Podcast Episodes

Problem Solving

Most people think a financial advisor's main job is picking investments. But the truth is, the real job is helping people solve problems. Today, Eric…

1 year, 6 months ago

2025 Tax Updates

At this point of the year, most people have gotten their tax return filed for 2024. So now it's time to turn our attention to planning for this year.…

1 year, 6 months ago

Financial Feelings

Believe it or not, financial planning isn't all about math and logic. There are times when it's important to factor in how you feel about certain th…

1 year, 6 months ago

Financial Advisor Survey

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors,
the majority of whom have been in the business for more than 20…

1 year, 7 months ago

Bad Assumptions in Retirement Planning

Be careful about making assumptions in retirement planning before you know the facts. Some of these assumptions could be correct, but they could just…

1 year, 7 months ago

Game Night

What can we learn about retirement planning from these popular board games?

Contact Information:

Website: https://petersonfg.com/

Phone Number: 515…

1 year, 7 months ago

Unique Retirement Planning Challenges

Creating a customized retirement plan for someone often involves addressing unique challenges. Let's explore some common retirement planning obstacle…

1 year, 8 months ago

Side Gigs

For some people, the idea of retiring and then getting another job is detestable. For others, they can't sit still and have to go find some other job…

1 year, 8 months ago

Planning for Couples

Join Eric this week as he talks all things financial planning for couples, from common money disagreements to effective communication and creating a …

1 year, 9 months ago

New Year, New Me!

As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially.…

1 year, 9 months ago