Retirement Ready

Separating Your Money


Listen Later

Do you have all of your money in one place? Sometimes your money should be kept in separate funds and separate places so that it can be used for the appropriate purposes. You want to be able to access the money you have when you need it, both now and in the future.

On today’s show we talk about a few categories that can sometimes get combined and whether they should be together or separate.

Here’s what you’ll learn more about:

  • Don’t have your emergency fund with your stock market money. (1:03)
  • Investments and life insurance can get blurred. (3:31)
  • High turnover investment strategies vs. non-retirement assets strategies. (5:32)
  • Emotions should be separate from investment decisions. (7:10)
  •  

    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