Podcast Episodes
Back to SearchExcuses We Tell Ourselves
Are you trying to make excuses for yourself when it comes to finances? Eric can teach you how to plan properly for your retirement.
3 years, 8 months ago
Separating Your Money
There are so many places where your money can go as you plan for retirement. Make sure that you are properly separating out your money to the right i…
3 years, 8 months ago
Finding Old Accounts
There might be old accounts in your retirement portfolio that need to be found and updated. Let's see how we can easily spot those old accounts, and …
3 years, 8 months ago
The SECURE Act 2.0
The SECURE Act 2.0 was passed into law late last year - we'll take a look at what changes it could bring to your retirement plan.
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3 years, 8 months ago
The Best Intentions
Financial advice is often given with the best intentions, but it's not always the right advice for you. We'll look at some common sources of financia…
3 years, 9 months ago
End Of Year Planning
The end of 2022 is fast approaching. Let's see what you can do between now and then to help with your financial planning.
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Websit…
3 years, 10 months ago
Retirement Lessons From Disney World
We'll examine what financial lessons we can learn from some famous (and infamous) rides at Disney World.
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Website: https://peters…
3 years, 10 months ago
Roth Conversions
We'll dive into roth conversions - what they are, how to properly make them, and what pitfalls to avoid with them.
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Website: ht…
3 years, 10 months ago
Conventional Wisdom
We'll challenge some conventional financial wisdom so that you know which advice to trust as you plan for retirement.
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Website: h…
3 years, 11 months ago
Inheritance 101
Inheritance planning can be complicated, but it doesn't have to be. We'll give you an introductory course.
Contact Information:
Website: https://pete…
3 years, 11 months ago