investments – Peterson Financial Group

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

By Eric Peterson | 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.

Retirement Planning with Shaq

By Eric Peterson | 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.

Mailbag: Rental Properties, Advisor Reviews, and More

By Eric Peterson | September 30, 2021 |

We are opening up the mailbag today to answer some listener questions. We will be discussing rental properties, taxes on sold businesses, and changing advisors based on investment performances.

Mailbag: Can I Sell My Home and Just Rent in Retirement?

By Eric Peterson | April 1, 2021 |

Ever consider a retirement plan that seems a little unorthodox? There’s no one-size-fits-all when it comes to financial planning, so Eric answers three questions in the mailbag from people considering a less traditional decision to make their plan work for them.

Should You Follow Dave Ramsey’s Financial Advice?

By Eric Peterson | March 18, 2021 |

Is the baby step program and financial advice from Dave Ramsey for everyone? What does a registered financial consultant have to say about it?

Can You DIY Financial Planning?

By Eric Peterson | March 4, 2021 |

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?

Mailbag: Should I Use My Severance Package to Pay Off the House?

By Eric Peterson | 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?

Things Your Advisor Should Be Doing

By Eric Peterson | 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.

The Three Worlds of Money

By Eric Peterson | 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.

Mailbag: How Do I Plan for Possible Long-Term Care Expenses?

By Eric Peterson | 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.

Financial Planning and Gun Safety

By Eric Peterson | November 19, 2020 |

What safety measures do you use when you own a gun? Are you implementing similar tactics with your financial plan?

Social Distancing For Your Finances

By Eric Peterson | April 9, 2020 |

In order to keep safe, we’re all practicing social distancing right now. With your finances, are there some areas that need a little bit of space between them for safety and protection? Let’s run through four examples of social distancing in your financial plan.

A Message For The Good Savers

By Eric Peterson | December 19, 2019 |

Maybe you are great at saving and putting away money toward retirement. Is that enough? Find out three areas where a bit more strategy and behavior modification may come into play with your savings and investments as you enter into retirement.

Planning Your Road Trip Towards Retirement

By Eric Peterson | October 24, 2019 |

Think back to your last road trip–what did you do to prepare? Chances are you didn’t suddenly jump in the car and then a few hours (or days) later simply arrive. Yet this is what some people think retirement looks like. Instead, you’ve got to plan ahead and know where you’re going and how you’ll get there.