Retirement Ready

Retirement Ready

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

Episodes

March 4, 2021 10 min

When it comes to weighing out the decision between working with a financial advisor and doing it yourself, what are common reasons why people consider DIY? Are these reasons valid or should you always work with a financial advisor?

 

Read more and get additional financial resources here: http://petersonfg.com/can-you-diy-financial-planning/ 

 

What we discuss on this episode: 

1:13 - What would you say to, “It’s not that hard,...

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February 25, 2021 9 min

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 ris...

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February 18, 2021 13 min

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 th...

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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 - Morato...

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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: C...

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January 28, 2021 14 min

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 ...

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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 ...

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January 13, 2021 11 min

We’ve made it into the new year and time will tell if 2021 is a big improvement over 2020. What are some things to keep in mind as we transition into the year? What changes could impact you? On today’s episode of the Retirement Ready podcast we discuss a variety of new things--from how we celebrated the holidays to new SEC rules to dealing with an unexpected early retirement. 

 

Read more and get additional financial resources he...

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Whether you want to learn more about using your HSA or trying to make strategic use of your severance package, Eric answers three questions from the mailbag. Do any of these questions relate to your situation?

 

Read more and get additional financial resources here: http://petersonfg.com/mailbag-should-i-use-my-severance-package-to-pay-off-the-house/ 

 

What we discuss on this show:

0:49 - Mailbag: If I max out my HSA, will ...

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December 29, 2020 12 min

What kind of decisions are you making alongside your financial advisor? How do you know if they are doing everything you need when it comes to creating and implementing a retirement plan? Eric talks through what you deserve from a financial advisor and how his team works with clients to meet their needs.

 

Read more and get additional resources here: http://petersonfg.com/things-your-advisor-should-be-doing/ 

 

What we discuss ...

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December 22, 2020 12 min

Do you know the three worlds of money? Where does the bulk of your money live? Is your money appropriately balanced across all three worlds? We’ll break it all down on this episode.

 

Read more and get additional financial resources here: http://petersonfg.com/the-three-worlds-of-money/ 

 

What we discuss on this show: 

1:05 - What are the three worlds of money?

2:14 - The banking world offers liquidity.

5:03 - The insurance...

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December 16, 2020 12 min

What should you do before the end of 2020 when it comes to your finances? We'll run through a list of items on this show. 

 

Read more and get additional financial resources here: http://petersonfg.com/year-end-financial-planning-checklist/ 

 

What we discuss on this show:

1:15 - Are you maxing out retirement contributions?

2:36 - Are you using the options available in the CARES Act?

3:50 - What is tax-loss harvesting an...

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December 9, 2020 12 min

How much risk should you have in your portfolio? How do you know how much risk you actually have? Today we’ll talk about managing the risk in your investments.

 

Read more and get additional financial resources here: http://petersonfg.com/managing-your-risk-aversion/ 

 

What we discuss on this show: 

0:47 - What does it mean when someone says they are risk-adverse?

2:31 - Why do people claim they are risk-adverse but have th...

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When building a financial plan, it’s important to consider several different angles. Eric answers three questions from the mailbag on this week’s episode.

 

Read more and get additional financial resources here: http://petersonfg.com/mailbag-how-do-i-plan-for-possible-long-term-care-expenses/ 

 

What we discuss on the show: 

0:47 - Mailbag: How do you plan for long-term care expenses?

5:08 - Mailbag: Should all of my retireme...

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November 23, 2020 12 min

Retirement about more than just the money. Today we talk through Maslow’s hierarchy of needs to make sure your financial plan will support each tier in retirement.

 

Read more and get additional financial resources here: http://petersonfg.com/the-retirement-hierarchy-of-needs/ 

 

What we discuss on this show:

0:47 - What are Maslow’s hierarchy of needs?

1:09 - What physical needs do you need to cover in retirement?

3:01 - Wh...

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November 18, 2020 13 min

What safety measures do you use when you own a gun? Are you implementing similar tactics with your financial plan?

 

Read more and get additional financial resources here: http://petersonfg.com/financial-planning-and-gun-safety/ 

 

What we discuss on this show: 

1:15 - How does gun safety relate to financial planning?

2:03 - Why take unnecessary risk? 

4:00 - Keep your ammunition separate from your guns.

5:48 - Understan...

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Do you need as much life insurance as you have? Or should you factor in eventual inheritance money when deciding when to retire? Eric answers three questions from the mailbag in this week’s podcast.

 

Read more and get additional financial resources here: http://petersonfg.com/mailbag-do-i-really-need-all-of-these-life-insurance-policies/ 

 

What we discuss on this show: 

0:46 - Mailbag: Can I retire early and count on inherit...

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Do you have a favorite movie villain? We talk about three classic roles and explain how they compare to the villains you may encounter in the financial world.

 

Read more and get additional financial resources here: http://petersonfg.com/facing-the-villains-in-the-financial-world/ 

 

What we discuss on this show:

1:37 - What is the Darth Vader in the financial world?

4:14 - The Wicked Witch of the West will do whatever she ...

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How can the words of Winston Churchill help you in your financial life? We apply some of his quotes to your financial decisions in today’s podcast.

 

Read more and get additional financial resources here: http://petersonfg.com/financial-planning-lessons-from-winston-churchill/ 

 

What we discuss on the show: 

1:14 - “We shape our dwellings and afterwards our dwellings shape us.”

2:57 - “We must be aware of needless innovati...

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Why does Eric do what he does? What’s his history and what are his passions? Find out on today’s episode of the podcast.

 

Read more and get additional financial resources here: http://petersonfg.com/why-eric-loves-working-as-a-financial-advisor/ 

 

What we discuss on this show:

0:46 - Why does Eric do what he does?

1:19 - Who and what has shaped Eric’s view on wealth?

5:52 - What was the transition from insurance to financi...

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