Retirement Ready

We all make mistakes from time to time. But what if your financial mistakes could be avoided with just a little insight? Eric shares some of the most common retirement planning mistakes people are prone to make and what you can do to save yourself from heartache.

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

• Understanding tax implications.

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

When it comes to planning for retirement, the relationship you have with your financial advisor is crucial. Many people express common complaints about their financial advisors, from taking on too much risk to paying high fees or a lack of communication. In today’s podcast, Eric sheds light on these concerns and offers valuable insights to help you navigate your financial journey.

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

• Assessing risk in investments.

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

Inside a marriage, retirement planning is a journey that ideally involves both partners working together towards a common goal. However, as with any significant life decision, disagreements can arise. Eric sheds light on some of the most common spousal disagreements regarding retirement and offers practical advice on how to navigate them.

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

• Determining the risk tolerance level.

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

According to Ernest Hemingway, "In order to write about life, you must first live it." Eric shares how his years working as a financial advisor have given him the experience to guide others through various market conditions and make a financial plan that is possible to follow. It's not just about understanding the products and tools; it's about knowing how people react to different financial stimuli and steering them accordingly.

Tune in to the conversation as we unpack more Ernest Hemingway quotes just like this and see how they relate to financial planning!

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

• The value of years in the financial services industry for understanding market conditions and reactions

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

Saving for retirement is not like it used to be. For too many, it’s a mystery whether or not they have what they need to retire comfortably. To best prepare for retirement, it’s important to know where you stand. Do you have an understanding of what your goals and financial needs are?

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

• How retirement has changed from previous generations.

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

When it comes to financial planning, understanding your investor personality type can significantly impact your retirement plan. From one of the most common investor types to the mismatched couple, Eric shares the different investors he has encountered and how to plan accordingly.

Hear how to ensure a successful retirement, no matter what your personality type. Which of these investor personalities sounds most like you? Find out in this episode.

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

• The victim personality.

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

Are your financial habits setting you up for a secure retirement or are they leading you down a path of uncertainty and uneasiness? Eric shares about the consequences of bad financial habits and what you can do to cultivate better ones. Instead of burying your head in the sand or overemphasizing the wrong things, take some time to recalibrate and get your financial life in the right direction.

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

• Ignoring your account statements.

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

Have you ever wondered how major historical events influence our financial behaviors? Or wondered what the root is of some of your or your family members’ financial decisions? In today’s podcast, we dive into the profound impact of these "black swan" events on our investment and saving habits. From the Great Depression to the 2008 housing crisis, these events have left lasting impressions on generations of investors.

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

• The deep scars of the Great Depression.

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

Many people can have a couple of “blind spots” so to speak when it comes to their retirement plans. Do you worry you may not be accounting for everything you might need for your retirement? Then today’s episode is perfect for you!

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

• The dangers of a market downturn early in your retirement.

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

There can be a lot of emotions when it comes to investing and planning for retirement. And what better way to discuss those emotions than through the characters of Pixar’s latest film, Inside Out 2? In this episode, Eric breaks down how emotions can impact your financial decisions and shares practical strategies to help you manage them. 

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

• The potential joy in retirement planning.

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