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.
198 episodios disponibles

Latest episodes of the podcast Retirement Planning - Money Not Math

Mostrando página 6 de 10

Would you rather receive $1,000,000 today or 1 penny that doubles daily for one month Money Not Math 99 (Take 2) 18/10/2021
Gratitude! Money Not Math #98 01/10/2021
5 Stone Financials’ Core Values and the 5 stones to building a healthy and successful life. Money Not Math 97. 14/09/2021
Confused about retirement savings plans? Here are potential options for you. Money Not Math 95 07/09/2021
David Blanchett's 6 Predictions for Retirement Planning in 2021. Money Not Math 94 21/12/2020
5 Ways the Pandemic is Affecting Retirement Planning and what we can learn from it. Money Not Math 93 01/12/2020
Will Biden’s tax proposal negatively affect your retirement? Money Not Math 92 18/11/2020
Details and Analysis of Democratic Presidential Nominee Joe Biden’s Tax Plan. Money Not Math 91 28/10/2020
There are multiple strategies to get to the world series (retirement). Are you using the best options available for you based off your personal beliefs and goals? Money Not Math 90 20/10/2020
Should I pay off debt faster or save more earlier? Money Not Math 89 09/10/2020
What a dumpster fire of a debate and Twins game yesterday. How comfortable are you letting your financial future be dependent on things you cannot control? Money Not Math 88. 30/09/2020
Are you confident your family would survive financially if you or your spouse unexpectedly died? Life insurance awareness month. Money Not Math 87 Podcast. 21/09/2020
Are you one of the 4 in 5 Americans who Lack Retirement Planning Knowledge? Money Not Math 86 18/09/2020
How are you planning around your current or future social security benefits? Money Not Math 85 15/09/2020
How to Survive as a Retiree in a Down Market. Money Not Math 84 09/09/2020
5 Crucial expenses to consider when planning for your retirement! Money Not Math 83 29/07/2020
What will be your largest expense or cost in retirement? Money Not Math 82 22/07/2020
Raising kids and planning a paternity leave resolution. Money Not Math 81 14/07/2020
How would it feel to lose 25-100% of your income? Money Not Math 79 06/07/2020
How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7 01/07/2020
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