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

Mailbag: Should I Save Elsewhere Besides My 401(k)?

April 21, 2022

What kind of savings do you really need for retirement? Are you working with the right advisor to get you there? Eric answers three questions from listeners.

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Playing the Retirement Game Show

April 14, 2022

Come on down! We talk about our favorite TV game shows and how it relates to our financial plan (and when it should look different).

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Tax Season

April 7, 2022

What do you need to know when it comes to tax planning? Eric outlines the ways a tax strategy can make a big difference in your retirement plan.

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Asking the Wrong Questions

March 31, 2022

What do I really spend? What does it take to maintain this standard of living? And what changes in retirement from when I am working from an expense side?

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Mailbag: Should I Combine My Old 401(k) Accounts?

March 24, 2022

What should you do about 401(k) accounts from old jobs? How can you find out what your Social Security benefits would be? Eric answers these questions on today’s show.

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Understanding Financial Feelings

March 17, 2022

How you feel about things has a big impact on your financial decisions. We talk through several areas where understanding your feelings can help you determine what’s best for your financial plan.

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Mailbag: Is It Common to Worry About Running Out of Money?

March 10, 2022

Do people usually fret about running out of money? Are there ways to set aside retirement money for your adult children? Eric answers these questions and more on today’s show.

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Are You Aware of Hidden Expenses?

March 3, 2022

What kind of costs are you paying that you might not even realize? Eric identifies some hidden fees to look out for when planning for retirement.

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Mailbag: Should I Sell my Rental Property for More Liquidity?

February 24, 2022

Time for some questions from the mailbag! Are you making wise financial decisions when it comes to generating retirement income? Hear what Eric has to say on today’s show.

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Retirement Planning with Shaq

February 17, 2022

Ready to spend some time on the basketball court? We have some fun talking through past quotes from Shaq and then applying them to financial decisions.

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Traveling Through The Retirement Airport

February 10, 2022

What do an airport and your retirement plan have in common? Find out things like what to leave behind, what’s worth the money, and what’s a rip-off on today’s podcast!

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Stuff That Doesn’t Work

February 3, 2022

What retirement plans simply don’t work out the way you want them to? Eric talks through the realities of retirement and how we can better plan accordingly.

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How Do You Say It?

January 27, 2022

When it comes to phrases or jargon, it’s good to know how to say it and what means what. Do you know what we’re talking about with each of these things?

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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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