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Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Your First Year of Retirement: Don’t Screw It Up

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Manage episode 515178265 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

📞 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/

  continue reading

304 episodes

Artwork
iconShare
 
Manage episode 515178265 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

📞 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/

  continue reading

304 episodes

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