When it comes to retirement, some decisions aren’t as clear-cut as they seem. Should you pay off your mortgage early? Convert to a Roth IRA? Claim Social Security at 62 or wait until 70? The math might say one thing, but your emotions, goals, and personal circumstances often pull you in another direction. In this episode, Eric tackles the “gray areas” of retirement planning, those tricky crossroads where logic and lifestyle collide.
Here’s some of what we discuss in this episode:
🏠 To pay off the mortgage or to not pay off the mortgage
🧠 The psychological side of claiming Social Security
🔄 Roth conversions: long-term gain or short-term tax pain?
🧮 When your retirement plan needs more than just math
Get in touch with the Peterson Financial team: https://petersonfg.com/
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