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

Mostrando página 2 de 10

What do people regret the most when they retire? 1.23.25 Retirement Planning Coffee Talk clip 23/01/2025
What do people regret the most when they retire? 1.23.25 Retirement Planning Coffee Talk 23/01/2025
5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️clip 16/01/2025
5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️ 16/01/2025
Inflation and family caregiving challenge retirement plans. 1.9.25 Retirement Planning Coffee Talk 09/01/2025
Inflation and family caregiving challenge retirement plans. 1.9.25 Retirement Planning Coffee Talk clip 09/01/2025
Retire Early, is this the year you take the leap? 1.2.25 Retirement Planning Coffee Talk clip 02/01/2025
Retire Early, is this the year you take the leap? Plus, 6 Market Pros on the Biggest Risks for 2025. 1.2.25 Retirement Planning Coffee Talk 02/01/2025
How to Avoid Letting Unforeseen Events (Black Swans) Ruin Your Retirement. Money Not Math 155 05/12/2024
Financial advice can add up to 5.1% to portfolio returns over the long term. 11/21/24 Retirement Planning Coffee Talk 21/11/2024
How the 2024 Election Could Affect Your Portfolio. 11.7.24 Retirement Planning Coffee Talk 07/11/2024
HAPPY HALLOWEEN! Don’t Scare Your Money away by Gambling on the 2024 Election. The Election Is a Coin Flip. 10.31.24 Retirement Planning Coffee Talk. 31/10/2024
The True Tax Benefit of IRAs and 401(k)s plus how they stack up against taxable and after-tax accounts. Money Not Math 154. 25/10/2024
Why Stocks are Hitting Record Highs, Avoid RMD Shortfalls, and Is Fixing Social Security and Medicare as Dire as it Seems? 6/13/24 Retirement Planning Coffee Talk 13/06/2024
The True Cost of a Financial Advisor Revealed, The Financial Risks of Social Media, and Take it from Warren Buffett: Misses Are Inevitable. 6/6/24 Retirement Planning Coffee Talk 06/06/2024
Dad jokes, the financial media, and the countdown to your retirement. 5/8/24 Retirement Planning Coffee Talk with Ross Welte and Dexter. 09/05/2024
Forgive, Be BOLD, and Live! Money Not Math 153 interview with Alison Bernier – Bernier Properties LLC 02/05/2024
Thankful for 10 years! My office is moving. FED interest rate decisions. Only 1 in 5 have retirement plans. 5/2/24 Retirement Planning Coffee Talk. 02/05/2024
NFL Draft tonight, go Vikings! 5.1% Cash Accounts. Structured Notes. Series 65. 2/3 of Peak Boomers Aren't Ready for Retirement. And Qualified Charitable... 4/25/24 Retirement Planning Coffee Talk. 25/04/2024
Roth Conversions. Will the New Inflation Story Hurt Stocks? Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market. Our retirement planning... 4/18/24 Retirement Planning Coffee Talk 18/04/2024
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