Retirement Ready

Mar 06 2025 299 ep. 12 mins 7

Retirement Ready Podcast artwork

Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.

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Mailbag – Upsizing, Financial Advisors & Business Owner Planning

Mar 06 2025 13 mins

Join us as we answer questions about the challenges of downsizing, the emotional aspects of planning for family gatherings, and the realities of transitioning into a financial advisory career. Whether you're a grandparent considering a new home or a professional seeking a career change, this episode will hopefully cover something that might impact your retirement. Here’s some of

Planning for Unique Situations in Retirement

Feb 27 2025 12 mins

On this episode, Eric dives into the complexities of crafting a personalized retirement strategy. While many face the same general retirement concerns, each individual’s situation is unique, requiring tailored solutions. We’ll explore real-life scenarios like age gaps and separate finances, highlighting the specific challenges people encounter when planning for the future. Here

Planning for Kids, Grandkids, & Your Future

Feb 20 2025 13 mins

Anyone with children knows that they will have a huge impact on your money, and retirement planning is no different. There are family dynamics that impact decisions you’ll need to make during the planning process. As many nearing retirement age are discovering, adult children and grandchildren can significantly influence financial strategies, making it crucial to understand how t

Financial Planning Conversations for Couples

Feb 13 2025 13 mins

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 na

Is Your Retirement Based on Wishful Thinking?

Feb 06 2025 11 mins

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

Spending With Confidence in Retirement

Jan 30 2025 11 mins

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

Watch Out For These Financial Half Truths

Jan 23 2025 12 mins

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 episod

Answering Common 401K FAQs

Jan 16 2025 11 mins

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 a

Mistakes People Make When Choosing An Advisor

Jan 09 2025 14 mins

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

Financial Lies We Tell Ourselves

Jan 02 2025 12 mins

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 pitf