Eric Peterson's Retirement Ready Radio Show

If you're like most people, you probably have some financial accounts that you don't give much attention. The statements are just collecting dust in your file cabinet but they might actually be hidden gems that could be put to much better use. Let's talk about some of the accounts that people tend to ignore for too long… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

The old proverb says, "The road to hell is paved with good intentions." Sadly, the road to bad financial advice is often no different. Let's talk about some of the people who have good intentions but often give bad financial advice… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Today we cover some events that mean it's usually a good time for a financial review… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

What can Mark Twain teach us about financial planning?   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

What should you be discussing with your financial advisor? Here are the questions you should be asking and answering.  Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Let's discuss some financial truths that we can state with confidence… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Specific financial goals will obviously be different for each individual person, but are there any general goals that everyone should be shooting for? Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Mister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV, and with just a little bit of creativity, a few of them can be turned into solid financial and investing wisdom… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Mutual funds have been the most popular investment vehicle for a long time, but that doesn't mean that most people understand them as well as they should. Let's discuss… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Bet you didn't expect spending your money to be one of the hardest parts of retirement. But for some, that's the case. Fears of saving enough or worrying about running out of money can have a real impact on your retirement mindset. Let's talk more about why this happens and what to do about it.  Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Turning 62 might not seem like a big milestone since it's not a number that ends in zero. But it's a big milestone year when it comes to Social Security, because now you can start collecting checks, if you want to. But should you? Before you make a move, it's important to know your "why" for whatever you choose. Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

There's something pretty special about a snow day, when the kids get out of school and get to play all day outside with the neighbors. Let's relive the fun in the snow you might have had as a kid and see how that can serve as a metaphor for our financial lives… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

With the new year upon us, let's run through the checklist of things people should be thinking about as it relates to their financial plans… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

What can we learn about financial planning from these song lyrics about money? Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Let's talk about some of the shiny objects in the financial world that can distract you from the substance that you should really be focused on… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

With people thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

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. Here's what might be different about this year's holiday for your first Christmas in retirement… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

People often spend a lot of time worrying about things like elections, health insurance changes and global conflicts- especially when they're unsure how these issues might affect their own finances. But how much do these factors actually matter for the average person? Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

With all of the things in the financial world that you can't control, why would you sabotage your own retirement by messing up the things you CAN control? Let's discuss some ways that people sabotage their own financial health… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

We're off to see the Wizard! Let's see what we can learn about financial planning from the classic film… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Let's talk through a few money mistakes that HOPEFULLY you'll never make more than once. Or ideally, you can learn from other people's mistakes and never make these mistakes at all… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

What can air travel teach us about retirement planning? Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Aesop's Fables can teach us lessons about life AND money. Today, we'll explore timeless tales and uncover the financial lessons hidden within. Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Any good financial advisor stays in touch with his or her clients on an ongoing basis. Here's a glimpse at how periodic reviews can look different with different types of clients.  Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

If you take a close look at the worst investors in society, you'll find some recurring traits and mistakes that show up a lot. Are you guilty of any of these? Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

You've made it! You're retired. Now, let's make sure you don't screw it all up… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Listen in as Eric debunks some common financial planning myths. Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

What can the game of golf teach us about retirement planning? Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

An engineer who helped build the Titanic said, "Even God himself could not sink this ship." Oops. Let's talk about some of the financial statements people make that often end up coming back to bite them… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Some things in the financial world might seem simple from the outside but are actually pretty tough, while others look complicated but are easier than they appear. Tune in as we cover some examples! Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

In a world where almost everyone calls themselves a financial "advisor" or "planner," it can be difficult to know what those titles actually mean. Let's break down some of the key differences in financial advisor terminology. Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Conventional Wisdom isn't always so wise. Let's discuss a few examples where financial conventional wisdom might lead you astray… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

It's often said that the average person spends more time planning vacations than planning retirement. So we're going to trick everyone into planning their retirement by pretending like we're planning a vacation. Here's a list of what we need to think about… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

What can we learn about investing from the restaurant industry? Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

The new tax bill is now law. And while most headlines are focused on politics, we're focused on what it means for your retirement… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let's talk about some of the reasons it can be a milestone and questions you need to have answers to… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

When it comes to financial planning, everyone has a pain point — something that causes stress or uncertainty. These pain points vary from person to person, but they're always there. Eric reflects on moments when he's helped clients work through different challenges.   Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Everybody wants to feel informed about their options when they're making financial decisions. Let's discuss the ways that people inform themselves… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Even though most people in the financial media try to make financial concepts seem black and white, not everything is so clear. In fact, most things aren't black and white at all- there's usually a lot of gray area. Let's identify some of the issues that usually require a nuanced discussion… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

In honor of Mother's Day, and as a way to recognize everything moms have done for us, let's take a few minutes to talk about how you can best make sure that mom is financially taken care of… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

We're starting a financial book club where a couple of times a year, we'll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today, we'll look at a few concepts from Morgan Housel's book, The Psychology of Money… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500

Thanks to a variety of economic circumstances, many people are experiencing some form of financial anxiety at the moment. Tune in to hear how Eric is advising clients in these situations right now… Contact Information: Website: https://petersonfg.com/ Phone Number: 515-226-1500  

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