fiduciary | Peterson Financial Group

Naughty or Nice? Financial Advisor Behaviors

By Eric Peterson | December 21, 2022 |

Do you think your financial advisor belongs on the naughty list or the nice list this year? Eric talks through a few scenarios that financial advisors may face to set the record straight on whether it is nice or naughty. If you come across a similar situation, hopefully, this will shed some light on reasonable expectations clients should have with their advisors.

More than Just a “Nice Person”

By Eric Peterson | August 11, 2022 |

Financial advisors are people who want to get along with, but you probably want more than just a nice person. We talk through what you should expect with a fiduciary and when you should get a second opinion.

Financial Jeopardy

By Eric Peterson | July 28, 2022 |

We play the game of Jeopardy as Eric answers financial questions on today’s show. Do you know all the answers?

Two Truths and A Lie

By Eric Peterson | 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.

Retirement Reality Checks

By Eric Peterson | 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.

Why Eric Loves Working as a Financial Advisor

By Eric Peterson | 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.

Let’s Play Financial Jeopardy

By Eric Peterson | November 21, 2019 |

Financial for 200! Financial for 400! Are you ready to match the questions with the statements like in Jeopardy when it comes to your knowledge of financial terms? Which of these currently impact your retirement plan?

Watch Out For These Red Flags When Working With A Financial Advisor

By Eric Peterson | July 25, 2019 |

When you are working with an advisor, you want your relationship to be built on trust and quality expertise. But how do you know if an advisor is a bad fit? What red flags should you avoid? We’ll tell you in this episode.

Presidential Quotes And The Financial World

By walter | June 20, 2019 |

There are a lot of great quotes from past presidents that also apply in the financial industry. Have you heard all of these? How would you apply them to your financial portfolio?

Delayed Gratification In Retirement Planning

By Eric Peterson | May 9, 2019 |

Sometimes, it’s hard to make financial sacrifices when the reward seems so far away. However, delayed gratification can be extremely beneficial when it comes to your finances. Eric talks about four situations when people may be tempted to choose instant gratification over a better long-term pay out.