Retirement Planning - Money Not Math
By Drew Erickson
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Category: Investing
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Episodes: 187
Description
I love to help people have more confidence in their financial future.
My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to.
If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151
My core Values are Family, Faith, Finances, Fitness, Friends and Fun.
| Episode | Date |
|---|---|
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📈5 Strategies for Navigating the Market Roller Coaster! Money Not Math 159 📉
|
Mar 31, 2025 |
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Warren Buffett Discusses His Cash Holdings and Investment Philosophy 🏦💡Money Not Math 158
|
Feb 24, 2025 |
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🎙️ Why Health Savings Accounts (HSAs) Aren't Always Worth the Tax Savings 🏥 2.20.25 | Retire Confidently Facebook Live
|
Feb 20, 2025 |
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💰 When should you claim Social Security Benefits? 🕒 2.13.15 Retire Confidently Facebook Live
|
Feb 13, 2025 |
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Understanding Tariff Impacts on Your Investments 📈2.6.25 Live Retirement Planning Coffee Talk
|
Feb 06, 2025 |
|
Unlock Tax Savings: Top Deductions for Homeowners in Money Not Math Episode #157
|
Feb 03, 2025 |
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Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk clip
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Jan 30, 2025 |
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Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk
|
Jan 30, 2025 |
|
Ever wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? 🤔 clip
|
Jan 27, 2025 |
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Ever wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? 🤔
|
Jan 27, 2025 |
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What do people regret the most when they retire? 1.23.25 Retirement Planning Coffee Talk clip
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Jan 23, 2025 |
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What do people regret the most when they retire? 1.23.25 Retirement Planning Coffee Talk
|
Jan 23, 2025 |
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5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️clip
|
Jan 16, 2025 |
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5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️
|
Jan 16, 2025 |
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Inflation and family caregiving challenge retirement plans. 1.9.25 Retirement Planning Coffee Talk
|
Jan 09, 2025 |
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Inflation and family caregiving challenge retirement plans. 1.9.25 Retirement Planning Coffee Talk clip
|
Jan 09, 2025 |
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Retire Early, is this the year you take the leap? 1.2.25 Retirement Planning Coffee Talk clip
|
Jan 02, 2025 |
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Retire Early, is this the year you take the leap? Plus, 6 Market Pros on the Biggest Risks for 2025. 1.2.25 Retirement Planning Coffee Talk
|
Jan 02, 2025 |
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How to Avoid Letting Unforeseen Events (Black Swans) Ruin Your Retirement. Money Not Math 155
|
Dec 05, 2024 |
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Financial advice can add up to 5.1% to portfolio returns over the long term. 11/21/24 Retirement Planning Coffee Talk
|
Nov 21, 2024 |
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How the 2024 Election Could Affect Your Portfolio. 11.7.24 Retirement Planning Coffee Talk
|
Nov 07, 2024 |
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HAPPY HALLOWEEN! Don’t Scare Your Money away by Gambling on the 2024 Election. The Election Is a Coin Flip. 10.31.24 Retirement Planning Coffee Talk.
|
Oct 31, 2024 |
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The True Tax Benefit of IRAs and 401(k)s plus how they stack up against taxable and after-tax accounts. Money Not Math 154.
|
Oct 25, 2024 |
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Why Stocks are Hitting Record Highs, Avoid RMD Shortfalls, and Is Fixing Social Security and Medicare as Dire as it Seems? 6/13/24 Retirement Planning Coffee Talk
|
Jun 13, 2024 |
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The True Cost of a Financial Advisor Revealed, The Financial Risks of Social Media, and Take it from Warren Buffett: Misses Are Inevitable. 6/6/24 Retirement Planning Coffee Talk
|
Jun 06, 2024 |
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Dad jokes, the financial media, and the countdown to your retirement. 5/8/24 Retirement Planning Coffee Talk with Ross Welte and Dexter.
|
May 09, 2024 |
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Forgive, Be BOLD, and Live! Money Not Math 153 interview with Alison Bernier – Bernier Properties LLC
|
May 02, 2024 |
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Thankful for 10 years! My office is moving. FED interest rate decisions. Only 1 in 5 have retirement plans. 5/2/24 Retirement Planning Coffee Talk.
