Most of us have a junk drawer stuffed with random odds and ends we forgot about. But what about your financial junk drawer? Old insurance policies, dusty 401(k) statements, outdated wills, or savings bonds from decades ago could be sitting forgotten, and they might be costing you money or missing opportunities. In this episode, Eric opens the drawer on common financial items people stash away and forget to revisit.

Here’s some of what we discuss in this episode:

🗂️ Old life insurance policies that might still have value

📜 Wills and estate documents that need updating (or replacing!)

🧾 Forgotten 401(k)s and missing Social Security records

💸 Unclaimed savings bonds and lost checks hiding in plain sight

📋 How cleaning your “financial junk drawer” helps prep for retirement planning

Get in touch with the Peterson Financial team: https://petersonfg.com/

In today’s world, information is everywhere, but not all of it is helpful. When it comes to financial planning, too much research or the wrong kind of advice can do more harm than good. In this episode, Eric tackles the overwhelming flood of financial content people consume through news articles, websites, AI tools, and so-called “money experts.” While it feels empowering to Google your way to a decision, Eric warns that many of these sources use emotional triggers to sell products instead of offering real guidance.

Here’s some of what we discuss in this episode:

🧠 The illusion of empowerment: When research creates confusion

💻 The internet’s hidden agendas

🚨 Why financial “entertainers” are rarely fiduciaries

📉 Real risks of falling for viral advice and newsletters

🤝 How a personalized, transparent process beats online noise

Get in touch with the Peterson Financial team: https://petersonfg.com/

Retirement isn’t just about financial spreadsheets, it’s about preparing your whole life for a new chapter. In this episode, Eric uses the clever framework of The Five People You Meet in Heaven to explore the five types of professionals and relationships that can shape your retirement journey. From legal guidance to physical wellness, these people can help protect what you've built and ensure you're actually able to enjoy it.

Here’s some of what we discuss in this episode:

🔒 The importance of protecting assets

📜 The surprising benefits of speaking with an estate planner

💊 Medicare, insurance brokers, and avoiding one-size-fits-all advice

🪴 Personal growth and mentorship still matter after you retire

Get in touch with the Peterson Financial team: https://petersonfg.com/