Podcast Episodes

Preventative Care

Anyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don't engage wi…

2 years, 3 months ago

Stuff Dad Says

It's our annual tradition…in honor of Father's Day, let's look at some of the classic lines
that dads say and then apply them to financial planning…

2 years, 4 months ago

Financial Planning with Mark Twain

What can we learn about money by exploring some quotes from the great Mark Twain?

Contact Information:

Website: https://petersonfg.com/

Phone Numbe…

2 years, 4 months ago

Graduating into Retirement

It's graduation season, with a whole new batch of college and high school graduates entering the world. Let's look at some of the similarities betwee…

2 years, 5 months ago

Financial Planning with Mom

It's our annual Mother's Day tradition here on the show. Let's take some of the things
that mom used to tell us and apply it to our financial plannin…

2 years, 5 months ago

Beneficiary Mistakes

Let's talk about some of the common mistakes we see people make when it comes to the beneficiaries of their accounts…

Contact Information:

Website:…

2 years, 5 months ago

Retirement Planning Statistics

We cover a variety of topics in today's show, from retirement planning statistics to investing and even some mailbag questions.

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2 years, 6 months ago

Practical Strategies for Retirees Against Scams & Fraud

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today's retirees to develop. Listen in as we chat about …

2 years, 6 months ago

The Great Wealth Transfer

The Great Wealth Transfer refers to the trillions of dollars that will pass to younger generations as Baby Boomers die and leave inheritances to thei…

2 years, 6 months ago

Why Are People Working Longer & What Are The Consequences?

Why Are People Working Longer & What Are The Consequences?

Contact Information:

Website: https://petersonfg.com/

Phone Number: 515-226-1500

2 years, 7 months ago