Drew Erickson

Retirement Planning - Money Not Math

Business EN ↓ 222 episodes

I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.

Author

Drew Erickson

Category

Business

Podcast website

www.5stonefinancial.com

Latest episode

Jun 26, 2026

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Episodes

Get to know Kelsey Brateng and Kristine Oslund and the online marketing value their business provides their clients- Kindred North Connection. Money Not Math 41-1 16.01.2020

Get to know Kelsey Brateng and Kristine Oslund and the online marketing value their business provides their clients- Kindred North Connection. Money Not Math 41-1 Youtube: https://youtu.be/XGXvByXjpY0

Kelsey Brateng and Kristine Oslund- Kindred North Connection. Money Not Math 41 Full Conversation 16.01.2020

Kelsey Brateng and Kristine Oslund- Kindred North Connection. Money Not Math 41 Full Conversation This is the full conversation I had with sisters Kelsey and Kristine about their business, Kindred North Connection, and how it focuses on helping other small business owners with their online marketing. The amount of time, energy and effort they give to serving others is amazing and impressive. I kno...

Here's the grade most Americans give themselves for retirement readiness- Jessica Menton. Money Not Math 40 15.01.2020

What’s more important, how much money your retirement plan says it is worth or how much income it will provide you in retirement? Are you taking steps to improve your financial future? Oh, and did you see the Twins Signed Josh Donaldson? https://www.usatoday.com/story/money/2020/01/15/retirement-planning-americans-give-themselves-c-lower/4465141002/ YouTube Video= https://youtu.be/nFQ1n7EpOd4

How to recession-proof your retirement plans, according to retirees who made it through the Great Recession- Liz Knueven. Money Not Math 39. 14.01.2020

How to recession-proof your retirement plans, according to retirees who made it through the Great Recession- Liz Knueven. Money Not Math 39. https://www.businessinsider.com/how-to-recession-proof-retirement-savings-retirees-advice Do you have balance in your financial plan? https://youtu.be/xHN4u7sd5PQ

The One Big Reason I'm Planning to Claim Social Security at 62- Christy Bieber. Money Not Math 38. 13.01.2020

The One Big Reason I'm Planning to Claim Social Security at 62- Christy Bieber. Money Not Math 38. https://www.fool.com/retirement/2020/01/12/the-one-big-reason-im-planning-to-claim-social-sec.aspx Are you planning for what you want to happen while preparing for what could happen?

What the future looks like and how best to contact Scott Fricke- Robin Hood Business Services. Money Not Math 37 Clip 8 10.01.2020

What the future looks like and how best to contact Scott Fricke- Robin Hood Business Services. Money Not Math 37 Clip 8  Scott Provides a perfect example of why it is important to be "Agile" and prepared to take advantage of opportunities.

What is Scott Fricke's- Robin Hood Business Services- definition of being successful? Money Not Math 37 Clip 7 10.01.2020

What is Scott Fricke's- Robin Hood Business Services- definition of being successful? Money Not Math 37 Clip 7

If Scott Fricke could only give one piece of advice, what would it be? Hint: stay Agile and prepared to take advantage of opportunities. Money Not Math 37 Clip 6 08.01.2020

If Scott Fricke could only give one piece of advice, what would it be? Hint: stay Agile and prepared to take advantage of opportunities. Money Not Math 37 Clip 6

What are the best financial lessons Scott Fricke has learned from his experiences Money Not Math 37 Clip 5 08.01.2020

What are the best financial lessons Scott Fricke has learned from his experiences Money Not Math 37 Clip 5

How and Why did Scott Fricke start Robin Hood Business Services? Money Not Math 37 Clip 4 08.01.2020

How and Why did Scott Fricke start Robin Hood Business Services? Money Not Math 37 Clip 4

What businesses are Robin Hood Business Services ideal clients’? Money Not Math 37 Clip 3 with Scott Fricke 08.01.2020

