Eric Peterson's Retirement Ready Radio Show

Most people think a financial advisor's main job is picking investments. But the truth is, the real job is helping people solve problems. Today, Eric will share some examples of the kinds of problems he's helped clients work through.  Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

At this point of the year, most people have gotten their tax return filed for 2024. So now it's time to turn our attention to planning for this year. Let's discuss the tax code updates that you should know about… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Believe it or not, financial planning isn't all about math and logic. There are times when it's important to factor in how you feel about certain things...   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500  

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let's see what are other financial advisors experiencing with clients… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Be careful about making assumptions in retirement planning before you know the facts. Some of these assumptions could be correct, but they could just as likely be wrong... Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

What can we learn about retirement planning from these popular board games?   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Creating a customized retirement plan for someone often involves addressing unique challenges. Let's explore some common retirement planning obstacles you might encounter and potential solutions.   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

For some people, the idea of retiring and then getting another job is detestable. For others, they can't sit still and have to go find some other job. For the latter crowd, here's a handful of popular "side gig" jobs for retirees… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Join Eric this week as he talks all things financial planning for couples, from common money disagreements to effective communication and creating a plan you'll both love. Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: "new year, new me!" To figure out what the new "you" is all about, sometimes it helps to reflect first on what you've done in the past and what you want to change moving forward. Today, we'll talk about the financial decisions and habits you've m...

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn't quite tell the whole story. Let's discuss a few examples…   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Let's discuss some of the financial matters that folks should consider addressing before the end of the year... Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Let's explore some of the financial lies people sometimes tell themselves…   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Some things in life are just plain bad and there's no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let's talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you... Contact Information: Website: https://petersonfg.com/ Phone Number: 515...

Many of the cultural debates and arguments that we see in society today would be less controversial if we more clearly defined the terms that we use in these discussions. And having a clear definition is just as important with the word "diversification." Let's talk about the many different types of diversification that can exist... Contact Information: Website: https://petersonfg.com/ Phone Number...

Dorothy Parker was a writer in the first half of the 20th century who was well-known for her wit and wisecracks. And with just a little bit of creativity, we can turn some of her quotes into good financial advice... Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we're going to tell you all of the reasons that you shouldn't…   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Make sure you're well-versed in these retirement income planning essentials before you head off into retirement… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500  

In many ways, retirement planning was easier for previous generations. If you're retiring now, you face a completely different set of challenges than your parents or grandparents did. Let's talk about why the retirement planning decisions of the past were easier to make…   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500  

Anytime someone asks "when should I start my Social Security" the answer is always "well, it depends." But depends on what? Let's explore some of the variables… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Let's explore some real-life scenarios of clients navigating important financial decisions involving their homes. Whether it's downsizing or purchasing a vacation home, we'll break down the financial considerations behind each choice.   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

What can we learn about retirement planning by observing a water wheel?   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500  

We thought we'd have some fun this week with a financial planning multiple-choice quiz. What do you believe is the right answer? Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500  

There are dozens of mistakes that you can make when it comes to retirement planning. These are the most common ones that we see…   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500  

Spouses don't always agree on financial issues. Let's talk about some common conflicts…   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500