Indhold leveret af Eric Peterson. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Eric Peterson eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Know What You See with Brian Lowery
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1 Spilling the Tea on Cross Culture Comedy: Jesse Appell’s Journey in China 29:42
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In this episode, comedian and tea enthusiast Jesse Appell of Jesse's Teahouse takes us on a journey from studying Chinese comedy to building an online tea business. He shares how navigating different cultures shaped his perspective on laughter, authenticity, and community. From mastering traditional Chinese cross-talk comedy to reinventing himself after a life-changing move, Jesse and host Brian Lowery discuss adaptation and the unexpected paths that bring meaning to our lives. For more on Jesse, visit jessesteahouse.com and for more on Brian and the podcast go to brianloweryphd.com.…
Retirement Ready
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Indhold leveret af Eric Peterson. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Eric Peterson eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
…
continue reading
300 episoder
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Manage series 2401637
Indhold leveret af Eric Peterson. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Eric Peterson eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.
…
continue reading
300 episoder
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1 Financial Planning Conversations for Couples 13:13
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Financial advisors wear a lot of hats, but one role you probably didn’t expect us to play is a counselor or therapist. That happens more than you would imagine because we help couples communicate about money and have conversations that they might not normally have at home. This episode is focused specifically on the planning we do with couples with insights on how we help them navigate tricky conversations about money and retirement. Here’s some of what we discuss in this episode: The things that married couples tend to disagree about most when it comes to money. What financial matters do couples do a poor job communicating about? Why you want to have conversations about how you want to spend your time in retirement. What should you discuss as a couple before meeting with a financial advisor? Get in touch with the Peterson Financial team: https://petersonfg.com/…
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1 Is Your Retirement Based on Wishful Thinking? 11:50
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Retirement is often viewed as a golden era of relaxation and enjoyment, but it can also be riddled with misconceptions that can lead to financial pitfalls. Many people fall into the trap of wishful thinking when it comes to what they expect will happen in retirement, but a successful retirement isn’t built on hope and assumptions. In this episode, Eric sheds light on these common myths and offers practical strategies for effective retirement planning. Here’s some of what we discuss in this episode: Can retirees live off the interest generated by their investments in retirement? Many people think they’ll be in a lower tax bracket in retirement but is that reality? Once you stop working, many expenses will no longer be necessary, but does that mean you’ll end up spending less overall in retirement? People are often shocked at the cost of healthcare when it comes out of their own pocket. Get in touch with the Peterson Financial team: https://petersonfg.com/…
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1 Spending With Confidence in Retirement 11:43
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Retirement is a time for relaxation, exploration, and enjoying the fruits of years of hard work. However, for many, the transition from saving to spending can be a daunting challenge. It’s a common dilemma that we’ll discuss in this episode while offering up insightful strategies to help retirees spend with confidence. Here’s some of what we discuss in this episode: Shifting from the saving mindset of your working life to the spending mindset of retirement. How proper planning can build up confidence for retirement. The accumulation vs. distribution phases. Not being overly confident. Get in touch with the Peterson Financial team: https://petersonfg.com/…
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1 Watch Out For These Financial Half Truths 12:03
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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/…
The 401k is the most common way that people save for retirement, which is why we get a lot of questions on the show and in the office about this employer-sponsored plan. You want to take full advantage of your 401k when you’re working, but there are some intricacies that you might not even be aware of. This episode will tackle those frequently asked questions and break down the areas that people are most curious about. Here’s some of what we discuss in this episode: Should you take advantage of employer-offered 401K advisory services? Should you put more into your 401K than the company match? Are 401K loans a good idea? When should you rollover a 401K into a Roth IRA? Get in touch with the Peterson Financial team: https://petersonfg.com/…
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1 Mistakes People Make When Choosing An Advisor 14:09
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When you’re ready to start working with a financial advisor, how do you find the right person to help you reach your financial goals? Not every advisor is the same but most people don’t really know what to look for. This episode is all about helping you ask the right questions and avoid the mistakes that people commonly make when they choose a financial advisor. Here’s some of what we discuss in this episode: Different financial tools are used for different goals that people have. Discussing fee structure with a prospective advisor. Avoiding putting too much trust in big name brands. Not being afraid to ask questions. Making sure that you are working with somebody who has the right specialty. Get in touch with the Peterson Financial team: https://petersonfg.com/…
We all tell ourselves little white lies from time to time. But when it comes to our finances, these "little lies" can have se-rious consequences. In this episode, we explore some of the most common financial lies people tell themselves: "I'll pay back the money I borrowed from my 401(k)." Is borrowing from your retirement savings really a good idea? We'll discuss the potential pitfalls and explore better alternatives. "The stock market is rigged against the little guy." Is this a myth or a reality? "The bank is the safest place for my money." While banks offer security, they may not always be the best option for growing your wealth. We'll discuss the trade-offs and explore alternative strategies. "I'll start saving next year." Procrastination is a common financial enemy. We'll discuss the dangers of delaying your savings goals and provide actionable tips to get started today. Join us as we debunk these common financial myths and gain valuable insights into building a stronger financial future. Tune in to learn how to: Make informed decisions about your retirement savings. Navigate the stock market with confidence. Develop a sustainable savings strategy. Overcome common financial roadblocks. Get in touch with the Peterson Financial team: https://petersonfg.com/…
