Podcast Episodes

New Year Checklist

With the new year upon us, let's run through the checklist of things people should be thinking about as it relates to their financial plans…

Contact …

9 months ago

Financial Song Lyrics

What can we learn about financial planning from these song lyrics about money?

Contact Information:

Website: https://petersonfg.com/

Phone Number: 51…

9 months, 1 week ago

Shiny Objects

Let's talk about some of the shiny objects in the financial world that can distract you from the substance that you should really be focused on…

Cont…

9 months, 3 weeks ago

Giving Season

With people thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fi…

9 months, 4 weeks ago

Retiree's First Christmas

We've all seen those Christmas ornaments that say things like "Baby's First Christmas." It's a milestone moment worth commemorating. But what about a…

10 months ago

Does it Matter?

People often spend a lot of time worrying about things like elections, health insurance changes and global conflicts- especially when they're unsure …

10 months, 1 week ago

Retirement Sabotage

With all of the things in the financial world that you can't control, why would you sabotage your own retirement by messing up the things you CAN con…

10 months, 3 weeks ago

Financial Wisdom from the Wizard of Oz

We're off to see the Wizard! Let's see what we can learn about financial planning from the classic film…

Contact Information:

Website: https://peters…

11 months ago

Money Mistakes You Only Make Once

Let's talk through a few money mistakes that HOPEFULLY you'll never make more than once. Or ideally, you can learn from other people's mistakes and n…

11 months, 1 week ago

The Friendly Skies of Retirement Planning

What can air travel teach us about retirement planning?

Contact Information:

Website: https://petersonfg.com/

Phone Number: 515-226-1500

11 months, 2 weeks ago