Retirement – Peterson Financial Group

Mailbag: Which Investment Should I Withdraw From?

By Eric Peterson | September 29, 2022 |

Whether you are nearing retirement or wanting to buy a new car, taxes are often a big part of the conversation. Thinking through how and when to withdraw from your investments strategically can make all the difference in what taxes you pay afterwards.

401(k) Weaknesses

By Eric Peterson | July 21, 2022 |

If you have a 401(k), what are some of the downsides? Eric talks through what a 401(k) is best for and when it is better to invest elsewhere.

Retirement Planning: It’s Not As Easy As It Looks

By Eric Peterson | July 14, 2022 |

What should you be considering when trying to DIY your retirement plan? Eric talks through why many later decide working with a financial advisor is best.

Conventional Wisdom

By Eric Peterson | June 16, 2022 |

Should you follow conventional wisdom when it comes to your financial decisions? Eric shares when the conventional wisdom might not be best.

Financial Things We Can All Relate To

By walter | June 2, 2022 |

What are we all facing and wondering about in our financial futures? Eric talks through a few topics you might have had on your mind lately.

Mailbag: Should I Move my Mom’s Money into Investments?

By Eric Peterson | May 26, 2022 |

Where’s the best place for your money to go? Several people are considering where their money should be, so Eric answers three questions from the mailbag for today’s show.

Building a Plan for the Long Haul

By Eric Peterson | May 5, 2022 |

What do you need to get you through the long haul of life? Eric talks us through what this looks like in your financial plan and how to build it with an eye on a distant horizon.

What Do You Need to Know About Today’s Inflation?

By Eric Peterson | April 28, 2022 |

Everywhere you turn there’s a headline about inflation but what do you need to know about what’s going on? Eric weighs in on the recent numbers and what you can do about it.

Mailbag: Should I Save Elsewhere Besides My 401(k)?

By Eric Peterson | April 21, 2022 |

What kind of savings do you really need for retirement? Are you working with the right advisor to get you there? Eric answers three questions from listeners.

Playing the Retirement Game Show

By Eric Peterson | April 14, 2022 |

Come on down! We talk about our favorite TV game shows and how it relates to our financial plan (and when it should look different).

Asking the Wrong Questions

By Eric Peterson | March 31, 2022 |

What do I really spend? What does it take to maintain this standard of living? And what changes in retirement from when I am working from an expense side?

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

By Eric Peterson | March 24, 2022 |

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.

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.

Are You Aware of Hidden Expenses?

By Eric Peterson | 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.

Stuff That Doesn’t Work

By Eric Peterson | 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.

Are These Things Overrated or Underrated

By Eric Peterson | 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?

Spending with Confidence

By Eric Peterson | 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.