
Erik Carter
Financial advisor providing transformative advice on achieving financial freedom and prioritizing happiness over wealth.
Top 5 podcasts with Erik Carter
Ranked by the Snipd community

Jul 7, 2024 • 12min
2232: What Comes First: Saving, Investing, or Paying off Debt by Erik Carter with Financial Finesse
Financial expert Erik Carter discusses the importance of establishing an emergency fund first, maximizing employer retirement matches, and paying off high-interest debt before investing. He emphasizes the need to balance savings, investing, and debt repayment for optimal financial health.

May 15, 2024 • 10min
2726: What’s Probably Missing From Your Financial Plan by Erik Carter of Financial Finesse
Financial planning expert Erik Carter discusses often overlooked aspects of financial planning, such as life insurance, investment diversification, umbrella liability insurance, long-term care insurance, and estate planning. He emphasizes the importance of proactive measures in these areas to safeguard one's financial future.

Mar 14, 2024 • 11min
2655: When it Comes to Financial Advice, Follow the Money by Erik Carter of Financial Finesse
The podcast discusses conflicts of interest in financial advice, highlighting how financial incentives can shape advice. It advocates for unbiased guidance and suggests options like employer-provided financial education or independent advisors who charge flat or hourly fees. The episode sheds light on the importance of finding advisors who prioritize the client's best interests over financial gain.

Feb 25, 2024 • 10min
3089: Want to Live a Happier Financial Life by Erik Carter of Fianacial Finesse on Freedom, Happiness & Experiences
Discover transformative advice on prioritizing happiness over wealth, sensible spending on housing, investing in experiences, and valuing time over material possessions to achieve financial freedom. Learn about teaching financial literacy to kids early on and the benefits of minimalist living for long-term happiness.

Dec 31, 2023 • 10min
2016: Your Retirement Planning Doesn't Have to Be a Gamble by Erik Carter with Financial Finesse on Investment Diversification
Erik Carter, retirement planning expert, simplifies the complex subject by comparing personal finance to basic health practices. He emphasizes the importance of using retirement calculators, diversifying investments, and following Warren Buffet's advice on index funds. The speaker provides practical tips for retirement planning, discusses the benefits of automatic enrollment, and highlights the significance of saving and investing for a secure retirement.