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Drew Erickson
Money Not Math
I love to help people have more confidence in their financial future.
My mission is to provide the highest quality advice and service to clients possible. Therefore, I limit myself to 100 active clients or less at all times.
I hope this podcast provides value to the listeners on their retirement planning journey.
Please reach out with retirement planning questions or requests for future Money Not Math episodes; [email protected]
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Recent Episodes
NFL Draft tonight, go Vikings! 5.1% Cash Accounts. Structured Notes. Series 65. 2/3 of Peak Boomers Aren't Ready for Retirement. And Qualified Charitable Distributions. 4/25/24 Retirement Planning Coffee Talk.
Weekly Retirement Planning Coffee Talks are an informal way for me to have...
Published 04/25/24
Published 04/25/24
Roth Conversions. Will the New Inflation Story Hurt Stocks? Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market. Our retirement planning newsletter and Shane Zutz’s leadership newsletter. 4/18/24 Retirement Planning Coffee Talk
Weekly Retirement Planning Coffee Talks are an...
Published 04/18/24
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