Retirement Planning - Money Not Math

By Drew Erickson

I love to help people have more confidence in their financial future.

My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active ... more

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FAQs about Retirement Planning - Money Not Math:

How many episodes does Retirement Planning - Money Not Math have?

The podcast currently has 211 episodes available.

Retirement Planning - Money Not Math episodes:

July 14, 2020 Raising kids and planning a paternity leave resolution. Money Not Math 81
Raising kids and planning a paternity leave resolution. Money Not Math 81
https://youtu.be/AbUtmD_4Zj8
Do you have a family or financial goal you would like to achieve but have not written down yet? I strongly recommend it and am here to help if you want to build a financial plan and are looking for someone to trust.
Are investing in 529 plans the best option for you?
Are you comfortable with your home’s security system?
Do you have enough life insurance to protect your most valuable asset and your family in case you unexpectedly pass away?
è Are you protecting your most valuable asset? Money Not Math 67 with Ross Welte https://youtu.be/VFe5zfFvi_A
Do you have enough protection for your income, family, and wealth in case you get sick or hurt and cannot work?
è How would it feel to lose 25-100% of your income? Money Not Math 79 https://youtu.be/6Pzevs2JWNE
We would love to see you this Wednesday, July 15thbetween 5:30-7:30 pm at the Falls Stay and Play for our Falls Under 40 (FU40) event where there will be free appetizers and it’s a kid friendly event. http://fallsstaynplaytrf.com/
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11min
July 06, 2020 How would it feel to lose 25-100% of your income? Money Not Math 79
How would it feel to lose 25-100% of your income? Money Not Math 79
Can you afford to lose all or some of your income due to unexpected life events?
It is time to talk to someone you trust about your options to protect yourself, your family, and your money?
Give me a call today to learn more.
YouTube https://youtu.be/6Pzevs2JWNE
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11min
July 01, 2020 How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7
How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7
Do you want all your retirement income subject to income taxes, some of your money subject to taxes in retirement, or none of your retirement subject to taxes in retirement? Do you want to be Larry, Moe or Curly in retirement?
What is more important, your rate of return or your rate of distribution?
How much of your pie do you want to give up?
If you have any interest in learning more about mental, emotional, or physical health I recommend giving Tate Sorvig a call.
Link to this clip: https://youtu.be/IMmDNMU4t28
Links to the other clips: Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1 https://youtu.be/NRxmNXWsJWM
Why did I choose financial planning as my profession? Money Not Math 78 Clip 2 https://youtu.be/BmfGFHIUi7c
What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3 https://youtu.be/-15L31QwlsM
Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4 https://youtu.be/_sCmcukcCIM
What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5 https://youtu.be/vcDzNd8mSos
Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6 https://youtu.be/NclPng0DNQs
Link to the full video: Role reversal where Tate Sorvig interviews me to learn what I do. Money Not Math 78 full video https://youtu.be/oDHSos5j200
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14min
June 30, 2020 Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6
Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6
I am a firm believer in Moral Capitalism, how about you?
Link to this clip: https://youtu.be/NclPng0DNQs
Links to the other clips: Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1 https://youtu.be/NRxmNXWsJWM
Why did I choose financial planning as my profession? Money Not Math 78 Clip 2 https://youtu.be/BmfGFHIUi7c
What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3 https://youtu.be/-15L31QwlsM
Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4 https://youtu.be/_sCmcukcCIM
What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5 https://youtu.be/vcDzNd8mSos
How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7 https://youtu.be/IMmDNMU4t28
Link to the full video: Role reversal where Tate Sorvig interviews me to learn what I do. Money Not Math 78 full video https://youtu.be/oDHSos5j200
...more
16min
June 26, 2020 What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5
What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5
I believe my job is to educate you on what your best options are well enough that you can make confident decisions.
I am sure I forgot more than one, but one important protection topic that I forgot to mention is long term care.
Link to this clip: https://youtu.be/vcDzNd8mSos
Links to the other clips: Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1 https://youtu.be/NRxmNXWsJWM
Why did I choose financial planning as my profession? Money Not Math 78 Clip 2 https://youtu.be/BmfGFHIUi7c
What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3 https://youtu.be/-15L31QwlsM
Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4 https://youtu.be/_sCmcukcCIM
Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6 https://youtu.be/NclPng0DNQs