|
May 02, 2024 |
|
NFL Draft tonight, go Vikings! 5.1% Cash Accounts. Structured Notes. Series 65. 2/3 of Peak Boomers Aren't Ready for Retirement. And Qualified Charitable... 4/25/24 Retirement Planning Coffee Talk.
|
Apr 25, 2024 |
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Roth Conversions. Will the New Inflation Story Hurt Stocks? Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market. Our retirement planning... 4/18/24 Retirement Planning Coffee Talk
|
Apr 18, 2024 |
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“I feel like I should have had a financial education class” 4/11/24 Weekly Money Not Math Coffee Talk
|
Apr 11, 2024 |
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Go Gophers! 5 Steps to Spring-Cleaning Your Investment Portfolio. Morningstar Market Insights: Central Banks, Inflation, and Patient Investing. Cost... 3/28/24 Weekly Money Not Math free Coffee Talk.
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Mar 28, 2024 |
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2.23.24 Money Not Math interview with Tevin Moreno – Moreno Dental Services. Money Not Math 152.
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Feb 24, 2024 |
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2/21/24 Weekly Money Not Math Coffee Talk
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Feb 22, 2024 |
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Is Roger Federer the GOAT and What Can His Career Teach Us About Investing? Money Not Math 151
|
Feb 08, 2024 |
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How Small, Consistent Actions Can Pay Off BIG in Finance & Life
|
Feb 07, 2024 |
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Thank you for your time! Money Not Math 150
|
Jan 25, 2024 |
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Want to Lose Your Money? Listen to Millionaires. Money Not Math 149
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Jan 12, 2024 |
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I am Maxing out my 401k, Now What? Money Not Math Client Success Story 2
|
Jan 08, 2024 |
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Your 2024 Tax Fact Sheet and Important Dates. Money Not Math 148
|
Dec 28, 2023 |
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Priorities and timing are everything. Money Not Math 147 with Joe Hedrick - TRF Airport Manager
|
Dec 05, 2023 |
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Will I Ever Be Able to Retire? Money Not Math Client Success Story #1
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Nov 17, 2023 |
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Tough Times Can Lead to Amazing Opportunities. Money Not Math 146 with John Ensley
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Nov 14, 2023 |
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What is a Backdoor Roth IRA and how should I set it up? Money Not Math 145
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Aug 28, 2023 |
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What would a recession mean for stock returns? Money Not Math 144
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Jul 06, 2023 |
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Which spouse IRA Beneficiary option should you choose? Money Not Math 143
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May 25, 2023 |
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Would raising the full retirement age SAVE Social Security? Money Not Math 142
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May 18, 2023 |
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How to Invest Better and Live Better. Money Not Math 141
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May 11, 2023 |
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Playoff Brackets are Fun. Investing Realities Apply across a Lifetime. Money Not Math 140
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May 05, 2023 |
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When Headlines Worry You, Bank on Investment Principles. Money Not Math 139
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Apr 27, 2023 |
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What does it feel like to make over 9% annualized return on your money? Money Not Math 138
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Apr 12, 2023 |
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How Are Our Funds Affected by the Banking Crisis? Money Not Math 137
|
Apr 07, 2023 |
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Want more success investing? Quit trying to make sense of investing. Money Not Math 136
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Mar 29, 2023 |
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It’s BETTER to PLAN Than Predict! Money Not Math 135
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Mar 22, 2023 |
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What is Your True Net Worth? Money Not Math 134
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Mar 15, 2023 |
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You are born based on your circumstances. You die based on your DECISIONS! Money Not Math 133
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Mar 10, 2023 |
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What is your retirement income strategy? Money Not Math 132
|
Feb 23, 2023 |
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Workplace Retirement Plan, Financial Advisor, or Both? Money Not Math 131
|
Feb 17, 2023 |
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Is your memory your worst enemy? Money Not Math 130
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Feb 09, 2023 |
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What is the BEST way to Grill Steak? Money Not Math 129
|
Feb 02, 2023 |
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What is the red stuff in steak? Money Not Math 128
|
Jan 25, 2023 |
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Tips for Last-Minute IRA Contributions. Money Not Math 127
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Jan 20, 2023 |
