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Retirement ReadyAuthor: Eric Peterson
Financial and retirement planning guidance from Des Moines Eric Peterson of Peterson Financial Group. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Mailbag: Affording Disney, Retirement Income & Leaving Job Benefits
Episode 361
Thursday, 17 July, 2025
In this mailbag episode, Eric answers real questions from listeners navigating big life transitions. First up, a soon-to-be retiree wants to take the whole family to Disney World, but how do you plan a big trip like that without derailing your retirement timeline? Eric breaks down how to stress-test your retirement plan for one-time expenses and offers tips for budgeting a major vacation while keeping your future goals intact. Next, Eric tackles two more questions that hit close to home for many: how to turn a $500,000 nest egg into reliable retirement income, and what to do when you're leaving a job with benefits to go full-time self-employed. Here’s some of what we discuss in this episode: 🎢 Budgeting for a big Disney trip without derailing retirement 💸 Creating reliable monthly income after retirement 📉 The role of annuities and CDs in income planning 🏥 Navigating health coverage when leaving a job with benefits 💻 Where to explore affordable individual insurance options Get in touch with the Peterson Financial team: https://petersonfg.com/
