14 Min.

Mailbag: What Financial Advice Should I Share with My Grandchild‪?‬ Retirement Ready

    • Geldanlage

A lot of times, when you consider what is happening with your money, questions arise. Instead of letting those questions serve as a mental roadblock, ask a qualified financial professional. You may be surprised at what you hear! Or, you may feel validated that you are headed the right direction. On today’s show, Eric answers three questions from listeners.
 
Here’s some of what we discuss in this episode:
Mailbag: How much money do you need to qualify for a continuing care community?
Mailbag: What advice can I give my 21-year-old granddaughter who just inherited $300,000?
Mailbag: What if my financial advisor retires before me?
 
Get in touch with the Peterson Financial team: https://petersonfg.com/

A lot of times, when you consider what is happening with your money, questions arise. Instead of letting those questions serve as a mental roadblock, ask a qualified financial professional. You may be surprised at what you hear! Or, you may feel validated that you are headed the right direction. On today’s show, Eric answers three questions from listeners.
 
Here’s some of what we discuss in this episode:
Mailbag: How much money do you need to qualify for a continuing care community?
Mailbag: What advice can I give my 21-year-old granddaughter who just inherited $300,000?
Mailbag: What if my financial advisor retires before me?
 
Get in touch with the Peterson Financial team: https://petersonfg.com/

14 Min.