In this episode, Eric uses a few familiar Star Wars lessons to explain why a good plan should bring everything together, evolve as life changes, and help you stay steady when markets get uncomfortable.
Some forces in retirement are simply bigger than you are, which means the goal isn’t to outsmart them, it’s to plan around them. In this episode, Eric looks at several “laws” that can shape retirement, including the expectations people bring into their plans.
Retirement planning can feel complicated, but the best strategies should still make sense when they’re explained clearly. In this episode, Eric uses a few lessons inspired by Albert Einstein to show why retirees may need to think differently about income, risk, and the strategies that carried them through their working years.
In this mailbag episode, Eric tackles real listener questions about retirement communities, Roth 401(k) contributions, and using home equity wisely.
Are you working with a true fiduciary… or just a well‑paid salesman? Financial advice should feel clear, personal, and aligned with your goals, but that isn’t always the experience people get. Eric shares a few of his biggest industry pet peeves and explains why individualized planning matters so much.
In this episode, Eric answers some of the most pressing questions that come up when people are trying to make sense of their IRAs and 401(k)s.
In this mailbag episode, Eric tackles several real-life situations where family, uncertainty, and long-term responsibilities can make the financial picture more complicated.
Net worth can be a useful snapshot, but it doesn’t always tell you how prepared you are for retirement. In this episode, Eric explains why the number people are proudest of may not be the same number that actually drives retirement income planning.
Ever wondered who truly needs a financial advisor, and who might be fine doing it alone? Eric looks at the different ways people approach retirement planning and how professional guidance can fit alongside a hands-on investing style.
In this episode, Eric shares a few simple rules that could change how you think about retirement and investing.
Some long-held retirement assumptions deserve a closer look. Eric drops a few “truth bombs” and explains why one of an advisor’s most important jobs has less to do with picking investments and more to do with helping people avoid emotional decisions.
In this mailbag episode, Eric addresses whether do-it-yourself investors need professional guidance, how to respond to predictions of a market crash, and when a donor-advised fund may make sense.
Betty White may never have officially retired, but her humor and outlook offer several valuable lessons for anyone planning the next stage of life.
A layoff close to retirement can feel like a financial emergency, but it may not be as damaging as it first appears. Eric explains why layoffs are happening and walks through the key financial decisions that follow. He also shares a practical checklist for evaluating whether returning to work is necessary, or whether retirement may already be possible.
In this mailbag episode, Eric answers listener questions about borrowing after retirement, avoiding unnecessary taxes on large IRA withdrawals, simplifying an estate, and setting healthy financial boundaries with loved ones.
Retirement can be exciting, but it can also come with new challenges. In this episode, Eric discusses some of the most common ways people can accidentally ruin retirement.
Whether you’re visiting one of the 63 national parks this summer or just hitting a local trail, a lot of the best practices for a great hike apply just as well to your retirement plan. Today, Eric “walks” through a few.
What happens if you make a retirement decision you can’t undo? And how do you know when you’ve done enough research before making an important financial move? In this mailbag episode, Eric answers two listener questions—one from a military retiree looking to protect his spouse after declining a survivor pension benefit, and another from a listener who struggles with overthinking every financial decision.
Can classic movie quotes actually teach valuable retirement lessons? In this episode, Eric takes memorable lines from films like The Terminator, When Harry Met Sally, and The Wizard of Oz and uses them to explain key retirement-planning concepts. From preparing for inevitable market downturns to understanding why every retirement plan should be personalized, these famous quotes provide surprisingly practical financial insights.
Sometimes, the most valuable retirement lessons come from the questions people are asking every day. In this mailbag episode, Eric tackles listener questions covering investment organization, diversification, and pursuing new opportunities later in life.
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.
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