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The Services We Offer (That You Didn't Know You Needed)

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Manage episode 484219912 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Most people assume all financial advisors offer the same services, but that couldn’t be further from the truth. From taxes to Social Security, Medicare to estate planning, the depth and quality of your advisor’s services can make or break your retirement plan. In this episode, Eric walks through the often-overlooked services a true, holistic advisor should provide and why they matter.

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

🧾 Tax-smart withdrawal planning

📅 Social Security & pension timing guidance

🩺 Medicare plan support through trusted referrals

🏠 Estate planning connections that speak your language

💼 401k optimization and strategies

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

  continue reading

303 episodes

Artwork
iconShare
 
Manage episode 484219912 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Most people assume all financial advisors offer the same services, but that couldn’t be further from the truth. From taxes to Social Security, Medicare to estate planning, the depth and quality of your advisor’s services can make or break your retirement plan. In this episode, Eric walks through the often-overlooked services a true, holistic advisor should provide and why they matter.

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

🧾 Tax-smart withdrawal planning

📅 Social Security & pension timing guidance

🩺 Medicare plan support through trusted referrals

🏠 Estate planning connections that speak your language

💼 401k optimization and strategies

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

  continue reading

303 episodes

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