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

Financial Debates – Debt, Mortgages, Life Insurance & Mutual Funds

July 18, 2019

Inside of a mutual funds, the actions of others can impact you. If a lot of people are trying to sell that mutual fund, the manager has to sell some stuff to meet the redemptions and that can negatively impact you.

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Retire Early

Retiring Early: Is It Possible and Is It Right For You?

July 11, 2019

Some may think that retiring early is just a dream, but can you turn this dream into a reality? In this episode, Eric talks about the ins and outs of taking an early retirement. Find out when you can retire and whether you will actually want to stay retired.

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Tending To Your Retirement Garden

July 3, 2019

What does retirement planning have in common with growing a garden? Both need patience, vision, determination, and the proper tools to succeed. Eric Peterson explores all the comparisons on this week’s podcast.

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Retirement Decisions: More Than Just Investments

June 27, 2019

When it comes to planning for your retirement, there’s a lot more to consider than where to invest. Going beyond the data and numbers, you need to consider these areas of your life and what you want them to look like in retirement.

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Presidential Quotes And The Financial World

June 20, 2019

There are a lot of great quotes from past presidents that also apply in the financial industry. Have you heard all of these? How would you apply them to your financial portfolio?

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Mailbag: Retention Bonus or Retirement?

June 13, 2019

As you near the final months or years before taking the plunge into retirement, there are always a few details to work out and questions to ask. Eric answers a few questions from the mailbag about pensions, paying taxes in retirement, and deciding when to walk away from a retention bonus and just retire already.

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Handling What You Can’t Control in Retirement

June 6, 2019

Some things are just out of your hands. In retirement planning there are a lot of things completely out of your control, but if you re-frame your thinking, there is actually something you can do about them. Eric talks through these four areas where you have an opportunity to prepare for the unpredictable.

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Wishful Thinking In Retirement Planning

May 30, 2019

Is your head in the clouds when it comes to retirement? Here are three common phrases people say when it comes to retirement planning. Eric shares whether these mentalities are wishful thinking. 

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Underrated Or Overrated?

May 23, 2019

We’re playing a game to determine what’s underrated and overrated when it comes to a few topics in the financial world (and even a few outside of financial planning). Let us know what you think. 

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Lazy Money

May 16, 2019

Do you have money sitting around without a purpose? We’ll explain the dangers of lazy money, why people have it, and how you can put it to work! Make your money work for you as you plan for retirement.

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Delayed Gratification In Retirement Planning

May 9, 2019

Sometimes, it’s hard to make financial sacrifices when the reward seems so far away. However, delayed gratification can be extremely beneficial when it comes to your finances. Eric talks about four situations when people may be tempted to choose instant gratification over a better long-term pay out.

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If Retirement Were Like A Game Show

May 2, 2019

Everyone loves a good game show, whether it’s The Price Is Right, Jeopardy, or Who Wants To Be A Millionaire? It’s fun to play along, but remember, they’re just a game. Today we’ll talk about game shows and how they relate to your retirement planning process. Ready to play? 

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Financial “Jerseys” and What They Say About Your Plan

April 25, 2019

On game day, it’s fun to wear your jersey and show some team spirit. What you might not realize are the three ways your financial planning process is similar to a jersey. Consider the names, numbers, and symbols on a jersey. How might they be similar to the names, numbers, and symbols on your financial statements?

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Unlikely Wisdom From Unlikely Voices

April 18, 2019

You might not expect to gain wisdom from these popular celebrities. To be honest, these quotes weren’t intended to be about finances either. However, there’s plenty of retirement planning wisdom we can learn from these personalities.

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Misconceptions With Annuities

April 11, 2019

Sometimes annuities are misused or misunderstood, but annuities can be powerful tools if you know how to use them properly.

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Excuses, Excuses, Excuses – Stop Making Them

April 4, 2019

What’s your excuse for doing one thing over another when it comes to finances? Sometimes you want to justify your actions instead of thinking through what is actually best for you and your money. Here are three common decisions people make and why the excuses just don’t add up.

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Technology For Retirement Planning

March 28, 2019

There are all sorts of online tools out there for financial planning. We’ll talk about some of the various technologies and tools to choose from as you prepare for retirement.

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4 Things March Madness and Retirement Planning Have in Common

March 21, 2019

What does your March Madness bracket have to do with financial planning? More than you might think!

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Why Retirement Planning Ain’t What It Used To Be

March 14, 2019

You’ve heard your parents discussing how difficult things used to be. We’ve all heard the adage about walking uphill both ways in the snow to get to school. However, reality suggests retirement planning actually used to be easier than it is today. Find out why.

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3 Questions You Should Ask A Potential Advisor

March 7, 2019

When shopping for a potential advisor, you want to find the right fit for your needs. Ask each candidate these three important questions.

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