderstood, but annuities can be powerful tools if you know how to use them properly.
Read MoreExcuses, Excuses, Excuses – Stop Making Them
What’s your excuse for doing one thing over another when it comes to finances? Sometimes you want to justify your actions instead of thinking through what is actually best for you and your money. Here are three common decisions people make and why the excuses just don’t add up.
Read MoreTechnology For Retirement Planning
There are all sorts of online tools out there for financial planning. We’ll talk about some of the various technologies and tools to choose from as you prepare for retirement.
Read More4 Things March Madness and Retirement Planning Have in Common
What does your March Madness bracket have to do with financial planning? More than you might think!
Read MoreWhy Retirement Planning Ain’t What It Used To Be
You’ve heard your parents discussing how difficult things used to be. We’ve all heard the adage about walking uphill both ways in the snow to get to school. However, reality suggests retirement planning actually used to be easier than it is today. Find out why.
Read More3 Questions You Should Ask A Potential Advisor
When shopping for a potential advisor, you want to find the right fit for your needs. Ask each candidate these three important questions.
Read MoreThe Financial Water Wheel
On this podcast, we love a good analogy. Join us as we discover what we can learn from retirement by observing a water wheel.
Read MoreEpisode #27: It’s Time To Talk About RMDs
Required minimum distributions can easily slip through the cracks of your retirement plan. As tax day 2019 is approaching, understand the impact RMDs will have on your finances.
Read MoreEpisode #26: Taking Care Of Family
Part of retirement planning includes taking care of family. After all, you’ll want to make sure your loved ones have what they need after you’re gone.
Read MoreEpisode #25: Retirement On The Golf Course
Learn how retirement planning is a bit like golf. Grab your sticks, and join us on the proverbial golf course.
Read MoreEpisode #24: Breaking Bad Financial Habits
While it’s easy to slip into a routine, some of the habits you’re developing might do more harm than good. Eric offers tips for breaking bad financial habits.
Read MoreEpisode#23: Prepping For Tax Season
It’s the time of year when people start thinking about taxes. We’ll ask a few questions and offer a few tips to prepare you for tax season.
Read MoreEpisode #22: Common Money Mistakes
There are many moving parts in a successful retirement plan. If you’re not careful, it’s easy to gloss over key details. Eric uncovers some of the common money mistakes he sees people making.
Read MoreEpisode #21: Retirement Income Planning
Income planning is an essential part of retirement planning. Learn to examine your income needs in retirement, and join us for a conversation on diversification.
Read MoreEpisode #20: Unpacking Client Personalities
We work with all sorts of personalities. After all, everyone has their own approach to retirement. Discover your personality when it comes to financial planning.
Read MoreEpisode #19: Pension Buy-Outs
Join us as we dive into the mailbag. This week, we’ll feature your email questions on pension buy-outs, commercial real estate, and divorce.
Read MoreEpisode #18: Defining Dividend-Paying Stocks
We hear about dividend-paying stocks, but what are they? Find out as we take your email questions. We’ll also hear from a couple with a significant age gap between spouses.
Read MoreEpisode #17: Financial Blind Spots
When you’re driving, you always check your blind spot before changing lanes. If you don’t, you might find yourself in an accident. Eric covers the blind spots in your financial vehicles.
Read MoreEpisode #16: Retirement Checklist
Much like a pilot going through his pre-flight checklist before takeoff, it’s important you examine your pre-retirement checklist before walking away from a paycheck. Eric explains the items on that list.
Read MoreEpisode #15: Understanding Your Statements
Your financial statements are confusing. They contain all sorts of jargon and puzzling graphics. On this edition of the podcast, Eric enters the fray and helps to clear up the confusion.
Read More