Posts by Eric Peterson
Navigating Retirement Disagreements Between Spouses
What do couples tend to argue about when it comes to their money in retirement? Eric talks through what you need to do to get on the same page.
Read More5 Most Common Retirement Planning Mistakes
Do you have a strategy in place to avoid these retirement planning mistakes? Eric talks through what to do instead to make sure your plan is a success.
Read MoreThe Retirement Countdown
In those final years before retirement, what should you be considering and doing now? We tackle a list of things you should do in the years before retirement.
Read More401(k) Mistakes You Don’t Want To Make
Many of us have a 401(k), but what mistakes can get overlooked? Eric shares a few key points to keep in mind when it comes to your 401(k).
Read MoreFinancial Blind Spots
What kind of blind spots should you look out for when it comes to your financial plan? We talk about four key areas that often get overlooked when retirement planning.
Read MoreSECURE Act 2.0 – What to Know
Do you know about the changes proposed in the SECURE Act 2.0? Eric shares a few of the highlights as well as his thoughts on the changes.
Read MoreWhy People Put Off Meeting with a Financial Advisor
Are you avoiding meeting with an advisor? Let’s talk through some of those fears or doubts and help you overcome the hurdles to getting your financial plan in order.
Read MoreEmotions That Drive Financial Decisions
Are you letting emotions sway your investing decisions? We talk about what emotions should you look out for and how can you invest based on logic.
Read MoreMailbag: What Should I Do With My IRA?
When should you use your IRA and how can it be best utilized? These three questions from the mailbag all mention their IRA as an option, but what does Eric have to say about all of these situations? Find out!
Read MoreAvoiding the Tax Time Bomb
Are you nervous about all the taxes you might have to pay in retirement? We talk through strategies you can implement now to reduce your taxes down the road.
Read MoreThe ‘What If?’ Game
Are you looking at the future and wondering, “What if…?” We talk through several scenarios to see what may or may not be possible and how you can prepare accordingly.
Read MoreNavigating the New Administration’s Tax Plan
What kind of tax plans have been proposed lately? These plans may cause you to strategize differently when it comes to your financial plan.
Read MoreRetirement Readiness Pop Quiz
Know all you need for retirement? Take this little quiz to see where you stand when it comes to retirement readiness.
Read MoreBaseball and Retirement Planning
America’s pastime has been enjoyed by people of all ages for many, many years, but how much have you thought about baseball from a retirement planning perspective? Today we’ll explore the parallels between being successful in sport and finances.
Read MoreUnpopular Opinions In The Financial World
Which of these financial opinions are really worth paying attention to? Eric shares ways to reframe and better understand these financial opinions and how they work in your financial plan.
Read MoreRetirement Planning Rules of Thumb
You may have heard of at least one if not all of these financial rules, but should you follow them? What do they really mean? On today’s episode of the podcast, we talk through four common rules of thumb when it comes to financial planning and what Eric advises about them.
Read MoreFinancial Abbreviations, Explained
While financial planning has a lot of numbers involved, here are a few letters and abbreviations you should know, too. Eric explains several common financial abbreviations.
Read MoreDo You Agree or Disagree with this Retirement Advice?
Which of these statements is worth paying attention to and which ones should you take with a grain of salt? Eric shares whether he agrees or disagrees with five retirement planning statements.
Read MoreMailbag: Can I Sell My Home and Just Rent in Retirement?
Ever consider a retirement plan that seems a little unorthodox? There’s no one-size-fits-all when it comes to financial planning, so Eric answers three questions in the mailbag from people considering a less traditional decision to make their plan work for them.
Read MoreWhat Creates A Sense of Urgency With Your Financial Plan?
Have you been procrastinating putting together a financial plan or do you have a sense of urgency? What events may prompt you to act quickly?
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