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.
Listen & Read
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.
Listen & Read
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.
Listen & Read
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.
Listen & Read
We quiz Eric with a few multiple-choice questions all about retirement. Which one will he choose? Do you agree?
Listen & Read
Instead of getting stuck in a rut after a financial mistake, it’s important to move forward in the right direction. So, what can you do to recover? Find out on today’s show.
Listen & Read
Are you feeling frustrated when it comes to your financial planning? If so, these three common financial complaints might make you feel like you aren’t alone, but also give you hope for a better scenario.
Listen & Read
What do couples tend to argue about when it comes to their money in retirement? Eric talks through what you need to do to get on the same page.
Listen & Read
Do you have a strategy in place to avoid these retirement planning mistakes? Eric talks through what to do instead to make sure your plan is a success.
Listen & Read
In those final years before retirement, what should you be considering and doing now? We tackle a list of things you should do in the years before retirement.
Listen & Read
Looking for a way around paying for long-term care insurance? Will an inheritance cover it? Eric answers this question and two others from the mailbag.
Listen & Read
Many of us have a 401(k), but what mistakes can get overlooked? Eric shares a few key points to keep in mind when it comes to your 401(k).
Listen & Read
What kind of blind spots should you look out for when it comes to your financial plan? We talk about four key areas that often get overlooked when retirement planning.
Listen & Read
Do you know about the changes proposed in the SECURE Act 2.0? Eric shares a few of the highlights as well as his thoughts on the changes.
Listen & Read
Are you avoiding meeting with an advisor? Let’s talk through some of those fears or doubts and help you overcome the hurdles to getting your financial plan in order.
Listen & Read
Are you letting emotions sway your investing decisions? We talk about what emotions should you look out for and how can you invest based on logic.
Listen & Read
When should you use your IRA and how can it be best utilized? These three questions from the mailbag all mention their IRA as an option, but what does Eric have to say about all of these situations? Find out!
Listen & Read
Are you nervous about all the taxes you might have to pay in retirement? We talk through strategies you can implement now to reduce your taxes down the road.
Listen & Read
Are you looking at the future and wondering, “What if…?” We talk through several scenarios to see what may or may not be possible and how you can prepare accordingly.
Listen & Read
What kind of tax plans have been proposed lately? These plans may cause you to strategize differently when it comes to your financial plan.
Listen & ReadAll 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.
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.