📞 Ready to take the next step?

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

We’ve all seen those Christmas ornaments that say things like “Baby’s First Christmas.” It’s a milestone moment worth commemorating. But what about a retiree’s first Christmas? You may not have a specialty ornament to hang on the tree for this one, but that doesn’t mean it isn’t a milestone. Let’s break down what might be different about this year’s holiday for your first Christmas in retirement…

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

🎁 How gift-giving changes without holiday bonuses

✈️ Travel freedom- and costs- during the holidays

📊 Why many retirees feel cautious their first year

🫴 The power of giving back to your community

❤️ Creating new traditions, giving back, and building lasting memories

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’re bombarded daily with headlines that spark panic — elections, health insurance changes, Social Security insolvency, market swings, and more. But how much of it really matters for your retirement?

In this episode of the Retirement Ready Podcast, Eric Peterson breaks down three major worries retirees bring up all the time — political elections, ACA subsidy changes, and the Social Security trust fund — and explains which ones deserve your attention and which ones are mostly noise.

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

🗳️ Election noise ≠ reality

🛡️ Focus on what you control

💊 ACA subsidies still workable

📉 Social Security needs fixes

🧾 Your plan should absorb changes

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/

Your retirement journey has more in common with The Wizard of Oz than you might think. In this playful but practical episode, Eric uses themes from the classic film — the Yellow Brick Road, the Scarecrow, Glinda the Good Witch, and more — to illustrate some of the most important principles in retirement planning.

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

🟨 Stay on the Yellow Brick Road

🏡 There’s No Place Like Home

🧠 “If I Only Had a Brain”

🧙‍♀️ Good Witch or Bad Witch?

🚫 Don’t Follow the Munchkins

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