Retirement Ready

Planning for Unique Situations in Retirement


Listen Later

On this episode, Eric dives into the complexities of crafting a personalized retirement strategy. While many face the same general retirement concerns, each individual’s situation is unique, requiring tailored solutions.

We’ll explore real-life scenarios like age gaps and separate finances, highlighting the specific challenges people encounter when planning for the future.

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

  • What changes with planning when you and your spouse have an age gap?
  • The things you have to plan for if you want to retire early.
  • How we help couples who keep their finances separate.
  • Rebounding from divorce and building your finances back up for retirement.
  • 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
    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    426 Listeners

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

    Your Money, Your Wealth

    741 Listeners

    Your Money Radio by Wealth Enhancement Group

    Your Money Radio

    36 Listeners

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

    Retirement Answer Man

    1,272 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    489 Listeners

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

    Big Picture Retirement®

    502 Listeners

    Retirement Quick Tips with Ashley by Ashley Micciche

    Retirement Quick Tips with Ashley

    45 Listeners

    Retirement Coffee Talk by Charisse Rivers

    Retirement Coffee Talk

    13 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    752 Listeners

    Retirement Answers Today by Jim Martin & Casey Bibb

    Retirement Answers Today

    22 Listeners

    RETIREMENT MADE EASY by Gregg Gonzalez

    RETIREMENT MADE EASY

    24 Listeners

    Secure Your Retirement by Radon Stancil, CFP® & Murs Tariq, CFP®

    Secure Your Retirement

    237 Listeners

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

    43 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    692 Listeners

    Retirement Answers by Jacob Duke, CFP®

    Retirement Answers

    87 Listeners