Retirement Planning - Money Not Math

Por: Drew Erickson
I love to help people have more confidence in their financial future.

My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to.

If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151

My core Values are Family, Faith, Finances, Fitness, Friends and Fun.
197 episodios disponibles

Latest episodes of the podcast Retirement Planning - Money Not Math

What Happens to Your Retirement Income When One Spouse Passes Away Early? | Money Not Math Ep. 169 06/01/2026
✅ When Does It Make Sense to Say “Yes” to a Roth Conversion? Money Not Math – Episode 168 23/12/2025
Roth Conversions: Why They Matter for Your Retirement | Money Not Math 167 16/12/2025
Does Long-Term Care Insurance Add Up? What Empty Nesters Need to Know. Money Not Math 166 08/12/2025
Do retirees really run out of money? Money Not Math 165 24/11/2025
🎙️ What Does Retirement Income with $500,000 in an IRA or 401k + Social Security Look Like? Money Not Math 162 10/11/2025
Two Doors. One Choice. Which Will You Pick? Money Not Math 164 30/10/2025
🎙️ “$1M and 65 Years Old — Is It Enough to Retire?” Money Not Math Episode 163 23/09/2025
How the Big Beautiful Bill Could Save You Thousands 🎧 Money Not Math #161 – Retire Smarter in 2025 15/07/2025
Why Long-Term Thinking Wins – Money Not Math 160 07/07/2025
📈5 Strategies for Navigating the Market Roller Coaster! Money Not Math 159 📉 31/03/2025
Warren Buffett Discusses His Cash Holdings and Investment Philosophy 🏦💡Money Not Math 158 24/02/2025
🎙️ Why Health Savings Accounts (HSAs) Aren't Always Worth the Tax Savings 🏥 2.20.25 | Retire Confidently Facebook Live 20/02/2025
💰 When should you claim Social Security Benefits? 🕒 2.13.15 Retire Confidently Facebook Live 13/02/2025
Understanding Tariff Impacts on Your Investments 📈2.6.25 Live Retirement Planning Coffee Talk 06/02/2025
Unlock Tax Savings: Top Deductions for Homeowners in Money Not Math Episode #157 03/02/2025
Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk clip 30/01/2025
Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk 30/01/2025
Ever wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? 🤔 clip 27/01/2025
Ever wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? 🤔 27/01/2025
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