📞 Ready to take the next step?

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

Eric explores common money mistakes people often make when planning for retirement, and scenarios that could cost you in the long run. The discussion also covers critical considerations around long-term care and how to avoid financial setbacks. Tune in to learn what you can do now to steer clear of these all-too-common errors and set yourself up for a worry-free retirement.

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

💸 Retirement Planning Slip-Ups: the mistakes that sneak up on people

📥 Automating Contributions: how money ends up sitting idle without you noticing

📊 Auto-Enrollment Pitfalls: when “set it and forget it” backfires

🕒 Claiming Too Early: why timing your Social Security matters

🏥 Long-Term Care Blind Spots: the cost people underestimate most

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/

What do flight plans and retirement strategies have in common? In today’s episode, Eric draws an analogy between piloting a plane and navigating retirement. He explains how stress-testing your retirement plan against life’s turbulence can enhance your confidence and strengthen your financial resilience. So, fasten your seatbelt and join us as we chart a smooth course toward a secure retirement landing.

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

✈️ Flight Plan First: why every successful retirement starts with a solid plan

🌪️ Market Turbulence: how to stay calm and confident when markets get bumpy

🛫 Course Corrections: adjusting your plan when life or the market shifts

💼 Regular Reviews: why consistent check-ins keep your financial flight on track

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/

It’s time to get comfortable with the uncomfortable. In this episode, Eric tackles the financial discussions most people put off and explains how facing them now can protect your family’s future. Tune to discover honest, practical ways to talk about loss, legacy, and long-term care—and learn how these conversations can bring clarity and connection to the people who matter most.

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

💔 Spousal Loss: preparing for income changes and the financial impact of losing a partner

🏥 Long-Term Care: exploring strategies to cover nursing home and healthcare costs

👨‍👩‍👧 Family Communication: discussing care plans, expectations, and responsibilities with loved ones

🤝 Advisor’s Role: how financial professionals can guide families through emotional and financial decisions

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