Retirement Ready

Mailbag – Upsizing, Financial Advisors & Business Owner Planning


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Join us as we answer questions about the challenges of downsizing, the emotional aspects of planning for family gatherings, and the realities of transitioning into a financial advisory career. Whether you're a grandparent considering a new home or a professional seeking a career change, this episode will hopefully cover something that might impact your retirement.

Here’s some of what we discuss in this episode:

  • Is upsizing in retirement to accommodate family gatherings a crazy idea?
  • What advice would Eric give to someone thinking about becoming a financial advisor?
  • What should business owners focus on if they haven’t been saving in a 401k or retirement account?
  • Get in touch with the Peterson Financial team: https://petersonfg.com/

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    Retirement ReadyBy Eric Peterson

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