Retirement Ready

Retirement Ready

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

Episodes

October 29, 2020 10 min

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 innovations…”

5:12 -...

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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 financial planning li...

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Why should you have a customized financial plan? What do you need to consider and what goals help you build an outline for your plan? Join us as we talk about what goes into the process of setting someone up for a secure future.

 

Read more and get additional financial resources here: http://petersonfg.com/what-goes-into-a-customized-financial-plan/ 

 

What we discuss on this show: 

1:20 - What is the planned retirement age?

3:47 - What...

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Certain financial documents might seem like they can be put off for now. But when you need them, it’s important to be prepared ahead of time! Do you have all of these things in place?

 

Read more and get additional financial resources here: http://petersonfg.com/things-that-dont-matteruntil-they-do/ 

 

What we discuss on this show: 

0:47 - Let’s play a game!

2:01 - Do you have legal documents prepared?

5:06 - Have you thought about long-t...

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October 1, 2020 10 min

When common sense isn’t followed, what does that look like? What common sense should we adhere to when it comes to financial planning?

 

Read more and get additional financial resources here: http://petersonfg.com/uncommon-sense-in-financial-planning/ 

 

What we discuss on the show: 

1:06 - Buy low, sell high. 

3:13 - Don’t pay more in taxes than you have to.

5:16 - Keep costs low.

7:33 - Diversify your assets.

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September 24, 2020 11 min

We’ve all been to the doctor at some point, so how is it like working with a financial advisor? We compare the similarities on today’s podcast!

 

Read more and get additional financial resources here: http://petersonfg.com/visiting-the-financial-doctor/ 

 

What we discuss on this show: 

0:50 - What lessons can you learn from a visit to the doctor?

1:04 - It’s important to get a checkup, especially as you’re aging.

2:44 - Are you trying to...

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When is a good time to withdraw from an annuity and what should you know ahead of time? Eric answers this and two other questions from the mailbag in this week’s podcast.

 

Read more and get additional financial resources here: http://petersonfg.com/mailbag-should-i-withdraw-from-an-old-annuity/ 

 

What we discuss on this show: 

0:50 - Mailbag: Should I withdraw from an old annuity?

4:02 - Mailbag: Should I pay off a student loan that ha...

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September 10, 2020 10 min

From million-dollar retirement benchmarks to presidential election fears or predictions, have you heard these through the grapevine? Eric shares what he thinks about these three financial rumors.

 

Read more and get additional financial resources here: http://petersonfg.com/heard-it-through-the-grapevine/ 

 

What we discuss on this show: 

1:47 - Well I heard…you have to have at least $1 million to retire.

2:34 - What happened when one ...

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September 3, 2020 12 min

Ever hear something and think, could that be true? Some of these financial concepts are fact and some are fiction--do you know which is which?

 

Read more and get additional financial resources here: http://petersonfg.com/is-this-retirement-fact-or-fiction/ 

 

What we discuss on this episode:

1:04 - Fact or Fiction: Social Security is taxable. 

3:18 - Fact or Fiction: Your taxes will likely be lower in retirement.

5:24 - Fact or Fictio...

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You might feel great about where you stand financially but there’s a chance you could be flirting with disaster. We’ll tell you about three key areas where people make mistakes in their planning that can end up causing major financial problems in retirement.

 

Read more and get additional financial resources here: http://petersonfg.com/are-you-flirting-with-financial-disaster/ 

 

On today's show: 

0:58 - Out of date legal documents...

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August 20, 2020 12 min

When you go on a trip, a lot of times it helps to refer to a packing list to make sure you have everything. When putting together a financial plan, do you have everything in order? Let’s talk about what you need to put into your financial suitcase.

 

Read more and get additional financial resources here: http://petersonfg.com/how-to-pack-your-financial-suitcase/ 

 

On today's show: 

0:46 - Where can Americans travel right now?

3:22 -...

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August 13, 2020 11 min

When it comes to retirement, where are you at? If you’re getting closer to retirement, it may help to understand your current mindset in order to know how best to proceed.

 

Read more and get additional resources here: http://petersonfg.com/what-is-your-retirement-mindset/ 

 

On today's show: 

0:54 - How would you describe your mindset?

1:28 - Do you feel like retiring now but not sure if you’re ready?

3:22 - Do you wonder how much...

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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 upsi...

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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 ...

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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 al...

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July 16, 2020 11 min

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: Jarg...

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July 9, 2020 11 min

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...

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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 S...

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Whether you are growing some backyard tomatoes or have 100 acres of farmland, what are some financial lessons to be learned? You don’t need a green thumb to understand these financial principles.

 

Read more and get additional financial resources here: http://petersonfg.com/financial-lessons-learned-from-the-farm/ 

 

Today's show schedule: 

1:55 - Understanding net worth vs. cash flow.

4:41 - What sort of predators might you face?

7:2...

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June 18, 2020 13 min

Need someone to tell it to you straight? On today’s episode, Eric gives four financial truth bombs that might change the way you think about your financial plan and your portfolio.

 

Read more and get additional resources here: http://petersonfg.com/financial-truth-bombs/ 

 

Today's show schedule:

1:23 - Bonds aren’t always as good as retirees think.

5:14 - The hardest part of investing is managing our own behavior.

7:47 - You aren’t ...

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