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Date Show Title
Nov
26
2022
The end of the year is upon us, so now is a great time to consider a Qualified Charitable Distribution or #QCD. As Peter with Richon Planning explains to Erin Kennedy, this is a great way to make a large gift to your favorite non-profit while lessening your tax burden. When structured correctly, a QCD allows your donation to go directly from your IRA custodian to your chosen charity. Not only can it be counted toward satisfying your required minimum distributions or #rmds , but it also decreases your adjusted gross income. Richon Planning specializes in holistic tax planning. If you'd like to determine if a QCD is right for you, please reach out for a complimentary consultation by calling (919) 300-5886 or by visiting www.RichonPlanning.com
Nov
22
2022
If you're considering converting an #IRA to a #Roth IRA in 2022, the clock is ticking. In this video, Peter with Richon Planning and Erin Kennedy break down everything you need to know before making a decision. Keep in mind, we are in a historically low tax rate. Paying your taxes now will allow your money to grow tax free, and any future withdrawals will not be taxed. Also, to help manage your tax liability, you may choose to convert just a portion of your assets. There is no limit to the number of conversions you can make, so you may convert smaller amounts over several years. If you'd like to get started, or if you'd like to talk through the benefits of a Roth Conversion, please call (919) 300-5886 or schedule an appointment at www.RichonPlanning.com
Nov
19
2022
New #Retirement Account Contribution Limits for 2023 The #IRS just announced that it will boost the maximum contribution limit to #401k accounts by $2,000 next year... to $22,500! This is the largest increase on record. The contribution limit for an IRA is also set to increase... to $6,500 from $6,000. As Peter with Richon Planning explains to Erin Kennedy, this move will allow millions of us to contribute thousands more into tax- advantaged retirement accounts. But keep in mind, every retirement plan has to include tax planning and tax diversification. In fact, 401(k)s are known as "retirement tax bombs." If you'd like to talk through the tax implications of your retirement accounts, and why you should consider #Roth accounts, please feel free to reach out for a complimentary consultation by calling (919) 300-5886 or by visiting www.RichonPlanning.com #TaxPlanning #RetirementPlanning #WealthManagement #TaxDiversification
Nov
16
2022
Good news from the #IRS: inflation adjustments could mean lower tax rates come 2023! As Peter with Richon Planning explains to Erin Kennedy, tax rates are adjusted for inflation, and 2022 saw America's fastest price growth in four decades! That means most of us will be able to shield more of our income from taxes in 2023. Also new for 2023, the IRS is increasing the standard deduction, marking the largest adjustment to deductions since 1985! However, these significant changes underscore the importance of proactive tax planning, which is something we specialize in at Richon Planning. If you would like to talk through these changes and how they affect your unique financial goals, please reach out for a complimentary consultation by calling (919) 300-5886 or by visiting www.RichonPlanning.com #Taxes #RetirementPlanning #WealthManagement #inflation #TaxRate #StandardDeduction
Nov
5
2022
We are firmly in Bear Market territory. Stocks and bonds are sharply negative. The market has lost nearly one quarter of its value since the beginning of the year. But while these headlines can lead to anxiety, as Peter with Richon Planning explains to Erin Kennedy, it's important to stick to and rely on your "financial plan." Often, during market downturns, investors tend to panic and leave the market. And when the market recovers, those investors miss out on the rally, further compounding their losses. No one knows when this Bear Market will hit bottom. But if you've taken the time to design a thoughtful and holistic financial plan, you'll see that these moments of volatility were built into the plan already and, depending on your time horizon, can even offer unique investing opportunities. Of course, if you have any questions, please feel free to reach out to Peter at any time by calling (919) 300-5886 or by visiting www.RichonPlanning.com
Oct
29
2022
