Bite-sized guidance to help you properly plan for your retirement and financial future.

Bracket Busters and Stock Flops: The Risky Game of Picking Winners

March 27, 2025

March Madness is here, and just like filling out a bracket, picking individual stocks can feel like a thrilling gamble. But the odds of winning big are slim. In fact, history shows that most stock picks, like most brackets, end up busted.

Listen & Read

Are Hidden Fees Draining Your Retirement Savings?

March 20, 2025

In this episode, Eric reveals the true cost of investing and how to protect yourself from unnecessary financial drains.

Listen & Read

What Game Night Can Teach Us About Financial Planning

March 13, 2025

In this episode, Eric breaks down the surprising financial lessons hidden in classic board games, offering valuable insights to help you navigate your retirement strategy.

Listen & Read

Mailbag – Upsizing, Financial Advisors & Business Owner Planning

March 6, 2025

Join us as we answer questions about the challenges of downsizing, the emotional aspects of planning for family gatherings, and the realities of transitioning into a financial advisory career.

Listen & Read

Planning for Unique Situations in Retirement

February 27, 2025

While many face the same general retirement concerns, each individual’s situation is unique, requiring tailored solutions.

Listen & Read

Planning for Kids, Grandkids, & Your Future

February 20, 2025

As many nearing retirement age are discovering, adult children and grandchildren can significantly influence financial strategies, making it crucial to understand how to navigate these relationships effectively.

Listen & Read

Financial Planning Conversations for Couples

February 13, 2025

This episode is focused specifically on that planning we do with couples with insights on how we help them navigate tricky conversations about money and retirement.

Listen & Read

Is Your Retirement Based on Wishful Thinking?

February 6, 2025

Many people fall into the trap of wishful thinking when it comes to what they expect will happen in retirement, but a successful retirement isn’t built on hope and assumptions.

Listen & Read

Spending With Confidence in Retirement

January 30, 2025

Eric shares strategies to help retirees enjoy their savings while ensuring financial security.

Listen & Read

Watch Out For These Financial Half Truths

January 23, 2025

Eric pulls back the curtain on some of the most common financial half-truths that many retirees and investors encounter. As someone gearing up for retirement,

Listen & Read

Answering Common 401K FAQs

January 16, 2025

The 401k is the most common way that people save for retirement, which is why we get a lot of questions on the show and in the office about this employer-sponsored plan.

Listen & Read

Mistakes People Make When Choosing An Advisor

January 9, 2025

When you’re ready to start working with a financial advisor, how do you find the right person to help you reach your financial goals?

Listen & Read

Financial Lies We Tell Ourselves

January 2, 2025

We all tell ourselves little white lies from time to time. But when it comes to our finances, these “little lies” can have se-rious consequences.

Listen & Read

The Stress That Comes With Retirement

December 26, 2024

Eric discusses why this phase can be so daunting and offers strategies to ease the transition.

Listen & Read

Finding Financial Silver Linings

December 19, 2024

Throughout our lives, there will be times when the markets rise and times when we experience downturns. Largely, we don’t have control over the circumstances we’re dealt, but we do have control over how we respond to those situations.

Listen & Read

Unasked Retirement Questions You Shouldn’t Ignore

December 12, 2024

Tune in to this episode with Eric, as he breaks down some frequently unasked retirement questions that are very important to consider.

Listen & Read

The Diverse Definitions Of Diversification

December 5, 2024

Diversification is one of those buzzwords you hear often in financial planning. While many people know it’s important, few are clear on what it actually means when applied to various aspects of their financial strategy. In today’s episode, Eric and Marc will bring you the diverse definitions of diversification.

Listen & Read

The Use Of Technology In Financial Planning

November 26, 2024

As technology keeps advancing, it’s made our lives easier in so many ways. Tasks that used to need outside help can now be done on our own with just a few clicks. This shift has also brought more accessible online financial tools, but how accurate and helpful are they really?

Listen & Read

Retirement Planning Conversations With Dorothy Parker

November 21, 2024

Dorothy Parker is one of the great writers of the 20th century. Her wit and prose have been appreciated by readers for generations. But are there any lessons we can learn when it comes to finance with some of Parker’s most well-known quotes?

Listen & Read

Mailbag: Moving To A State With Income Tax And More

November 14, 2024

In this episode, Eric is answering your questions! We’ll cover a range of topics today, including key considerations for income taxes when moving to a new state, how to initiate financial conversations with parents or grandparents, and whether using a life insurance policy to save for a college fund is a wise choice.

Listen & Read
All shows are paid advertisements by Peterson Financial Group, Inc Investment advisory services are offered through Peterson Financial Group, Inc., a Registered Investment Adviser. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information and may not be suitable for members of the listening audience. A professional adviser should be consulted before implementing any of the strategies presented.
consultation-circle

Ready to take the next step?

For more information about any of the products and services listed here, schedule an appointment today or register to attend a event.

Or give us a call at 515-226-1500