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Mailbag: Should I Fire My Broker?

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Manage episode 413186031 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.

Navigating life's financial crossroads can be tricky, especially when it involves your financial future. In this episode of Retirement Ready, Eric addresses these complex issues head-on. How do you best evaluate your broker and your investment performance against the S&P 500? Eric says a lot of that comes down to setting expectations and understanding the risks. Then, Holly wants to know what to consider before making a midlife career change.

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

  • Mailbag: Do I need to fire my broker?
  • Mailbag: What to consider about switching careers in your mid-fifties.
  • Mailbag: How to support adult children living at home.

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

  continue reading

298 episoder

Artwork

Mailbag: Should I Fire My Broker?

Retirement Ready

15 subscribers

published

iconDel
 
Manage episode 413186031 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.

Navigating life's financial crossroads can be tricky, especially when it involves your financial future. In this episode of Retirement Ready, Eric addresses these complex issues head-on. How do you best evaluate your broker and your investment performance against the S&P 500? Eric says a lot of that comes down to setting expectations and understanding the risks. Then, Holly wants to know what to consider before making a midlife career change.

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

  • Mailbag: Do I need to fire my broker?
  • Mailbag: What to consider about switching careers in your mid-fifties.
  • Mailbag: How to support adult children living at home.

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

  continue reading

298 episoder

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