In this episode, Eric discusses the critical importance of estate planning, sharing seven essential reasons why everyone should have an estate plan. He emphasizes that estate planning is not just for the wealthy but is crucial for anyone who wa...

In this episode, Eric addresses the common fear of running out of money in retirement, discussing the limitations of the 4% rule and offering strategies for sustainable retirement income. He emphasizes the importance of diversified income strea...

In this episode, Eric breaks down the essentials of Social Security, explaining its significance in retirement planning. He discusses how Social Security is funded, who qualifies for benefits, and the importance of optimizing claiming strategie...

In this episode of the Set For Life podcast, Eric discusses the top 10 scams that retirees face, sharing personal anecdotes and insights on how to avoid falling victim to these scams. He emphasizes the importance of awareness and verification i...