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...

In this episode, Eric dives deep into the world of variable annuities, sharing his personal experiences and insights as a former seller of these financial products. He discusses the pros and cons of variable annuities, emphasizing the importanc...

In the fourth episode of the Set For Life podcast, Eric shares his thoughts on why people switch financial advisors, the difference between the suitability vs. fiduciary standard of care, sample language you can use to break-up with your adviso...

Welcome to the Set For Life podcast! Financial literacy for people who are in or planning for retirement.In the third episode of the Set For Life podcast, Eric shares his thoughts the U.S. presidential election and how the results could...

Welcome to the Set For Life podcast! Financial literacy for people who are in or planning for retirement.In the second episode of the Set For Life podcast, Eric shares his thoughts on the biggest retirement mistake. He also lays out the...

Welcome to the Set for Life podcast! Financial literacy for people who are in or planning for retirement.In the premiere episode of Set for Life, Eric talks about what you can take away from listening to this podcast.Watch video...