Eric R Poole, Financial Planner

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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 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.

10/08/2026

Most investors don’t struggle with understanding investing.

They struggle with accepting the tradeoffs.

Everyone wants:

• Growth
• Stability
• Certainty

But rarely, if ever, do those three coexist.

It's a fact of life (historically speaking) that the more short-term certainty you require from your portfolio, the lower your long-term return is likely to be.

The more uncertainty you’re willing to accept in the short term, the higher your long-term return is likely to be.

That’s the tradeoff.

And it shows up most clearly during periods of volatility.

Because that’s when the desire for certainty is strongest.

Which is why successful investing often comes down to a simple question:

What level of uncertainty are you willing to accept today to achieve the outcome you want tomorrow?

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Market volatility is inevitable. How your portfolio handles it matters. One of the most common concerns I hear is, “What...
10/07/2026

Market volatility is inevitable. How your portfolio handles it matters. One of the most common concerns I hear is, “What happens to my portfolio when markets drop?” Understanding your personal Risk Number® helps measure how much market fluctuation you’re comfortable with before volatility happens. It’s a simple, 5-minute assessment that can provide insight into whether your portfolio actually aligns with your comfort level. Take the assessment today to find out your Risk Number.

Your Risk Number® measures how much market fluctuation you're comfortable with so your portfolio aligns before volatility hits. Find yours in 5 minutes.

10/06/2026

Since 2020, most adult children who inherit a traditional IRA have been required to empty the account within 10 years, with every withdrawal taxed as ordinary income.

For children in their peak earning years, that can mean surrendering a meaningful portion of the inheritance itself to the IRS.

If you have a large Traditional IRA balance that you don't "need," you might consider making Roth conversions a part of your estate planning strategy. Because, while inherited Roth IRA dollars follow the same 10-year deadline, your children would at least receive the dollars tax-free.

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Feeling behind on your finances usually is not a motivation problem. It is an order-of-operations problem. Sort out the...
10/05/2026

Feeling behind on your finances usually is not a motivation problem. It is an order-of-operations problem. Sort out the sequence and progress gets a lot clearer.

The challenge is deciding what comes first.

Is your investment portfolio taking more risk than you think? Many investors describe themselves as “conservative,” “mod...
09/30/2026

Is your investment portfolio taking more risk than you think? Many investors describe themselves as “conservative,” “moderate,” or even “aggressive.” But those labels don’t always match the level of risk their portfolio is actually taking. That’s where the Risk Number® comes in. It measures how much market volatility you’re comfortable experiencing on a scale of 1 to 99 and helps determine whether your investments are aligned with that comfort level. And it only takes 5 minutes to find out yours.

Your Risk Number® reveals the level of market volatility you're truly comfortable with and whether your investments match. Find yours in 5 minutes.

09/24/2026

Some people think of a retirement budget as a spending restriction.

But in my experience, a retirement budget is much more of a permission slip to spend.

It's what tells you, with confidence, that you can actually spend the money you've spent decades saving.

And for people who are naturally reluctant to spend, that can make all the difference in the world.

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Do you know how much investment risk you’re comfortable with? If you’re driving 80 mph in a 55 mph zone, the ride is goi...
09/23/2026

Do you know how much investment risk you’re comfortable with? If you’re driving 80 mph in a 55 mph zone, the ride is going to feel pretty uncomfortable. Investing works the same way. Every investor has a personal “speed limit” for market ups and downs. And it can become a problem when a portfolio is moving faster than an investor realizes. Your Risk Number® helps identify the level of market volatility you’re comfortable with, so you can feel confident going 55 mph in the right zone for you. And it only takes 5 minutes to discover yours.

Your Risk Number® helps you understand how much market volatility you're truly comfortable with. Discover yours in just 5 minutes.

09/22/2026

Most people picture retirement lasting 20 years or so.

But the statistics often tell a different story.

For a healthy couple retiring at 65, the joint life expectancy is about age 92.

That means there’s a 50% chance one spouse will still be alive at that age.

There’s also roughly a 10% chance that one spouse will live to 100.

If those outcomes are difficult to imagine, it’s easy to see why many people underestimate how long their retirement might last.

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09/17/2026

A strange thing sometimes happens in retirement:

People who spent decades saving and investing to be sure they have enough still end up worrying about spending too much.

Even when their financial plan shows they’re well within their means.

It turns out the hardest part of retirement planning is often learning to trust the plan.

Send a message to learn more

09/16/2026

When asked about their ideal retirement, most people give similar, generic answers like "travel, time with family, and hobbies."

You may have said something similar. The issue is that generic answers often lead to underwhelming outcomes.

To avoid this, ask more specific questions, such as:

- Where will you live? In your current home, somewhere new, or split time between locations? Near family or a place you’ve always wanted to be?

- Who will you spend most of your time with? Beyond a spouse, consider friends, family, and new connections.

- What will a typical day look like? Not a vacation day, but an ordinary Tuesday.

These details matter because retirement is a life event with financial implications.

A plan based on vague ideas will be vague itself, while a plan grounded in specifics can create a retirement that truly fits your life.

Send a message to learn more

Address

9300 Shelbyville Road, Suite 1310
Louisville, KY
40222

Telephone

+15023940400

Website

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