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August 14, 2025 • 12 mins

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Connect with the Peterson Financial team here 👉 https://petersonfg.com/ 

Planning a great vacation takes time, effort, and a little bit of strategy. So why do so many people put more thought into a week-long trip than into a decades-long retirement? In this episode, Eric uses the fun (and sometimes stressful) process of vacation planning to show how you can prepare for a smoother, more enjoyable retirement. If you wouldn’t dream of “winging it” on a big trip, you definitely shouldn’t wing it with the rest of your life.

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

🎟 Finding free or low-cost activities to stretch your budget

🍽 How your lifestyle choices affect long-term cash flow

🚨 Planning for the unexpected, from health issues to home repairs

đź—‚ Making sure loved ones know where to find key documents

đź’µ Building flexibility into your retirement plan

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

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