Retirement Ready Titelbild

Retirement Ready

Retirement Ready

Von: Eric Peterson
Jetzt kostenlos hören, ohne Abo

Über diesen Titel

Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.Copyright 2021 Peterson Financial Group Persönliche Finanzen Politik & Regierungen Ökonomie
  • Mailbag: Inherited Farmland, AI Planning, and Retirement Readiness
    Feb 19 2026

    📞 Ready to take the next step?

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

    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 down in this episode.

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

    🌾 Inherited Farmland Decisions: Sell, keep, or repurpose?

    ⚖️ Emotion vs. Logic: Balancing family ties and financial sense

    🤖 AI in Financial Planning: Helpful tool or overhyped trend?

    📊 Savings Rules of Thumb: When guidelines help — and mislead

    ✅ Retirement Readiness: Stress-testing where you stand

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

    Mehr anzeigen Weniger anzeigen
    13 Min.
  • How Advisors Get Paid
    Feb 12 2026

    📞 Ready to take the next step?

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

    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-based and fee-based models, how those structures work in practice, and what they mean for clients.

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

    💼 Advisor Compensation Basics: The main ways advisors earn income

    ⚖️ Fee vs. Commission Models: How incentives and alignment differ

    🧾 Costs and Taxes: How fees are paid and treated

    🛡️ Ethics and Oversight: Licensing, fiduciary duty, and regulation

    📈 Value of Advice: What clients receive beyond investment returns

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

    Mehr anzeigen Weniger anzeigen
    13 Min.
  • What Snow Days Teach Us About Money
    Feb 5 2026

    📞 Ready to take the next step?

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

    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 build a solid plan, you give yourself the freedom to handle the hard parts, enjoy the fun ones, and stay steady when conditions change.

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

    ❄️ Snow Day Metaphors: How weather mirrors financial seasons

    🛷 Uphill Work: Why preparation comes before enjoyment

    ⛄ Strong Foundations: Building income, tax, and legacy layers

    🚦 Risk Awareness: Staying safe during volatile conditions

    🎉 Planned Enjoyment: Giving yourself permission to enjoy

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

    Mehr anzeigen Weniger anzeigen
    13 Min.
Noch keine Rezensionen vorhanden