📞 Ready to take the next step?

Connect with the Peterson Financial team here 👉 https://petersonfg.com/

Golf and retirement may seem worlds apart, but the lessons from the course fit perfectly into financial planning. In this episode, Eric shares why chasing “hole-in-one” investments can feel exciting but dangerous if it makes you think you’ve “figured it all out.” Just like golf, one great shot doesn’t win the round. Retirement requires consistent play, a steady hand, and the humility to know luck is often part of the game.

Here’s some of what we discuss in this episode:

⛳ The hole-in-one trap: one lucky investment win doesn’t guarantee long-term success

🏌️ Why diversification across asset types matters

🛟 Avoiding overconfidence: how big wins can tempt you into risky mistakes

🧑‍🤝‍🧑 Why experienced guidance can save you strokes (and money)

Get in touch with the Peterson Financial team: https://petersonfg.com/

📞 Ready to take the next step?

Connect with the Peterson Financial team here 👉 https://petersonfg.com/

We’ve all heard the phrase “famous last words.” These statements sound confident in the moment but don’t age well. Retirement planning has its own version of those phrases and believing them can lead to painful consequences. In this episode, Eric shares the financial phrases he’s heard far too often, why they can be dangerous, and how shifting your perspective can create real safety and security in your financial plan and future.

Here’s some of what we discuss in this episode:

📉 Waiting for “the right time” to get out of the market usually backfires

💵 Cash feels safe but loses purchasing power

🎂 The danger of planning to “die early” and outspending your money by age 75

🏥 Why dismissing the possibility of nursing home or dementia care is a risky assumption

🧭 How to set up income streams so market downturns don’t force you into bad decisions

Get in touch with the Peterson Financial team: https://petersonfg.com/

📞 Ready to take the next step?

Connect with the Peterson Financial team here 👉 https://petersonfg.com/

Retirement planning often looks straightforward from the outside, but as Eric explains, many decisions can be harder to make than they appear. In this episode, Eric and Marc break down some of the most common challenges retirees face, starting with the big question of when to claim Social Security. They discuss why the timing depends on more than just generic advice, including how your other assets and taxes play into the equation.

The conversation also explores what true diversification really means, why rolling over a 401k can be trickier than expected, and how to think about long-term care costs without jeopardizing a spouse’s financial future.

Here’s some of what we discuss in this episode:

🧩 Social Security timing is more complex than it looks

📊 Diversification doesn’t always mean owning more funds

🔄 401k rollovers can come with hidden hassles and fees

🏥 Stress testing your long-term care plan

Get in touch with the Peterson Financial team: https://petersonfg.com/