Shows / Retirement Ready
Retirement Ready
Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
Episodes
- Retirement Ready
4 Financial “Laws” That Could Affect Your Retirement
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Some forces in retirement are simply bigger than you…
- Retirement Ready
The Einstein Approach to Retirement Planning
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Retirement planning can feel complicated, but the best…
- Retirement Ready
Mailbag: Downsizing, Roths & Home Equity
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Confused about whether to downsize, go Roth, or tap your…
- Retirement Ready
Advisor Pet Peeves: Fees, Bias & Bad Advice
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Are you working with a true fiduciary… or just a…
- Retirement Ready
Your Biggest IRA Questions Answered
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ In this episode, Eric answers some of the most pressing…
- Retirement Ready
Mailbag: Retirement, Family & Special Needs Planning
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Retirement questions aren’t always just about account…
- Retirement Ready
What Does Your Net Worth Really Tell You?
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Net worth can be a useful snapshot, but it doesn’t…
- Retirement Ready
Who Really Needs a Financial Advisor?
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Ever wondered who truly needs a financial advisor, and…
- Retirement Ready
4 Financial Commandments for Retirement
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ You might be breaking some key “financial commandments”…
- Retirement Ready
Retirement Truth Bombs: Your Biggest Financial Blind Spots
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Some long-held retirement assumptions deserve a closer…
- Retirement Ready
Mailbag: Hiring an Advisor, Market Crashes & Tax-Smart Giving
Retirement planning often raises questions that do not have simple, one-size-fits-all answers. In this mailbag episode, Eric addresses whether do-it-yourself…
- Retirement Ready
Retirement Lessons from Betty White
Betty White may never have officially retired, but her humor and outlook offer several valuable lessons for anyone planning the next stage of life. Today, Eric…
- Retirement Ready
Laid Off Near Retirement? What to Do Next
A layoff close to retirement can feel like a financial emergency, but it may not be as damaging as it first appears. Eric explains why layoffs are happening…
- Retirement Ready
Mailbag: HELOCs, Trusts, and Family Money
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Should you open a HELOC before retirement? Is a…
- Retirement Ready
Easy Ways to Ruin Retirement
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Retirement can be exciting, but it can also come with…
- Retirement Ready
The National Park Guide to Retirement Planning
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Whether you're visiting one of the 63 national parks…
- Retirement Ready
Mailbag: Military Pension Mistakes & Retirement Decision Paralysis
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ What happens if you make a retirement decision you can't…
- Retirement Ready
Movie Quotes That Reveal the Truth About Retirement
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Can classic movie quotes actually teach valuable…
- Retirement Ready
Mailbag: Simplify Your Retirement Accounts
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Sometimes, the most valuable retirement lessons come…
- Retirement Ready
Where Does Guaranteed Income in Retirement Really Come From?
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ What does "guaranteed income" really mean in retirement…
- Retirement Ready
Mailbag: IRA Withdrawals, Whole Life Insurance & Cash on the Sidelines
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ In this mailbag episode, Eric tackles a variety of…
- Retirement Ready
Retirement Lessons Hidden in Walt Disney Quotes
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Sometimes the best financial lessons come from the most…
- Retirement Ready
Mailbag: Working Forever, Safety Nets, and Target Date Funds
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ A lot of people think they’ll work forever, until life…
- Retirement Ready
The Financial Impact of Losing a Spouse
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Losing a spouse is one of the hardest realities anyone…
- Retirement Ready
Old Accounts Could Be Costing You
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Today, Eric discusses why old financial accounts deserve…
- Retirement Ready
Good Intentions, Bad Advice: Well-Meaning Advice Can Cost You
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Not all bad financial advice comes from bad sources…
- Retirement Ready
When Life Happens, Your Plan Needs to Change
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Life doesn’t always go according to plan, and your…
- Retirement Ready
Challenging What You “Know for Sure” About Retirement
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Mark Twain once said, “It’s not what you don’t know that…
- Retirement Ready
Questions To Ask Your Advisor
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Not all financial advice is created equal, and sometimes…
- Retirement Ready
How the 24/7 News Cycle Hurts Your Portfolio
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ In today’s 24/7 news cycle, financial headlines are…
