Retirement Planning Is Harder Than It Looks

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Connect with the Peterson Financial team here 👉 https://petersonfg.com/ 

Retirement planning often looks straightforward from the outside, but as Eric explains, many decisions can be harder to make than they appear. In this episode, Eric and Marc break down some of the most common challenges retirees face, starting with the big question of when to claim Social Security. They discuss why the timing depends on more than just generic advice, including how your other assets and taxes play into the equation.

The conversation also explores what true diversification really means, why rolling over a 401k can be trickier than expected, and how to think about long-term care costs without jeopardizing a spouse’s financial future.

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

🧩 Social Security timing is more complex than it looks

 📊 Diversification doesn’t always mean owning more funds

🔄 401k rollovers can come with hidden hassles and fees

🏥 Stress testing your long-term care plan

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