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Developing a Financial Plan You Can Stick With. Money Not Math 126
|
Jan 12, 2023 |
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Biggest Financial Topics of 2022 and Setting Goals for 2023. Money Not Math 125
|
Jan 05, 2023 |
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Congress wants to change how you save for retirement. Money Not Math 124
|
Dec 22, 2022 |
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7 Questions to Ask Yourself During Retirement Planning. Money Not Math 123
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Dec 08, 2022 |
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Time the Market at Your Risk. Money Not Math 122
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Dec 01, 2022 |
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Are you making wild predictions in your financial planning game? Money Not Math 121
|
Nov 10, 2022 |
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Do you and your Advisor trust the Stock Market? Money Not Math 120
|
Nov 04, 2022 |
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Do Markets Care Who Runs Congress? Money Not Math 119
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Oct 26, 2022 |
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Why We Should NOT Run from Market Fluctuations! Money Not Math 118
|
Oct 20, 2022 |
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What Does Midterm Elections Mean for the Stock Market? Money Not Math 117
|
Oct 13, 2022 |
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Estate Planning within your Retirement Planning with Nathan Haase. Money Not Math 115
|
Sep 28, 2022 |
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Are your investments diversified globally? Money Not Math 114
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Sep 23, 2022 |
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Are you waiting until it’s too late? Money Not Math 113
|
Sep 09, 2022 |
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Is your family on the same page financially? Money Not Math 112
|
Sep 01, 2022 |
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Do you have an effective Map to achieve your Retirement Plan? Money Not Math 111
|
Aug 30, 2022 |
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Are you planning for retirement all wrong? Money Not Math 110
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Aug 18, 2022 |
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The Difference Between a Forecast, a Wish, and a Worry. Money Not Math 109
|
Aug 11, 2022 |
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The Cost of Trying to Time the Market. Money Not Math 108.
|
Jul 28, 2022 |
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Is there light at the end of the Inflation Tunnel? Money Not Math 107
|
Jun 16, 2022 |
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What is more valuable to you? Your time or your money? Money Not Math 106
|
Jun 09, 2022 |
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10 Things You Should Know about Social Security Benefits and How They May Affect Your Retirement Planning. Money Not Math 105
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Jun 02, 2022 |
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2 Top Takeaways on the stock market from the 2022 Morningstar Investment Conference. Money Not Math 104
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May 24, 2022 |
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Whose game are you playing? Money Not Math 103
|
May 19, 2022 |
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6 Retirement Planning Issues Most People Make and How to Avoid Them. Money Not Math 102
|
May 05, 2022 |
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Laura Stengrim’s best financial lessons learned and advice. Money Not Math 101 clip
|
Nov 30, 2021 |
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The value of social media marketing for small businesses with Laura Stengrim - Social Butterfly. Money Not Math 101
|
Nov 23, 2021 |
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Thank you! Money Not Math 100
|
Oct 22, 2021 |
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Would you rather receive $1,000,000 today or 1 penny that doubles daily for one month Money Not Math 99 (Take 2)
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Oct 18, 2021 |
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Gratitude! Money Not Math #98
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Oct 01, 2021 |
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5 Stone Financials’ Core Values and the 5 stones to building a healthy and successful life. Money Not Math 97.
|
Sep 14, 2021 |
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Confused about retirement savings plans? Here are potential options for you. Money Not Math 95
|
Sep 07, 2021 |
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David Blanchett's 6 Predictions for Retirement Planning in 2021. Money Not Math 94
|
Dec 21, 2020 |
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5 Ways the Pandemic is Affecting Retirement Planning and what we can learn from it. Money Not Math 93
|
Dec 01, 2020 |
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Will Biden’s tax proposal negatively affect your retirement? Money Not Math 92
|
Nov 18, 2020 |
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Details and Analysis of Democratic Presidential Nominee Joe Biden’s Tax Plan. Money Not Math 91
|
Oct 28, 2020 |
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There are multiple strategies to get to the world series (retirement). Are you using the best options available for you based off your personal beliefs and goals? Money Not Math 90
|
Oct 20, 2020 |
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Should I pay off debt faster or save more earlier? Money Not Math 89
|
Oct 09, 2020 |
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What a dumpster fire of a debate and Twins game yesterday. How comfortable are you letting your financial future be dependent on things you cannot control? Money Not Math 88.
