Retirement Ready

Grading Your Financial Competency


Listen Later

Financial competency is something that is not taught nearly enough. As an advisor, Eric focuses on teaching not only strategic investing decisions but also the basic foundations of money. It starts by knowing how much you have. Then, ask yourself, how much do you really spend? It’s easy to spend more than you realize, so getting that in check can make a huge difference.

When it comes to investing, are you truly diversified? How much are you actually paying in fees? Eric shares why some of these answers can be misconstrued and how to get back on track.

 

Here are the questions you need to ask yourself:

  • Do you know how much you have? (1:11)
  • Do you know how much you spend? (3:45)
  • Do you know how much risk you have? (5:39)
  • Do you know what you’re paying in fees? (7:47)
  • Do you know what your retirement income streams look like? (9:46)
  •  

    Get in touch with the Peterson Financial team: https://petersonfg.com/

     

    ...more
    View all episodesView all episodes
    Download on the App Store

    Retirement ReadyBy Eric Peterson

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    5 ratings


    More shows like Retirement Ready

    View all
    Money Matters by Allworth Financial by Allworth Financial

    Money Matters by Allworth Financial

    854 Listeners

    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    450 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    816 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,312 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    543 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    752 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    557 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    694 Listeners

    The Boldin Your Money Podcast by Steve Chen

    The Boldin Your Money Podcast

    190 Listeners

    Retire With Purpose - The Retirement Podcast by Casey Weade

    Retire With Purpose - The Retirement Podcast

    576 Listeners

    Retirement Quick Tips with Ashley by Ashley Micciche

    Retirement Quick Tips with Ashley

    53 Listeners

    Retire Today by Jeremy Keil

    Retire Today

    70 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    828 Listeners

    RETIREMENT MADE EASY by Gregg Gonzalez

    RETIREMENT MADE EASY

    38 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    1,062 Listeners