Posts by Eric Peterson
Should You Follow Dave Ramsey’s Financial Advice?
Is the baby step program and financial advice from Dave Ramsey for everyone? What does a registered financial consultant have to say about it?
Read MoreFinancial Wisdom from Calvin and Hobbes
Perhaps a bit unexpected, the comic strip Calvin and Hobbes had a lot of great life and financial advice to dole out. Which of these apply to your financial situation?
Read MoreCan You DIY Financial Planning?
What reasons might someone debate going DIY when it comes to a financial plan? Is it better to go to an advisor or is sometimes DIY right for you?
Read MoreTranslating Financial Jargon
Do you know the difference between large cap and small cap funds? What are basis points? This episode will discuss various financial jargon to help translate what these really mean.
Read MoreFinancial Fill in the Blank
What’s the best way to not run out of money in retirement? What are most people worried about when retirement planning? Eric fills in these blanks in today’s episode.
Read MoreWhat to Know About Biden’s Initial Executive Orders
Let’s take a look at some of Biden’s executive orders so far in his first few weeks. How could they alter your financial plan?
Read MoreMailbag: Retirement Planning With Separate Bank Accounts
From managing your income as a contract employee to managing your income in retirement, Eric answers three questions from the mailbag in today’s episode of the podcast.
Read MoreEstate & Legacy Planning FAQs
When receiving an inheritance, a lot of interesting or unexpected scenarios can occur. We discuss four different situations to hear Eric’s advice on how to handle them on today’s episode of the Retirement Ready podcast.
Read MoreWhat Does Mark Twain Have to Say About Your Financial Plan?
What financial wisdom can we glean from the sayings of Mark Twain? Believe it or not, many of these quotes are quite relevant today.
Read MoreNew Year, New Ideas to Consider
We all like the idea of a fresh start in the new year. What changes are already underway? Or, what changes might be unwelcomed when it comes to your retirement plan?
Read MoreMailbag: Should I Use My Severance Package to Pay Off the House?
Whether you want to learn more about using your HSA or trying to make strategic use of your severance package, Eric answers three questions from the mailbag. Do any of these questions relate to your situation?
Read MoreThings Your Advisor Should Be Doing
What kind of decisions are you making alongside your financial advisor? How do you know if they are doing everything you need when it comes to creating and implementing a retirement plan? Eric talks through what you deserve from a financial advisor and how his team works with clients to meet their needs.
Read MoreThe Three Worlds of Money
Do you know the three worlds of money? Where does the bulk of your money live? Is your money appropriately balanced across all three worlds? We’ll break it all down on this episode.
Read MoreYear-End Financial Planning Checklist
What should you do before the end of 2020 when it comes to your finances? We’ll run through a list of items on this show.
Read MoreManaging Your Risk Aversion
How much risk should you have in your portfolio? How do you know how much risk you actually have? Today we’ll talk about managing the risk in your investments.
Read MoreMailbag: How Do I Plan for Possible Long-Term Care Expenses?
When building a financial plan, it’s important to consider several different angles. Eric answers three questions from the mailbag on this week’s episode.
Read MoreThe Retirement Hierarchy of Needs
We compare Maslow’s hierarchy of needs to your retirement needs in this week’s podcast. Do you have all of these tiers of needs covered in your retirement plan?
Read MoreFinancial Planning and Gun Safety
What safety measures do you use when you own a gun? Are you implementing similar tactics with your financial plan?
Read MoreMailbag: Do I Really Need All of These Life Insurance Policies?
Do you need as much life insurance as you have? Or should you factor in eventual inheritance money when deciding when to retire? Eric answers three questions from the mailbag in this week’s podcast.
Read MoreFacing the Villains in the Financial World
Do you have a favorite movie villain? We talk about three classic roles and explain how they compare to the villains you may encounter in the financial world.
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