Money Not Math - Retirement Planning
Drew EricksonI 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... more
| Publishes | Weekly | Episodes | 164 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||
Listen to the Podcast
Latest Episodes
Why Stocks are Hitting Record Highs, Avoid RMD Shortfalls, and Is Fixing Social Security and Medicare as Dire as it Seems? 6/13/24 Retirement Planning Coffee Talk more
The True Cost of a Financial Advisor Revealed, The Financial Risks of Social Media, and Take it from Warren Buffett: Misses Are Inevitable. 6/6/24 Retirement Planning Coffee Talk more
Dad jokes, the financial media, and the countdown to your retirement. 5/8/24 Retirement Planning Coffee Talk with Ross Welte and Dexter. more
Forgive, Be BOLD, and Live! Money Not Math 153 interview with Alison Bernier – Bernier Properties LLC more
Thankful for 10 years! My office is moving. FED interest rate decisions. Only 1 in 5 have retirement plans. 5/2/24 Retirement Planning Coffee Talk. more
NFL Draft tonight, go Vikings! 5.1% Cash Accounts. Structured Notes. Series 65. 2/3 of Peak Boomers Aren't Ready for Retirement. And Qualified Charitable Distributions. 4/25/24 Retirement Planning Coffee Talk. more
Roth Conversions. Will the New Inflation Story Hurt Stocks? Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market. Our retirement planning newsletter and Shane Zutz’s leadership newsletter. 4/18/24 Retirement Planning Coffee Talk more
“I feel like I should have had a financial education class” 4/11/24 Weekly Money Not Math Coffee Talk more
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Money Not Math launched 5 years ago and published 164 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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