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

Are These Things Overrated or Underrated

January 20, 2022

Let’s play a little game of overrated or underrated to see how Eric feels about a number of financial topics (and some silly ones) in today’s podcast! Which of these do you agree with?

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Building A Financial Foundation

January 13, 2022

What does it take to create a strong financial foundation in your financial plan? Today we talk about the importance of your income plan and how it influences your spending decisions in retirement.

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Mailbag: Pensions, Vacation Homes, and More

January 6, 2022

Have a question for Eric? As a retirement planner, he answers questions like this all day. We tackle three questions today about pensions, vacation homes, and having multiple brokers.

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Wishful Thinking with Your Finances

December 30, 2021

Planning to “live off the interest” or be in a lower tax bracket in retirement? Eric breaks down some of these concepts and points out what’s realistic vs. wishful thinking on today’s podcast.

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Should You Do a 401(k) Rollover?

December 21, 2021

When and how is the best way to do a 401(k) rollover? Eric discusses the benefits and details of doing a rollover.

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Spending with Confidence

December 16, 2021

What can you do to spend with confidence now and in the future? Eric discusses what will ensure you feel good about your financial decisions and spending habits.

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How Do You Know How Much You Need?

December 9, 2021

How can you know just what you need? Eric talks through four different financial scenarios to help you get a better idea of what you need to consider and feel confident in your decisions.

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Common 401(k) FAQs

December 2, 2021

As you’re accumulating, depending on what stage your life’s in, your contribution should be a different risk tolerance than your balance.

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How Do You Pick A Financial Advisor?

November 23, 2021

Maybe you know you want to work with a financial advisor but don’t know how to determine which one is best for you. Where do you start? What should you look for?

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Finding the Silver Linings

November 18, 2021

If you have a financial setback, how can you find the upside in the situation? We talk through four major financial upsets that could actually be an opportunity in disguise.

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Delayed Gratification in Retirement Planning

November 11, 2021

What financial rewards are worth waiting for? We talk through three sets of options to determine whether delayed or instant gratification is better in retirement.

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Two Truths and A Lie

November 4, 2021

What kind of lies do you need to watch out for when it comes to your finances? Eric shares the truth you need to know in these five financial situations.

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Retirement Reality Checks

October 28, 2021

Are your expectations of retirement realistic? We talk through four things to keep in mind when you dream about your retirement future.

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Financial Lies We Tell Ourselves

October 21, 2021

Think you’ve figured out the secret to beating the system when it comes to your finances? What financial lies might you be telling to yourself and how can you overcome them?

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Unlikely Financial Wisdom

October 14, 2021

Sometimes wisdom comes from the most unlikely places. Today we take celebrity advice and apply it to our own financial lives for a new take on how to approach your financial plan.

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Reasons to NOT Work with a Financial Advisor

October 7, 2021

Are there any good reasons to skip out on working with a financial advisor? We talk through some funny ones on today’s show.

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Mailbag: Rental Properties, Advisor Reviews, and More

September 30, 2021

We are opening up the mailbag today to answer some listener questions. We will be discussing rental properties, taxes on sold businesses, and changing advisors based on investment performances.

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Retirement Income Planning Essentials

September 23, 2021

What do you need to know about retirement income? From Social Security to planning for inflation, Eric breaks down the basics of what you need to know and how to make a plan that fits your future.

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Easy Financial Improvements To Make

September 16, 2021

What’s a simple way to make your financial planning better? Today we are going to discuss some easy steps you can take to improve your financial plan.

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Empty Nest Syndrome

September 9, 2021

Have all of your little baby birds left the nest? Today, we discuss the kind of financial decisions you may make in this next stage of life.

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