Social Security just announced an 8.7% cost of living adjustment for retirees! The COLA increase will be applied to benefits in January of 2023. That's the largest inflation adjustment since 1981, when it was 11.2%. Peter with Richon Planning explains to Erin Kennedy why this year's Cost of Living Adjustment, or #COLA, is so high and whether this change should affect your claiming strategy. If you'd like to speak with Peter to determine when you should claim Social Security, Richon Planning actually specializes in running very personalized analyses to determine your most "financially optimal" strategy. Please feel free to reach out for a complimentary consultation by calling (919) 300-5886 or by visiting www.RichonPlanning.com #SocialSecurity #Retirement #WealthManagement #SocialSecurity2023
Oct
22
2022
We are still firmly in Bear Market territory. #Stocks and #bonds are sharply negative. In fact, the market recently lost nearly one quarter of its value since the beginning of the year. But those negatives actually offer some unique opportunities according to Peter at RichonPlanning. He breaks down several strategies with Erin Kennedy, including: 1. Tax Loss Harvesting 2. Rebalancing 3. Avoiding Phantom Income 4. Roth Conversions 5. RMDs If you have any questions about how to employ some of these tax strategies, please reach out to Peter for a complimentary consultation by calling (919)300-5886 or by visiting www.RichonPlanning.com
Oct
15
2022
Rising interest rates will cause lump sum #pension buyouts to be significantly lower in 2023. That has a lot of pre-retirees wondering if they should be considering an early #retirement. Peter with Richon Planning walks through several important questions you should ask yourself before accepting that buyout. Peter recommends to Erin Kennedy that you sit down with a trusted financial advisor who can help you create a plan that incorporates not only the value of your lump sum buyout, but also factors in other income sources, tax planning, and your legacy goals. There is no cookie-cutter answer to this question. But the sooner you have a thoughtful conversation that factors in your unique goals and financial priorities, the better. Peter would be happy to sit down with you to determine what's best for you and your financial future. Please reach out for a complimentary consultation by calling (919) 300-5886 or by visiting www.RichonPlanning.com
Aug
27
2022
Tune in this week for Planning Matters Radio and listen as Peter Richon discusses retirement and mentions the extra media sources he can be found on to help upcoming retirees or just retirees see what the market is doing and what could be best for you. Peter Richon is a Fiduciary Financial Advisor willing to help you just contact Peter at (919) 300-5886. We hope you enjoy this edition of Planning Matters Radio.
Aug
20
2022
Who is Peter Richon? What is Richon Planning? What is Planning Matters Radio? Watch as Peter Richon owner of Richon Planning and Planning Matters Radio discusses who he is and what he stands for. And along the way mention a few giggle worthy stories of his time as being a financial advisor fiduciary for many people and many places across the United States. This is Planning Matters Radio hope you enjoy!
Jul
23
2022
Having an emergency fund is always important, and considering how volatile the markets have been this year, @Peter with @RichonPlanning explains to @erinkennedy precisely how much cash you should have on hand right now. As you know, your emergency fund should be able to cover 3-6 months of living expenses. Having cash on hand will ensure you don't have to dip into #retirement savings to cover living expenses. And if you're worried about having too much cash on hand right now, considering the rate of #inflation, there are investment products that still allow for high returns while offering liquidity. If you have any questions about your retirement or your savings, please reach out to Peter for a complimentary consultation by calling (919)300-5886 or by visiting www.RichonPlanning.com.
Jul
16
2022
Do you remember a time when the news anchor on TV told you what happened in the world and left it up to you to formulate an opinion? In today’s world, it seems we have to view everything with jaded glasses, do extra research to verify what we are told, and gather other information from different sources just to draw our conclusion about what we can believe. Tune in this week as Peter Richon discusses a few of the potential conflicts in today's financial world. Contact Peter Richon at (919) 300-5886 or visit the website at https://richonplanning.com/. 
