Episodes
Thursday Mar 31, 2022
Asking the Wrong Questions
Thursday Mar 31, 2022
Thursday Mar 31, 2022
How do you get the answers you need? A lot of it comes down to asking the right questions. We talk through some of the wrong questions people often ask and what you should be asking instead.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:46 - How much money do I need saved for retirement?
2:25 - Should I get long-term care insurance?
3:51 - How can you get the highest possible return rate?
7:07 - Where can I pay the lowest fees?
9:21 - How can I pay less in taxes this year?
Thursday Mar 24, 2022
Mailbag: Should I Combine My Old 401(k) Accounts?
Thursday Mar 24, 2022
Thursday Mar 24, 2022
What should you do about 401(k) accounts from old jobs? How can you find out what your Social Security benefits would be? Eric answers these questions on today’s show.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:46 - What should I do about my investments taking a hit so close to retirement?
4:07 - How can I find out about my Social Security benefits?
8:31 - Should I combine my previous 401(k) accounts?
Thursday Mar 17, 2022
Understanding Financial Feelings
Thursday Mar 17, 2022
Thursday Mar 17, 2022
How you feel about things has a big impact on your financial decisions. We talk through several areas where understanding your feelings can help you determine what’s best for your financial plan.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:46 - We all feel strongly about money.
3:00 - How do you feel about where you live?
5:09 - Do you want to leave a financial legacy?
7:18 - Do you feel like getting rid of debt?
Thursday Mar 10, 2022
Mailbag: Is It Common to Worry About Running Out of Money?
Thursday Mar 10, 2022
Thursday Mar 10, 2022
Do people usually fret about running out of money? Are there ways to set aside retirement money for your adult children? Eric answers these questions and more on today’s show.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
0:46 - Can I help my adult son save for retirement?
4:04 - Is it common to worry about running out of money?
6:37 - Was your advisor in business during our last market downturn?
10:55 - Any benefit to retiring at 67 instead of 65?
Thursday Mar 03, 2022
Are You Aware of Hidden Expenses?
Thursday Mar 03, 2022
Thursday Mar 03, 2022
What kind of costs are you paying that you might not even realize? Eric identifies some hidden fees to look out for when planning for retirement.
Read more and get additional financial resources here: https://petersonfg.com/retirementreadypodcast/
What we discuss in this episode:
1:47 - Mutual funds often have hidden fees.
4:42 - What are variable annuity fees like?
7:42 - Inflation is typically overlooked.
9:18 - Taxes impact your overall net income.
Thursday Feb 24, 2022
Mailbag: Should I Sell my Rental Property for More Liquidity?
Thursday Feb 24, 2022
Thursday Feb 24, 2022
Time for some questions from the mailbag! Are you making wise financial decisions when it comes to generating retirement income? Hear what Eric has to say on today’s show.
Read more and get additional financial resources here: http://petersonfg.com
What we discuss in this episode:
0:47 - Mailbag: Should I sell my rental property for more liquidity?
4:11 - Mailbag: Should I defer my Social Security until later?
6:44 - Mailbag: How much do I need to save to support my lifestyle in retirement?
Thursday Feb 17, 2022
Retirement Planning with Shaq
Thursday Feb 17, 2022
Thursday Feb 17, 2022
Ready to spend some time on the basketball court? We have some fun talking through past quotes from Shaq and then applying them to financial decisions.
Read more and get additional financial resources here: http://petersonfg.com
What we discuss in this episode:
0:46 - Let’s get some advice from Shaq!
2:43 - “Excellence is not a singular act…”
4:33 - “I’m like tax, you’re going to pay one way or another.”
6:59 - “The day I stopped worrying about my stats was the day I started winning.”
9:03 - “The only person who can really motivate you is you.”
Thursday Feb 10, 2022
Traveling Through The Retirement Airport
Thursday Feb 10, 2022
Thursday Feb 10, 2022
What do an airport and your retirement plan have in common? Find out things like what to leave behind, what’s worth the money, and what’s a rip-off on today’s podcast!
Read more and get additional financial resources here: http://petersonfg.com
What we discuss in this episode:
0:46 - What should you remove before retirement?
2:15 - What’s worth paying for?
3:38 - How might you need to adapt?
5:54 - Where might you be overpaying?
Thursday Feb 03, 2022
Stuff That Doesn’t Work
Thursday Feb 03, 2022
Thursday Feb 03, 2022
What retirement plans simply don’t work out the way you want them to? Eric talks through the realities of retirement and how we can better plan accordingly.
What we discuss:
0:47 - What are the things that don’t work?
2:20 - Having a target date fund might not fit your needs.
4:02 - We’ll take care of each other in old age.
6:52 - You can’t guess how long you’ll live.
8:47 - Do you have someone guiding you through the process?
Get Additional Information: https://petersonfg.com/retirementreadypodcast/
Thursday Jan 27, 2022
How Do You Say It?
Thursday Jan 27, 2022
Thursday Jan 27, 2022
When it comes to phrases or jargon, it’s good to know how to say it and what means what. Do you know what we’re talking about with each of these things?
What we discuss:
0:47 - Tennis shoes, sneakers, or gym shoes?
1:35 - Market crash, market correction, or bear market?
4:26 - Fireflies or lightning bugs?
5:00 - Soda or pop?
5:25 - Junk bonds or high yield bonds?
7:04 - Stocks or equities?
7:39 - Financial advisor, financial planner, stock broker, or investment advisor?
10:45 - Water fountain, drinking fountain, or bubbler?
10:59 - Clients or customers?
Get Additional Information: https://petersonfg.com/retirementreadypodcast/