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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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📞 Ready to take the next step?
Connect with the Peterson Financial team here 👉 https://petersonfg.com/
Eric breaks down some of the most common misconceptions about retirement planning and reveals what it really takes to build lasting financial confidence. He explains how to find the right balance between growth, safety, and tax efficiency while addressing myths about investment risk, life insurance, and retirement income. Backed by real data and practical examples, Eric shows why relying on outdated rules of thumb can leave your plan vulnerable, and how to avoid the pitfalls that derail so many retirees.
Here’s some of what we discuss in this episode:
📉 Stocks & Bonds: understanding their growing correlation
🛡️ The Role of Annuities: creating stability in retirement plans
💵 Managing Tax Brackets: how RMDs can push taxes higher
🧾 Tax Planning: why proactive strategy matters in retirement
Get in touch with the Peterson Financial team: https://petersonfg.com/
304 episodes
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