Eric Amzalag
Hi - I'm Eric Amzalag CFP®, RICP®, founder of Peak Financial Planning.I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses.
Appears in 10 Episodes
Stop Paying RMD Taxes: How To Avoid Costly RMD Mistakes
No one wants to pay taxes - not before retirement, and certainly not IN retirement.Today we are going to talk about Required Minimum Distributions and how to minimize ...
How Much Should I Pay My Advisor? 1% vs Fee Only
In today’s video I’m going to do my best to address what might be the most frequently asked question when hiring a financial advisor - how much should I pay?I am a Cer...
The Retirement Plans That Work For ALL Retirees
The 3 types of retirement plans (The Retirement Plans That Work For ALL Retirees)Today I am going to explain how to prioritize your retirement planning efforts if you...
Retirement Planning Tools Will Ruin Your Retirement
Resources referenced in the video: Income Labs Everydollar RPI Spreadsheet CalculatorBetter Portfolio Risk MeasuresIf you found this episode helpful, subscribe so you ...
How to Plan for Sequence of Returns Risk
In this episode I cover sequence of returns risk as thoroughly as one can cover it. The episode show notes include:What is sequence of returns risk?Sequence of returns...
How to Know When You Can Spend More In Retirement
This episode will detail how we help clients understand when they can SPEND MORE in retirement.Retirement is all about matching how much you would like to spend, with ...
Social Security for Dummies
This podcast will cover all things social security.How social security worksExplain 35 years of earningFull retirement age (what age it is)Early claiming (decreased be...
You Can't Retire Until You Know THIS
In this episode we review a simple retirement formula that you can use to find the minimum amount of portfolio assets you would require on the day you retire.We call t...
Retirement Plannings Missing Phase (The Retirement Risk Zone)
Avoiding retirement planning until JUST before you retire is extremely dangerous. To use an analogy we are all familiar with - it would be like waiting to lose weight ...
4 Things The Most Successful Retirees Do...
4 Things the Most Successful Retirees Do...In this video we are discussing four key things that decrease the anxiety in retirement. Have a system for:1) Retirement Cer...