What businesses are Robin Hood Business Services ideal clients’? Money Not Math 37 Clip 3 with Scott Fricke

What value does Robin Hood Business Services provide other business owners? Answer=Lowering costs, Increasing Quality and Hands on Support. Money Not Math 37 Clip 2 with Scott Fricke 08.01.2020

What value does Robin Hood Business Services provide other business owners? Answer=Lowering costs, Increasing Quality and Hands on Support. Money Not Math 37 Clip 2 with Scott Fricke

What is Robin Hood Business Services? Money Not Math 37 Clip 1 with Scott Fricke 08.01.2020

What is Robin Hood Business Services? Money Not Math 37 Clip 1 with Scott Fricke

Scott Fricke-Robin Hood Business Services. Money Not Math 37 08.01.2020

Scott Fricke-Robin Hood Business Services. Money Not Math 37 This is the full-length conversation where we get to know Scott, how his business strives to improve other small businesses by decreasing their costs and increasing their quality, plus the lessons he has learned from his experiences.

Mack Carrigan, Staff Sergeant, on his experiences and recommendations for living a successful life in and out of the military. Money Not Math 36 03.01.2020

Mack is a bad ass in the military, ultra marathon runner, and cooking savant. Plus, he has some impressive insights on how to live an emotionally and financially healthy and successful life. I definitely received value from interviewing him and hope you receive value from listening to our conversation.

RIP Stretch IRAs. Hello Ten-Year Force Out and Hello to Potentially Paying More Taxes. Money Not Math 35 31.12.2019

RIP Stretch IRAs. Hello Ten-Year Force Out and Hello to Potentially Paying More Taxes. Money Not Math 35 Note, the SECURE Act and 2020 spending bill passed back in August but today is the cutoff for new RMD rules and the ability to use Stretch IRAs. https://youtu.be/nmdPACCE3yQ

Is Postponing Taxes Really The Best Idea? Money Not Math 34 18.12.2019

Is Postponing Taxes Really The Best Idea? Money Not Math 34 Are you aware of the affects taxable income has on your social security income, Medicare costs and beneficiaries if you leave them money? https://youtu.be/CE7jwAnvrh0

Congress Set To Pass SECURE Act At Last Minute, Impacting Retirement Planning And Increasing Taxes. Money Not Math 33 17.12.2019

Congress Set To Pass SECURE Act At Last Minute, Impacting Retirement Planning And Increasing Taxes. Money Not Math 33 https://www.forbes.com/sites/jamiehopkins/2019/12/16/congress-passes-secure-act-at-last-minute-impacting-retirement-planning-and-increasing-taxes/#14850b463a4f

401k Loans, Taxes, and Required Minimum Distributions (RMDs). Money Not Math 32 13.12.2019

401k Loans, Taxes, and Required Minimum Distributions (RMDs). Money Not Math 32. Are you aware of how 401k loans can help or hurt you? How the timing of when you distribute money from your traditional (tax deferred) retirement accounts can cost or save you money? And, how RMDs work for your group retirement accounts?

IRAs and 401ks- Do You Know "The Rest of the Story"? Money Not Math 31 12.12.2019

IRAs and 401ks- Do You Know "The Rest of the Story"? Money Not Math 31 "Common Myth Conception: You Will be in a lower tax bracket when you retire than when employed. Reality: With the 1986 Tax Reform Act and subsequent tax reform, most retirees in America will find themselves in a tax bracket at least as high-if not higher- than during their earning years."- Douglas Andrew

Are you House Rich but Cash Poor? Money Not Math 30 11.12.2019

Are you House Rich but Cash Poor? Money Not Math 30. What's more important, owning your home but having little cash to live. Or, owing on your home but having the liquidity and cash flow to live the lifestyle you worked hard for?

Postponing Taxes Often Increases Your Tax Liability. Money Not Math 29 10.12.2019

Postponing Taxes Often Increases Your Tax Liability. Money Not Math 29 Are you increasing your tax liability?

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