Podcast Episodes
Back to SearchThings Your Advisor Might Not Be Doing For You
There are a lot of factors to consider when planning for retirement, and your advisor might not be considering all of them. Learn about some aspects …
2 years, 11 months ago
Tax Consequences
Most of the financial moves that you can make will have tax consequences. Make sure that you're prepared for whatever taxes might come your way.
Cont…
2 years, 11 months ago
Cutting Corners In Retirement
Some people try to cut corners with their finances as they plan for retirement. We'll remind you why that's a bad idea.
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2 years, 11 months ago
Risk Aversion
You may or may not be comfortable with financial risk, but what's really important is knowing how much risk that you are taking in your portfolio. We…
2 years, 11 months ago
Learning From Financial Mistakes
Mistakes can happen, but you can learn from them to improve your financial situation.
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Website: https://petersonfg.com/
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3 years ago
Retirement Planning With Forrest Gump
Let's see what financial lessons we can learn from some quotes made by Forrest Gump.
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Website: https://petersonfg.com/
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3 years ago
Putting Things Off In Retirement Planning
Don't procrastinate when it comes to these key retirement planning topics.
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Website: https://petersonfg.com/
Phone Number: 515-22…
3 years, 1 month ago
Retiring Today
Retirement isn't like it used to be. We'll review some of the reasons that retirement planning has changed, even within the last few years.
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3 years, 1 month ago
Pre-Retiree Tax Mistakes
There are so many tax rules to keep in mind as you plan for retirement. Make sure that you are avoiding these common tax mistakes.
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3 years, 1 month ago
Financial Personalities
Which of these personality types do you fit into when it comes to your money habits?
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Website: https://petersonfg.com/
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3 years, 2 months ago