100 episodes

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

Retirement Ready Eric Peterson

    • Investing
    • 5.0, 3 Ratings

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

    Financial Crisis or Financial Opportunity?

    Financial Crisis or Financial Opportunity?

    From market crashes to empty nests, we discuss different situations that may be first viewed as a crisis. But is it really an opportunity in disguise? We will explore both sides today on the podcast.
     
    Read more and get additional financial resources here: http://petersonfg.com/are-you-facing-financial-crisis-or-financial-opportunity/ 
     
    On today's show: 
    1:22 - Is empty nest syndrome a crisis or opportunity?
    4:55 - Is there an upside to market downturns?
    6:56 - How should you view long-term care insurance rate hikes?
    9:11 - What is the opportunity in getting laid off?

    • 12 min
    Making The Right Decisions With Your 401(k)

    Making The Right Decisions With Your 401(k)

    Are you wondering what to do with your 401(k)? How can you make sure this investment is set-up well to suit your needs? Let’s answer some of the most common questions regarding this popular retirement account.
     
    Read more and get additional financial resources here: http://petersonfg.com/making-the-right-decisions-with-your-401k/ 
     
    On today's show: 
    1:04 - Is free advice worth taking?
    3:10 - Is it a good or bad idea to take a loan out on a 401(k)?
    4:45 - When should you do a 401(k) rollover?
    7:00 - Should you use target date funds?
    9:15 - Which is better: Roth or Traditional 401(k)?

    • 12 min
    Which TV Character Describes Your Financial Personality?

    Which TV Character Describes Your Financial Personality?

    What kind of classic TV personality do you most relate with when it comes to handling your finances? Are you more like Gilligan or Barney Fife? Find out on today’s podcast!
     
    Read more and get additional financial resources: http://petersonfg.com/which-tv-character-describes-your-financial-personality/ 
     
    Today's show schedule: 
    1:08 - Jed Clampett from the Beverly Hillbillies got rich quick.
    3:55 - Fred Mertz from I Love Lucy was always looking for the cheapest solution.
    6:11 - Barney Fife felt big dreams were attainable.
    8:06 - Gilligan has terrible luck on Gilligan’s Island.

    • 11 min
    Financial Pet Peeves

    Financial Pet Peeves

    What little (or not little) things get under your skin when it comes to financial planning? Are they the same pet peeves as Eric’s? Find out on today’s podcast!
     
    Read more and get additional financial resources here: http://petersonfg.com/financial-pet-peeves/ 
     
    Today's show schedule: 
    1:11 - Pet peeve: Hidden fees.
    3:11 - Pet peeve: Advisors who work more as a salesman.
    5:16 - Pet peeve: One-size-fits-all.
    6:48 - Pet peeve: Jargon without explanation.
    7:55 - Pet peeve: Massive financial plans.

    • 11 min
    Grading Your Financial Competency

    Grading Your Financial Competency

    How would you grade yourself on your financial competency? Are you at the top of the class or falling behind? Find out on this episode.
     
    Read more and get additional financial resources here: http://petersonfg.com/grading-your-financial-competency/ 
     
    Today's show schedule: 
    0:57 - Do you know how much you actually have?
    3:04 - Do you know how much you truly spend?
    4:29 - How much risk do you have?
    5:58 - What are you paying in fees?
    8:43 - Do you know what your income streams are going to look like in retirement?

    • 11 min
    Mailbag: When Should I Take Social Security?

    Mailbag: When Should I Take Social Security?

    Are you wondering how much longer you really have to wait before claiming Social Security? Or are you looking to find the perfect financial advisor but haven’t found them yet? Eric answers three questions from the mailbag in this week’s podcast.
     
    Read more and get additional financial resources here: http://petersonfg.com/mailbag-when-should-i-take-social-security/ 
     
    Today's show schedule: 
    0:46 - Mailbag: Should I wait to take Social Security until 70?
    2:22 - Do you understand the taxes with Social Security?
    4:37 - Mailbag: Should I refinance my home and re-do my kitchen?
    7:40 - Mailbag: How do I decide the perfect financial advisor for me? 

    • 11 min

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