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

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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What Goes Into a Customized Financial Plan?

October 15, 2020

Why should you have a customized financial plan? What do you need to consider and what goals help you build an outline for your plan? Join us as we talk about what goes into the process of setting someone up for a secure future.

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Things That Don’t Matter…Until They Do

October 8, 2020

Certain financial documents might seem like they can be put off for now. But when you need them, it’s important to be prepared ahead of time! Do you have all of these things in place?

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Uncommon Sense in Financial Planning

October 1, 2020

When common sense isn’t followed, what does that look like? What common sense should we adhere to when it comes to financial planning?

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Visiting the Financial Doctor

September 24, 2020

We’ve all been to the doctor at some point, so how is it like working with a financial advisor? We compare the similarities on today’s podcast!

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Mailbag: Should I Withdraw from an Old Annuity?

September 17, 2020

When is a good time to withdraw from an annuity and what should you know ahead of time? Eric answers this and two other questions from the mailbag in this week’s podcast.

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Heard It Through The Grapevine?

September 10, 2020

From million-dollar retirement benchmarks to presidential election fears or predictions, have you heard these through the grapevine? Eric shares what he thinks about these three financial rumors.

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Is This Retirement Fact or Fiction?

September 3, 2020

Ever hear something and think, could that be true? Some of these financial concepts are fact and some are fiction–do you know which is which?

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