Posts by Eric Peterson
Mailbag: Does It Matter Who Gets What Asset in My Legacy Plan?
Think about the taxes! Eric answers three questions from the mailbag today that all involve financial decisions with tax implications.
Read MoreMore than Just a “Nice Person”
Financial advisors are people who want to get along with, but you probably want more than just a nice person. We talk through what you should expect with a fiduciary and when you should get a second opinion.
Read MoreMailbag: How Much is Too Much to Spend on a Forever Home?
Retirement decisions involve a lot more than just the money, but also the emotional and lifestyle decisions, too. Eric answers three questions from the mailbag from listeners making retirement decisions.
Read MoreFinancial Jeopardy
We play the game of Jeopardy as Eric answers financial questions on today’s show. Do you know all the answers?
Read More401(k) Weaknesses
If you have a 401(k), what are some of the downsides? Eric talks through what a 401(k) is best for and when it is better to invest elsewhere.
Read MoreRetirement Planning: It’s Not As Easy As It Looks
What should you be considering when trying to DIY your retirement plan? Eric talks through why many later decide working with a financial advisor is best.
Read MoreFinancial Security in Retirement
What does it look like to achieve financial security? Let’s talk through a few financial goals people have when they meet with a financial advisor.
Read MoreFinancial Planning for Business Owners
When you’re a business owner, you put your heart and soul into your business. There’s a lot that goes into starting and running a successful business. When it’s time to retire though, how can you make sure your transition goes well?
Read MoreEconomic News and Sensational Headlines
How much should you pay attention to some of these recent financial news headlines? Eric shares what he thinks and what matters when it comes to your financial situation.
Read MoreConventional Wisdom
Should you follow conventional wisdom when it comes to your financial decisions? Eric shares when the conventional wisdom might not be best.
Read MoreRetirement Vacation Planning
Let’s plan the vacation of your dreams: retirement. More than simply a week away, you want to spend the right amount of time and energy thinking about this major season in life.
Read MoreMailbag: Should I Move my Mom’s Money into Investments?
Where’s the best place for your money to go? Several people are considering where their money should be, so Eric answers three questions from the mailbag for today’s show.
Read MoreA Perfect Match: Tennis and Retirement Planning
Ready to ace your retirement plans? Let’s talk tennis and see how much it relates to your financial plans on today’s show.
Read MoreMailbag: Money Management Tips For Younger Couples
What financial advice does Eric have for younger couples? What can you do to reduce next year’s taxes? Eric answers these questions and more from the mailbag.
Read MoreBuilding a Plan for the Long Haul
What do you need to get you through the long haul of life? Eric talks us through what this looks like in your financial plan and how to build it with an eye on a distant horizon.
Read MoreWhat Do You Need to Know About Today’s Inflation?
Everywhere you turn there’s a headline about inflation but what do you need to know about what’s going on? Eric weighs in on the recent numbers and what you can do about it.
Read MoreMailbag: Should I Save Elsewhere Besides My 401(k)?
What kind of savings do you really need for retirement? Are you working with the right advisor to get you there? Eric answers three questions from listeners.
Read MorePlaying the Retirement Game Show
Come on down! We talk about our favorite TV game shows and how it relates to our financial plan (and when it should look different).
Read MoreTax Season
What do you need to know when it comes to tax planning? Eric outlines the ways a tax strategy can make a big difference in your retirement plan.
Read MoreAsking the Wrong Questions
What do I really spend? What does it take to maintain this standard of living? And what changes in retirement from when I am working from an expense side?
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