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
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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
Hey everyone — unfortunately, due to a family emergency, I need to cancel tomorrow’s YouTube Live (Thursday, September 17 at 11:15 AM Pacific).
I’m sorry for the short notice, and I appreciate your understanding. We’ll be back as planned next Tuesday, September 22 at 11:15 AM Pacific.
Thank you for being here. I’ll see you Tuesday.
— Eric
2 days ago | [YT] | 20
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Eric at The PeakFP
Would you ever want to ask me a retirement question live?
Vote below. On Wednesday I’ll share how to raise your hand for a future live Q&A.
1 week ago | [YT] | 12
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Eric at The PeakFP
Schedule update: my Monday livestream is moving to Tuesdays at 11:15 a.m. Pacific, starting September 8. This week's ACA session will be Tuesday, not Monday, at the same link: https://www.youtube.com/watch?v=-lNaP.... Thursday livestreams are unchanged.
1 week ago | [YT] | 0
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Eric at The PeakFP
We’re building the guest list for future live retirement Q&As.
Raise your hand here: roadmap.thepeakfp.com/join-eric-live?utm_source=yo…
You are not committing to a date or submitting your final question yet. My office will contact you when a guest spot opens.
2 weeks ago | [YT] | 3
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Eric at The PeakFP
If you could ask one retirement question live, where would you start?
Vote below. Tomorrow I’ll share how to raise your hand for a future live Q&A.
2 weeks ago | [YT] | 10
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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 weeks ago | [YT] | 6
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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.
3 weeks ago | [YT] | 0
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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 month ago | [YT] | 17
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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.
1 month ago | [YT] | 8
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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
1 month ago | [YT] | 26
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