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Sep 30, 2020 |
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Are you confident your family would survive financially if you or your spouse unexpectedly died? Life insurance awareness month. Money Not Math 87 Podcast.
|
Sep 21, 2020 |
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Are you one of the 4 in 5 Americans who Lack Retirement Planning Knowledge? Money Not Math 86
|
Sep 18, 2020 |
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How are you planning around your current or future social security benefits? Money Not Math 85
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Sep 15, 2020 |
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How to Survive as a Retiree in a Down Market. Money Not Math 84
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Sep 09, 2020 |
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5 Crucial expenses to consider when planning for your retirement! Money Not Math 83
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Jul 29, 2020 |
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What will be your largest expense or cost in retirement? Money Not Math 82
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Jul 22, 2020 |
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Raising kids and planning a paternity leave resolution. Money Not Math 81
|
Jul 14, 2020 |
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How would it feel to lose 25-100% of your income? Money Not Math 79
|
Jul 06, 2020 |
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How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7
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Jul 01, 2020 |
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Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6
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Jun 30, 2020 |
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What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5
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Jun 26, 2020 |
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Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4
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Jun 26, 2020 |
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What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3
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Jun 23, 2020 |
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Why did I choose financial planning as my profession? Money Not Math 78 Clip 2
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Jun 22, 2020 |
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Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1
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Jun 19, 2020 |
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Actionable items to implement in our lives to feel better and be happier. Money Not Math 76, Clip 5 with Tate Sorvig.
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Jun 05, 2020 |
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The five blue zones that lead us to live happier and longer lives. Money Not Math 76, clip 4 with Tate Sorvig
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Jun 04, 2020 |
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How do we lean into our fight or flight responses to take the first step towards improving our financial, mental, or physical health? Money Not Math 76, Clip 3 with Tate Sorvig
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Jun 03, 2020 |
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Will the stock market continue to rise, or will there be another correction soon? Will potential tax changes wipe out your gains? Money Not Math 77
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Jun 02, 2020 |
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The mental health benefits of being physically active and exercising. Money Not Math 76, clip 2 with Tate Sorvig.
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Jun 02, 2020 |
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The Wealth of Health and Tate’s favorite ways to get exercise outside of organized exercises or routines. Money Not Math 76, Clip 1 with Tate Sorvig.
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Jun 01, 2020 |
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Obeying our natural laws to take more control of our lives. Money Not Math 76 with Tate Sorvig
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May 29, 2020 |
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Cash Value Life Insurance Can Provide A Safe Harbor in Today's Economic Storm. Money Not Math 75.
