The Good Old Days

02/15/24 • 11 min

1 Listener

Why is retirement planning different than the “good old days” that our parents and grandparents experienced? This is one of those cases where you most likely can’t follow the same plan as previous generations and expect it to work out the same. Things like pensions, Social Security, and even RMD age have changed. Is your financial plan set up accordingly or is it in need of some changes to match?

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

Pensions were a staple of retirement plans back in the day.
People are living longer now.
We have an overabundance of information.

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

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

Pensions were a staple of retirement plans back in the day.
People are living longer now.
We have an overabundance of information.

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

Previous Episode

Mailbag: When Should I Retire?

When is the perfect time to retire? One question from the mailbag asks whether retiring now or in two years will make a big difference. Stay tuned as Eric answers this listener question and more in this week's show.

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

Mailbag: I’d like to retire soon, but how big of a difference will it make now or in two years?
Mailbag: How important is it to have a financial advisor?
Mailbag: How can I gift my daughter $50,000 for a down payment?

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

Next Episode

Mailbag: What Financial Advice Should I Share with My Grandchild?

A lot of times, when you consider what is happening with your money, questions arise. Instead of letting those questions serve as a mental roadblock, ask a qualified financial professional. You may be surprised at what you hear! Or, you may feel validated that you are headed the right direction. On today’s show, Eric answers three questions from listeners.

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

Mailbag: How much money do you need to qualify for a continuing care community?
Mailbag: What advice can I give my 21-year-old granddaughter who just inherited $300,000?
Mailbag: What if my financial advisor retires before me?

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