162 episodes

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

Retirement Ready Eric Peterson

    • Business
    • 5.0 • 4 Ratings

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

    Retirement Income Planning Essentials

    Retirement Income Planning Essentials

    What do you need to know about retirement income? From Social Security to planning for inflation, Eric breaks down the basics of what you need to know and how to make a plan that fits your future.


     


    Read more and get additional financial information: https://petersonfg.com/retirement-income-planning-essentials/


     


    Key Points: 


    0:47 - Should we plan to retire for years or decades?


    2:04 - How long will you be able to work in retirement?


    4:00 - When should you turn on Social Security?


    7:22 - Don’t forget inflation!

    • 11 min
    Easy Financial Improvements To Make

    Easy Financial Improvements To Make

    We all want to get to the easy improvements, especially ones that can make a big impact. On today’s show, we talk about easy financial changes you can make to improve your situation. Have you done any of these already?


     


    Read more and get additional financial information: https://petersonfg.com/easy-financial-improvements-to-make/


     


    Key Points: 


    1:01 - What should you do with cash?


    4:22 - Do you have an old life insurance policy?


    6:15 - Have you left behind a 401(k)?


    7:39 - Are your managed accounts being well managed?

    • 11 min
    Empty Nest Syndrome

    Empty Nest Syndrome

    As your children go off to college, trade school, or work and leave your home, what do you need to know about empty nest syndrome? What are some major financial issues you might face in this time of life? 


    Today, we discuss the kind of financial decisions you may make in this next stage of life.  


     


    Read more and get additional financial information: https://petersonfg.com/empty-nest-syndrome/


     


    Key Points: 


    1:24 - What do you do about college expenses?


    3:10 - How can you teach kids about retirement savings?


    5:39 - What opportunities do you have now? 


    6:44 - How do you ease off expenses?


    8:55 - Should you downsize?

    • 13 min
    Retirement Quiz - Is That Your Final Answer?

    Retirement Quiz - Is That Your Final Answer?

    We quiz Eric with a few multiple-choice questions all about retirement. Which one will he choose? Do you agree? 


     


    Read more and get more financial information at: https://petersonfg.com/is-that-your-final-answer-retirement-quiz/


     


    Key Points: 


    0:46 - Let’s play a multiple-choice game!


    1:02 - What scares the average person the most about retirement?


    2:26 - What scares Eric about the coming years?


    3:19 - Which tax situation describes the average retiree?


    5:16 - How much money do you need to retire comfortably?


    8:35 - What do people wish they had more of in retirement?

    • 11 min
    Moving On From Financial Mistakes

    Moving On From Financial Mistakes

    Instead of getting stuck in a rut after a financial mistake, it’s important to move forward in the right direction. So, what can you do to recover? Find out on today’s show.


     


    Read more and get additional financial resources here: https://petersonfg.com/moving-on-from-financial-mistakes/ 


     


    What we discuss on this episode: 


    1:27 - Start by determining the cause.


    3:11 - Increase the savings rate.


    4:52 - Recalibrate your goals.


    7:08 - Have a plan of action.

    • 11 min
    Common Complaints About Financial Advisors

    Common Complaints About Financial Advisors

    Are you feeling frustrated when it comes to your financial planning? If so, these three common financial complaints might make you feel like you aren’t alone, but also give you hope for a better scenario.


     


    Read more and get additional financial resources here: https://petersonfg.com/what-to-do-about-common-financial-complaints/ 


     


    What we discuss on this episode:


    1:45 - “My advisor takes too much risk.”


    4:35 - “My fees are too high.”


    8:20 - “I only hear from them when they want something.”

    • 12 min

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