Retirement Planning - Money Not Math

Retirement Planning - Money Not Math

Drew Erickson

Episodes 219
Avg. Duration 10m
Activity Highly Active
Since Dec 2019
Latest Episode Jun 2026

Publishing Details

Schedule
Weekly
Format
Episodic
Consistency
48%
Hosting
anchor.fm

Contact & Outreach

About This Podcast

I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.

Explore Statistics

Recent Episodes

S1E185 How to Increase Retirement Income by $1,300 Per Month Without Saving More

Jun 08, 2026 20m

What if the difference between a good retirement and a great retirement was not how much you saved, but how you structured your income?In this episode of Money Not Math, I walk through a real-life…

Why the Market Feels Uncertain and How to Simplify Your Financial Life

Jun 02, 2026 4m

In this episode of 5 Minute Friday, we cover three timely topics:• Why markets can feel uncertain even when underlying conditions are relatively stable• A simple mid-year approach to reducing…

S1E187 Episode 187: Protecting Your Portfolio in a Changing Market

Jun 01, 2026 3m

Markets are shifting in ways many investors do not fully recognize.In this episode, we break down recent research on diversification and explain what it means for protecting your portfolio as you…

New Fed Leadership, Mid-Year Financial Check, and a Smarter Way to Stay Engaged in Retirement

May 29, 2026 3m

In this episode of 5 Minute Friday, we cover three timely topics:• A practical way to think about the new Federal Reserve Chairman• Why a mid-year financial check-in may help keep your plan aligned•…

S1E186 Same Inputs. Different Outcomes. Money Not Math Episode 186

May 26, 2026 16m

Many investors assume retirement success comes down to saving enough and hoping the market cooperates.In this episode, we explain why asset allocation and glide path strategy often play a much larger…

Rate hikes are back in the headlines, and inflation continues to raise questions for people nearing retirement.

May 22, 2026 4m

In this episode of 5 Minute Friday, we discuss why interest rate changes are historically normal, how inflation should already be built into a retirement income plan, and why separating income from…

S1E183 Retirement Planning: The Gap vs. The Gain and Why So Many People Feel Behind

May 19, 2026 3m

If you have ever looked at your retirement savings and thought, “I should be further along by now,” this episode is for you.In Episode 185 of Money Not Math, we explore The Gap and The Gain, a…

Should You Do Anything Right Now? | 5 Minute Friday

May 15, 2026 5m

Should you be doing something right now with the market at all-time highs and inflation still elevated?In this week’s 5 Minute Friday, we cover:• Why inflation remains persistent and how it affects…

S1E181 They Saved $3.5 Million and Still Asked Are We in Trouble? | Money Not Math Ep. 184

May 14, 2026 22m

“I hope to retire early.”That’s how this episode starts and that one word says more than most people realize.In this episode of Money Not Math, we walk through a real world planning scenario we see…

S1E183 🏒 What Playoff Hockey Can Teach Us About Retirement Planning

Apr 28, 2026 2m

The Minnesota Wild vs Dallas Stars playoff series is a reminder that winning is rarely about one big moment. The best teams plan for a long series, adjust when things change, and protect against…

S1E180 If Your Finances Feel Heavy, This Might Be Why.

Apr 14, 2026 4m

Money stress is not always about income, markets, or account balances.In fact, many people who are doing objectively well still feel anxious about money.In Money Not Math Episode 182, I talk about…

S1E181 What Happens If Social Security Benefits Are Cut by 25%?

Apr 07, 2026 18m

Money Not Math Episode 181A YouTube commenter asked me what happens when the Social Security Trust Fund runs out and requested I revisit a prior retirement income example to show what retirement…

S1E180 How much do you really need to retire confidently? 🤔

Mar 30, 2026 14m

How much do you really need to retire confidently? 🤔In Money Not Math: Episode 180, I tackled one of the most common retirement questions I hear:👉 How much in assets does a couple actually need to…

S1E179 What My 96-Year-Old Grandpa Taught Me About Real Wealth. Money Not Math Episode 179

Mar 24, 2026 7m

This one is personal.My 96 year old grandpa passed away on March 20th. He was a man I admired deeply because of the way he lived his life with faith, humility, kindness, and a level of consistency…

S1E176 Investments During a Time of War, Here’s the Perspective You Actually Need

Mar 16, 2026 5m

With everything happening in the world, it’s completely normal to feel uneasy about your investments or retirement plans.But here’s the thing:Headlines create fear.History creates perspective.In the…

S1E177 Wealth, Real Estate, and Mailbox Money with Dusten Hendrickson | Money Not Math Episode 177

Mar 10, 2026 49m

Ever wondered how people approach earning income through real estate, or how real estate developers think about design, sustainability, and addressing the affordable housing crisis while also aiming…

S1E176 Happiness, Hockey, and Heartbreak

Mar 02, 2026 4m

The past two weeks reminded me just how quickly life can move between joy, excitement, and unexpected heartbreak.While my family and I were on vacation, we experienced moments of pure happiness —…

S1E175 🦍 What a Gorilla Can Teach You About Retirement Planning

Feb 16, 2026 5m

What can a gorilla teach you about retirement planning?In this episode of Money Not Math, Drew uses the famous Monkey Business Illusion to reveal a surprising truth:👉 Even smart, attentive people can…

S1E174 8 Essential Questions to Ask Before You Retire | Money Not Math Episode 174

Feb 12, 2026 7m

In Episode 174 of Money Not Math, we explore the 8 essential questions to ask before you retire. These questions go far beyond savings amounts and help create clarity around income, Social Security,…

S1E173 Milestones That Matter: Key Ages in Your Retirement Journey. Money Not Math 173

Feb 02, 2026 10m

When it comes to retirement, when certain rules apply can be just as important as how much you have saved.In Money Not Math 173, we walk through several important ages that can influence how Social…

Frequently Asked Questions

How many episodes does Retirement Planning - Money Not Math have?

Retirement Planning - Money Not Math has published 219 episodes since December 2019, covering topics in Business, Investing.

Is Retirement Planning - Money Not Math still active?

Retirement Planning - Money Not Math is currently highly active with new episodes weekly. Average episode length is 10m.

How do I contact Retirement Planning - Money Not Math for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Retirement Planning - Money Not Math, including email and social media links.

Similar Podcasts