Retirement Ready

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What do you do when financial decisions aren’t just about the numbers? Today, Eric pulls from the mailbag and takes on high-stakes decisions: what to do with family farmland, how much to save, and whether AI belongs in your financial life. So how do you decide when there’s no obvious right move? That’s exactly what we break dow...

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One of the most common- and least understood- questions in financial planning is how advisors actually get paid. Fees, commissions, percentages… it can feel confusing, uncomfortable to ask about, or easy to misunderstand. In this episode, Eric explains the primary ways financial advisors earn compensation, including commission-...

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There’s something special about a snow day. They’re somewhat unexpected, memorable, and a break from the routine. Eric borrows a few classic snow-day moments and uses them as metaphors for building a strong financial life. Snow days don’t last forever, but the memories they create do. The same is true financially. When you buil...

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Some of the loudest voices in personal finance aren’t shy about strong opinions, but are those opinions actually helpful? Eric reacts to controversial advice from some of the most recognizable names in money and retirement conversations. The discussion focuses on why one-size-fits-all guidance often misses the mark and how real...

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A new year is the perfect time to make sure your financial plan is still working the way it should. In this episode, Eric walks through a simple (yet impactful) checklist to help you reset, refocus, and avoid common mistakes that can sneak up over the course of the year. Miss these now, and they can quietly cost you later.

Here...

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Money shows up in our favorite songs for a reason. It captures the emotions, tensions, and tradeoffs we all feel when it comes to finances. In this episode, Eric has some fun pulling financial lessons from iconic lyrics and exploring what they reveal about real-life money decisions. You might never hear these songs the same way...

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In a world full of flashy promises and polished marketing, how do you know what actually matters when choosing a financial professional? In this episode, Eric tackles “shiny object syndrome” in retirement planning- the glossy brochures, impressive projections, testimonials, awards, and alphabet soup of credentials that can dist...

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When it comes to retirement, having enough money doesn’t automatically mean having everything figured out. In this episode, Eric tackles real listener questions that reveal where even confident savers can still go wrong. From deciding whether an advisor adds value when money isn’t an issue, to the risks of relying on stock-pick...

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We’ve all seen those Christmas ornaments that say things like “Baby’s First Christmas.” It’s a milestone moment worth commemorating. But what about a retiree’s first Christmas? You may not have a specialty ornament to hang on the tree for this one, but that doesn’t mean it isn’t a milestone. Let’s break down what might be diffe...

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We’re bombarded daily with headlines that spark panic — elections, health insurance changes, Social Security insolvency, market swings, and more. But how much of it really matters for your retirement?

In this episode of the Retirement Ready Podcast, Eric Peterson breaks down three major worries retirees bring up all the time — ...

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Your retirement journey has more in common with The Wizard of Oz than you might think. In this playful but practical episode, Eric uses themes from the classic film — the Yellow Brick Road, the Scarecrow, Glinda the Good Witch, and more — to illustrate some of the most important principles in retirement planning.

Here’s some o...

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Eric explores common money mistakes people often make when planning for retirement, and scenarios that could cost you in the long run. The discussion also covers critical considerations around long-term care and how to avoid financial setbacks. Tune in to learn what you can do now to steer clear of these all-too-common errors a...

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What do flight plans and retirement strategies have in common? In today’s episode, Eric draws an analogy between piloting a plane and navigating retirement. He explains how stress-testing your retirement plan against life’s turbulence can enhance your confidence and strengthen your financial resilience. So, fasten your seatbelt...

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It’s time to get comfortable with the uncomfortable. In this episode, Eric tackles the financial discussions most people put off and explains how facing them now can protect your family’s future. Tune to discover honest, practical ways to talk about loss, legacy, and long-term care—and learn how these conversations can bring cl...

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Think fairy tales are just for kids? Think again. The secrets to lasting wealth may be hiding in stories you heard at bedtime. Today, Eric takes a creative approach to financial planning, drawing lessons from Aesop’s Fables to show why slow, steady, and intentional strategies still win the race.

Here’s some of what we discuss i...

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Ever wondered if your financial review truly reflects who you are and what matters most to you? In this episode, Eric explores how financial reviews aren’t one-size-fits-all, they’re tailored to your unique personality and goals. From data-centric clients who thrive on numbers and details, to family-focused individuals focused ...

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Instilling strong habits creates a foundation for you to build on, and investing is no different. Today, Eric breaks down the habits that can turn good intentions into bad investing outcomes. He explains how emotional reactions, trend-chasing, and lack of a clear plan often derail even disciplined savers. Learn how to focus on w...

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Retirement is approaching and how you get started could have a huge impact on the rest of your retirement. Today, Eric shares the do’s and don’ts of entering retirement and explains why the first year is one of the most critical times in your financial life. He breaks down the common pitfalls in managing emotions, spending, tax...

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Eric breaks down some of the most common misconceptions about retirement planning and reveals what it really takes to build lasting financial confidence. He explains how to find the right balance between growth, safety, and tax efficiency while addressing myths about investment risk, life insurance, and retirement income. Backe...