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Eric Gaddy

Retired
Financial Advisor & Author

Eric has a widely spanning career in the financial world, most recently retiring from 24 years as a senior level financial advisor. 

As easy going and laid back as they come, he feels free to cut through the BS and gives you the straightforward advice you deserve about your future. That starts with the DIAL system…

 

Brand New PODCAST!

What Does the new “Secure Act” Mean for Your Retirement?

What Does the new “Secure Act” Mean for Your Retirement?

The Secure Act, which stands for Setting Every Community Up For Retirement Enhancement, was signed into law several weeks ago. As with anything that the government does, it’s fair to ask “Is this really going to be a benefit or not.” Here’s what you need to know about...

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What IS a Fiduciary?

What IS a Fiduciary?

A Fiduciary is an advisor who is not only ethically required to do what is best for you, but legally required to put your interests before their own. Now you would think that every financial advisor would be a fiduciary, but that is not true. A large number of...

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Backdoor Roth IRA:  What you need to know about it

Backdoor Roth IRA: What you need to know about it

As many of you know the Roth IRA is my favorite retirement account because of the tax-free growth and withdrawals it offers. In 2020, the adjusted gross income (AGI) phase out for contributing to a Roth IRA is $196,000 to $206,000 for married couples filing jointly....

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