Podcast Episodes

Planning Your Vacation

It's often said that the average person spends more time planning vacations than planning retirement. So we're going to trick everyone into planning …

1 year, 2 months ago

The Retirement Restaurant

What can we learn about investing from the restaurant industry?

Contact Information:

Website: https://petersonfg.com/

Phone Number: 515-226-1500

1 year, 2 months ago

Big Beautiful Bill: The Main Points

The new tax bill is now law. And while most headlines are focused on politics, we're focused on what it means for your retirement…

Contact Informatio…

1 year, 3 months ago

Just Turned 62

When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions yo…

1 year, 4 months ago

Pain Points

When it comes to financial planning, everyone has a pain point — something that causes stress or uncertainty. These pain points vary from person to p…

1 year, 4 months ago

Doing Your Research

Everybody wants to feel informed about their options when they're making financial decisions. Let's discuss the ways that people inform themselves…

C…

1 year, 4 months ago

Financial Gray Areas

Even though most people in the financial media try to make financial concepts seem black and white, not everything is so clear. In fact, most things …

1 year, 4 months ago

Celebrating Mom

In honor of Mother's Day, and as a way to recognize everything moms have done for us, let's take a few minutes to talk about how you can best make su…

1 year, 5 months ago

Financial Book Club: The Psychology of Money

We're starting a financial book club where a couple of times a year, we'll discuss a book in the financial realm to see what we can learn…or what we …

1 year, 5 months ago

High Anxiety Times

Thanks to a variety of economic circumstances, many people are experiencing some form of financial anxiety at the moment. Tune in to hear how Eric is…

1 year, 5 months ago