In this episode, Eric shares five clear signs that you’re on stronger financial footing than you might think.
In this episode, Eric shares five clear signs that you’re on stronger financial footing than you might think.
In this episode, Eric uses the fun (and sometimes stressful) process of vacation planning to show how you can prepare for a smoother, more enjoyable retirement.
We all have those personality quirks: a car full of fast-food napkins, forgetting names mid-conversation, or insisting on carrying all the groceries in one trip. But what if those small, relatable habits say something deeper about how we handle money, risk, and retirement planning? In this episode, Eric brings humor and insight to the table as he explores how everyday behaviors often mirror our financial tendencies.
What do smoking sections, kids’ menus, and combo meals have to do with retirement planning? More than you might think!
Should you use your emergency fund, dip into your IRA, or just finance a new car in retirement? How can someone fresh out of college start saving for the future without putting life on hold? And is $500,000 really enough to retire comfortably at 65?
In this mailbag episode, Eric answers real questions from listeners navigating big life transitions. First up, a soon-to-be retiree wants to take the whole family to Disney World, but how do you plan a big trip like that without derailing your retirement timeline?
DIY works great for fixing up the house or building a bookshelf, but does it hold up when you’re planning your retire-ment? In this episode, Eric unpacks the pros and pitfalls of do-it-yourself financial planning, especially as you transition from the “saving” years to the “spending” years.
Turning 62 isn’t just another birthday, it’s a milestone that kicks off some big retirement decisions. In this episode, Eric breaks down what reaching this age really means, from deciding when (or if) to claim Social Security to navigating income limits that could reduce your benefits. We’ll also explore how your health, family longevity, and lifestyle goals should influence that decision.
Most of us have a junk drawer stuffed with random odds and ends we forgot about. But what about your financial junk drawer?
Retirement isn’t just about financial spreadsheets, it’s about preparing your whole life for a new chapter
Retirement isn’t just about financial spreadsheets, it’s about preparing your whole life for a new chapter
When it comes to retirement, some decisions aren’t as clear-cut as they seem. Should you pay off your mortgage early? Convert to a Roth IRA? Claim Social Security at 62 or wait until 70? The math might say one thing, but your emotions, goals, and personal circumstances often pull you in another direction. In this episode, Eric tackles the “gray areas” of retirement planning, those tricky crossroads where logic and lifestyle collide.
We all like to believe we’re rational when it comes to money, but our emotions often tell a different story. In this episode, Eric unpacks key insights from Morgan Housel’s The Psychology of Money and explains how our upbringing, fears, and life experiences shape how we save and spend. From the fear of running out to the trap of always wanting more, Eric explores why logic alone isn’t enough to build a solid retirement plan.
Most people assume all financial advisors offer the same services, but that couldn’t be further from the truth. From taxes to Social Security, Medicare to estate planning, the depth and quality of your advisor’s services can make or break your retirement plan. In this episode, Eric walks through the often-overlooked services a true, holistic advisor should provide and why they matter.
Thanks to a variety of economic and geopolitical circumstances, many people are experiencing some form of financial anxiety right now.
In this episode, Eric opens the mailbag to answer three listener questions that hit on some of the most common—and often misunderstood—retirement topics.
Most people think a financial advisor’s primary job is picking investments, but that’s just a small piece of the puzzle. In today’s episode, Eric explains that the real work happens in solving the complex, emotional, and unexpected problems that come with retirement: early job loss, tax challenges, the loss of a spouse, or even recovering from bad advice.
Making more money is great, but what happens when it becomes a roadblock for contributing to a Roth IRA? And how can you make your emergency fund work smarter for you? In today’s episode, we pull from the mailbag and answer a mix of listener questions. Eric addresses concerns that reflect the real-life hurdles many face on the road to retirement.
Although tax season has come to a close, the time for smart tax planning has just begun! In this episode, we unpack the upcoming tax updates that could affect your planning for the next few years, including changes to 401(k) contribution limits, tax deductions, and the potential benefits of using tax-advantaged accounts like HSAs.
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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