We all have those personality quirks: a car full of fast-food napkins, forgetting names mid-conversation, or insisting on carrying all the groceries in one trip. But what if those small, relatable habits say something deeper about how we handle money, risk, and retirement planning? In this episode, Eric brings humor and insight to the table as he explores how everyday behaviors often mirror our financial tendencies.
Here’s some of what we discuss in this episode:
🧾Accounting for Social Security’s uncertainty in your retirement strategy
💬 The “name forgetting” trick and what it says about overlooked financial details
📉 Why many overestimate their comfort with market risk
🤷♂️ Why people procrastinate retirement planning and what that costs them
Get in touch with the Peterson Financial team: https://petersonfg.com/
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