Jun
18
2022
You should never invest in something you don't understand, which is why @Peter with @richonplanning and @erinkennedy are breaking down the similarities and differences between Exchange Traded Funds or #ETFs and mutual funds.   ETFs have become very popular recently, and experts predict global ETF assets will total more than $12 trillion by the end of 2023! But before investing in this growing trend, Peter recommends you weigh the pros and cons of each by walking through these questions: -How are they managed? -How are they traded? -What are the costs? -What about Tax Efficiency?   If you'd like Peter's help determining which investment strategy is right for you, please reach out for a complimentary consultation by calling (919) 300-5886 or by making an appointment at www.RichonPlanning.com
Jun
11
2022
 Economic Headwinds... Is Now is a Good Time to #Rebalance? Equity markets and bonds continue their volatility. So is now a good time to #rebalance? @Peter with @RichonPlanning tells us why rebalancing our #portfolio is important when it comes to managing #risk.  Peter and @ErinKennedy also take a closer look at the biggest winners and losers in this year's #AssetClasses YTD, and he breaks down important tax implications you need to keep in mind before buying or selling any asset. If you have any questions about whether you should be taking a closer look at your #investments, please reach out to Peter at www.RichonPlanning.com or call (919) 300-5886 #StockMarket #Taxes #MarketTrends #Bonds #Investments
Jun
4
2022
Your Best Investment Options to Fight Inflation & The Myth of Retiring in a Lower Tax Bracket   The Consumer Price Index, or #CPI, dipped to 8.3% in April, marking the first slowdown in eight months. Some experts say we’re past the peak of inflation, but Peter Richon with RichonPlanning disagrees and tells Erin Kennedy there are strategies you can put in place today to guard against inflation, including Hedged Equities and Structured Notes.   Also, if you do not have a #taxplan, you do not have a #retirement plan. In the second half of the show, Peter breaks down this common misconception: you may not be in a lower tax bracket when you retire.   But there are strategies you can implement now to create tax-free income in #retirement and take advantage of today's historically low tax rates, including Roth Conversions.   If you'd like to how to create tax-free income in retirement, please reach out to Peter for a complimentary consultation by calling (919) 300-5886 or by visiting www.RichonPlanning.com   #Income #Taxes #FinancialPlanning #Investing
May
28
2022
2022 has started off with market volatility and losses. Market volatility is not unusual. In fact, investors must expect volatility as part of their investment experience. 2022 however, is off to a bit of a rocky start, and investment losses have some reasonably concerned. Listen to this week's edition of #PlanningMattersRadio and @PeterRichon discusses the causes of volatility and how having a sound plan in place can help us determine and control risk exposure and identify opportunities, even in challenging markets.
Apr
28
2022
Interest, compounding, inflation, & bonds...FINRA annually tests the American public's knowledge of basic financial concepts. Peter Richon of #RichonPlanning discusses these topics, as well as Traditional vs. Roth IRA's, the recent and upcoming Fed rate hikes, and where you can get a secure 7.12% interest on savings right now on this week's show.
Apr
23
2022
2022 has started off with market volatility and losses. Market volatility is not unusual. In fact, investors must expect volatility as part of their investment experience. 2022 however, is off to a bit of a rocky start, and investment losses have some reasonably concerned. Listen to this week's edition of #PlanningMattersRadio and @PeterRichon discusses the causes of volatility and how having a sound plan in place can help us determine and control risk exposure and identify opportunities, even in challenging markets.
