Drew Erickson
I love helping my clients gain more confidence in their financial future. We specifically focus on assisting empty nesters with planning for and enjoying their retirement.
My mission is to provide my clients with the highest quality advice and service possible, always striving to enhance their financial well-being. To ensure personalized attention and maintain fiduciary responsibility to each client, I limit my practice to 100 or fewer active clients at any given time.
My core values are Family, Faith, Finances, Fitness, Friends, and Fun.
If you're interested in a conversation, please use this link to schedule a 15-minute call with me at your convenience: Schedule a Call by reaching out or using this link, https://form.jotform.com/240425716309151
Roth Conversions Explained: Why They Matter for Your Retirement | Money Not Math 167
Does Long-Term Care Insurance Add Up? What Empty Nesters Need to Know. Money Not Math 166
Do retirees really run out of money? Money Not Math 165
What Does Retirement Income with $500,000 in an IRA + Social Security Look Like? Money Not Math 162
Door #1 vs. Door #2: Which Retirement Will You Choose? Money Not Math 164
🎙️ “$1M and 65 Years Old — Is It Enough to Retire?” Money Not Math Episode 163
How the Big Beautiful Bill Could Save You Thousands. 🎥 Money Not Math #161 – Retire Smarter in 2025
Why Long Term Thinking Wins – Money Not Math 160
📈5 Strategies for Navigating the Market Roller Coaster! Money Not Math 159 📉
Warren Buffett Discusses His Cash Holdings and Investment Philosophy 🏦💡Money Not Math 158
🎙️ Why Health Savings Accounts (HSAs) Aren't Always Worth the Tax Savings 🏥 2.20.25 Retire Confident
💰 When Should You Claim Social Security Benefits? 🕒 2.13.15 Retire Confidently Facebook Live
Understanding Tariff Impacts on Your Investments 📈2.6.25 Retirement Planning Coffee Talk
Unlock Tax Savings: Top Deductions for Homeowners in Money Not Math Episode #157
Double Taxation on Social Security and How It May Hurt Your Retirement! 🗓️Short
Double Taxation on Social Security and How It May Hurt Your Retirement! 1.30.25 Retirement Planning
Ever wondered if 401(k) withdrawals before age 73 count toward your (RMDs)? 🤔short
Ever wondered if 401(k) withdrawals before age 73 count toward your (RMDs)? 🤔
What do people regret the most when they retire? 1.23.25 Retirement Planning Coffee Talk short
What do people regret the most when they retire? 1.23.25 Retirement Planning Coffee Talk
5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥clip
5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️
Inflation challenges retirement plans. 1.9.25 Retirement Planning Coffee Talk clip
Inflation and family caregiving challenge retirement plans. 1.9.25 Retirement Planning Coffee Talk
Retire Early, is this the year you take the leap? 1.2.25 Retirement Planning Coffee Talk clip
Retire Early, is this the year you take the leap? Plus, 6 Market Pros on the Biggest Risks for 2025.
Good Luck to everyone affected by Arctic Cat closing. 12.19.24 Retirement Planning Coffee Talk
How to Avoid Letting Unforeseen Events (Black Swans) Ruin Your Retirement. Money Not Math 155
Financial advice can add up to 5.1% to portfolio returns over the long term.
How the 2024 Election Could Affect Your Portfolio. 11.7.24 Retirement Planning Coffee Talk