- Retirement Ready
Why Most Of Your Financial Goals Fail
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Everyone talks about setting financial goals, but far…
- Retirement Ready
March Madness & Your Money: Don’t Bust Your Retirement Bracket
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Filling out a March Madness bracket is fun, but when it…
- Retirement Ready
What Mr. Rogers Can Teach Us About Retirement Readiness
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Fred Rogers spent decades teaching life lessons through…
- Retirement Ready
The Hidden Costs of Mutual Funds in Retirement
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Most people own mutual funds, whether they know it or…
- Retirement Ready
Retirement & Emotions: How Feelings Can Derail (or Improve) Your Plan
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Retirement decisions aren’t made in spreadsheets alone…
- Retirement Ready
Why Retirees Struggle to Spend Their Money
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ You’ve saved diligently for retirement, but now it’s…
- Retirement Ready
Mailbag: Inherited Farmland, AI Planning, and Retirement Readiness
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ What do you do when financial decisions aren’t just…
- Retirement Ready
How Advisors Get Paid
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ One of the most common- and least understood- questions…
- Retirement Ready
What Snow Days Teach Us About Money
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ There’s something special about a snow day. They’re…
- Retirement Ready
Controversial Financial Takes: Are Kiyosaki, Orman, Sethi & Ramsey Right?
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Some of the loudest voices in personal finance aren’t…
- Retirement Ready
Start the Year Right: A Smarter Financial Checklist
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ A new year is the perfect time to make sure your…
- Retirement Ready
Financial Truths Hidden in Famous Songs
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Money shows up in our favorite songs for a reason. It…
- Retirement Ready
Are You Falling for Financial “Shiny Objects?”
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ In a world full of flashy promises and polished…
- Retirement Ready
Mailbag: Do I Really Need An Advisor If I Have Enough Money?
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ When it comes to retirement, having enough money doesn’t…
- Retirement Ready
Retiree’s First Christmas: The First Holiday Season After You Retire
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ We’ve all seen those Christmas ornaments that say things…
- Retirement Ready
Does It Even Matter?: What Retirees Should Actually Worry About
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ We’re bombarded daily with headlines that spark panic —…
- Retirement Ready
Wizard of Oz Lessons for Retirement Planning
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Your retirement journey has more in common with The…
- Retirement Ready
Money Mistakes You Only Make Once
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Eric explores common money mistakes people often make…
- Retirement Ready
The Friendly Skies of Retirement Planning
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ What do flight plans and retirement strategies have in…
- Retirement Ready
Tough Conversations: Facing Life’s Hardest Financial Moments
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ It’s time to get comfortable with the uncomfortable. In…
- Retirement Ready
Financial Lessons from Aesop's Fables
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Think fairy tales are just for kids? Think again. The…
- Retirement Ready
Periodic Reviews: Tailoring Financial Advice to Your Personality
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Ever wondered if your financial review truly reflects…
- Retirement Ready
Bad Investor Habits to Break Now
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Instilling strong habits creates a foundation for you to…
- Retirement Ready
Your First Year of Retirement: Don’t Screw It Up
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Retirement is approaching and how you get started could…
- Retirement Ready
Debunking Retirement Myths: Smarter Strategies for Your Future
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Eric breaks down some of the most common misconceptions…
- Retirement Ready
Mailbag: Life Insurance, Housing Decisions & Handling Extra Income
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ When it comes to retirement, every financial decision…
- Retirement Ready
What Golf Teaches Us About Retirement
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Golf and retirement may seem worlds apart, but the…
- Retirement Ready
Famous Last Words: Retirement Phrases That Can Cost You
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ We’ve all heard the phrase “famous last words.” These…
- Retirement Ready
Retirement Planning Is Harder Than It Looks
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ Retirement planning often looks straightforward from the…
- Retirement Ready
Not All Advisors Are Created Equal
📞 Ready to take the next step? Connect with the Peterson Financial team here 👉 https://petersonfg.com/ The financial world is crowded with titles- advisor…