Posts Tagged ‘Retirement Planning’
Start the Year Right: A Smarter Financial Checklist
A new year is the perfect time to make sure your financial plan is still working the way it should. In this episode, Eric walks through a simple (yet impactful) checklist to help you reset, refocus, and avoid common mistakes that can sneak up over the course of the year. Miss these now, and they can quietly cost you later.
Read MoreAre You Falling for Financial “Shiny Objects?”
In a world full of flashy promises and polished marketing, how do you know what actually matters when choosing a financial professional? In this episode, Eric tackles “shiny object syndrome” in retirement planning- the glossy brochures, impressive projections, testimonials, awards, and alphabet soup of credentials that can distract investors from what really counts. Eric breaks down which tools can be helpful, which deserve skepticism, and why trust, process, and real-world experience ultimately outweigh hype.
Read MoreMailbag: Do I Really Need An Advisor If I Have Enough Money?
When it comes to retirement, having enough money doesn’t automatically mean having everything figured out. In this episode, Eric tackles real listener questions that reveal where even confident savers can still go wrong. From deciding wheth-er an advisor adds value when money isn’t an issue, to the risks of relying on stock-picking and “passive income” strategies for early retirement, the conversation centers on one core idea: having options isn’t the same as having a strategy.
Read MoreRetiree’s First Christmas: The First Holiday Season After You Retire
We’ve all seen those Christmas ornaments that say things like “Baby’s First Christmas.” It’s a milestone moment worth commemorating. But what about a retiree’s first Christmas? You may not have a specialty ornament to hang on the tree for this one, but that doesn’t mean it isn’t a milestone.
Read MoreDoes It Even Matter?: What Retirees Should Actually Worry About
We’re bombarded daily with headlines that spark panic, but how much of it really matters for your retirement?
Read MoreWizard of Oz Lessons for Retirement Planning
Your retirement journey has more in common with The Wizard of Oz than you might think. In
Read MoreMoney Mistakes You Only Make Once
Eric explores common money mistakes people often make when planning for retirement, and scenarios that could cost you in the long run. The discussion also covers critical considerations around long-term care and how to avoid financial setbacks. Tune in to learn what you can do now to steer clear of these all-too-common errors and set yourself up for a worry-free retirement.
Read MoreThe Friendly Skies of Retirement Planning
What do flight plans and retirement strategies have in common? In today’s episode, Eric draws an analogy between pilot-ing a plane and navigating retirement.
Read MoreTough Conversations: Facing Life’s Hardest Financial Moments
It’s time to get comfortable with the uncomfortable.
Read MoreFinancial Lessons from Aesop’s Fables
Think fairy tales are just for kids? Think again. The secrets to lasting wealth may be hiding in stories you heard at bedtime.
Read MorePeriodic Reviews: Tailoring Financial Advice to your Personality
Ever wondered if your financial review truly reflects who you are and what matters most to you?
Read MoreDebunking Retirement Myths: Smarter Strategies for Your Future
Eric breaks down some of the most common misconceptions about retirement planning and reveals what it really takes to build lasting financial confidence.
Read MoreMailbag: Life Insurance, Housing Decisions & Handling Extra Income
When it comes to retirement, every financial decision counts- but some are more complicated than others. In this episode, Eric tackles listener questions about three real-life retirement scenarios.
Read MoreFamous Last Words: Retirement Phrases That Can Cost You
Retirement planning has its own version of those phrases and believing them can lead to painful consequences.
Read MoreRetirement Planning Is Harder Than It Looks
Retirement planning often looks straightforward from the outside, but as Eric explains, many decisions can be harder to make than they appear. In this episode, Eric and Marc break down some of the most common challenges retirees face.
Read MoreAre You Wealthier Than You Think?
In this episode, Eric shares five clear signs that you’re on stronger financial footing than you might think.
Read MoreWhat Vacation Planning Can Teach You About Retirement
In this episode, Eric uses the fun (and sometimes stressful) process of vacation planning to show how you can prepare for a smoother, more enjoyable retirement.
Read MoreWhat Your Life Habits Reveal About Your Finances
We all have those personality quirks: a car full of fast-food napkins, forgetting names mid-conversation, or insisting on carrying all the groceries in one trip. But what if those small, relatable habits say something deeper about how we handle money, risk, and retirement planning? In this episode, Eric brings humor and insight to the table as he explores how everyday behaviors often mirror our financial tendencies.
Read MoreRetirement Restaurant: What’s on Your Financial Menu?
What do smoking sections, kids’ menus, and combo meals have to do with retirement planning? More than you might think!
Read MoreMailbag: Affording Disney, Retirement Income & Leaving Job Benefits
In this mailbag episode, Eric answers real questions from listeners navigating big life transitions. First up, a soon-to-be retiree wants to take the whole family to Disney World, but how do you plan a big trip like that without derailing your retirement timeline?
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