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

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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Common 401(k) FAQs

December 2, 2021

As you’re accumulating, depending on what stage your life’s in, your contribution should be a different risk tolerance than your balance.

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How Do You Pick A Financial Advisor?

November 23, 2021

Maybe you know you want to work with a financial advisor but don’t know how to determine which one is best for you. Where do you start? What should you look for?

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Finding the Silver Linings

November 18, 2021

If you have a financial setback, how can you find the upside in the situation? We talk through four major financial upsets that could actually be an opportunity in disguise.

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Delayed Gratification in Retirement Planning

November 11, 2021

What financial rewards are worth waiting for? We talk through three sets of options to determine whether delayed or instant gratification is better in retirement.

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Two Truths and A Lie

November 4, 2021

What kind of lies do you need to watch out for when it comes to your finances? Eric shares the truth you need to know in these five financial situations.

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Retirement Reality Checks

October 28, 2021

Are your expectations of retirement realistic? We talk through four things to keep in mind when you dream about your retirement future.

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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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