How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7 https://youtu.be/IMmDNMU4t28
Link to the full video: Role reversal where Tate Sorvig interviews me to learn what I do. Money Not Math 78 full video https://youtu.be/oDHSos5j200
...more
9min
June 26, 2020 Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4
Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4
Do you believe what I believe?
Are you motivated to be successful?
Are you willing to take action to improve your life?
Are you open minded to learn new things and be different than your friends?
Are you a genuinely good person that cares about your family?
Link to this clip: https://youtu.be/_sCmcukcCIM
Links to the other clips: Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1 https://youtu.be/NRxmNXWsJWM
Why did I choose financial planning as my profession? Money Not Math 78 Clip 2 https://youtu.be/BmfGFHIUi7c
What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3 https://youtu.be/-15L31QwlsM
What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5 https://youtu.be/vcDzNd8mSos
Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6 https://youtu.be/NclPng0DNQs
How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7 https://youtu.be/IMmDNMU4t28
Link to the full video: Role reversal where Tate Sorvig interviews me to learn what I do. Money Not Math 78 full video https://youtu.be/oDHSos5j200
...more
8min
June 23, 2020 What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3
What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3
How I determine if potential clients believe what I believe using the retirement pie and retirement mountain analogies. How much of your pie do you want to share? What side of the mountain do you believe is more important?
Link to this video: https://youtu.be/-15L31QwlsM
Links to the other clips: Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1 https://youtu.be/NRxmNXWsJWM
Why did I choose financial planning as my profession? Money Not Math 78 Clip 2 https://youtu.be/BmfGFHIUi7c
Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4 https://youtu.be/_sCmcukcCIM
What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5 https://youtu.be/vcDzNd8mSos
Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6 https://youtu.be/NclPng0DNQs
How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7 https://youtu.be/IMmDNMU4t28
Link to the full video: Role reversal where Tate Sorvig interviews me to learn what I do. Money Not Math 78 full video https://youtu.be/oDHSos5j200
...more
16min
June 22, 2020 Why did I choose financial planning as my profession? Money Not Math 78 Clip 2
Why did I choose financial planning as my profession? Money Not Math 78 Clip 2
Protection is not sexy, but it is just as important as the offensive side of your financial planning.
It is not just what you make, it is what you keep.
Link to this video: https://youtu.be/BmfGFHIUi7c
Links to the other clips: Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1 https://youtu.be/NRxmNXWsJWM
What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3 https://youtu.be/-15L31QwlsM
Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4 https://youtu.be/_sCmcukcCIM
What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5 https://youtu.be/vcDzNd8mSos
Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6 https://youtu.be/NclPng0DNQs
How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7 https://youtu.be/IMmDNMU4t28
Link to the full video: Role reversal where Tate Sorvig interviews me to learn what I do. Money Not Math 78 full video https://youtu.be/oDHSos5j200
...more
10min
June 19, 2020 Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1
Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1
Link to this video: https://youtu.be/NRxmNXWsJWM
Links to the other clips: Why did I choose financial planning as my profession? Money Not Math 78 Clip 2 https://youtu.be/BmfGFHIUi7c
What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3 https://youtu.be/-15L31QwlsM
Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4 https://youtu.be/_sCmcukcCIM
What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5 https://youtu.be/vcDzNd8mSos
Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6 https://youtu.be/NclPng0DNQs
How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7 https://youtu.be/IMmDNMU4t28
Link to the full video: https://youtu.be/oDHSos5j200
...more
8min
June 05, 2020 Actionable items to implement in our lives to feel better and be happier. Money Not Math 76, Clip 5 with Tate Sorvig.
Actionable items to implement in our lives to feel better and be happier. Money Not Math 76, Clip 5 with Tate Sorvig.
1) Awareness- have the courage to question what is going on in your body.
2) Routines-exercise
3) Posture- do you have a neutral spine?
4) Breathing exercises.
5) Go outside, go outside, go outside, and go outside.
It is okay to be uncomfortable, in fact that is how we learn.
YouTube link to this clip, https://youtu.be/WXbvbZwq-_U
YouTube link to the full video of our second conversation on May 27th 2020 where this clip was pulled from https://youtu.be/recKHBGowJo
YouTube link to the full video of our first conversation back on May 6th 2020 https://youtu.be/64UNbrbZETw
...more
17min

FAQs about Retirement Planning - Money Not Math:

How many episodes does Retirement Planning - Money Not Math have?

The podcast currently has 211 episodes available.