📞 Ready to take the next step?

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

A new year is the perfect time to make sure your financial plan is still working the way it should. In this episode, Eric walks through a simple (yet impactful) checklist to help you reset, refocus, and avoid common mistakes that can sneak up over the course of the year. Miss these now, and they can quietly cost you later.

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

🧾 Tax Withholdings – Making sure the right amount is withheld

📜 New Legislation – How recent laws affect your taxes

📆 Estimated Taxes – Quarterly payments versus automatic withholding

💼 Retirement Contributions – Maximizing limits and catch-up options

📁 Tax Prep – Organizing documents before deadlines arrive

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/

Money shows up in our favorite songs for a reason. It captures the emotions, tensions, and tradeoffs we all feel when it comes to finances. In this episode, Eric has some fun pulling financial lessons from iconic lyrics and exploring what they reveal about real-life money decisions. You might never hear these songs the same way again!

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

🎤 Song Lyrics – Financial lessons hidden in familiar music

💵 More Money – Why higher income creates new complications

🧠 Mindset Shift – How wealth changes decisions and emotions

🛣️ Big Decisions – When it makes sense to pull money out

🧾 Taxes – Keeping more of what you’ve earned

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/

In a world full of flashy promises and polished marketing, how do you know what actually matters when choosing a financial professional? In this episode, Eric tackles “shiny object syndrome” in retirement planning- the glossy brochures, impressive projections, testimonials, awards, and alphabet soup of credentials that can distract investors from what really counts. Eric breaks down which tools can be helpful, which deserve skepticism, and why trust, process, and real-world experience ultimately outweigh hype.

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

✨ Shiny marketing vs. substance

📊 How to interpret hypothetical projections realistically

🗣️ What testimonials can (and can’t) tell you

🏆 Why advisor awards may be misleading

🎓 Experience vs. professional designations

🤝 The importance of trust and a clear planning process

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