What should you be considering when trying to DIY your retirement plan? Eric talks through why many later decide working with a financial advisor is best. Key topics on this show: 0:47 - Retirement planning is not as easy as it looks. 2:59 - How do you approach the plan as a whole? 7:03 - How much time do you want to spend focusing on this? 10:10 - What happens if…? Read more and get additional resources here: http://petersonfg.com
What does it look like to achieve financial security? Let’s talk through a few financial goals people have when they meet with a financial advisor. Key topics on this show: 0:47 - What is your definition of financial security? 3:18 - You don’t want to run out of money. 4:31 - Maybe you want to be able to work on your terms. 6:41 - Having an emergency fund protects you. 9:13 - How do you avoid feeling panicked during market volatility? Read more and get additional resources here: http://petersonfg.com
When you’re a business owner, you put your heart and soul into your business. There’s a lot that goes into starting and running a successful business. When it’s time to retire though, how can you make sure your transition goes well? Key topics on this show: 1:04 - If you start a successful business, will you be set for retirement? 5:30 - How will you sell it? 9:02 - Are you planning on the family taking over? For more financial information, visit us online: http://petersonfg.com
How much should you pay attention to some of these recent financial news headlines? Eric shares what he thinks and what matters when it comes to your financial situation. Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/ What we discuss in this episode: 1:18 - Are we preparing for an economic hurricane? 3:22 - Mortgage rates are in for a bumpy ride. 4:23 - Looming twilight of social insurance? 6:53 - America’s unemployment rate might be higher than you think. 8:42 - Should you buy gold?
Should you follow conventional wisdom when it comes to your financial decisions? Eric shares when the conventional wisdom might not be best. Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/ What we discuss in this episode: 0:47 - Should you invest in real estate? 3:49 - Is there good debt vs. bad debt? 5:52 - Is retirement a chance to relax? 8:51 - Should you try something else with investments?
Let’s plan the vacation of your dreams: retirement. More than simply a week away, you want to spend the right amount of time and energy thinking about this major season in life. Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/ What we discuss in this episode: 1:08 - Where will you stay? 3:03 - Where are you going to eat? 6:10 - Unexpected things may happen. 8:34 - Who will cover for you?
What are we all facing and wondering about in our financial futures? Eric talks through a few topics you might have had on your mind lately. Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/ What we discuss in this episode: 0:47 - What can we all relate to? 1:46 - What do we all have in our car? 2:22 - We all are looking at Social Security. 4:47 - We all forget someone’s name. 6:28 - What’s your real risk tolerance?
Where’s the best place for your money to go? Several people are considering where their money should be, so Eric answers three questions from the mailbag for today’s show. Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/ What we discuss in this episode: 0:46 - What if I don’t know if I’m wanting to retire? 5:33 - Should I do a rollover to stop the market losses? 7:50 - Should I move my mom’s money into investments?
Ready to ace your retirement plans? Let’s talk tennis and see how much it relates to your financial plans on today’s show. Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/ What we discuss in this episode: 0:47 - Eric reminisces about playing tennis back in the day. 1:49 - The court is different for singles vs. a doubles match. 5:19 - Financial advisors are different. 8:14 - What can you best control in your financial plan?
What financial advice does Eric have for younger couples? What can you do to reduce next year’s taxes? Eric answers these questions and more from the mailbag. Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/ What we discuss in this episode: 0:47 - What are good investing tips to share with others? 3:20 - Should I delay taking my Social Security benefit out? 6:12 - How can I lower my taxes next year?