Episodes
Thursday Oct 03, 2019
How To Create A Retirement Plan Without Compromises, Part 2
Thursday Oct 03, 2019
Thursday Oct 03, 2019
We all want a certain sense of safety and security, but we also need the growth and potential that comes with risk. So how do you weigh out the two and create a plan without compromise? What tools can be used to achieve the right combination of both safety and growth?
Today's rundown:
1:16 - One of the compromises in retirement is deciding between growth vs. safety.
1:56 - How can the power of indexing work to your advantage?
6:55 - What are some areas to be aware of with life insurance?
10:45 - What happens when the tax rate changes
Get the full show notes and additional resources by clicking here: http://petersonfg.com/how-to-create-a-retirement-plan-without-compromises-part-2/
Thursday Sep 26, 2019
How To Create A Retirement Plan Without Compromises, Part 1
Thursday Sep 26, 2019
Thursday Sep 26, 2019
When making any decisions, you may get to a point when you have to make some compromises. How about when it comes to your retirement plans, are you making too many compromises?
On this episode:
1:26 - What does it mean to have no compromises in retirement?
2:29 - What compromise is often overlooked in retirement?
3:45 - What strategies are there to save and prepare for taxes?
8:34 - How can you predict your tax liability in retirement?
Get the full show notes and additional resources here: http://petersonfg.com/how-to-create-a-retirement-plan-without-compromises-part-1/
Thursday Sep 19, 2019
How To Handle Financial Pain Points in Retirement
Thursday Sep 19, 2019
Thursday Sep 19, 2019
When planning for retirement, there are a number of pain points that can come up to cause stress and fear for the future. What are some ways you can address these pain points now?
On this episode:
0:48 - What are some of the main financial pain points?
1:11 - Many people worry about running out of money before they die.
3:21 - How will taxes go in retirement?
6:55 - People are terribly afraid of living in (and paying for) a nursing home.
9:12 - Anxiety over a potential market crash can feel overwhelming.
Get the full show notes and additional resources here: http://petersonfg.com/how-to-handle-financial-pain-points-in-retirement/
Thursday Sep 12, 2019
Can Financial Planning Be A DIY Job?
Thursday Sep 12, 2019
Thursday Sep 12, 2019
Wondering whether or not you really need a financial advisor or if you could just figure it out on your own? Why do people choose to approach financial planning like a DIY project, and why do some of those DIYers later change their mind?
On this episode:
1:04 - Why don’t some people choose to work with a financial advisor?
2:49 - What triggers someone to go from DIY to working with a financial advisor?
4:38 - What is a big mistake that happens with those who decide to DIY their financial plans?
6:34 - Is risk factored into a DIY financial plan?
Get the full show notes and additional resources by clicking here.
Thursday Sep 05, 2019
What’s In Your Financial Junk Drawer?
Thursday Sep 05, 2019
Thursday Sep 05, 2019
We all have that drawer in the house with random odds and ends--some of it valuable and some of it you have no idea what to do with. What about in your financial files or folders? Do you know what’s what and what needs to go?
Click here to see the full show notes.
Thursday Aug 29, 2019
What You Should Ask When Planning For Retirement With Your Spouse
Thursday Aug 29, 2019
Thursday Aug 29, 2019
Did you take the trash out? Oh, and what is our income plan after one of us dies? One of these is a question you might ask your spouse regularly after dinner while the other one is important but often overlooked. We’ll talk about five questions you should start to ask now when it comes to planning your retirement with your spouse.
Check out the full show notes for this episode by clicking here.
Thursday Aug 22, 2019
Strategizing for Retirement (Just Like In Chess)
Thursday Aug 22, 2019
Thursday Aug 22, 2019
The fun and challenge of games such as chess is a bit similar to planning for retirement. We’ll talk about how it takes a lot of pieces and the right plays to win in the end.
Check out the full show notes by clicking here.
Thursday Aug 15, 2019
How To Ask Better Financial Questions
Thursday Aug 15, 2019
Thursday Aug 15, 2019
Asking questions is always a good thing. The more you ask, the more you understand. But sometimes you don’t get the answer you need until you ask the right question. These four common financial questions are a bit better when they are rephrased and reconsidered.
Check out the show notes by clicking here.
Thursday Aug 08, 2019
Financial Mythbusting: Making A Financial Plan Based On Reality
Thursday Aug 08, 2019
Thursday Aug 08, 2019
Do you know the difference between a financial myth and financial reality? When you make a plan for your future, you want to make sure it is based on what’s true. We’ll talk through four ideas to discover whether they are myths and real.
Check out the show notes for this episode here.
Thursday Aug 01, 2019
Should You Take House Debt Into Retirement?
Thursday Aug 01, 2019
Thursday Aug 01, 2019
What do you do when…? Eric answers three pressing questions from the mailbag in today’s podcast. Whether you are being thrust into an early retirement or are considering delaying retirement due to debt, financial advice from an advisor will set you in the right direction.
Make sure you check out the show notes by clicking here.
Take a look at the episode rundown below:
0:47 - Mailbag: What does an early retirement offer look like? How should you prepare?
3:40 - Mailbag: Should you keep working until you’ve paid the house off or retire as planned?
5:08 - You can always do something else in retirement, such as part-time work.
6:05 - Mailbag: Financial advisor is tough to get in touch with. Is this common practice?