Eric R Poole, Financial Planner

Eric R Poole, Financial Planner 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 nece

ssary 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.

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost. We recently broke down what happ...
06/03/2026

Sitting in cash can feel safe. But over long periods of time, ”safe” might have a cost. We recently broke down what happened to $100 across three different paths over nearly 100 years. The choice that felt safest at the start didn't end up that way. Take a look.

History shows why comfort can come at a cost.

Inflation doesn't shout. It just quietly chips away. In the late 1920s, $100 could cover more than a month's rent. Today...
05/27/2026

Inflation doesn't shout. It just quietly chips away. In the late 1920s, $100 could cover more than a month's rent. Today, it might cover dinner out. In our latest newsletter, we explored what happened when that $100 was invested differently — and what it means for your purchasing power over time.

See what a century of history says about cash.

History doesn't repeat exactly, but it does tend to reward patience. When markets feel uncertain, it helps to zoom out. ...
05/20/2026

History doesn't repeat exactly, but it does tend to reward patience. When markets feel uncertain, it helps to zoom out. In our latest Visual Insights Newsletter, we looked at what happened to $100 invested in 1928 and left alone for nearly a century. The results may surprise you.

A simple lesson about time and discipline.

Many retirees underspend, not because they need to, but because they’re afraid of making the wrong decision at the wrong...
05/04/2026

Many retirees underspend, not because they need to, but because they’re afraid of making the wrong decision at the wrong time. When retirement is framed as one long, steady chapter, the stakes feel high. Spend too much now, and you worry about later. Spend too little, and you wonder what you’re missing. But what if retirement is better understood as three chapters, each with its own pace and priorities. I break this down in my latest note, along with a few questions worth thinking about as you plan your next chapter.

New research challenges old ideas of retirement.

Early retirement often brings momentum. Mid-retirement brings rhythm. Later years shift toward stability and care. Does ...
04/27/2026

Early retirement often brings momentum. Mid-retirement brings rhythm. Later years shift toward stability and care. Does your financial plan adjust as life does?

What is the point of retirement?

Not sure where to start with your Social Security decision? This guide includes a simple decision flowchart that walks y...
04/23/2026

Not sure where to start with your Social Security decision? This guide includes a simple decision flowchart that walks you through the key questions — so you can approach your filing decision with more clarity and confidence. Take a look!

This 5-minute guide breaks down over 2,700 Social Security claiming rules

One of the top retirement fears is running out of money. But what if the bigger risk is holding back too much in the yea...
04/20/2026

One of the top retirement fears is running out of money. But what if the bigger risk is holding back too much in the years you’re healthiest and most active?

Data shows retirement rarely follows a steady path.

Thinking about when to file for Social Security? The answer depends on more factors than many people realize — income, m...
04/16/2026

Thinking about when to file for Social Security? The answer depends on more factors than many people realize — income, marriage, health, whether you're still working. This quick guide helps you think through what matters most for your situation.

Read this quick guide to identify the crucial steps to maximizing your Social Security income

Retirement isn’t one long, steady chapter. Research shows it often unfolds in three distinct phases, each with different...
04/13/2026

Retirement isn’t one long, steady chapter. Research shows it often unfolds in three distinct phases, each with different spending patterns and priorities. Are you planning for one version of retirement, or all three?

Retirement is for living, not just saving.

Here’s a simple flowchart to help break down Social Security claiming rules. Read now!
04/09/2026

Here’s a simple flowchart to help break down Social Security claiming rules. Read now!

Access my free guide to break down crucial Social Security decisions into a simple decision matrix

Address

9300 Shelbyville Road, Suite 1310
Louisville, KY
40222

Telephone

+15023940400

Website

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