Podcast Episodes

Financial Fables

Aesop's Fables can teach us lessons about life AND money. Today, we'll explore timeless tales and uncover the financial lessons hidden within.

Contac…

11 months, 3 weeks ago

Periodic Reviews

Any good financial advisor stays in touch with his or her clients on an ongoing basis. Here's a glimpse at how periodic reviews can look different wi…

1 year ago

The Worst Investors

If you take a close look at the worst investors in society, you'll find some recurring traits and mistakes that show up a lot. Are you guilty of any …

1 year ago

Don't Screw it Up!

You've made it! You're retired. Now, let's make sure you don't screw it all up…

Contact Information:

Website: https://petersonfg.com/

Phone Number: 5…

1 year ago

Financial Myth Busting

Listen in as Eric debunks some common financial planning myths.

Contact Information:

Website: https://petersonfg.com/

Phone Number: 515-226-1500

1 year ago

The Retirement Golf Course

What can the game of golf teach us about retirement planning?

Contact Information:

Website: https://petersonfg.com/

Phone Number: 515-226-1500

1 year ago

Famous Last Words

An engineer who helped build the Titanic said, "Even God himself could not sink this ship." Oops. Let's talk about some of the financial statements p…

1 year, 1 month ago

Harder Than it Looks

Some things in the financial world might seem simple from the outside but are actually pretty tough, while others look complicated but are easier tha…

1 year, 1 month ago

Differences Between Advisors

In a world where almost everyone calls themselves a financial "advisor" or "planner," it can be difficult to know what those titles actually mean. Le…

1 year, 2 months ago

Conventional Wisdom

Conventional Wisdom isn't always so wise. Let's discuss a few examples where financial conventional wisdom might lead you astray…

Contact Information…

1 year, 2 months ago