Did you know your physical health directly affects your fiscal health? Listen to my podcast to learn why, and how it's critical to be financially healthy.

Thank you for listening!

Eric

When you are retired you have the time to do the things you have been waiting to do, but what if you run out of money? How can you be sure that you have saved enough for your retirement? Listen to my podcast to learn more!

 

Stay safe!

Eric

Can the "financial house" you've built for your retirement weather all of the "financial storms"? Listen to my podcast and find out now!

Thanks for listening!

Eric

As you likely know, there is a new payroll tax deferral. How does this affect your Social Security? What is a Robo Advisor and what are the pros and cons of using one? Lastly, what are the real estate trends? Listen to my podcast for a lot of great information! 

Thanks for listening!

Eric

When it comes to your retirement, it's important to take action and have a plan. There is something called Analysis Paralysis which is the "deer in the headlights" approach to retirement planning. Putting it off can harm you. Listen to my podcast and learn how to avoid Analysis Paralysis!

Stay healthy!

Eric

Like most Americans, we try to eat right, get enough rest and avoid stress and of course, see the Dr. regularly for a physical exam to ensure we are on the right track with our health. Of course when it comes to managing your stress level, often finances weigh heavily on our minds with the global economy, upcoming elections, and more...but when was the last time you had a check-up with a financial professional. Listen to my podcast and find out why checking up on your finances is critical to your financial and physical health.

When a pilot readies to fly a plane, there is a flight plan, contingency plan, and an emergency plan to ensure the passengers get to their destination safely. When it comes to retirement you have to have a plan. Do you know the difference between an Income Plan and a Wealth Management Strategy Plan? What is your plan to get your money out of your accounts when it's time to take your income in retirement? What if there is economic instability? What if taxes are at an all time high? Listen to my podcast to learn more!

Stay safe and healthy!

Eric

These days we are living in an online world! You can do more and more online from shopping for groceries, clothing and goods, job searches, keeping in touch with loved ones and now you can get financial advice from a robot! What's the difference between a human financial advisor and a robo advisor? Listen to my podcast to learn more!

All my best,

Eric

We all remember the story of the "Three Little Pigs" and how the big bad wolf huffed and puffed and blew their houses down...except for the one that was properly built with brick. Is your retirement's financial house strong enough to withstand the "big bad wolf" things that happen in a turbulent economy? Listen to my podcast and learn how to build your financial house!

Best regards,

Eric

Have you ever traveled to the Parthenon in Greece and seen the big pillars? Those pillars hold everything up safely. Did you know that your retirement plan should have four pillars holding up your plan? Listen to my podcast and learn why you need to have these pillars and what each one does.

Thanks for listening!

Eric