Retirement Ready

By Eric Peterson

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Category: Investing

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Episodes: 299

Description

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

Episode Date
The National Park Guide to Retirement Planning
Jul 16, 2026
Mailbag: Military Pension Mistakes & Retirement Decision Paralysis
Jul 09, 2026
Movie Quotes That Reveal the Truth About Retirement
Jul 02, 2026
Mailbag: Simplify Your Retirement Accounts
Jun 25, 2026
Where Does Guaranteed Income in Retirement Really Come From?
Jun 18, 2026
Mailbag: IRA Withdrawals, Whole Life Insurance & Cash on the Sidelines
Jun 11, 2026
Retirement Lessons Hidden in Walt Disney Quotes
Jun 04, 2026
Mailbag: Working Forever, Safety Nets, and Target Date Funds
May 28, 2026
The Financial Impact of Losing a Spouse
May 21, 2026
Old Accounts Could Be Costing You
May 14, 2026
Good Intentions, Bad Advice: Well-Meaning Advice Can Cost You
May 07, 2026
When Life Happens, Your Plan Needs to Change
Apr 30, 2026
Challenging What You “Know for Sure” About Retirement
Apr 23, 2026
Questions To Ask Your Advisor
Apr 16, 2026
How the 24/7 News Cycle Hurts Your Portfolio
Apr 09, 2026
Why Most Of Your Financial Goals Fail
Apr 02, 2026
March Madness & Your Money: Don’t Bust Your Retirement Bracket
Mar 26, 2026
What Mr. Rogers Can Teach Us About Retirement Readiness
Mar 19, 2026
The Hidden Costs of Mutual Funds in Retirement
Mar 12, 2026
Retirement & Emotions: How Feelings Can Derail (or Improve) Your Plan
Mar 05, 2026
Why Retirees Struggle to Spend Their Money
Feb 26, 2026
Mailbag: Inherited Farmland, AI Planning, and Retirement Readiness
Feb 19, 2026
How Advisors Get Paid
Feb 12, 2026
What Snow Days Teach Us About Money
Feb 05, 2026
Controversial Financial Takes: Are Kiyosaki, Orman, Sethi & Ramsey Right?
Jan 29, 2026
Start the Year Right: A Smarter Financial Checklist
Jan 22, 2026
Financial Truths Hidden in Famous Songs
Jan 15, 2026
Are You Falling for Financial “Shiny Objects?”
Jan 08, 2026
Mailbag: Do I Really Need An Advisor If I Have Enough Money?
Dec 31, 2025
Retiree’s First Christmas: The First Holiday Season After You Retire
Dec 23, 2025
Does It Even Matter?: What Retirees Should Actually Worry About
Dec 18, 2025
Wizard of Oz Lessons for Retirement Planning
Dec 11, 2025
Money Mistakes You Only Make Once
Dec 04, 2025
The Friendly Skies of Retirement Planning
Nov 26, 2025
Tough Conversations: Facing Life’s Hardest Financial Moments
Nov 20, 2025
Financial Lessons from Aesop's Fables
Nov 13, 2025
Periodic Reviews: Tailoring Financial Advice to Your Personality
Nov 06, 2025
Bad Investor Habits to Break Now
Oct 30, 2025
Your First Year of Retirement: Don’t Screw It Up
Oct 23, 2025
Debunking Retirement Myths: Smarter Strategies for Your Future
Oct 16, 2025
Mailbag: Life Insurance, Housing Decisions & Handling Extra Income
Oct 09, 2025
What Golf Teaches Us About Retirement
Oct 02, 2025
Famous Last Words: Retirement Phrases That Can Cost You
Sep 25, 2025
Retirement Planning Is Harder Than It Looks
Sep 18, 2025
Not All Advisors Are Created Equal
Sep 11, 2025
Gen X: Navigating Retirement Realities
Sep 04, 2025
The Hidden Cost of “Conventional Wisdom”
Aug 28, 2025
Are You Wealthier Than You Think?
Aug 21, 2025
What Vacation Planning Can Teach You About Retirement
Aug 14, 2025
What Your Life Habits Reveal About Your Finances
Aug 07, 2025
Retirement Restaurant: What’s on Your Financial Menu?
