Retirement Ready

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ What happens if you make a retirement decision you can't undo? And how do you know when you've done enough research before making an important financial move? In this mailbag episode, Eric answers two listener questions—one from a military retiree looking to protect his spouse after declining a...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Can classic movie quotes actually teach valuable retirement lessons? In this episode, Eric takes memorable lines from films like The Terminator, When Harry Met Sally, and The Wizard of Oz and uses them to explain key retirement-planning concepts. From preparing for inevitable market downturns t...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Sometimes, the most valuable retirement lessons come from the questions people are asking every day. In this mailbag episode, Eric tackles listener questions covering investment organization, diversification, and pursuing new opportunities later in life. Along the way, he shares practical insig...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ What does "guaranteed income" really mean in retirement, and is it actually possible to create a paycheck you can count on for life? In this episode, Eric breaks down the different sources of retirement income, including Social Security, pensions, investments, rental properties, and insurance-b...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ In this mailbag episode, Eric tackles a variety of listener questions about retirement and financial planning. He breaks down complex topics into clear, practical guidance to help you make more confident money decisions. You’ll hear discussion around balancing risk, managing income needs, and a...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Sometimes the best financial lessons come from the most unexpected places. Walt Disney built one of the most recognizable brands in history, but some of his most memorable quotes offer lessons that extend far beyond theme parks and animated characters. Today, Eric shares several famous Walt D...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   A lot of people think they’ll work forever, until life changes the plan. In this special mailbag episode, Eric answers listener questions about retirement timing, backup planning, target date funds, and how to think about risk as retirement gets closer. Retirement confidence often comes less...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Losing a spouse is one of the hardest realities anyone can face, and it can create major financial changes that you may not see coming. In this episode, Eric walks through the potential financial impact of becoming suddenly single in retirement, including Social Security changes, tax surprise...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Today, Eric discusses why old financial accounts deserve a second look. He explains how reviewing these accounts can uncover missed opportunities, improve efficiency, and help create a more coordinated financial plan. Tune in for a practical conversation about making sure old accounts are sti...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Not all bad financial advice comes from bad sources. Sometimes it comes from the people you trust the most. Eric breaks down how well-meaning input from family, friends, professionals, and even the media can lead to the wrong decisions. Learn how to filter advice and understand what actually...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Life doesn’t always go according to plan, and your finances need to be ready when things change. Eric walks through some of the biggest life events that can impact your financial future and why each one is a moment to revisit your plan. The goal isn’t to predict every twist and turn; it’s to...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Mark Twain once said, “It’s not what you don’t know that gets you into trouble, it’s what you know for sure that just ain’t so.” How can this wisdom apply to retirement planning? Eric exposes some of the most common misconceptions people have about retirement, including why rules of thumb oft...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Not all financial advice is created equal, and sometimes the difference comes down to the questions being asked. Too often, conversations with advisors focus on performance and returns, while the bigger picture gets overlooked. Eric walks through the key questions that can reshape how you thi...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   In today’s 24/7 news cycle, financial headlines are designed to grab attention, not guide smart decisions. The result? Decisions driven more by noise than by strategy. In this episode, Eric explores how media influence, emotional reactions, and misunderstood risk tolerance can quietly derail...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Everyone talks about setting financial goals, but far fewer people know how to set the right ones, or how to turn them into something that actually works in real life. Eric walks through how to create financial goals that are both meaningful and achievable. It’s easy to aim high, but if your...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Filling out a March Madness bracket is fun, but when it comes to your retirement, you can’t afford to treat it like a bracket pool. Upsets, bold picks, and emotional calls make for a good time, but the same principles can wreck a financial plan if you play it the same way. In this episode, Er...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Fred Rogers spent decades teaching life lessons through kindness, patience, and thoughtful reflection. While his words weren’t meant to be financial advice, many of his most memorable quotes offer surprising wisdom when applied to investing and retirement planning. Today, Eric takes a few cla...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Most people own mutual funds, whether they know it or not. They’re inside 401(k)s, brokerage accounts, and retirement portfolios across the country. They’ve been around for decades and may feel safe and familiar. But familiarity doesn’t equal understanding. Eric breaks down how mutual funds r...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Retirement decisions aren’t made in spreadsheets alone. They’re shaped by mood, headlines, memories, and personal experiences, often more than we realize. Eric focuses on the emotional side of financial planning and why awareness matters just as much as strategy. He highlights how small react...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   You’ve saved diligently for retirement, but now it’s time to spend. For many retirees, that transition is harder than expected. In this episode, Eric breaks down one of the most overlooked challenges in retirement: actually enjoying the money you worked so hard to build. Learn why spending ca...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   What do you do when financial decisions aren’t just about the numbers? Today, Eric pulls from the mailbag and takes on high-stakes decisions: what to do with family farmland, how much to save, and whether AI belongs in your financial life. So how do you decide when there’s no obvious right mo...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   One of the most common- and least understood- questions in financial planning is how advisors actually get paid. Fees, commissions, percentages… it can feel confusing, uncomfortable to ask about, or easy to misunderstand. In this episode, Eric explains the primary ways financial advisors earn...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   There’s something special about a snow day. They’re somewhat unexpected, memorable, and a break from the routine. Eric borrows a few classic snow-day moments and uses them as metaphors for building a strong financial life. Snow days don’t last forever, but the memories they create do. The sam...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Some of the loudest voices in personal finance aren’t shy about strong opinions, but are those opinions actually helpful? Eric reacts to controversial advice from some of the most recognizable names in money and retirement conversations. The discussion focuses on why one-size-fits-all guidanc...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   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 t...