Knowing Your Money Mindset

Equipping Points:

When it comes to money, there are a variety of different stances and mindsets people have. Eric has seen a bit of everything in his years as a financial advisor. In this episode, he talks through some of the mindsets he frequently sees and how he advises people to best approach the mindset they are in with money.

Do you find yourself having one of these mindsets as you near retirement? Eric shares what you should do to truly prepare yourself financially for retirement. Doing a retirement readiness review with Eric and his team can clarify what you need to address and how to best proceed.

 

Here are the mindsets we cover on today’s show:

  • “I hate my job, how soon can I retire?” 1:13
  • “I have no clue how much I need for retirement.” 3:41
  • “I’d love to retire soon, but I don’t have a million dollars.” 6:19
  • “I think we can retire if we cut back on our spending.” 9:36

 

If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here. 

 

Today’s Takeaway:

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The host: Eric Peterson - Contact - Call: (515) 226-1500

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