Jul 31, 2025
Mailbag: Buying a Car, Saving in Your 20s & Retiring with $500K
Jul 24, 2025
Mailbag: Affording Disney, Retirement Income & Leaving Job Benefits
Jul 17, 2025
DIY Planning: Where It Works and Where It Can Go Wrong
Jul 10, 2025
Age 62: An Important Retirement Milestone
Jul 03, 2025
The Financial Junk Drawer: What’s Hiding in Your Retirement Plan?
Jun 26, 2025
Too Much Financial Info? How to Filter the Good from the Bad
Jun 19, 2025
Five People You Meet In Retirement
Jun 12, 2025
The Gray Zone of Retirement Planning
Jun 05, 2025
What The Psychology of Money Reveals About Retirement
May 29, 2025
The Services We Offer (That You Didn't Know You Needed)
May 22, 2025
How to Stay Calm When the Market Isn’t
May 15, 2025
Mailbag: 4% Rule, Life Insurance, and Early Retirement Questions
May 08, 2025
Beyond Stocks: The Problem-Solving Power of Financial Advisors
May 01, 2025
Mailbag – Roth IRA, Emergency Funds & Tax-Deferred vs. Tax-Free
Apr 24, 2025
How 2025 Tax Updates Can Impact Your Financial Plan
Apr 17, 2025
Early Retirement: Dream Come True or Financial Trap?
Apr 10, 2025
What 400+ Advisors Say Really Keeps Retirees Up at Night
Apr 03, 2025
Bracket Busters and Stock Flops: The Risky Game of Picking Winners
Mar 27, 2025
Are Hidden Fees Draining Your Retirement Savings?
Mar 20, 2025
What Game Night Can Teach Us About Financial Planning
Mar 13, 2025
Mailbag – Upsizing, Financial Advisors & Business Owner Planning
Mar 06, 2025
Planning for Unique Situations in Retirement
Feb 27, 2025
Planning for Kids, Grandkids, & Your Future
Feb 20, 2025
Financial Planning Conversations for Couples
Feb 13, 2025
Is Your Retirement Based on Wishful Thinking?
Feb 06, 2025
Spending With Confidence in Retirement
Jan 30, 2025
Watch Out For These Financial Half Truths
Jan 23, 2025
Answering Common 401K FAQs
Jan 16, 2025
Mistakes People Make When Choosing An Advisor
Jan 09, 2025
Financial Lies We Tell Ourselves
Jan 02, 2025
The Stress That Comes With Retirement
Dec 26, 2024
Finding Financial Silver Linings
Dec 19, 2024
Unasked Retirement Questions You Shouldn’t Ignore
Dec 12, 2024
The Diverse Definitions Of Diversification
Dec 05, 2024
The Use Of Technology In Financial Planning
Nov 26, 2024
Retirement Planning Conversations With Dorothy Parker
Nov 21, 2024
Mailbag: Moving To A State With Income Tax And More
Nov 14, 2024
What Is Lazy Money?
Nov 07, 2024
Retirement Planning Today Is Harder Than It Used To Be
Oct 31, 2024
Social Security Variables That Impact Your Claiming Strategy
Oct 24, 2024
Retirement Real Estate Decisions: Downsizing, Snowbirding, and More
Oct 17, 2024
Healthcare in Retirement
Oct 10, 2024
Family Matters When It Comes to Finances
Oct 03, 2024
Water Wheels and Retirement Planning
Sep 26, 2024
Most Common Retirement Planning Mistakes
Sep 19, 2024
Common Complaints About Financial Planning
Sep 12, 2024
Navigating Spousal Disagreements in Retirement Planning
Sep 05, 2024
Financial Wisdom from Ernest Hemingway
Aug 29, 2024
Knowing Where You Stand in Retirement
Aug 22, 2024
The Different Investor Personality Types
Aug 15, 2024
Bad Financial Habits
Aug 08, 2024
Financial Decisions Shaped by Key Memories
Aug 01, 2024
Do You Have These Blind Spots In Your Retirement Plan?
