Five People You Meet In Retirement

2025-06-12

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

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/

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