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

Can You DIY Financial Planning?

March 4, 2021

What reasons might someone debate going DIY when it comes to a financial plan? Is it better to go to an advisor or is sometimes DIY right for you?

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Translating Financial Jargon

February 25, 2021

Do you know the difference between large cap and small cap funds? What are basis points? This episode will discuss various financial jargon to help translate what these really mean.

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Financial Fill in the Blank

February 18, 2021

What’s the best way to not run out of money in retirement? What are most people worried about when retirement planning? Eric fills in these blanks in today’s episode.

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What to Know About Biden’s Initial Executive Orders

February 11, 2021

Let’s take a look at some of Biden’s executive orders so far in his first few weeks. How could they alter your financial plan?

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Mailbag: Retirement Planning With Separate Bank Accounts

February 4, 2021

From managing your income as a contract employee to managing your income in retirement, Eric answers three questions from the mailbag in today’s episode of the podcast.

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Estate & Legacy Planning FAQs

January 28, 2021

When receiving an inheritance, a lot of interesting or unexpected scenarios can occur. We discuss four different situations to hear Eric’s advice on how to handle them on today’s episode of the Retirement Ready podcast.

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What Does Mark Twain Have to Say About Your Financial Plan?

January 21, 2021

What financial wisdom can we glean from the sayings of Mark Twain? Believe it or not, many of these quotes are quite relevant today.

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New Year, New Ideas to Consider

January 14, 2021

We all like the idea of a fresh start in the new year. What changes are already underway? Or, what changes might be unwelcomed when it comes to your retirement plan?

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Mailbag: Should I Use My Severance Package to Pay Off the House?

January 7, 2021

Whether you want to learn more about using your HSA or trying to make strategic use of your severance package, Eric answers three questions from the mailbag. Do any of these questions relate to your situation?

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Things Your Advisor Should Be Doing

December 30, 2020

What kind of decisions are you making alongside your financial advisor? How do you know if they are doing everything you need when it comes to creating and implementing a retirement plan? Eric talks through what you deserve from a financial advisor and how his team works with clients to meet their needs.

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The Three Worlds of Money

December 23, 2020

Do you know the three worlds of money? Where does the bulk of your money live? Is your money appropriately balanced across all three worlds? We’ll break it all down on this episode.

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Year-End Financial Planning Checklist

December 17, 2020

What should you do before the end of 2020 when it comes to your finances? We’ll run through a list of items on this show. 

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Managing Your Risk Aversion

December 10, 2020

How much risk should you have in your portfolio? How do you know how much risk you actually have? Today we’ll talk about managing the risk in your investments.

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Mailbag: How Do I Plan for Possible Long-Term Care Expenses?

December 3, 2020

When building a financial plan, it’s important to consider several different angles. Eric answers three questions from the mailbag on this week’s episode.

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The Retirement Hierarchy of Needs

November 24, 2020

We compare Maslow’s hierarchy of needs to your retirement needs in this week’s podcast. Do you have all of these tiers of needs covered in your retirement plan?

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Financial Planning and Gun Safety

November 19, 2020

What safety measures do you use when you own a gun? Are you implementing similar tactics with your financial plan?

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Mailbag: Do I Really Need All of These Life Insurance Policies?

November 12, 2020

Do you need as much life insurance as you have? Or should you factor in eventual inheritance money when deciding when to retire? Eric answers three questions from the mailbag in this week’s podcast.

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Facing the Villains in the Financial World

November 5, 2020

Do you have a favorite movie villain? We talk about three classic roles and explain how they compare to the villains you may encounter in the financial world.

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Financial Planning Lessons From Winston Churchill

October 29, 2020

How can the words of Winston Churchill help you in your financial life? We apply some of his quotes to your financial decisions in today’s podcast.

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Why Eric Loves Working as a Financial Advisor

October 22, 2020

Why does Eric do what he does? What’s his history and what are his passions? Find out on today’s episode of the podcast.

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