Retirement Ready

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Money shows up in our favorite songs for a reason. It captures the emotions, tensions, and tradeoffs we all feel when it comes to finances. In this episode, Eric has some fun pulling financial lessons from iconic lyrics and exploring what they reveal about real-life money decisions. You might...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   In a world full of flashy promises and polished marketing, how do you know what actually matters when choosing a financial professional? In this episode, Eric tackles “shiny object syndrome” in retirement planning- the glossy brochures, impressive projections, testimonials, awards, and alphab...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   When it comes to retirement, having enough money doesn’t automatically mean having everything figured out. In this episode, Eric tackles real listener questions that reveal where even confident savers can still go wrong. From deciding whether an advisor adds value when money isn’t an issue, t...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   We’ve all seen those Christmas ornaments that say things like “Baby’s First Christmas.” It’s a milestone moment worth commemorating. But what about a retiree’s first Christmas? You may not have a specialty ornament to hang on the tree for this one, but that doesn’t mean it isn’t a milestone....

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   We’re bombarded daily with headlines that spark panic — elections, health insurance changes, Social Security insolvency, market swings, and more. But how much of it really matters for your retirement? In this episode of the Retirement Ready Podcast, Eric Peterson breaks down three major worri...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Your retirement journey has more in common with The Wizard of Oz than you might think. In this playful but practical episode, Eric uses themes from the classic film — the Yellow Brick Road, the Scarecrow, Glinda the Good Witch, and more — to illustrate some of the most important principles in...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Eric explores common money mistakes people often make when planning for retirement, and scenarios that could cost you in the long run. The discussion also covers critical considerations around long-term care and how to avoid financial setbacks. Tune in to learn what you can do now to steer cl...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   What do flight plans and retirement strategies have in common? In today’s episode, Eric draws an analogy between piloting a plane and navigating retirement. He explains how stress-testing your retirement plan against life’s turbulence can enhance your confidence and strengthen your financial...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   It’s time to get comfortable with the uncomfortable. In this episode, Eric tackles the financial discussions most people put off and explains how facing them now can protect your family’s future. Tune to discover honest, practical ways to talk about loss, legacy, and long-term care—and learn...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Think fairy tales are just for kids? Think again. The secrets to lasting wealth may be hiding in stories you heard at bedtime. Today, Eric takes a creative approach to financial planning, drawing lessons from Aesop’s Fables to show why slow, steady, and intentional strategies still win the ra...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Ever wondered if your financial review truly reflects who you are and what matters most to you? In this episode, Eric explores how financial reviews aren’t one-size-fits-all, they’re tailored to your unique personality and goals. From data-centric clients who thrive on numbers and details, to...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Instilling strong habits creates a foundation for you to build on, and investing is no different. Today, Eric breaks down the habits that can turn good intentions into bad investing outcomes. He explains how emotional reactions, trend-chasing, and lack of a clear plan often derail even discipli...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Retirement is approaching and how you get started could have a huge impact on the rest of your retirement. Today, Eric shares the do’s and don’ts of entering retirement and explains why the first year is one of the most critical times in your financial life. He breaks down the common pitfalls...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Eric breaks down some of the most common misconceptions about retirement planning and reveals what it really takes to build lasting financial confidence. He explains how to find the right balance between growth, safety, and tax efficiency while addressing myths about investment risk, life ins...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   When it comes to retirement, every financial decision counts- but some are more complicated than others. In this episode, Eric tackles listener questions about three real-life retirement scenarios. First, he explains what happens when you want to adjust or cancel a life insurance policy with...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Golf and retirement may seem worlds apart, but the lessons from the course fit perfectly into financial planning. In this episode, Eric shares why chasing “hole-in-one” investments can feel exciting but dangerous if it makes you think you’ve “figured it all out.” Just like golf, one great sho...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   We’ve all heard the phrase “famous last words.” These statements sound confident in the moment but don’t age well. Retirement planning has its own version of those phrases and believing them can lead to painful consequences. In this episode, Eric shares the financial phrases he’s heard far to...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Retirement planning often looks straightforward from the outside, but as Eric explains, many decisions can be harder to make than they appear. In this episode, Eric and Marc break down some of the most common challenges retirees face, starting with the big question of when to claim Social Sec...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   The financial world is crowded with titles- advisor, broker, planner- and it isn’t always clear what those labels mean for your retirement. In this episode, Eric breaks down the critical differences between brokers and fiduciary advisors, using simple analogies to show how each approach your...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Gen X is often called the “forgotten generation,” but when it comes to retirement planning, they may also be the most at risk. Many Xers came of age just as pensions were disappearing, making them the first generation to rely heavily on 401ks. Add in market crashes, higher levels of personal...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Conventional wisdom often sounds reassuring: “Real estate always goes up.” “Mortgages are good debt.” “Switch investments when something isn’t working.” But is it actually wise advice? In this episode, Eric challenges some of the most common money clichés and points out where they can lead re...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Could you be wealthier than you realize once all your accounts and assets are tallied? Many pre-retirees and retirees underestimate the financial strength they’ve already built, creating unnecessary stress. In this episode, Eric shares five clear signs that you’re on stronger financial footin...

📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/   Planning a great vacation takes time, effort, and a little bit of strategy. So why do so many people put more thought into a week-long trip than into a decades-long retirement? In this episode, Eric uses the fun (and sometimes stressful) process of vacation planning to show how you can prepar...

We all have those personality quirks: a car full of fast-food napkins, forgetting names mid-conversation, or insisting on carrying all the groceries in one trip. But what if those small, relatable habits say something deeper about how we handle money, risk, and retirement planning? In this episode, Eric brings humor and insight to the table as he explores how everyday behaviors often mirror our fi...

What do smoking sections, kids' menus, and combo meals have to do with retirement planning? More than you might think! In this episode, Eric serves up financial wisdom using a creative "retirement restaurant" metaphor.  He explains how appearances can be deceiving when it comes to diversification, why some strategies that helped you build wealth may not be the same ones that preserve it, and how o...