Retirement isn’t just about financial spreadsheets, it’s about preparing your whole life for a new chapter. In this episode, Eric uses the clever framework of The Five People You Meet in Heaven to explore the five types of professionals and relationships that can shape your retirement journey. From legal guidance to physical wellness, these people can help protect what you've built and ensure you're actually able to enjoy it.

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

🔒 The importance of protecting assets

📜 The surprising benefits of speaking with an estate planner

💊 Medicare, insurance brokers, and avoiding one-size-fits-all advice

🪴 Personal growth and mentorship still matter after you retire

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

When it comes to retirement, some decisions aren’t as clear-cut as they seem. Should you pay off your mortgage early? Convert to a Roth IRA? Claim Social Security at 62 or wait until 70? The math might say one thing, but your emotions, goals, and personal circumstances often pull you in another direction. In this episode, Eric tackles the “gray areas” of retirement planning, those tricky crossroads where logic and lifestyle collide.

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

🏠 To pay off the mortgage or to not pay off the mortgage

🧠 The psychological side of claiming Social Security

🔄 Roth conversions: long-term gain or short-term tax pain?

🧮 When your retirement plan needs more than just math

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

We all like to believe we're rational when it comes to money, but our emotions often tell a different story. In this episode, Eric unpacks key insights from Morgan Housel’s The Psychology of Money and explains how our upbringing, fears, and life experiences shape how we save and spend. From the fear of running out to the trap of always wanting more, Eric explores why logic alone isn't enough to build a solid retirement plan.

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

🔍 Why "no one is crazy" when it comes to money

💰 The danger of the “never enough” mindset/constant pursuit of more

🧠 Why being reasonable is more important than rational in financial planning

🛡️ Building a plan that allows for the unexpected

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