Retirement Ready

Retirement Ready

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

Episodes

The fun and challenge of games such as chess is a bit similar to planning for retirement. We’ll talk about how it takes a lot of pieces and the right plays to win in the end. Check out the full show notes by clicking here.----more---- Today's rundown: 2:12 - The pawn of the retirement world is the monthly retirement contributions. 4:31 - The knight moves differently than anything else on the board, just like conservative investment... Read more

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August 15, 2019 11 min

Asking questions is always a good thing. The more you ask, the more you understand. But sometimes you don’t get the answer you need until you ask the right question. These four common financial questions are a bit better when they are rephrased and reconsidered. Check out the show notes by clicking here. ----more---- Today's rundown: 1:07 - “How much money do I need to retire?” Better question: How much income do I need? 3:26 - “Ho... Read more

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Do you know the difference between a financial myth and financial reality? When you make a plan for your future, you want to make sure it is based on what’s true. We’ll talk through four ideas to discover whether they are myths and real. Check out the show notes for this episode here. ----more---- Today's rundown: 1:14 - Myth or Bust: The more a financial plan weighs, the more valuable it is. 4:08 - Myth or Bust: My life is simple,... Read more

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What do you do when…? Eric answers three pressing questions from the mailbag in today’s podcast. Whether you are being thrust into an early retirement or are considering delaying retirement due to debt, financial advice from an advisor will set you in the right direction. Make sure you check out the show notes by clicking here.  Take a look at the episode rundown below: 0:47 - Mailbag: What does an early retirement offer look like?... Read more

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When you are working with an advisor, you want your relationship to be built on trust and quality expertise. But how do you know if an advisor is a bad fit? What red flags should you avoid? We’ll tell you in this episode. Check out the full show notes here. ----more---- Here's what you can expect in this episode: 1:22 - A long resume might sound good at first when it comes to experience, but it’s not so good if they have moved arou... Read more

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This or that? Depending on who you listen to, you may have heard a variety of opinions on these financial debates. Eric shares his thoughts on debt, mortgages, life insurance, and mutual funds. To learn more and to see the show notes, click here. ----more---- Take a look at the full rundown for this episode: 1:06 – IN THE NEWS: STUDENT LOAN DEBT Bernie Sanders wants to forgive about $1.6 trillion in student loan debt. Is this a goo... Read more

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Some may think that retiring early is just a dream, but can you turn this dream into a reality? In this episode, Eric talks about the ins and outs of taking an early retirement. Find out when you can retire and whether you will actually want to stay retired. To get more details about this episode and this topic, visit the show page here.----more----   Equipping Points: 0:47 – WHAT AGE IS ‘EARLY RETIREMENT’ FOR MOST PEOPLE? 2:01 – C... Read more

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July 3, 2019 10 min

What does retirement planning have in common with growing a garden? Both need patience, vision, determination, and the proper tools to succeed. Eric Peterson explores all the comparisons on this week’s podcast.  Show notes: https://petersonfg.com/tending-to-your-retirement-garden/ ----more---- 1:06 Plants don’t grow overnight If you want to have a BLT for dinner, you can’t buy a tomato plant and stick it in the ground and expect to... Read more

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When it comes to planning for your retirement, there’s a lot more to consider than where to invest. Going beyond the data and numbers, you need to consider these areas of your life and what you want them to look like in retirement.  Show Notes 0:59 Lifestyle  When people come in to meet with Eric and his team, they are often surprised that it’s not just about the data. It’s important to find out what you envision your retirement wi... Read more

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Today's Prep: There are a lot of great quotes from past presidents that also apply in the financial industry. Have you heard all of these? How would you apply them to your financial portfolio? Full show notes at: https://petersonfg.com/presidential-quotes-and-the-financial-world Equipping Points: 1:06 “When only one side of a story is heard and often repeated, the human mind becomes impressed with it.” - George Washington If you wa... Read more

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As you near the final months or years before taking the plunge into retirement, there are always a few details to work out and questions to ask. Eric answers a few questions from the mailbag about pensions, paying taxes in retirement, and deciding when to walk away from a retention bonus and just retire already. Check out this episode's show notes: https://petersonfg.com/mailbag-retention-bonus-or-retirement ----more---- Equipping ... Read more

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Some things are just out of your hands. In retirement planning there are a lot of things completely out of your control, but if you re-frame your thinking, there is actually something you can do about them. Eric talks through these four areas where you have an opportunity to prepare for the unpredictable. Full show notes: https://petersonfg.com/handling-what-you-cant-control-in-retirement ----more---- Equipping Points: 1:08 The Mar... Read more

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Is your head in the clouds when it comes to retirement? Here are three common phrases people say when it comes to retirement planning. Eric shares whether these mentalities are wishful thinking.  Check out the full show notes for this episode and relevant links at: https://petersonfg.com/wishful-thinking-in-retirement-planning/

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May 23, 2019 12 min

We’re playing a game to determine what’s underrated and overrated when it comes to a few topics in the financial world (and even a few outside of financial planning). Let us know what you think.  Check out the full show notes for this episode and relevant links at: https://petersonfg.com/underrated-or-overrated/

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May 16, 2019 12 min

Do you have money sitting around without a purpose? We’ll explain the dangers of lazy money, why people have it, and how you can put it to work! Make your money work for you as you plan for retirement. Check out the full show notes for this episode and relevant links at: https://petersonfg.com/lazy-money/

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Sometimes, it’s hard to make financial sacrifices when the reward seems so far away. However, delayed gratification can be extremely beneficial when it comes to your finances. Eric talks about four situations when people may be tempted to choose instant gratification over a better long-term pay out. Check out the full show notes for this episode and relevant links at: https://petersonfg.com/delayed-gratification-in-retirement-plann... Read more

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Everyone loves a good game show, whether it's The Price Is Right, Jeopardy, or Who Wants To Be A Millionaire? It's fun to play along, but remember, they're just a game. Today we'll talk about game shows and how they relate to your retirement planning process. Ready to play? Check out the full show notes for this episode and relevant links at: https://petersonfg.com/if-retirement-were-like-a-game-show/

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On game day, it’s fun to wear your jersey and show some team spirit. What you might not realize are the three ways your financial planning process is similar to a jersey. Consider the names, numbers, and symbols on a jersey. How might they be similar to the names, numbers, and symbols on your financial statements? Check out the full show notes for this episode and relevant links at: https://petersonfg.com/financial-jerseys-and-what... Read more

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April 18, 2019 12 min

You might not expect to gain wisdom from these popular celebrities. To be honest, these quotes weren't intended to be about finances either. However, there's plenty of retirement planning wisdom we can learn from these personalities. Check out the full show notes for this episode and relevant links at: https://petersonfg.com/unlikely-wisdom-from-unlikely-voices/

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April 11, 2019 14 min

Sometimes annuities are misused or misunderstood, but annuities can be powerful tools if you know how to use them properly. Check out the full show notes for this episode and relevant links at: https://petersonfg.com/misconceptions-with-annuities/

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