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Posts Tagged ‘Diversification’

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

By Eric Peterson | March 24, 2022 | 0

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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Financial Abbreviations, Explained

By Eric Peterson | April 15, 2021 | 0

While financial planning has a lot of numbers involved, here are a few letters and abbreviations you should know, too. Eric explains several common financial abbreviations.

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Can You DIY Financial Planning?

By Eric Peterson | March 4, 2021 | 0

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

By Eric Peterson | February 25, 2021 | 0

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 Lessons Learned from the Farm

By Eric Peterson | June 25, 2020 | 0

Whether you are growing some backyard tomatoes or have 100 acres of farmland, what are some financial lessons to be learned? You don’t need a green thumb to understand these financial principles.

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7 Deadly Sins of Financial Planning

By Eric Peterson | November 26, 2019 | 0

Like in all areas of life, it’s important to be cognizant of your blind spots and sinful tendencies. When it comes to the seven deadly sins, how do those apply in your financial plans?

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The Financial Water Wheel

By Eric Peterson | February 28, 2019 | 0

On this podcast, we love a good analogy. Join us as we discover what we can learn from retirement by observing a water wheel.

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Episode #21: Retirement Income Planning

By Eric Peterson | January 10, 2019 | 0

Income planning is an essential part of retirement planning. Learn to examine your income needs in retirement, and join us for a conversation on diversification. 

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Episode #18: Defining Dividend-Paying Stocks

By Eric Peterson | December 20, 2018 | 0

We hear about dividend-paying stocks, but what are they? Find out as we take your email questions. We’ll also hear from a couple with a significant age gap between spouses.

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