Jul 25, 2024
Inside Out: How We Can Look at Finances Through the Characters of Pixar’s Latest Flick
Jul 18, 2024
The Importance of Preventative Care
Jul 11, 2024
Preparing for Retirement like Noah’s Ark
Jul 02, 2024
Retirement Income
Jun 27, 2024
Retirement Checklist
Jun 20, 2024
Financial Wisdom from Mark Twain
Jun 13, 2024
Understanding Bonds in Today's Market
Jun 06, 2024
Understanding Your Financial Statements
May 30, 2024
From Graduation to Retirement
May 23, 2024
401(k) Mistakes
May 16, 2024
Beneficiary Mistakes
May 09, 2024
How Emotions Can Impact Your Retirement Plan
May 02, 2024
Retirement Planning Statistics
Apr 25, 2024
Mailbag: Should I Fire My Broker?
Apr 18, 2024
Putting It Off
Apr 11, 2024
Common Scams to Avoid
Apr 04, 2024
Financial Strategies: Agree or Disagree?
Mar 28, 2024
Divorce Mistakes
Mar 21, 2024
Villains of the Financial World
Mar 14, 2024
Uses for Life Insurance
Mar 07, 2024
Understanding Financial Risk
Feb 29, 2024
Mailbag: What Financial Advice Should I Share with My Grandchild?
Feb 22, 2024
The Good Old Days
Feb 15, 2024
Mailbag: When Should I Retire?
Feb 08, 2024
Discussing Dave Ramsey and His Core Beliefs
Feb 01, 2024
Mailbag: What Should I Do With My Inheritance?
Jan 25, 2024
The Voice of Greed
Jan 18, 2024
The Financial Guessing Game
Jan 11, 2024
Mailbag: Should I Pay off my Daughter’s College Loan?
Jan 04, 2024
Inheritance FAQ
Dec 28, 2023
Financial Lessons from Christmas Songs
Dec 21, 2023
Questions That Are Hard to Answer
Dec 14, 2023
Things Your Financial Advisor Might Not Be Doing
Dec 07, 2023
Tax Consequences
Nov 30, 2023
Cutting Corners Financially
Nov 21, 2023
Risk Aversion
Nov 16, 2023
Tax Planning in Retirement
Nov 09, 2023
Overconfidence in Your Financial Life
Nov 02, 2023
Learning From Financial Mistakes
Oct 26, 2023
The Hierarchy Of Retirement Needs
Oct 19, 2023
Finances with Forrest Gump
Oct 12, 2023
Financial Matters People Put Off
Oct 05, 2023
What to Know About Retiring Today
Sep 28, 2023
Common Pre-Retiree Tax Mistakes
Sep 21, 2023
What Is Your Financial Personality?
Sep 14, 2023
Investing Strategies by Profession
Sep 07, 2023
Life Insurance 101
Aug 31, 2023
Financial Wisdom from Ron Swanson
Aug 24, 2023
Outdated Financial Strategies
Aug 17, 2023
What Is Non-Correlated Income?
Aug 10, 2023
Fact or Fiction: Financial Situations in Retirement
Aug 03, 2023
Avoiding Possible Financial Disasters
Jul 27, 2023
What Retirement Statistics Tell Us
Jul 20, 2023
Reasons People Don’t Visit a Financial Advisor
Jul 13, 2023
Mailbag: Should I Help My Parents with Long-Term Care Costs?
Jul 06, 2023
3 Qualities of Money
Jun 29, 2023
Awkward Financial Conversations
Jun 22, 2023
Knowing Your Money Mindset
Jun 15, 2023
The Different Types of Financial Risk
Jun 08, 2023
Good News, Bad News
Jun 01, 2023
401(k) Considerations
May 25, 2023
Generational Challenges
May 18, 2023
Advisor Pet Peeves
May 11, 2023
Grading Your Financial Competency
May 04, 2023
Financial Lessons from Yogi Berra
Apr 27, 2023
Mailbag: Should I be Worried about Investing in a Bank?
Apr 20, 2023
Ways to Ruin Retirement
Apr 13, 2023
Financial Mistruths
Apr 06, 2023
What’s the Difference? Traditional IRA vs. Roth IRA
Mar 30, 2023
What’s the Difference in These Financial Items?
Mar 23, 2023
Mailbag: Where Should I Invest after Maxing Out 401(k)?