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May 19, 2020 |
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Common advanced planning strategies for business owners to save money in taxes and reward their employees. Money Not Math 74
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May 18, 2020 |
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The top three things a business owner should do when it comes to their bookkeeping from Jared May. Money Not Math 73
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May 14, 2020 |
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What is Tate's definition of being successful? The best ways to contact him. Money Not Math 72 Clip 7
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May 08, 2020 |
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What lessons has Tate learned through his experiences? Money Not Math 72 Clip 6
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May 08, 2020 |
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How and WHY Tate started his business, CrossFit Great North. Money Not Math 72 Clip 5
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May 07, 2020 |
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Who does Tate Sorvig and CrossFit Great North bring the most value to? Money Not Math 72 Clip 4
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May 07, 2020 |
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How do you separate motivating people through fear vs. inspiring them to be healthy? Money Not Math 72 Clip 3 with Tate Sorvig
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May 07, 2020 |
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Could CrossFit Great North help you find freedom through your health and fitness? Money Not Math 72 Clip 2 with Tate Sorvig
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May 07, 2020 |
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Who is Tate Sorvig? Money Not Math 72 Clip 1 with Tate Sorvig- CrossFit Great North
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May 07, 2020 |
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Deserve It! Money Not Math 72 full conversation with Tate Sorvig- CrossFit Great North
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May 06, 2020 |
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How a 403(b) and 401(k) are different from each other and different then a retirement plan. Money Not Math 71
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May 01, 2020 |
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Keeping perspective when it comes to your financial planning and stock market volatility. Money Not Math 70
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Apr 29, 2020 |
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2 mistakes you could make today that will threaten your retirement savings tomorrow. Money Not Math 69
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Apr 29, 2020 |
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Are you protecting your most valuable asset? Money Not Math 67 with Ross Welte
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Apr 22, 2020 |
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Why do we save money in the first place? What is the value of money to you? Money Not Math 66 with Ross Welte- Clip 3 YouTube https://youtu.be/t4byEQrDFYU
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Apr 21, 2020 |
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Are you aware of the value of your compounding curve? Are you keeping your money on your compounding curve or taking it off more than necessary? Money Not Math 66 with Ross Welte- Clip 2
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Apr 21, 2020 |
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Have you considered the difference between actual vs. average rate of return when planning for your financial future? Money Not Math 66 with Ross Welte- Clip 1
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Apr 20, 2020 |
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Would you intentionally golf with only a driver and a putter? Then why are you doing it in your financial plan? Money Not Math 65
|
Apr 08, 2020 |
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The CARES Act allows workers to borrow up to $100,000 from their 401(k) and what you need to know about 401(k) loans before you take one. Money Not Math 64
|
Apr 06, 2020 |
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The short- and long-term effects of the $2T stimulus bill to help us through the COVID19 Chaos. Money Not Math 63.
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Apr 02, 2020 |
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How to Calculate Roth 401(k) Withholding. Money Not Math 62.
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Mar 24, 2020 |
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We are Open and we are here to help if we can. Money Not Math 60
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Mar 19, 2020 |
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4 Retirement-Planning Tips in the Time of Coronavirus. Money Not Math 59
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Mar 18, 2020 |
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5 Tax Breaks Parents Deserve to Know About! Money Not Math 58
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Mar 16, 2020 |
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Is contributing to a Traditional or Roth account better for you? Money Not Math 57
|
Mar 11, 2020 |
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Will the Coronavirus affect your retirement plans? Money Not Math 56
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Mar 03, 2020 |
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Compounding vs Amortizing Interest using $300k mortgage examples. Money Not Math 55.
|
Feb 25, 2020 |
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Top Hedge Fund Manager says investors should prepare for “soberingly low” returns over the next 5 to 10 years. Money Not Math 54.
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Feb 24, 2020 |
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Mind the Gap! Are you minding the potential gaps of your retirement plan? Money Not Math 52
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Feb 18, 2020 |
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9 ways IRAs and Group Retirement Accounts are different. Money Not Math 51
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Feb 15, 2020 |
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4, well actually 5, quirky Social Security rules you need to know to avoid retirement planning mistakes. Money Not Math 50
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Feb 12, 2020 |
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“My husband wants me to retire with him, but he’s 10 years older with no life insurance. What should I do?”- Marie from Scottsdale, Arizona. Money Not Math 49.
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Feb 11, 2020 |
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Retirement Planning Tips for five or less years before retirement… and everyone else that wants to retire someday. Money Not Math 48.
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Feb 11, 2020 |
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Questions to ask yourself to determine if it makes sense to talk to a financial planner you trust. Money Not Math 47.
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Feb 06, 2020 |
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What are the top 3 financial planning related things you can do today that your future self will thank you for? Money Not Math 46.
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Feb 06, 2020 |
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You may not have as much in your retirement accounts as you think. Money Not Math 45.
