InvestLikeEric.com #3 | First Full-Year Update (hint: +32.05%!)
I recently put $25k into the stock market & I'm working to grow it to $1M. Join me for a short 1st full calendar year update - I'll show you exactly what I'm invested in, how it performed for 2023, and more.
InvestLikeEric.com #2 | First Quarterly Update!
I recently put $25k into the stock market & I'm working to grow it to $1M. Join me for a short 1st quarter 2023 update - I'll show you exactly what I'm invested in, how it performed the first quarter of 2023, and more.
Creating a Retirement Strategy - PlodderPodcast.com #24
Most people just invest for the future. You have a chance to do more.
Should You Downsize in Retirement? PlodderPodcast.com #23
Some retirees save a great deal of money by doing so; others do not.
The Retirement Reality Check - PlodderPodcast #21
Little things to keep in mind for life after work.
Are You Retiring in the Next 5 Years?
4 questions to focus on as the transition into retirement approaches
Taking Charge of Your Financial Life
Delegating responsibilities to others may lead to problems down the road.
2021 Last Chance Financial Planning Checklist
Shape up your personal finances for a great year-end!
End-of-Year Money Moves
Here are some things you might consider before saying goodbye to 2020.
Complimentary Shredding [Spring Cleaning!]
Bring your unwanted & unneeded documents to our office & we’ll take care of shredding them for you.
Key Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.
WATCH: Special Mid-Month Update with Eric
Join Eric as he provides some thoughts and insight into the current market environment.
PlodderPodcast #11: Our 24-Hour News Cycle
Join me on this episode as I discuss our 24-hour news cycle in light of the current coronavirus scare.
Coronavirus, Past Epidemics, & the Stock Market
A look at how previous epidemics impacted the stock market in the U.S. & around the world.
End of 2019 Money Moves
What has changed for you in 2019? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2020 begins. In this episode, Eric shares 7 things to consider before 2019 ends.
Retirement Assumptions vs Reality
Examining the potential differences between assumption and reality. In this episode, Eric shares 6 assumptions about retirement and the reality you may want to be ready for.
Certain Uncertainties in Retirement
Two financial unknowns may erode our degree of confidence.