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January 23, 2025 12 mins

In the latest episode of Retirement Ready Podcast, Eric pulls back the curtain on some of the most common financial half-truths that many retirees and investors encounter. As someone gearing up for retirement, it's crucial to have a clear understanding of these financial nuances to ensure your strategy is both effective and resilient.

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

  • While the market will go up in the long run, a downturn when you need to sell stock can be a major issue.
  • Paying off a mortgage early vs. investing more in your retirement.
  • Diversification is important, but it is not the only thing you need for a successful retirement.
  • Bonds reduce risk, but they’re not risk-free.

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

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