Mar 16, 2023
Stories People Tell Themselves
Mar 09, 2023
Financial Main Characters and Secondary Characters
Mar 02, 2023
Separating Your Money
Feb 23, 2023
Mailbag: Do We Need So Much Money in Cash?
Feb 16, 2023
Rescuing Old Accounts
Feb 09, 2023
SECURE Act 2.0 – What Retirees Need to Know
Feb 02, 2023
Retirement Lifestyles
Jan 26, 2023
Good Intentions and Financial Advice
Jan 19, 2023
Mailbag: Should I Invest Unused Travel Funds Into Something More Practical?
Jan 12, 2023
Desire to Retire
Jan 05, 2023
Financial Lessons from Disney Rides
Dec 29, 2022
Naughty or Nice? Financial Advisor Behaviors
Dec 21, 2022
Mailbag: Where Should I Withdraw My Retirement Funds?
Dec 15, 2022
Year-end Roth Conversions
Dec 08, 2022
Inheritance 101
Dec 01, 2022
Mailbag: Do I Have Too Much in Cash?
Nov 22, 2022
Retirement Planning with Mr. Miyagi
Nov 17, 2022
Mailbag: Is It Irresponsible to Retire Early?
Nov 10, 2022
Retirement Red Zone
Nov 03, 2022
Mailbag: Do I Need To Budget For Retirement?
Oct 27, 2022
How Often Do These Financial Situations Happen?
Oct 20, 2022
Mailbag: Should I Get a Prenup?
Oct 13, 2022
Financial Advice from Seinfeld
Oct 06, 2022
Mailbag: Which Investment Should I Withdraw From?
Sep 29, 2022
Investing and Coffee
Sep 22, 2022
The Different Kinds Of Annuities
Sep 15, 2022
Financial Fortune Cookies
Sep 08, 2022
The Worst Types of Investors
Sep 01, 2022
What Happens in a Periodic Review With Your Financial Advisor?
Aug 25, 2022
Mailbag: Does It Matter Who Gets What Asset in My Legacy Plan?
Aug 18, 2022
More than Just a “Nice Person”
Aug 11, 2022
Mailbag: How Much is Too Much to Spend on a Forever Home?
Aug 04, 2022
Financial Jeopardy
Jul 28, 2022
401(k) Weaknesses
Jul 21, 2022
Retirement Planning: It’s Not As Easy As It Looks
Jul 14, 2022
Financial Security in Retirement
Jul 07, 2022
Financial Planning for Business Owners
Jun 30, 2022
Economic News and Sensational Headlines
Jun 23, 2022
Conventional Wisdom
Jun 16, 2022
Retirement Vacation Planning
Jun 09, 2022
Financial Things We Can All Relate To
Jun 02, 2022
Mailbag: Should I Move my Mom’s Money into Investments?
May 26, 2022
A Perfect Match: Tennis and Retirement Planning
May 19, 2022
Mailbag: Money Management Tips For Younger Couples
May 12, 2022
Building a Plan for the Long Haul
May 05, 2022
What Do You Need to Know About Today’s Inflation?
Apr 28, 2022
Mailbag: Should I Save Elsewhere Besides My 401(k)?
Apr 21, 2022
Playing the Retirement Game Show
Apr 14, 2022
Tax Season
Apr 07, 2022
Asking the Wrong Questions
Mar 31, 2022
Mailbag: Should I Combine My Old 401(k) Accounts?
Mar 24, 2022
Understanding Financial Feelings
Mar 17, 2022
Mailbag: Is It Common to Worry About Running Out of Money?
Mar 10, 2022
Are You Aware of Hidden Expenses?
Mar 03, 2022
Mailbag: Should I Sell my Rental Property for More Liquidity?
Feb 24, 2022
Retirement Planning with Shaq
Feb 17, 2022
Traveling Through The Retirement Airport
Feb 10, 2022
Stuff That Doesn’t Work
Feb 03, 2022
How Do You Say It?
Jan 27, 2022
Are These Things Overrated or Underrated?
Jan 20, 2022
Building A Financial Foundation
Jan 13, 2022
Mailbag: Pensions, Vacation Homes, and More
Jan 06, 2022
Wishful Thinking with Your Finances
Dec 30, 2021
Should You Do a 401(k) Rollover?
