Retirement Planning - Money Not Math

Drew Erickson
  • 5.0 (1)
  • Investing
  • Updated Semiweekly

I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.

  1. Why the Market Feels Uncertain and How to Simplify Your Financial Life

    21h ago

    Why the Market Feels Uncertain and How to Simplify Your Financial Life

    In this episode of 5 Minute Friday, we cover three timely topics: • Why markets can feel uncertain even when underlying conditions are relatively stable • A simple mid-year approach to reducing financial complexity • How to rethink productivity and purpose in retirement This episode is designed for individuals approaching retirement or already retired who want a more structured, long-term perspective. Follow the show for weekly conversations focused on clarity, simplicity, and confidence. #RetirementPodcast #FinancialPlanning #PreRetirement #WealthStrategy #FinancialClarity #5MinuteFriday This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Please consult a qualified professional for guidance specific to your situation.

    5 min
  2. Episode 187: Protecting Your Portfolio in a Changing Market

    1d ago

    Episode 187: Protecting Your Portfolio in a Changing Market

    Markets are shifting in ways many investors do not fully recognize. In this episode, we break down recent research on diversification and explain what it means for protecting your portfolio as you approach retirement. You will learn: • Why diversification still works but is evolving • What risks investors often overlook • How to think about portfolio structure in today’s environment This episode is for educational purposes only and is not personalized financial advice. Each financial situation is unique. #MoneyNotMath #RetirementPlanning #Investing

    3 min
  3. New Fed Leadership, Mid-Year Financial Check, and a Smarter Way to Stay Engaged in Retirement

    4d ago

    New Fed Leadership, Mid-Year Financial Check, and a Smarter Way to Stay Engaged in Retirement

    In this episode of 5 Minute Friday, we cover three timely topics: • A practical way to think about the new Federal Reserve Chairman • Why a mid-year financial check-in may help keep your plan aligned • How “Citizen Science” is helping retirees stay sharp and purposeful This episode is designed for individuals approaching retirement or navigating their retirement years who want a steady, long-term perspective. Follow the show for weekly conversations focused on clarity, structure, and confidence. #RetirementPodcast #FinancialPlanning #PreRetirement #WealthStrategy #LifeAfterRetirement #5MinuteFriday This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Please consult a qualified professional for guidance specific to your situation.

    4 min

  4. May 26

    Same Inputs. Different Outcomes. Money Not Math Episode 186

    Many investors assume retirement success comes down to saving enough and hoping the market cooperates. In this episode, we explain why asset allocation and glide path strategy often play a much larger role, both while you are working and throughout retirement. Using hypothetical planning illustrations, we cover: • Why target date funds and automatic equity reduction may be inefficient • How glide path decisions impact long term outcomes • The difference intentional planning can make when coordinating investments, Social Security timing, tax strategy, and retirement spending This episode focuses on education and planning concepts, not predictions, and highlights how strategy alignment influences retirement confidence. 🎧 Listen now 🌐 Learn more at https://www.5stonefinancial.com Educational discussion only. Hypothetical illustrations.

    17 min

  5. May 22

    Rate hikes are back in the headlines, and inflation continues to raise questions for people nearing retirement.

    In this episode of 5 Minute Friday, we discuss why interest rate changes are historically normal, how inflation should already be built into a retirement income plan, and why separating income from market volatility can create peace of mind. We also explore how summer gatherings can become meaningful opportunities to talk about values, legacy, and family intent. This episode is designed for people within a few years of retirement who want clarity, not noise. This podcast is for educational purposes only and does not constitute personalized financial advice. #RetirementPodcast #RetirementPlanning #FinancialEducation #PreRetirement #5MinuteFriday

    4 min

  6. May 19

    Retirement Planning: The Gap vs. The Gain and Why So Many People Feel Behind

    If you have ever looked at your retirement savings and thought, “I should be further along by now,” this episode is for you. In Episode 185 of Money Not Math, we explore The Gap and The Gain, a mindset framework from Dan Sullivan and Dr. Benjamin Hardy, and how it applies to retirement planning. We discuss: • Why retirement can feel stressful even with solid savings • How measuring progress forward can create pressure • How looking backward can restore clarity and confidence This episode is designed to help listeners think differently, not make decisions. This podcast is for educational purposes only and does not provide investment, tax, or legal advice. #MoneyNotMath #RetirementPlanning #FinancialMindset #TheGapAndTheGain #5StoneFinancial

    4 min

  7. May 15

    Should You Do Anything Right Now? | 5 Minute Friday

    Should you be doing something right now with the market at all-time highs and inflation still elevated? In this week’s 5 Minute Friday, we cover: • Why inflation remains persistent and how it affects long-term planning • The reality behind market averages and investor behavior • Why many long-term investors benefit from staying disciplined • A growing travel trend that reflects a different way to think about retirement If you have been wondering whether to make changes or stay the course, this video provides helpful perspective. Recorded May 15, 2026 If you find this helpful: Follow for weekly insights Comment with questions or topics you would like covered Reach out if you would like to discuss your personal plan Disclaimer: This content is for informational and educational purposes only and should not be construed as personalized investment, tax, or legal advice. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions. #FinancialPlanning #RetirementPlanning#InvestingBasics #LongTermInvesting #WealthManagement #MarketInsights#StayInvested #InvestorBehavior #Inflation #Back9Life #PersonalFinance#FinancialAdvisor

    5 min

  8. May 14

    They Saved $3.5 Million and Still Asked Are We in Trouble? | Money Not Math Ep. 184

    “I hope to retire early.” That’s how this episode starts and that one word says more than most people realize. In this episode of Money Not Math, we walk through a real world planning scenario we see often. Mid 50s House paid off College covered $3.5 million saved 80 percent traditional retirement accounts, 20 percent Roth Inherited IRA already creating required withdrawals On paper, everything looks right. But the real questions are not about returns or math. Which accounts should be used first? How do required withdrawals affect taxes? Do Roth conversions help or hurt? How does retiring before Medicare change the plan? This episode visually shows how a couple in this position could realistically retire at age 56 by coordinating their money instead of guessing. Because retirement confidence does not come from having more money. It comes from seeing how your money works together. Watch Money Not Math Episode 184. Educational content only. Not individualized financial advice. #MoneyNotMath #RetirementPlanning #RetireEarly #FinancialPlanning #TaxPlanning #RothIRA #RetirementIncome #5StoneFinancial

    22 min
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About

I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.

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