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 9 de 10

Compounding vs Amortizing Interest using $300k mortgage examples. Money Not Math 55. 25/02/2020
Top Hedge Fund Manager says investors should prepare for “soberingly low” returns over the next 5 to 10 years. Money Not Math 54. 24/02/2020
Mind the Gap! Are you minding the potential gaps of your retirement plan? Money Not Math 52 18/02/2020
9 ways IRAs and Group Retirement Accounts are different. Money Not Math 51 15/02/2020
4, well actually 5, quirky Social Security rules you need to know to avoid retirement planning mistakes. Money Not Math 50 12/02/2020
“My husband wants me to retire with him, but he’s 10 years older with no life insurance. What should I do?”- Marie from Scottsdale, Arizona. Money Not Math 49. 11/02/2020
Retirement Planning Tips for five or less years before retirement… and everyone else that wants to retire someday. Money Not Math 48. 11/02/2020
Questions to ask yourself to determine if it makes sense to talk to a financial planner you trust. Money Not Math 47. 06/02/2020
What are the top 3 financial planning related things you can do today that your future self will thank you for? Money Not Math 46. 06/02/2020
You may not have as much in your retirement accounts as you think. Money Not Math 45. 06/02/2020
Building a Retirement Income Plan Sooner is Better than Later. Money Not Math 44 29/01/2020
3 Retirement Planning Blunders That May Cost You a Fortune- Katie Brockman. Money Not Math 43 24/01/2020
There is no such thing as financial planning do-overs. Instead, focus on small improvements towards reaching your goals so you don't one day wish you had a do-over. Money Not Math 42 22/01/2020
Kelsey Brateng and Kristine Oslund's definition of success and how best to contact them or learn more- Kindred North Connection. Money Not Math 41-4 16/01/2020
What are the financial lessons Kelsey Brateng and Kristine Oslund have learned from their experiences in life? - Kindred North Connection. Money Not Math 41-3 16/01/2020
The businesses and people Kelsey Brateng and Kristine Oslund believe they can bring the most value to- Kindred North Connection. Money Not Math 41-2 16/01/2020
Get to know Kelsey Brateng and Kristine Oslund and the online marketing value their business provides their clients- Kindred North Connection. Money Not Math 41-1 16/01/2020
Kelsey Brateng and Kristine Oslund- Kindred North Connection. Money Not Math 41 Full Conversation 16/01/2020
Here's the grade most Americans give themselves for retirement readiness- Jessica Menton. Money Not Math 40 15/01/2020
How to recession-proof your retirement plans, according to retirees who made it through the Great Recession- Liz Knueven. Money Not Math 39. 14/01/2020
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