132 episodes

Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.

Retirement Read‪y‬ Eric Peterson

    • Investing
    • 5.0 • 4 Ratings

Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.

    Translating Financial Jargon

    Translating Financial Jargon

    Do you know the difference between large cap and small cap funds? What are basis points? This episode will discuss various financial jargon to help translate what these really mean.
     
    Read more and get additional financial resources here: http://petersonfg.com/translating-financial-jargon/ 
     
    What we discuss on this episode: 
    0:47 - Sometimes financial jargon comes up.
    1:30 - What is asset allocation?
    2:55 - What is your risk tolerance?
    5:47 - What are basis points?
    6:26 - What’s small cap, mid cap, and large cap?
    7:22 - What are qualified accounts?

    • 9 min
    Financial Fill in the Blank

    Financial Fill in the Blank

    What’s the best way to not run out of money in retirement? What are most people worried about when retirement planning? Eric fills in these blanks in today’s episode.
     
    Read more and get additional financial resources here: http://petersonfg.com/financial-fill-in-the-blank/ 
     
    What we discuss on this episode: 
    0:48 - The best way to not run out of money is to____.
    2:40 - The stock market has the ability to____.
    4:13 - Run the other way if your advisor tells you to____.
    6:26 - When someone comes to visit for the first time, they’re most likely worried about ____.
    7:50 - The most common mistake retirees and pre-retirees make is ____.

    • 13 min
    What to Know About Biden’s Initial Executive Orders

    What to Know About Biden’s Initial Executive Orders

    President Biden has made a number of executive orders in his time in office. What do they have to do with your financial plans? How might they affect you economically? 
     
    Read more and get additional financial resources here: http://petersonfg.com/what-to-know-about-bidens-initial-executive-orders/  
     
    What we discuss on this episode: 
    0:47 - Biden has made several new executive orders. How will these impact us?
    1:16 - Moratoriums extended on evictions, foreclosures, and federally guaranteed mortgages.
    2:58 - Student loan interest payments on pause.
    3:50 - The Keystone pipeline permit was revoked.
    7:21 - Regulations are being reinstated.
    8:44 - Minimum wage could be raised.

    • 12 min
    Mailbag: Retirement Planning With Separate Bank Accounts

    Mailbag: Retirement Planning With Separate Bank Accounts

    From managing your income as a contract employee to managing your income in retirement, Eric answers three questions from the mailbag in today’s episode of the podcast.
     
    Read more and get additional financial resources here: http://petersonfg.com/mailbag-retirement-planning-with-separate-bank-accounts/ 
     
    What we discuss on this episode: 
    0:47 - Mailbag: Should I switch to work as an independent contractor?
    3:44 - Mailbag: Can we have separate bank accounts but still plan for retirement together?
    5:33 - Does having separate accounts make it harder to plan for retirement? 
    6:35 - Mailbag: How can I lessen my tax burden in retirement?

    • 10 min
    Estate & Legacy Planning FAQs

    Estate & Legacy Planning FAQs

    Have you recently inherited assets or one day expect to? How can you prepare your estate in a way that makes it easy for your heirs later on? We’ll look at all sides of legacy planning on this episode.
     
    Show notes and additional financial resources here: http://petersonfg.com/estate-legacy-planning-faqs/ 
     
    What we discuss on this episode: 
    0:46 - Mailbag: Should my parents sign over their house to me before they die?
    4:05 - Mailbag: Is an inherited taxable account considered capital gains?
    5:40 - Mailbag: How do I change a beneficiary designation for an ex-spouse to me?
    8:35 - Mailbag: Is it okay to have two separate financial advisors?

    • 14 min
    What Does Mark Twain Have to Say About Your Financial Plan?

    What Does Mark Twain Have to Say About Your Financial Plan?

    What financial wisdom can we glean from the sayings of Mark Twain? Believe it or not, many of these quotes are quite relevant today.
     
    Read more and get additional financial resources here: http://petersonfg.com/what-does-mark-twain-have-to-say-about-your-financial-plan/ 
     
    What we discuss on this episode:
    1:25 - “Apparently there is nothing that cannot happen today.”
    5:02 - “The lack of money is the root of all evil.”
    6:58 - “October is one of the particularly dangerous months for speculating on stocks…”
    8:47 - “The secret to getting ahead is getting started.”

    • 11 min

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