Retirement Planning - Money Not Math

by Drew Erickson

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.

55 Episodes

Showing 6 of 55 — sign up free for all episodes

BusinessInvesting

Episodes

Showing 6 of 55 episodes

Create a free account to unlock all episodes and start listening

The Market Story Nobody’s Talking About Right Now.

What if the “boring” part of the market is quietly doing the heavy lifting?If you’ve followed financial headlines lately, you might think only a handf...

56s

•Jun 26, 2026

Can a couple retire at 55 with $2 million?

Can a couple retire at 55 with $2 million?In this episode of Money Not Math, we explore a hypothetical retirement scenario inspired by a common real-l...

19m

•Jun 15, 2026

Why Markets Keep Moving and Your Mid-Year Cost Reality Check

In this episode of 5 Minute Friday, we cover three timely topics:• Why markets continue to shift based on changing expectations• A simple way to evalu...

•Jun 11, 2026

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

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...

20m

•Jun 8, 2026

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

In this episode of 5 Minute Friday, we cover three timely topics:• Why markets can feel uncertain even when underlying conditions are relatively stabl...

•Jun 2, 2026

Episode 187: Protecting Your Portfolio in a Changing Market

Markets are shifting in ways many investors do not fully recognize.In this episode, we break down recent research on diversification and explain what ...

•Jun 1, 2026