Retirement Ready

Author: Eric Peterson

Financial and retirement planning guidance from Des Moines' Eric Peterson of Peterson Financial Group.
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Language: en

Genres: Business, Business News, Investing, News

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Mailbag: Should I Fire My Broker?
Episode 296
Thursday, 18 April, 2024

Navigating life's financial crossroads can be tricky, especially when it involves your financial future. In this episode of Retirement Ready, Eric addresses these complex issues head-on. How do you best evaluate your broker and your investment performance against the S&P 500? Eric says a lot of that comes down to setting expectations and understanding the risks. Then, Holly wants to know what to consider before making a midlife career change. Here’s some of what we discuss in this episode: Mailbag: Do I need to fire my broker? Mailbag: What to consider about switching careers in your mid-fifties. Mailbag: How to support adult children living at home. Get in touch with the Peterson Financial team: https://petersonfg.com/