Dec 21, 2021
Spending with Confidence
Dec 16, 2021
How Do You Know How Much You Need?
Dec 09, 2021
Common 401(k) FAQs
Dec 02, 2021
How Do You Pick A Financial Advisor?
Nov 23, 2021
Finding the Silver Linings
Nov 18, 2021
Delayed Gratification in Retirement Planning
Nov 11, 2021
Two Truths and A Lie
Nov 04, 2021
Retirement Reality Checks
Oct 28, 2021
Financial Lies We Tell Ourselves
Oct 21, 2021
Unlikely Financial Wisdom
Oct 14, 2021
Reasons to NOT Work With a Financial Advisor
Oct 07, 2021
Mailbag: Rental Properties, Advisor Reviews, and More
Sep 30, 2021
Retirement Income Planning Essentials
Sep 23, 2021
Easy Financial Improvements To Make
Sep 16, 2021
Empty Nest Syndrome
Sep 09, 2021
Retirement Quiz - Is That Your Final Answer?
Sep 02, 2021
Moving On From Financial Mistakes
Aug 26, 2021
Common Complaints About Financial Advisors
Aug 19, 2021
Navigating Retirement Disagreements Between Spouses
Aug 12, 2021
5 Most Common Retirement Planning Mistakes
Aug 05, 2021
The Retirement Countdown
Jul 29, 2021
Mailbag: Do I Need Long-Term Care Insurance If I Expect an Inheritance?
Jul 22, 2021
401(k) Mistakes You Don’t Want To Make
Jul 15, 2021
Financial Blind Spots
Jul 08, 2021
SECURE Act 2.0 – What to Know
Jul 01, 2021
Why People Put Off Meeting with a Financial Advisor
Jun 24, 2021
Emotions That Drive Financial Decisions
Jun 17, 2021
Mailbag: What Should I Do With My IRA?
Jun 10, 2021
Avoiding the Tax Time Bomb
Jun 03, 2021
The ‘What If?’ Game
May 27, 2021
Navigating the New Administration’s Tax Plan
May 20, 2021
Retirement Readiness Pop Quiz
May 13, 2021
Baseball and Retirement Planning
May 06, 2021
Unpopular Opinions In The Financial World
Apr 29, 2021
Retirement Planning Rules of Thumb
Apr 22, 2021
Financial Abbreviations, Explained
Apr 15, 2021
Do You Agree or Disagree with this Retirement Advice?
Apr 08, 2021
Mailbag: Can I Sell My Home and Just Rent in Retirement?
Apr 01, 2021
What Creates A Sense of Urgency With Your Financial Plan?
Mar 25, 2021
Should You Follow Dave Ramsey’s Financial Advice?
Mar 18, 2021
Financial Wisdom from Calvin and Hobbes
Mar 11, 2021
Can You DIY Financial Planning?
Mar 04, 2021
Translating Financial Jargon
Feb 25, 2021
Financial Fill in the Blank
Feb 18, 2021
What to Know About Biden’s Initial Executive Orders
Feb 11, 2021
Mailbag: Retirement Planning With Separate Bank Accounts
Feb 04, 2021
Estate & Legacy Planning FAQs
Jan 28, 2021
What Does Mark Twain Have to Say About Your Financial Plan?
Jan 21, 2021
New Year, New Ideas to Consider
Jan 14, 2021
Mailbag: Should I Use My Severance Package to Pay Off the House?
Jan 07, 2021
Things Your Advisor Should Be Doing
Dec 30, 2020
The Three Worlds of Money
Dec 23, 2020
Year-End Financial Planning Checklist
Dec 17, 2020
Managing Your Risk Aversion
Dec 10, 2020
Mailbag: Planning for Long-Term Care Expenses
Dec 03, 2020
The Retirement Hierarchy of Needs
Nov 24, 2020
Financial Planning and Gun Safety
Nov 19, 2020
Mailbag: Do I Really Need All of These Life Insurance Policies?
Nov 12, 2020
Facing the Villains in the Financial World
Nov 05, 2020
Financial Planning Lessons From Winston Churchill
Oct 29, 2020