Apr
14
2022
The market's reaction to current events grabs daily headlines. If your plan is long-term and only has money exposed to the market that you are comfortable taking some risk with and seeing fluctuate, then volatility is just a natural part of the long-term investor experience, and could potentially represent an opportunity for those properly positioned. On the other hand, there may be a time that even seasoned investors who understand this ignore the risks of the market when they shouldn’t. Listen this week as Peter Richon walks you through the concerns you may have for retirement and savings looking out for your best interest
Mar
24
2022
We have seen some recent instability in the markets. It has invoked a lot of emotion from some investors. Just because we see market volatility or believe it may be coming does not mean we should stop our financial progress or put off goals out of fear. Fear is not a stop sign. Caution is always prudent, but fear should never determine the steps in your financial progress. Listen this week as Peter Richon and Daniel Diggs talk about the facts and the fiction of the market. Website - https://richonplanning.com/podcast/
Mar
17
2022
The market's reaction to current events grabs daily headlines. If your plan is long-term and only has money exposed to the market that you are comfortable taking some risk with and seeing fluctuate, then volatility is just a natural part of the long-term investor experience, and could potentially represent an opportunity for those properly positioned. On the other hand, there may be a time that even seasoned investors who understand this ignore the risks of the market when they shouldn’t. Listen this week as Peter Richon walks you through the concerns you may have for retirement and savings looking out for your best interest
Mar
12
2022
Volatile markets, spiking oil prices and prices at the pump, Russia-Ukraine conflict escalations...All this can weigh on the minds of investors watching their life savings fluctuate in the markets. Peter Richon helps to provide perspective for long-term strategy success. Reach out if you have questions: (919) 300-5886 
Mar
5
2022
The Market... What is the market? The Market Can help me financially with retirement? How do I use the market? to answer these questions just call Peter Richon at (919) 300-5886.
Feb
27
2022
There are always many, many questions around taxes. Let’s talk about a few of them, and what proactive, savvy planners can do about them. So you can hold yourself from saying stuff like Have I paid enough? Will I get a refund? Have all of my forms arrived yet? With Planning Matters Radio your troubles will be gone so hit that like and subscribe so you can tune in for more Your  Retirement Planning.
Feb
20
2022
Taxes are one of the 4 things we do with our income. While we work, usually paying taxes is the first in line and done automatically. Once we retire, it may be the last thing we do. To get many more amazing tips and tricks to retirement, taxes, etc give Peter Richon a call at (919) 300-5886. But enjoy the show!!!
Feb
13
2022
On this week’s program Peter Richon addresses the financial protection we strive to offer our family through having a plan in place that takes into consideration the fact that we will not always be here to support them ourselves. The plan and assets provide the support when we can’t. 
Feb
6
2022
How do we know if we are taking too much? To have these and many more questions answered just contact Peter Richon (919) 300-5886
Jan
30
2022
We all probably have a laundry list of things we look back on and could say we “would have/should have done things differently". This is especially painful when it comes to our money. This week Planning Matters Radio discusses some of the most common mistakes to hopefully help you avoid them.
Jan
23
2022
What if I get sick, injured, or die? While we hate to think of these mortal questions as financial issues, they very much are. These are only a couple of questions watch and see what Peter Richon has to say about it.
Jan
16
2022
What are the most exciting or most disappointing moments I have experienced as an advisor? This is just one of the many questions you can ask Peter Richon to find out answers to your questions just call at (919) 300-5886. 
Jan
9
2022
Happy New Year to the listeners, viewers, and clients of Richon Planning. Hope you had a great 2021, and have an even better 2022!
Jan
2
2022
Happy New Year from the team at Richon Planning.
Dec
19
2021
We are getting ready to wrap up the year here at Richon Planning and on this week's episode we circle back and talk about you and your financial progress. If you ever want to revisit our discussions, submit any questions, or want to talk about steps to take into 2022 or beyond, please do not hesitate to reach out at (919)300-5886 or visit us online at www.RichOnPlanning.com. Merry Christmas & wishes for a safe, healthy, and prosperous New Year for you and your family.
Dec
12
2021
What do you envision your average day in retirement to consist of? This is one of the many questions you need to answer before retirement. Tune into Peter Richon's new show this week to answer this question.
Dec
5
2021
END OF YEAR PLANNING – RMDs are usually a big end of year to-do. This year they are not required, but perhaps a conversation about tax planning should be happening instead. Listen as Peter Richon discusses this topic and more on this week’s episode.
