📞 Ready to take the next step?

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

Could you be wealthier than you realize once all your accounts and assets are tallied? Many pre-retirees and retirees underestimate the financial strength they’ve already built, creating unnecessary stress. In this episode, Eric shares five clear signs that you’re on stronger financial footing than you might think. If you’ve ever worried, “Do I really have enough?” this conversation could change the way you see your retirement future.

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

🛟 Emergency funds = first line of defense

💰 Living below your means creates freedom

🌱 Compounding growth beats quick wins

🔑 Diversifying income streams can reduce risk

🧠 The psychology of spending in retirement

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

📞 Ready to take the next step?

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

Planning a great vacation takes time, effort, and a little bit of strategy. So why do so many people put more thought into a week-long trip than into a decades-long retirement? In this episode, Eric uses the fun (and sometimes stressful) process of vacation planning to show how you can prepare for a smoother, more enjoyable retirement. If you wouldn’t dream of “winging it” on a big trip, you definitely shouldn’t wing it with the rest of your life.

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

🎟 Finding free or low-cost activities to stretch your budget

🍽 How your lifestyle choices affect long-term cash flow

🚨 Planning for the unexpected, from health issues to home repairs

🗂 Making sure loved ones know where to find key documents

💵 Building flexibility into your retirement plan

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

We all have those personality quirks: a car full of fast-food napkins, forgetting names mid-conversation, or insisting on carrying all the groceries in one trip. But what if those small, relatable habits say something deeper about how we handle money, risk, and retirement planning? In this episode, Eric brings humor and insight to the table as he explores how everyday behaviors often mirror our financial tendencies.

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

🧾Accounting for Social Security’s uncertainty in your retirement strategy

💬 The “name forgetting” trick and what it says about overlooked financial details

📉 Why many overestimate their comfort with market risk

🤷‍♂️ Why people procrastinate retirement planning and what that costs them

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