Mailbag – Upsizing, Financial Advisors & Business Owner Planning

Join us as we answer questions about the challenges of downsizing, the emotional aspects of planning for family gatherings, and the realities of transitioning into a financial advisory career. Whether you're a grandparent considering a new home or a professional seeking a career change, this episode will hopefully cover something that might impact your retirement.

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

• Is upsizing in retirement to accommodate family gatherings a crazy idea?
• What advice would Eric give to someone thinking about becoming a financial advisor?
• What should business owners focus on if they haven’t been saving in a 401k or retirement account?

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