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.

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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…

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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