Episodes
Thursday Jun 09, 2022
Retirement Vacation Planning
Thursday Jun 09, 2022
Thursday Jun 09, 2022
Let’s plan the vacation of your dreams: retirement. More than simply a week away, you want to spend the right amount of time and energy thinking about this major season in life.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
1:08 - Where will you stay?
3:03 - Where are you going to eat?
6:10 - Unexpected things may happen.
8:34 - Who will cover for you?
Thursday Jun 02, 2022
Financial Things We Can All Relate To
Thursday Jun 02, 2022
Thursday Jun 02, 2022
What are we all facing and wondering about in our financial futures? Eric talks through a few topics you might have had on your mind lately.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:47 - What can we all relate to?
1:46 - What do we all have in our car?
2:22 - We all are looking at Social Security.
4:47 - We all forget someone’s name.
6:28 - What’s your real risk tolerance?
Thursday May 26, 2022
Mailbag: Should I Move my Mom’s Money into Investments?
Thursday May 26, 2022
Thursday May 26, 2022
Where’s the best place for your money to go? Several people are considering where their money should be, so Eric answers three questions from the mailbag for today’s show.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:46 - What if I don’t know if I’m wanting to retire?
5:33 - Should I do a rollover to stop the market losses?
7:50 - Should I move my mom’s money into investments?
Thursday May 19, 2022
A Perfect Match: Tennis and Retirement Planning
Thursday May 19, 2022
Thursday May 19, 2022
Ready to ace your retirement plans? Let’s talk tennis and see how much it relates to your financial plans on today’s show.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:47 - Eric reminisces about playing tennis back in the day.
1:49 - The court is different for singles vs. a doubles match.
5:19 - Financial advisors are different.
8:14 - What can you best control in your financial plan?
Thursday May 12, 2022
Mailbag: Money Management Tips For Younger Couples
Thursday May 12, 2022
Thursday May 12, 2022
What financial advice does Eric have for younger couples? What can you do to reduce next year’s taxes? Eric answers these questions and more from the mailbag.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:47 - What are good investing tips to share with others?
3:20 - Should I delay taking my Social Security benefit out?
6:12 - How can I lower my taxes next year?
Thursday May 05, 2022
Building a Plan for the Long Haul
Thursday May 05, 2022
Thursday May 05, 2022
What do you need to get you through the long haul of life? Eric talks us through what this looks like in your financial plan and how to build it with an eye on a distant horizon.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:47 - What are the biggest downsides to a longer life expectancy?
3:33 - How can you be prepared?
4:26 - How do you insure against risk?
Thursday Apr 28, 2022
What Do You Need to Know About Today’s Inflation?
Thursday Apr 28, 2022
Thursday Apr 28, 2022
Everywhere you turn there’s a headline about inflation but what do you need to know about what’s going on? Eric weighs in on the recent numbers and what you can do about it.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:46 - What is happening with inflation?
3:00 - Gas is at the top of the list.
5:32 - Used cars are up 36 percent.
6:46 - What is happening with the market?
7:59 - How do you combat inflation?
Thursday Apr 21, 2022
Mailbag: Should I Save Elsewhere Besides My 401(k)?
Thursday Apr 21, 2022
Thursday Apr 21, 2022
What kind of savings do you really need for retirement? Are you working with the right advisor to get you there? Eric answers three questions from listeners on today's show.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:47 - Mailbag: If I can’t save 15 percent for retirement will I be okay?
4:45 - Mailbag: Is it bad if my financial advisor is older than me?
7:48 - Mailbag: Should I save elsewhere besides my 401(k)?
Thursday Apr 14, 2022
Playing the Retirement Game Show
Thursday Apr 14, 2022
Thursday Apr 14, 2022
Come on down! We talk about our favorite TV game shows and how it relates to our financial plan (and when it should look different).
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:47 - Do you have a favorite TV game show?
2:08 - The Price is Right…with your stocks?
4:54 - Are You Smarter Than a 5th Grader?
7:10 - Who Wants to be a Millionaire? (Doesn’t everyone?)
Thursday Apr 07, 2022
Tax Season
Thursday Apr 07, 2022
Thursday Apr 07, 2022
What do you need to know when it comes to tax planning? Eric outlines the ways a tax strategy can make a big difference in your retirement plan.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:47 - Thinking about taxes?
5:57 - Will taxes be lower in retirement?
8:12 - How can you be strategic about your taxes?