📞 Ready to take the next step?

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

There’s something special about a snow day. They’re somewhat unexpected, memorable, and a break from the routine. Eric borrows a few classic snow-day moments and uses them as metaphors for building a strong financial life. Snow days don’t last forever, but the memories they create do. The same is true financially. When you build a solid plan, you give yourself the freedom to handle the hard parts, enjoy the fun ones, and stay steady when conditions change.

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

❄️ Snow Day Metaphors: How weather mirrors financial seasons

🛷 Uphill Work: Why preparation comes before enjoyment

⛄ Strong Foundations: Building income, tax, and legacy layers

🚦 Risk Awareness: Staying safe during volatile conditions

🎉 Planned Enjoyment: Giving yourself permission to enjoy

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/

Some of the loudest voices in personal finance aren’t shy about strong opinions, but are those opinions actually helpful? Eric reacts to controversial advice from some of the most recognizable names in money and retirement conversations. The discussion focuses on why one-size-fits-all guidance often misses the mark and how real planning differs from financial entertainment. Just because advice sounds confident doesn’t mean it fits your situation.

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

💥 Hot Takes – Bold opinions from well-known financial personalities

🏠 Rent vs. Buy – Debating the role of homeownership

💵 Cash Reserves – How much liquidity retirees really need

🎤 Expert Reactions – Thoughtful critiques of popular advice

🗺️ Personal Planning – Why one-size-fits-all advice falls short

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/

A new year is the perfect time to make sure your financial plan is still working the way it should. In this episode, Eric walks through a simple (yet impactful) checklist to help you reset, refocus, and avoid common mistakes that can sneak up over the course of the year. Miss these now, and they can quietly cost you later.

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

🧾 Tax Withholdings – Making sure the right amount is withheld

📜 New Legislation – How recent laws affect your taxes

📆 Estimated Taxes – Quarterly payments versus automatic withholding

💼 Retirement Contributions – Maximizing limits and catch-up options

📁 Tax Prep – Organizing documents before deadlines arrive

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