Eric R Poole, Financial Planner

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Louisville, KY
Eric R Poole, Financial Planner

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I teach people how to retire,
while telling the story of how the stock market usually goes up.

I run a financial advisory practice that is geared toward helping families accumulate, distribute, and/or transfer wealth. I help individuals who have a minimum of $250,000 in investable assets identify financial goals and create strategies to seeking to ensure that they are obtained. My clients respect and value the professional advice I have to offer because they are too busy to channel the necessary time for the process, are intimidated by the changing economic landscape, and/or realize that they do not have the skill set needed to accomplish their identified financial goals. I offer a holistic approach to financial planning by building a financial foundation, thus enabling families to obtain financial confidence. This strategy allows clients to understand future financial possibilities and implications of actions taken or not taken, all while mitigating the uncertainties of day to day life. My approach is grounded in an ongoing collaborative, advisory-based relationship. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment Advice offered through KPP Advisory Services LLC, a registered investment advisor. KPP Advisory Services LLC and Kentucky Planning Partners are separate entities from LPL Financial.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/28/2026

Research suggests a large share of investors check their portfolio at least once a day. But how many have reviewed the structure behind those numbers recently? There's a difference between monitoring performance and evaluating whether your allocation, fees, and withdrawal strategy still fit your timeline. If retirement is getting closer, that second kind of review is worth doing.

The years around retirement are when alignment matters.

10/27/2026

In a 90-year study of every US stock from 1926 to 2016, the most surprising finding wasn't that most stocks underperformed Treasury bills.

As shocking as that stat is, the bigger surprise is just how much wealth was created by the top few performers. As one example, just these five companies—Exxon Mobil, Apple, Microsoft, General Electric, and IBM—accounted for 10% of all the wealth created by the entire US stock market over that 90-year period.

That's five companies out of roughly 26,000.

I'm hoping it's intuitive, but if it's not, the lesson here isn't to try to find the next five. It's that the math of equity returns is so concentrated in so few names that broad diversification is almost certainly the only reliable way to capture them.

Send a message to learn more

10/26/2026

High-interest debt quietly competes with every goal you care about. Knocking it down frees up more of your money for the things that actually move you forward.

Find the next layer in your Money Stack.

10/22/2026

Next time you make an investment decision, try this:

Replace the word “stocks” with “businesses.”

“I’m buying more businesses this month.”
“I’m holding onto my businesses during this downturn.”

It sounds different, because it is different.

You’re not trading ticker symbols.

You’re allocating capital to organizations run by people whose job is to grow value over time.

They’re making decisions every day with that goal in mind, whether you’re paying attention or not.

That perspective can make it easier to stay patient.

And patience is often the difference between good outcomes and poor ones.

Send a message to learn more

10/21/2026

A lot of investors check their portfolio regularly — some even daily. But checking and reviewing aren't the same thing. Checking tells you what happened. A review evaluates whether the structure behind those numbers still fits where you're headed. If retirement is on your radar, that distinction could matter more than you think.

Expense ratios have dropped a lot since 2005.

10/20/2026

Charlie Munger said:

“Our job is to avoid stupid decisions, not make brilliant ones.”

Most investors focus on:

Finding the next big idea.
Timing the perfect entry.
Trying to beat the market.

But outcomes are shaped by key moments:

- When the market is down and selling seems right.

- When something new seems more appealing than your holdings.

- When your investments appear to falter. -

When action feels better than patience.

These moments impact your returns more than brilliance.

One poor choice can undo years of good decisions.

Munger’s point: You don’t need brilliance, but you must be disciplined.

Avoid setbacks, and you’ll likely do well.

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10/19/2026

Not every financial goal deserves your attention at the same time. Foundational moves come first because they can make everything built on top of them steadier.

One step can support the next.

10/15/2026

People love to ask, "Is now a good time to invest?"

A better question is:

"Am I planning to stay invested long enough for the answer to that question to be irrelevant?"

If yes, then yes.

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10/14/2026

Two investors. Same portfolio. Completely different reactions. When markets drop, some investors panic while others stay calm. Why? Often, it comes down to whether the portfolio matched the individual’s comfort level for risk. Your Risk Number® helps quantify that comfort level so you can better understand how your investments align with your expectations. And you can discover your Risk Number in just a few minutes by taking the assessment today.

Your Risk Number® helps quantify how much risk you're comfortable with so your investments align with your expectations. Discover yours in minutes.

10/13/2026

There's a reason time-tested investment strategies have survived for decades. In our case, that might mean an equity-based, low-cost, diversified portfolio.

Admittedly, that portfolio may not be very exciting. And it may not offer the best possible return in any given year.

But it's historically produced satisfactory returns for decades on end.

On the other hand, assets that have produced rapid growth (which often look brilliant in the short term) tend to end up as tragic case studies in hindsight.

Thus, when it comes to investing, the goal isn't the best possible return in any given year.

What you're probably searching for is the portfolio that will produce the best worst-case scenario over the span of decades.

As weird as that may sound, that's a goal worth striving for.

Send a message to learn more

Address

9300 Shelbyville Road, Suite 1310
Louisville, KY
40222

Telephone

+15023940400

Website

https://www.kpp-lpl.com/team/eric-poole-cfp-mba

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