I'm a CERTIFIED FINANCIAL PLANNER TM and a Retirement Income Certified Professional.
Every week we release 2 videos designed to help you Navigate the Retirement Risk Zone with clarity and confidence.
Join me as I share tips to help you maximize your retirement income, improve your retirement spending flexibility, create clarity around common retirement planning action items, and debunk conventional wisdom (A.K.A propaganda).
If you'd like to learn more about scheduling a FREE call with my firm, visit us at www.ThePeakFP.com
Make sure to hit the SUBSCRIBE button to get notified of future videos!
_ _
Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice. Peak Financial Planning Inc, or its members cannot be held liable for any use or misuse of this content.
Eric at The PeakFP
What would make you most comfortable joining a live Q&A?
Vote below. Tomorrow I’ll share how to raise your hand for a future live Q&A.
3 days ago | [YT] | 6
View 1 reply
Eric at The PeakFP
I’m going live today at 11:15 AM Pacific.
Retirement Sequence Risk: Smarter Buckets, Better Rules
Join me here: https://www.youtube.com/watch?v=6DaFs...
Tap “Notify me” if the stream hasn’t started yet.
4 days ago | [YT] | 0
View 0 replies
Eric at The PeakFP
Which retirement topic would you most want to ask about live?
Vote below. Tomorrow I’ll share how to raise your hand for a future live Q&A.
1 week ago | [YT] | 17
View 10 replies
Eric at The PeakFP
Would you like to join me for a future live retirement Q&A?
Raise your hand here: roadmap.thepeakfp.com/join-eric-live?utm_source=yo…
There is no date commitment yet. My office will contact you when a guest spot opens.
2 weeks ago | [YT] | 8
View 0 replies
Eric at The PeakFP
Sorry about all the hiccups with today's live stream! Thumbs down!
But I'll be back Monday at 1115am PST - hopefully with all the tech problems sorted.
If you want to participate in a live q and a with me on camera and have a 10-15 minute discussion with me, click this link to apply: roadmap.thepeakfp.com/join-eric-live
4 weeks ago | [YT] | 26
View 2 replies
Eric at The PeakFP
Would you be comfortable joining me live on camera for a future retirement-planning Q&A?
We’re building a small pool of viewers who may want to join me on Zoom during a future YouTube Live. You are not committing to a date and you do not need to submit your final question yet.
Raise your hand here: roadmap.thepeakfp.com/join-eric-live
These conversations are recorded and may be edited and republished. The participation form includes the complete consent details.
4 weeks ago | [YT] | 9
View 0 replies
Eric at The PeakFP
We are officially live streaming if you want to join, here is the link:
youtube.com/live/aytufXwakrQ?feature=share
1 month ago | [YT] | 37
View 1 reply
Eric at The PeakFP
Just a reminder - going live on YouTube for the first time - today at 11am PST - hope you'll join me! Here's the join link: youtube.com/live/aytufXwakrQ?feature=share
It's going to be an interesting new format, and i'll look forward to your feedback on the event!
Happy Sunday!
1 month ago (edited) | [YT] | 30
View 4 replies
Eric at The PeakFP
Final reminder.
Last call for questions.
Today is the last day you can submit a question for our July 23rd 2-4pm PST right on YouTube, and tonight is the last day the question form is open.
If you want your question considered on the live:
This is day 3 of 3 for submissions
After tonight, the form is shut off
On the live, I’ll mainly pull from what was submitted in advance
Add your question before the form closes tonight: 2fgx75.share-eu1.hsforms.com/2ATlm9oEmQmeCq7STNE5k…
See you live on July 23rd 2-4 pm PST right on YouTube.
1 month ago | [YT] | 16
View 4 replies
Eric at The PeakFP
Do you want me to answer your retirement planning question for free?
I’m doing a live Retirement Planning Ask Me Anything on July 23rd 2-4pm PST right here on YouTube.
No presentation, no slides, just your questions.
You can ask about:
1. Retirement timing
2. Retirement Spending
3. Taxes, Social Security or anything else on your mind financially
Important: The question form is only open for 3 days: July 6th to July 9th. After that, I shut it off so I can prep for the live.
Drop your question here while the form is open: 2fgx75.share-eu1.hsforms.com/2ATlm9oEmQmeCq7STNE5k…
1 month ago | [YT] | 37
View 7 replies
Load more