Episodes
Thursday Jan 03, 2019
Episode #20: Unpacking Client Personalities
Thursday Jan 03, 2019
Thursday Jan 03, 2019
We work with all sorts of personalities. After all, everyone has their own approach to retirement. Discover your personality when it comes to financial planning.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-20-unpacking-client-personalities/
Thursday Dec 27, 2018
Episode #19: Pension Buy-Outs
Thursday Dec 27, 2018
Thursday Dec 27, 2018
Join us as we dive into the mailbag. This week, we'll feature your email questions on pension buy-outs, commercial real estate, and divorce.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-19-pension-buy-outs/
Thursday Dec 20, 2018
Episode #18: Defining Dividend-Paying Stocks
Thursday Dec 20, 2018
Thursday Dec 20, 2018
We hear about dividend-paying stocks, but what are they? Find out as we take your email questions. We'll also hear from a couple with a significant age gap between spouses.
For in-depth analysis and a recent blog post, click here:https://petersonfg.com/episode-18-episode-18-defining-dividend-paying-stocks/
Thursday Dec 13, 2018
Episode #17: Financial Blind Spots
Thursday Dec 13, 2018
Thursday Dec 13, 2018
When you're driving, you always check your blind spot before changing lanes. If you don't, you might find yourself in an accident. Eric covers the blind spots in your financial vehicles.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-17-financial-blind-spots/
Thursday Dec 06, 2018
Episode #16: Retirement Checklist
Thursday Dec 06, 2018
Thursday Dec 06, 2018
Much like a pilot going through his pre-flight checklist before takeoff, it's important you examine your pre-retirement checklist before walking away from a paycheck. Eric explains the items on that list.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-16-retirement-checklist/
Thursday Nov 29, 2018
Episode #15: Understanding Your Statements
Thursday Nov 29, 2018
Thursday Nov 29, 2018
Your financial statements are confusing. They contain all sorts of jargon and puzzling graphics. On this edition of the podcast, Eric enters the fray and helps to clear up the confusion.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-15-understanding-your-statements/
Thursday Nov 22, 2018
Episode #14: Grandma’s Financial Wisdom
Thursday Nov 22, 2018
Thursday Nov 22, 2018
There are probably lots of sayings you remember your grandmother using as you grew up. Find out how her musings might be applied as financial wisdom.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-14-grandmas-financial-wisdom/
Thursday Nov 15, 2018
Episode #13: The Retirement Gridiron
Thursday Nov 15, 2018
Thursday Nov 15, 2018
This time of year, you can find football on TV almost every night. Let's see what we can learn about retirement from the gridiron.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-13-the-retirement-gridiron/
Thursday Nov 08, 2018
Episode #12: To Agree Or Disagree
Thursday Nov 08, 2018
Thursday Nov 08, 2018
Join us for a game of Agree or Disagree. Discover whether Eric agrees with popular statements about finances and retirement planning.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-12-to-agree-or-disagree/
Thursday Nov 01, 2018
Episode #11: Financial Warning Lights
Thursday Nov 01, 2018
Thursday Nov 01, 2018
Much like the lights on your dashboard indicate issues with your car, there are indicators in your financial life that highlight problems in your portfolio. Join us as Eric serves as our financial mechanic.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-11-financial-warning-lights/