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 3 de 10

“I feel like I should have had a financial education class” 4/11/24 Weekly Money Not Math Coffee Talk 11/04/2024
Go Gophers! 5 Steps to Spring-Cleaning Your Investment Portfolio. Morningstar Market Insights: Central Banks, Inflation, and Patient Investing. Cost... 3/28/24 Weekly Money Not Math free Coffee Talk. 28/03/2024
2.23.24 Money Not Math interview with Tevin Moreno – Moreno Dental Services. Money Not Math 152. 24/02/2024
2/21/24 Weekly Money Not Math Coffee Talk 22/02/2024
Is Roger Federer the GOAT and What Can His Career Teach Us About Investing? Money Not Math 151 08/02/2024
How Small, Consistent Actions Can Pay Off BIG in Finance & Life 07/02/2024
Thank you for your time! Money Not Math 150 25/01/2024
Want to Lose Your Money? Listen to Millionaires. Money Not Math 149 12/01/2024
I am Maxing out my 401k, Now What? Money Not Math Client Success Story 2 08/01/2024
Your 2024 Tax Fact Sheet and Important Dates. Money Not Math 148 28/12/2023
Priorities and timing are everything. Money Not Math 147 with Joe Hedrick - TRF Airport Manager 05/12/2023
Will I Ever Be Able to Retire? Money Not Math Client Success Story #1 17/11/2023
Tough Times Can Lead to Amazing Opportunities. Money Not Math 146 with John Ensley 14/11/2023
What is a Backdoor Roth IRA and how should I set it up? Money Not Math 145 28/08/2023
What would a recession mean for stock returns? Money Not Math 144 06/07/2023
Which spouse IRA Beneficiary option should you choose? Money Not Math 143 25/05/2023
Would raising the full retirement age SAVE Social Security? Money Not Math 142 18/05/2023
How to Invest Better and Live Better. Money Not Math 141 11/05/2023
Playoff Brackets are Fun. Investing Realities Apply across a Lifetime. Money Not Math 140 05/05/2023
When Headlines Worry You, Bank on Investment Principles. Money Not Math 139 27/04/2023
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