📞 Ready to take the next step?

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

Ever wondered if your financial review truly reflects who you are and what matters most to you? In this episode, Eric explores how financial reviews aren’t one-size-fits-all, they’re tailored to your unique personality and goals. From data-centric clients who thrive on numbers and details, to family-focused individuals focused on legacy planning, we’ll explain the importance of customizing reviews to meet each client’s needs.

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

💡 Client Personalities: understanding how different clients need different financial approaches

👨‍👩‍👧‍👦 Legacy Planning: working with family-focused clients to secure wealth for future generations

😌 Market Volatility & Anxiety: helping clients stay calm and confident despite market fluctuations

📝 Regular Reviews: the value of frequent check-ins to ensure clients stay on track

📚 Financial Literacy & Education: empowering clients with the knowledge they need for better 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/

Instilling strong habits creates a foundation for you to build on, and investing is no different. Today, Eric breaks down the habits that can turn good intentions into bad investing outcomes. He explains how emotional reactions, trend-chasing, and lack of a clear plan often derail even disciplined savers. Learn how to focus on what you can control, avoid common pitfalls, and build a more confident, goal-driven approach to retirement investing.

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

🚫 Bad Investor Traits & Mistakes: chasing fads, ignoring fundamentals, and short-term thinking

🧩 Cohesive Strategy & Long-Term Planning: why consistency beats chasing trends

💸 Tax Efficiency & Market Volatility: controlling what you can and minimizing tax drag

⚖️ Assets & Risk Management: keeping income safe while markets move

🤝 The Importance of Professional Advice: staying objective when emotions run high

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 is approaching and how you get started could have a huge impact on the rest of your retirement. Today, Eric shares the do’s and don’ts of entering retirement and explains why the first year is one of the most critical times in your financial life. He breaks down the common pitfalls in managing emotions, spending, taxes, investments, and health coverage, and shares how to steer clear of them. Think you can DIY your retirement? Eric explains why a clear plan, and real guidance, matter more than ever, especially in the age of AI.

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

😬 Retirement Readiness & Common Fears: tackling the unknowns of retirement

🕰️ First Year of Retirement: emotions, spending habits, and big decisions

🤖 AI & Planning: AI can assist, but it lacks the human touch and often misses context

🤝 Working with Professionals: don’t go into retirement alone, have a trusted professional by your side

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