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

Episode #16: Retirement Checklist

December 6, 2018

Much like a pilot going through his pre-flight checklist before takeoff, it’s important you examine your pre-retirement checklist before walking away from a paycheck. Eric explains the items on that list.

Listen & Read

Episode #15: Understanding Your Statements

November 29, 2018

Your financial statements are confusing. They contain all sorts of jargon and puzzling graphics. On this edition of the podcast, Eric enters the fray and helps to clear up the confusion. 

Listen & Read

Episode #14: Grandma’s Financial Wisdom

November 22, 2018

There are probably lots of sayings you remember your grandmother using as you grew up. Find out how her musings might be applied as financial wisdom. 

Listen & Read

Episode #13: The Retirement Gridiron

November 15, 2018

This time of year, you can find football on TV almost every night. Let’s see what we can learn about retirement from the gridiron. 

Listen & Read

Episode #12: To Agree Or Disagree

November 8, 2018

Join us for a game of Agree or Disagree. Discover whether Eric agrees with popular statements about finances and retirement planning.

Listen & Read

Episode #11: Financial Warning Lights

November 1, 2018

Much like the lights on your dashboard that indicate issues with your car, there are indicators in your financial life that highlight problems in your portfolio. Join us as Eric serves as our financial mechanic.

Listen & Read

Episode #10: Reading The Fine Print

October 25, 2018

Many investments promise enticing perks and large returns. They’re usually too good to be true and inundate you with fees. Avoid a headache by reading the fine print. 

Listen & Read

Episode #9: Retirement Procrastination

October 18, 2018

Procrastination is dangerous as it pertains to your retirement. Don’t let these lines of thought keep you from planning your financial future. 

Listen & Read

Episode #8: Being Between Jobs

October 11, 2018

Finding yourself between jobs can be frustrating, but it presents opportunities. Consider the challenges and opportunities that accompany an employment gap.

Listen & Read

Episode #7: Financial Pop Quiz

October 4, 2018

Today’s Prep: Eric takes a multiple choice pop quiz about retirement planning. See how his answers stack up with your own. (Click the featured times below to jump forward in the episode) Equipping Points: 1:29 – At What Age Should You Start Saving For Retirement?  The answer we’re really looking…

Listen & Read

Episode #6: Investor Beware

September 27, 2018

As you search for a financial advisor, you need to beware of certain characteristics. Some traits could raise red flags toward an advisor.

Listen & Read

Episode #5: Get Out Of Your Own Way

September 20, 2018

Are you doing more harm than good to your financial life? If so, listen up. It’s time to get out of your own way. 

Listen & Read

Episode #4: Financial Junk Food

September 13, 2018

Explore the correlation between different unhealthy foods and the financial world. Remember, too much junk food is bad for you.

Listen & Read

Episode #3: Mailbag – Weddings, Capturing Gains, Underperforming IRAs

September 6, 2018

We’ll take your questions on saving for weddings, capturing gains versus saving in taxes, and underperforming IRAs. 

Listen & Read

Episode #2: Fill In The Financial Blanks

August 30, 2018

Avoid any gaps in your financial plan. Join us as Eric fills in the financial blanks in your retirement. 

Listen & Read

Episode #1: What Is A Fiduciary?

August 21, 2018

On this inaugural edition of the Retirement Ready podcast, we’ll explore the meaning behind the fiduciary standard.

Listen & Read
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