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Feb 06, 2020 |
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Building a Retirement Income Plan Sooner is Better than Later. Money Not Math 44
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Jan 29, 2020 |
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3 Retirement Planning Blunders That May Cost You a Fortune- Katie Brockman. Money Not Math 43
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Jan 24, 2020 |
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There is no such thing as financial planning do-overs. Instead, focus on small improvements towards reaching your goals so you don't one day wish you had a do-over. Money Not Math 42
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Jan 22, 2020 |
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Kelsey Brateng and Kristine Oslund's definition of success and how best to contact them or learn more- Kindred North Connection. Money Not Math 41-4
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Jan 16, 2020 |
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What are the financial lessons Kelsey Brateng and Kristine Oslund have learned from their experiences in life? - Kindred North Connection. Money Not Math 41-3
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Jan 16, 2020 |
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The businesses and people Kelsey Brateng and Kristine Oslund believe they can bring the most value to- Kindred North Connection. Money Not Math 41-2
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Jan 16, 2020 |
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Get to know Kelsey Brateng and Kristine Oslund and the online marketing value their business provides their clients- Kindred North Connection. Money Not Math 41-1
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Jan 16, 2020 |
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Kelsey Brateng and Kristine Oslund- Kindred North Connection. Money Not Math 41 Full Conversation
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Jan 16, 2020 |
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Here's the grade most Americans give themselves for retirement readiness- Jessica Menton. Money Not Math 40
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Jan 15, 2020 |
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How to recession-proof your retirement plans, according to retirees who made it through the Great Recession- Liz Knueven. Money Not Math 39.
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Jan 14, 2020 |
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The One Big Reason I'm Planning to Claim Social Security at 62- Christy Bieber. Money Not Math 38.
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Jan 13, 2020 |
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What the future looks like and how best to contact Scott Fricke- Robin Hood Business Services. Money Not Math 37 Clip 8
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Jan 10, 2020 |
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What is Scott Fricke's- Robin Hood Business Services- definition of being successful? Money Not Math 37 Clip 7
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Jan 10, 2020 |
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If Scott Fricke could only give one piece of advice, what would it be? Hint: stay Agile and prepared to take advantage of opportunities. Money Not Math 37 Clip 6
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Jan 08, 2020 |
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What are the best financial lessons Scott Fricke has learned from his experiences Money Not Math 37 Clip 5
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Jan 08, 2020 |
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How and Why did Scott Fricke start Robin Hood Business Services? Money Not Math 37 Clip 4
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Jan 08, 2020 |
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What businesses are Robin Hood Business Services ideal clients’? Money Not Math 37 Clip 3 with Scott Fricke
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Jan 08, 2020 |
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What value does Robin Hood Business Services provide other business owners? Answer=Lowering costs, Increasing Quality and Hands on Support. Money Not Math 37 Clip 2 with Scott Fricke
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Jan 08, 2020 |
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What is Robin Hood Business Services? Money Not Math 37 Clip 1 with Scott Fricke
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Jan 08, 2020 |
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Scott Fricke-Robin Hood Business Services. Money Not Math 37
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Jan 08, 2020 |
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Mack Carrigan, Staff Sergeant, on his experiences and recommendations for living a successful life in and out of the military. Money Not Math 36
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Jan 03, 2020 |
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RIP Stretch IRAs. Hello Ten-Year Force Out and Hello to Potentially Paying More Taxes. Money Not Math 35
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Dec 31, 2019 |
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Is Postponing Taxes Really The Best Idea? Money Not Math 34
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Dec 18, 2019 |
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Congress Set To Pass SECURE Act At Last Minute, Impacting Retirement Planning And Increasing Taxes. Money Not Math 33
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Dec 17, 2019 |
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401k Loans, Taxes, and Required Minimum Distributions (RMDs). Money Not Math 32
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Dec 13, 2019 |
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IRAs and 401ks- Do You Know "The Rest of the Story"? Money Not Math 31
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Dec 12, 2019 |
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Are you House Rich but Cash Poor? Money Not Math 30
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Dec 11, 2019 |
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Postponing Taxes Often Increases Your Tax Liability. Money Not Math 29
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Dec 10, 2019 |