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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.

How To Create A Retirement Plan Without Compromises, Part 2

By Eric Peterson | October 3, 2019 |

We all want a certain sense of safety and security, but we also need the growth and potential that comes with risk. So how do you weigh out the two and create a plan without compromise? What tools can be used to achieve the right combination of both safety and growth?

How To Create A Retirement Plan Without Compromises, Part 1

By Eric Peterson | September 26, 2019 |

When making any decisions, you may get to a point when you have to make some compromises. How about when it comes to your retirement plans, are you making too many compromises?

How To Handle Financial Pain Points in Retirement

By Eric Peterson | September 19, 2019 |

When planning for retirement, there are a number of pain points that can come up to cause stress and fear for the future. What are some ways you can address these pain points now?

Can Financial Planning Be A DIY Job?

By Eric Peterson | September 12, 2019 |

Wondering whether or not you really need a financial advisor or if you could just figure it out on your own? Why do people choose to approach financial planning like a DIY project, and why do some of those DIYers later change their mind?

How To Ask Better Financial Questions

By Eric Peterson | August 15, 2019 |

Asking questions is always a good thing. The more you ask, the more you understand. But sometimes you don’t get the answer you need until you ask the right question. These four common financial questions are a bit better when they are rephrased and reconsidered.

Handling What You Can’t Control in Retirement

By Eric Peterson | June 6, 2019 |

Some things are just out of your hands. In retirement planning there are a lot of things completely out of your control, but if you re-frame your thinking, there is actually something you can do about them. Eric talks through these four areas where you have an opportunity to prepare for the unpredictable.

Wishful Thinking In Retirement Planning

By Eric Peterson | May 30, 2019 |

Is your head in the clouds when it comes to retirement? Here are three common phrases people say when it comes to retirement planning. Eric shares whether these mentalities are wishful thinking.

Underrated Or Overrated?

By Eric Peterson | May 23, 2019 |

We’re playing a game to determine what’s underrated and overrated when it comes to a few topics in the financial world (and even a few outside of financial planning). Let us know what you think.

Episode #27: It’s Time To Talk About RMDs

By Eric Peterson | February 21, 2019 |

Required minimum distributions can easily slip through the cracks of your retirement plan. As tax day 2019 is approaching, understand the impact RMDs will have on your finances.

Episode#23: Prepping For Tax Season

By Eric Peterson | January 24, 2019 |

It’s the time of year when people start thinking about taxes. We’ll ask a few questions and offer a few tips to prepare you for tax season.

Episode #22: Common Money Mistakes

By Eric Peterson | January 17, 2019 |

There are many moving parts in a successful retirement plan. If you’re not careful, it’s easy to gloss over key details. Eric uncovers some of the common money mistakes he sees people making.

Episode #17: Financial Blind Spots

By Eric Peterson | December 13, 2018 |

When you’re driving, you always check your blind spot before changing lanes. If you don’t, you might find yourself in an accident. Eric covers the blind spots in your financial vehicles.