Posts by walter
Financial Lessons from Aesop’s Fables
Think fairy tales are just for kids? Think again. The secrets to lasting wealth may be hiding in stories you heard at bedtime.
Read MorePeriodic Reviews: Tailoring Financial Advice to your Personality
Ever wondered if your financial review truly reflects who you are and what matters most to you?
Read MoreBad Investor Habits to Break Now
Today, Eric breaks down the habits that can turn good intentions into bad investing outcomes.
Read MoreYour First Year of Retirement: Don’t Screw It Up
Today, Eric shares the do’s and don’ts of entering retirement and explains why the first year is one of the most critical times in your financial life.
Read MoreDebunking Retirement Myths: Smarter Strategies for Your Future
Eric breaks down some of the most common misconceptions about retirement planning and reveals what it really takes to build lasting financial confidence.
Read MoreMailbag: Life Insurance, Housing Decisions & Handling Extra Income
When it comes to retirement, every financial decision counts- but some are more complicated than others. In this episode, Eric tackles listener questions about three real-life retirement scenarios.
Read MoreWhat Golf Teaches Us About Retirement
Golf and retirement may seem worlds apart, but the lessons from the course fit perfectly into financial planning.
Read MoreFamous Last Words: Retirement Phrases That Can Cost You
Retirement planning has its own version of those phrases and believing them can lead to painful consequences.
Read MoreRetirement Planning Is Harder Than It Looks
Retirement planning often looks straightforward from the outside, but as Eric explains, many decisions can be harder to make than they appear. In this episode, Eric and Marc break down some of the most common challenges retirees face.
Read MoreNot All Advisors Are Created Equal
The financial world is crowded with titles- advisor, broker, planner- and it isn’t always clear what those labels mean for your retirement. In this episode, Eric breaks down the critical differences between brokers and fiduciary advisors, using simple analogies to show how each approach your money in very different ways.
Read MoreGen X: Navigating Retirement Realities
Today, Eric talks candidly about what makes Gen X different from previous generations and how to navigate the road to retirement.
Read MoreThe Hidden Cost of “Conventional Wisdom”
In this episode, Eric shares five clear signs that you’re on stronger financial footing than you might think.
Read MoreAre You Wealthier Than You Think?
In this episode, Eric shares five clear signs that you’re on stronger financial footing than you might think.
Read MoreWhat Vacation Planning Can Teach You About Retirement
In this episode, Eric uses the fun (and sometimes stressful) process of vacation planning to show how you can prepare for a smoother, more enjoyable retirement.
Read MoreWhat Your Life Habits Reveal About Your Finances
We all have those personality quirks: a car full of fast-food napkins, forgetting names mid-conversation, or insisting on carrying all the groceries in one trip. But what if those small, relatable habits say something deeper about how we handle money, risk, and retirement planning? In this episode, Eric brings humor and insight to the table as he explores how everyday behaviors often mirror our financial tendencies.
Read MoreRetirement Restaurant: What’s on Your Financial Menu?
What do smoking sections, kids’ menus, and combo meals have to do with retirement planning? More than you might think!
Read MoreMailbag: Buying a Car, Saving in Your 20s & Retiring with $500K
Should you use your emergency fund, dip into your IRA, or just finance a new car in retirement? How can someone fresh out of college start saving for the future without putting life on hold? And is $500,000 really enough to retire comfortably at 65?
Read MoreMailbag: Affording Disney, Retirement Income & Leaving Job Benefits
In this mailbag episode, Eric answers real questions from listeners navigating big life transitions. First up, a soon-to-be retiree wants to take the whole family to Disney World, but how do you plan a big trip like that without derailing your retirement timeline?
Read MoreDIY Planning: Where It Works and Where It Can Go Wrong
DIY works great for fixing up the house or building a bookshelf, but does it hold up when you’re planning your retire-ment? In this episode, Eric unpacks the pros and pitfalls of do-it-yourself financial planning, especially as you transition from the “saving” years to the “spending” years.
Read MoreAge 62: An Important Retirement Milestone
Turning 62 isn’t just another birthday, it’s a milestone that kicks off some big retirement decisions. In this episode, Eric breaks down what reaching this age really means, from deciding when (or if) to claim Social Security to navigating income limits that could reduce your benefits. We’ll also explore how your health, family longevity, and lifestyle goals should influence that decision.
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