Podcast Episodes

Trump Accounts

Learn about the new Trump Accounts and what they could mean for families planning for future education expenses.

Contact Information:

Website: https:…

3 months, 2 weeks ago

Financial Planning at the Movies

Let's take some famous movie quotes and put them into a financial context. 

Contact Information:

Website: https://petersonfg.com/

Phone Number: 515-2…

3 months, 3 weeks ago

Dad Jokes

In honor of Father's Day, let's tell a few dad jokes with a financial twist. And are there any underlying financial lessons that we can learn from th…

3 months, 4 weeks ago

Guaranteed Income

Is there really such a thing as having guaranteed income in retirement? Maybe the question is really "guaranteed by whom?"

Contact Information:

Websi…

4 months ago

Retirement Planning with Walt Disney

Let's take these quotes from Walt Disney and turn them into financial wisdom…

Contact Information:

Website: https://petersonfg.com/

Phone Number: 515…

4 months, 3 weeks ago

Death of a Spouse

Today, we cover some of the immediate challenges that people face after losing a spouse. 

Contact Information:

Website: https://petersonfg.com/

Pho…

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…

5 months, 1 week ago

Old Accounts

If you're like most people, you probably have some financial accounts that you don't give much attention. The statements are just collecting dust in …

5 months, 2 weeks ago

Good Intentions, Bad Advice

The old proverb says, "The road to hell is paved with good intentions." Sadly, the road to bad financial advice is often no different. Let's talk abo…

5 months, 3 weeks ago

Life Happens

Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Today we cover some events that m…

6 months ago