Retirement Ready

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Mark Twain once said, “It’s not what you don’t know that gets you into trouble, it’s what you know for sure that just ain’t so.” How can this wisdom apply to retirement planning? Eric exposes some of the most common misconceptions people have about retirement, including why rules of thumb often miss the mark. Tune in for a prac...

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Not all financial advice is created equal, and sometimes the difference comes down to the questions being asked. Too often, conversations with advisors focus on performance and returns, while the bigger picture gets overlooked. Eric walks through the key questions that can reshape how you think about your plan and explains how ...

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In today’s 24/7 news cycle, financial headlines are designed to grab attention, not guide smart decisions. The result? Decisions driven more by noise than by strategy. In this episode, Eric explores how media influence, emotional reactions, and misunderstood risk tolerance can quietly derail a financial plan. It’s a reminder th...

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Everyone talks about setting financial goals, but far fewer people know how to set the right ones, or how to turn them into something that actually works in real life. Eric walks through how to create financial goals that are both meaningful and achievable. It’s easy to aim high, but if your plan isn’t realistic, those goals of...

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Filling out a March Madness bracket is fun, but when it comes to your retirement, you can’t afford to treat it like a bracket pool. Upsets, bold picks, and emotional calls make for a good time, but the same principles can wreck a financial plan if you play it the same way. In this episode, Eric connects the dots between tournam...

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Fred Rogers spent decades teaching life lessons through kindness, patience, and thoughtful reflection. While his words weren’t meant to be financial advice, many of his most memorable quotes offer surprising wisdom when applied to investing and retirement planning. Today, Eric takes a few classic Mr. Rogers quotes and connects ...

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Most people own mutual funds, whether they know it or not. They’re inside 401(k)s, brokerage accounts, and retirement portfolios across the country. They’ve been around for decades and may feel safe and familiar. But familiarity doesn’t equal understanding. Eric breaks down how mutual funds really work and why the structure its...

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Retirement decisions aren’t made in spreadsheets alone. They’re shaped by mood, headlines, memories, and personal experiences, often more than we realize. Eric focuses on the emotional side of financial planning and why awareness matters just as much as strategy. He highlights how small reactions can create long-term consequenc...

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You’ve saved diligently for retirement, but now it’s time to spend. For many retirees, that transition is harder than expected. In this episode, Eric breaks down one of the most overlooked challenges in retirement: actually enjoying the money you worked so hard to build. Learn why spending can feel risky even with a solid plan ...

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What do you do when financial decisions aren’t just about the numbers? Today, Eric pulls from the mailbag and takes on high-stakes decisions: what to do with family farmland, how much to save, and whether AI belongs in your financial life. So how do you decide when there’s no obvious right move? That’s exactly what we break dow...

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One of the most common- and least understood- questions in financial planning is how advisors actually get paid. Fees, commissions, percentages… it can feel confusing, uncomfortable to ask about, or easy to misunderstand. In this episode, Eric explains the primary ways financial advisors earn compensation, including commission-...

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There’s something special about a snow day. They’re somewhat unexpected, memorable, and a break from the routine. Eric borrows a few classic snow-day moments and uses them as metaphors for building a strong financial life. Snow days don’t last forever, but the memories they create do. The same is true financially. When you buil...

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Some of the loudest voices in personal finance aren’t shy about strong opinions, but are those opinions actually helpful? Eric reacts to controversial advice from some of the most recognizable names in money and retirement conversations. The discussion focuses on why one-size-fits-all guidance often misses the mark and how real...

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A new year is the perfect time to make sure your financial plan is still working the way it should. In this episode, Eric walks through a simple (yet impactful) checklist to help you reset, refocus, and avoid common mistakes that can sneak up over the course of the year. Miss these now, and they can quietly cost you later.

Here...

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Money shows up in our favorite songs for a reason. It captures the emotions, tensions, and tradeoffs we all feel when it comes to finances. In this episode, Eric has some fun pulling financial lessons from iconic lyrics and exploring what they reveal about real-life money decisions. You might never hear these songs the same way...

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In a world full of flashy promises and polished marketing, how do you know what actually matters when choosing a financial professional? In this episode, Eric tackles “shiny object syndrome” in retirement planning- the glossy brochures, impressive projections, testimonials, awards, and alphabet soup of credentials that can dist...

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When it comes to retirement, having enough money doesn’t automatically mean having everything figured out. In this episode, Eric tackles real listener questions that reveal where even confident savers can still go wrong. From deciding whether an advisor adds value when money isn’t an issue, to the risks of relying on stock-pick...

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We’ve all seen those Christmas ornaments that say things like “Baby’s First Christmas.” It’s a milestone moment worth commemorating. But what about a retiree’s first Christmas? You may not have a specialty ornament to hang on the tree for this one, but that doesn’t mean it isn’t a milestone. Let’s break down what might be diffe...

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We’re bombarded daily with headlines that spark panic — elections, health insurance changes, Social Security insolvency, market swings, and more. But how much of it really matters for your retirement?

In this episode of the Retirement Ready Podcast, Eric Peterson breaks down three major worries retirees bring up all the time — ...