Episodes
Thursday Jan 31, 2019
Episode #24: Breaking Bad Financial Habits
Thursday Jan 31, 2019
Thursday Jan 31, 2019
While it's easy to slip into a routine, some of the habits you're developing might do more harm than good. Eric offers tips for breaking bad financial habits.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-24-breaking-bad-financial-habits/
Thursday Jan 24, 2019
Episode#23: Prepping For Tax Season
Thursday Jan 24, 2019
Thursday Jan 24, 2019
It's the time of year when people start thinking about taxes. We'll ask a few questions and offer a few tips to prepare you for tax season.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode23-prepping-for-tax-season/
Thursday Jan 17, 2019
Episode #22: Common Money Mistakes
Thursday Jan 17, 2019
Thursday Jan 17, 2019
There are many moving parts in a successful retirement plan. If you're not careful, it's easy to gloss over key details. Eric uncovers some of the common money mistakes he sees people making.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-22-common-money-mistakes/
Thursday Jan 10, 2019
Episode #21: Retirement Income Planning
Thursday Jan 10, 2019
Thursday Jan 10, 2019
Income planning is an essential part of retirement planning. Learn to examine your income needs in retirement, and join us for a conversation on diversification.
For in-depth analysis and a recent blog post, click here: https://petersonfg.com/episode-21-retirement-income-planning/
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/









