📞 Ready to take the next step?
Connect with the Peterson Financial team here 👉 https://petersonfg.com/
When it comes to retirement, every financial decision counts- but some are more complicated than others. In this episode, Eric tackles listener questions about three real-life retirement scenarios. First, he explains what happens when you want to adjust or cancel a life insurance policy with cash value, and why doing it the wrong way could trigger an unexpected tax bill. Then, he helps a listener weigh whether moving closer to a friend (even at a short-term loss) might still make sense for their retirement happiness. Finally, Eric offers practical insights for handling a late-career pay raise, including how to reduce the tax impact.
Here’s some of what we discuss in this episode:
💡Adjusting or replacing life insurance without triggering taxes
🏠 When emotional returns can outweigh financial ones
📈 Smart ways to handle extra income late in your career
🧩 Why every financial move should fit into your broader plan
Get in touch with the Peterson Financial team: https://petersonfg.com/