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1 The Stress That Comes With Retirement 13:07
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Retirement is often seen as the golden phase of life, a time to sit back, relax, and enjoy the fruits of your labor. However, did you know that psychologists rank retirement as the 10th most stressful event you can experience? In this episode, Eric discusses why this phase can be so daunting and offers strategies to ease the transition. Here’s some of what we discuss in this episode: The stress that can come with no set day to day schedule during retirement. Keeping your options open as you plan for retirement. Reducing your retirement stress by working with a qualified professional. Get in touch with the Peterson Financial team: https://petersonfg.com/…
Throughout our lives, there will be times when the markets rise and times when we experience downturns. Largely, we don’t have control over the circumstances we’re dealt, but we do have control over how we respond to those situations. In this episode, Eric will explore financial situations that can often feel stressful and inconvenient. We’ll focus on finding the silver linings and learning how to make the best of those situations. Here’s some of what we discuss in this episode: Finding opportunities during a market downturn Understanding capital gains taxes Leveraging high interest rates to your advantage Turning a layoff into an opportunity for a reset Get in touch with the Peterson Financial team: https://petersonfg.com/…
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1 Unasked Retirement Questions You Shouldn’t Ignore 14:09
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There are plenty of obvious questions about retirement planning that everybody knows they should be asking. Then, there are other questions that aren't exactly enjoyable to think about. For example, it’s not easy to consider how taxes and income might shift after losing a spouse, how losing the ability to drive could lead to new financial and social challenges, or whether relying on your children for care in old age is realistic. Yet, these are necessary things to ask yourself as you build a plan. Tune in to this episode with Eric, as he breaks down some frequently unasked retirement questions that are very important to consider. Here’s some of what we discuss in this episode: Downsizing in retirement How taxes change when you must file as single The financial impacts of losing the ability to drive Not just assuming that your kids are on board with taking care of you in old age Get in touch with the Peterson Financial team: https://petersonfg.com/…
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1 The Diverse Definitions Of Diversification 11:31
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Diversification is one of those buzzwords you hear often in financial planning. While many people know it's important, few are clear on what it actually means when applied to various aspects of their financial strategy. In today’s episode, Eric and Marc will bring you the diverse definitions of diversification. Here’s some of what we discuss in this episode: Diversification in terms of stocks. Diversification of asset classes. Global diversification. Diversification of strategies. Diversification around taxes. Get in touch with the Peterson Financial team: https://petersonfg.com/…
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1 The Use Of Technology In Financial Planning 12:38
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As technology keeps advancing, it’s made our lives easier in so many ways. Tasks that used to need outside help can now be done on our own with just a few clicks. This shift has also brought more accessible online financial tools, but how accurate and helpful are they really? Here’s some of what we discuss in this episode: The risks that come with sponsored ads on Google. How robo-advisors take the emotion out of investing. How useful are online “retirement calculators?” Different uses for technology in the accumulation phase vs. the distribution phase. Get in touch with the Peterson Financial team: https://petersonfg.com/…
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1 Retirement Planning Conversations With Dorothy Parker 11:47
11:47
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Dorothy Parker is one of the great writers of the 20th century. Her wit and prose have been appreciated by readers for generations. But are there any lessons we can learn when it comes to finance with some of Parker’s most well-known quotes? Here’s some of what we discuss in this episode: Planning for the worst and hoping for the best. Putting your financial resources to work for you. Having a plan for what you want to do with your wealth when you die. The relief you’ll feel after financial planning. Get in touch with the Peterson Financial team: https://petersonfg.com/…
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1 Mailbag: Moving To A State With Income Tax And More 14:00
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In this episode, Eric is answering your questions! We’ll cover a range of topics today, including key considerations for income taxes when moving to a new state, how to initiate financial conversations with parents or grandparents, and whether using a life insurance policy to save for a college fund is a wise choice. Here’s some of what we discuss in this episode: The financial impacts of moving to a state with a higher income tax. Getting the conversation started with older parents when it comes to their finances. Is it better to use a life insurance policy for college savings? Get in touch with the Peterson Financial team: https://petersonfg.com/…
What is lazy money and why do you want to not have too much of it in your retirement portfolio? Simply put, lazy money is money that isn’t growing as much as it could be. Having your money grow and work for you is a key part of building a solid portfolio, so Eric breaks down some strategies to help get the most out of your money in this episode. Here’s some of what we discuss in this episode: Defining the term “lazy money.” Making sure that you are getting the most out of your money. The concept of investing with your conscience or “moral investing.” How lazy money can be dangerous. Getting your money to make more money for you. Get in touch with the Peterson Financial team: https://petersonfg.com/…
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