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May 8, 2025 13 mins

In this episode, Eric opens the mailbag to answer three listener questions that hit on some of the most common—and often misunderstood—retirement topics. From how the 4% withdrawal rule really works, to whether life insurance is a smart legacy tool, Eric brings practical, experience-backed advice to each conversation.

Here’s some of what we discuss in this episode:

📉 What the 4% rule really means

🚨 Preparing for a forced early retirement

💬 Why confidence starts with knowing your numbers

📊 Retirement is all about discovering your options

Get in touch with the Peterson Financial team: https://petersonfg.com/

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