Retirement Ready

Financial and retirement planning guidance from Des Moines’ Eric Peterson of Peterson Financial Group.

Retirement Ready is a business podcast hosted by Eric Peterson, with 299 episodes on record and a Required Pod Score of 80.

Eric Peterson hosts Retirement Ready, a business show with 299 episodes published.

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  Episode #424

  Your Biggest IRA Questions Answered

  Oct 1, 202614 min

  Ready to take the next step? Connect with the Peterson Financial team here https://petersonfg.com/ In this episode, Eric answers some of the most pressing questions that come up when people are trying to make sense of their IRAs and 401(k)s. The goal is to understand what choices are available and how those choices may fit into the bigger retirement picture. Retirement accounts can get complicated, but a little clarity now can help prevent expensive surprises later. Here’s some of what we discuss in this episode: Investment Options: What can sit inside an IRA Tax Treatment: How withdrawals may be taxed ⚖️ Contribution Choices: Traditional versus Roth decisions Roth Conversions: Weighing taxes before converting Medicare Impact: Watching income-related premium adjustments Old 401(k)s: Options for orphaned workplace accounts SECURE Act: Understanding newer retirement account rules Get in touch with the Peterson Financial team: https://petersonfg.com/

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  Episode #423

  Mailbag: Retirement, Family & Special Needs Planning

  Sep 24, 202612 min

  Ready to take the next step? Connect with the Peterson Financial team here https://petersonfg.com/ Retirement questions aren’t always just about account balances or investment returns. In this mailbag episode, Eric tackles several real-life situations where family, uncertainty, and long-term responsibilities can make the financial picture more complicated. He explains why good planning often means looking beyond what seems obvious on paper and thinking through how today’s decisions could affect the years ahead. Sometimes the most important retirement questions begin with the people you’re trying to protect. Here’s some of what we discuss in this episode: Special Needs: Planning for lifelong financial support Retirement Readiness: Turning savings into real confidence Stress Testing: Testing plans against tougher scenarios Grandparent Support: Balancing generosity with healthy boundaries ❤️ Family Priorities: Helping without neglecting yourself Estate Planning: Coordinating beneficiaries with legal guidance Professional Help: Bringing specialists into complex planning Get in touch with the Peterson Financial team: https://petersonfg.com/

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  Episode #422

  What Does Your Net Worth Really Tell You?

  Sep 17, 202612 min

  Ready to take the next step? Connect with the Peterson Financial team here https://petersonfg.com/ Net worth can be a useful snapshot, but it doesn’t always tell you how prepared you are for retirement. In this episode, Eric explains why the number people are proudest of may not be the same number that actually drives retirement income planning. He also looks at the emotional side of wealth and why having more money doesn’t automatically make someone more confident about spending it. Here’s some of what we discuss in this episode: ❌ Net Worth Myths: The difference between total net worth and investable net worth Retirement Assets: Why home equity and earmarked accounts may be treated differently in income planning Money Mindset: How fear can keep wealthy retirees from enjoying what they’ve accumulated Compounding: Why wealth can accelerate dramatically later in your working years ️ Income Strategy: Balancing protection, growth, taxes, and retirement income needs Get in touch with the Peterson Financial team: https://petersonfg.com/

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  Episode #421

  Who Really Needs a Financial Advisor?

  Sep 10, 202612 min

  Ready to take the next step? Connect with the Peterson Financial team here https://petersonfg.com/ Ever wondered who truly needs a financial advisor, and who might be fine doing it alone? Eric looks at the different ways people approach retirement planning and how professional guidance can fit alongside a hands-on investing style. The real question is whether your current approach gives you the clarity and confidence you need for retirement. Tune in to discover whether you’re the kind of retiree who really benefits from guidance, or one of the rare exceptions. Here’s some of what we discuss in this episode: DIY Limits: Spreadsheets can miss risks Behavioral Help: Retirement gets emotional Income Planning: Retirement changes the challenge ⚖️ Shared Control: DIY and advice can coexist Advisor Fit: Find help that matches needs Get in touch with the Peterson Financial team: https://petersonfg.com/

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  Episode #420

  4 Financial Commandments for Retirement

  Sep 3, 202612 min

  Ready to take the next step? Connect with the Peterson Financial team here https://petersonfg.com/ You might be breaking some key “financial commandments” without even knowing it. In this episode, Eric shares a few simple rules that could change how you think about retirement and investing. You’ll hear why small mindset shifts can make a big difference in long-term outcomes. Tune in to find out which commandments may hit a little too close to home. Here’s some of what we discuss in this episode: ⏳ Strategy Patience: Give plans time Avoid Greed: Don’t chase unnecessary returns Required Return: Know what you need Investment Fees: Costs quietly reduce returns Better Decisions: Let the plan lead Get in touch with the Peterson Financial team: https://petersonfg.com/

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