Posts by Eric Peterson
Wishful Thinking with Your Finances
Planning to “live off the interest” or be in a lower tax bracket in retirement? Eric breaks down some of these concepts and points out what’s realistic vs. wishful thinking on today’s podcast.
Read MoreShould You Do a 401(k) Rollover?
When and how is the best way to do a 401(k) rollover? Eric discusses the benefits and details of doing a rollover.
Read MoreSpending with Confidence
What can you do to spend with confidence now and in the future? Eric discusses what will ensure you feel good about your financial decisions and spending habits.
Read MoreHow Do You Know How Much You Need?
How can you know just what you need? Eric talks through four different financial scenarios to help you get a better idea of what you need to consider and feel confident in your decisions.
Read MoreCommon 401(k) FAQs
As you’re accumulating, depending on what stage your life’s in, your contribution should be a different risk tolerance than your balance.
Read MoreHow Do You Pick A Financial Advisor?
Maybe you know you want to work with a financial advisor but don’t know how to determine which one is best for you. Where do you start? What should you look for?
Read MoreFinding the Silver Linings
If you have a financial setback, how can you find the upside in the situation? We talk through four major financial upsets that could actually be an opportunity in disguise.
Read MoreDelayed Gratification in Retirement Planning
What financial rewards are worth waiting for? We talk through three sets of options to determine whether delayed or instant gratification is better in retirement.
Read MoreTwo Truths and A Lie
What kind of lies do you need to watch out for when it comes to your finances? Eric shares the truth you need to know in these five financial situations.
Read MoreRetirement Reality Checks
Are your expectations of retirement realistic? We talk through four things to keep in mind when you dream about your retirement future.
Read MoreFinancial Lies We Tell Ourselves
Think you’ve figured out the secret to beating the system when it comes to your finances? What financial lies might you be telling to yourself and how can you overcome them?
Read MoreUnlikely Financial Wisdom
Sometimes wisdom comes from the most unlikely places. Today we take celebrity advice and apply it to our own financial lives for a new take on how to approach your financial plan.
Read MoreReasons to NOT Work with a Financial Advisor
Are there any good reasons to skip out on working with a financial advisor? We talk through some funny ones on today’s show.
Read MoreMailbag: Rental Properties, Advisor Reviews, and More
We are opening up the mailbag today to answer some listener questions. We will be discussing rental properties, taxes on sold businesses, and changing advisors based on investment performances.
Read MoreRetirement Income Planning Essentials
What do you need to know about retirement income? From Social Security to planning for inflation, Eric breaks down the basics of what you need to know and how to make a plan that fits your future.
Read MoreEasy Financial Improvements To Make
What’s a simple way to make your financial planning better? Today we are going to discuss some easy steps you can take to improve your financial plan.
Read MoreEmpty Nest Syndrome
Have all of your little baby birds left the nest? Today, we discuss the kind of financial decisions you may make in this next stage of life.
Read MoreRetirement Quiz – Is That Your Final Answer?
We quiz Eric with a few multiple-choice questions all about retirement. Which one will he choose? Do you agree?
Read MoreMoving On From Financial Mistakes
Instead of getting stuck in a rut after a financial mistake, it’s important to move forward in the right direction. So, what can you do to recover? Find out on today’s show.
Read MoreCommon Complaints About Financial Advisors
Are you feeling frustrated when it comes to your financial planning? If so, these three common financial complaints might make you feel like you aren’t alone, but also give you hope for a better scenario.
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