Nov
27
2021
Happy Thanksgiving! We hope you enjoy this holiday weekend "Best of" edition of Game Plan For Retirement with Peter Richon.
Nov
21
2021
Happy Thanksgiving from the team here at Planning Matters Radio.
Oct
30
2021
On this edition of the program, Peter Richon discusses some scary financial topics and how to address or avoid them. If you need help in planning call Peter and Richon Planning at (919) 300-5886
Oct
28
2021
On this edition of the show, Peter Richon discusses planning for withdrawals, distributions, and creating retirement income in an efficient manner.
Oct
3
2021
As we enter into October and Halloween is right around the corner, Peter Richon and special guest Johnnie Mayfield discuss some of the scary financial topics that are keeping savers and investors up at night.  Taxes, Inflation, Fees, and Market Corrections...What is your plan to address these scary financial topics?
Sep
26
2021
Peter discusses recent market jitters and what drove them.  The Infrastructure spending bill, taxes, and the influence of the Chinese markets and EverGrande on our economy.
Aug
8
2021
Listen and learn as Landon Holland and Peter Richon talk about the basics of financials while Peter Richon a well-known fiduciary in the Raleigh area answers some questions during this episode hope you enjoy it.
Aug
1
2021
Do you feel like your dollar just isn't going as far?  In this episode, Peter Richon welcomes guest Octavio Marenzi to discuss Federal monetary policy and inflation concerns for spenders, savers, and investors.
Jul
27
2021
Peter Richon interviews DLB Mortgage CEO Debbie Bloyd to discuss the nation's housing market and signals for the economy we should be paying attention to.
Jul
27
2021
Peter Richon interviews DLB Mortgage CEO Debbie Bloyd to discuss the nation's housing market and signals for the economy we should be paying attention to.
Jul
25
2021
HACKING! We have seen supply chain disruptions and large portions of entire sectors of the economy shut down due to hacking and cyber attacks. How does something like this impact the individual investor? Tune in as Peter Richon discusses this topic and more on this week’s episode. 
May
6
2021
In this interview Peter Richon and Michelle Schneider discuss the rise of crypto and the decline of the dollar. What should investors be doing in potentially difficult times to find a safe haven for preservation of value?
May
4
2021
In this episode Peter Richon welcomes guest Joseph Gissy to discuss the recent COIN, CoinBase direct listing and on the place of Cryptocurrency and Gold in a portfolio and how to invest.
Apr
11
2021
ROTH CONVERSION OPPORTUNITIES – If tax laws reverse over time and start climbing higher, it will likely affect those with larger retirement accounts and income disproportionately. Tune in to learn more as Peter Richon discusses tax-deferral & it’s consequences, tax-free income, & Roth IRA’s.
Apr
8
2021
Are you ready to retire? Peter Richon covers 12 must-answer questions to know if you are financially prepared to walk away from your paycheck and transition into retirement.
Mar
30
2021
Having a plan is what answers and addresses many of the big questions and risks we will face in retirement, but the majority of savers and investors don't have a plan. They have a projection. Without a true plan, our retirement lifestyle may be based on no more than hopeful, optimistic assumptions. What if they are wrong? What if the future turns out to be less optimistic than those projections assumed. Master Registered Financial Consultant (MRFC®) and Dave Ramsey SmartVestor Pro® Peter Richon offer advice on examining your situation to determine if you have a plan or a projection and how to get an Optimized Retirement Plan put together.
Mar
30
2021
Knowing when you are ready to retire is accomplished through a specific financial planning process. How much do I need? When can I retire? These are questions that are answered through that planning process. Peter Richon walks through the steps of this process to help you have more confidence when you choose to take this big step.
Mar
30
2021
For the love and protection of our family, we would likely give up money and income, but sometimes we can make pretty foolish financial mistakes or oversights that put those same loved ones in jeopardy. On this episode MRFC® Peter Richon discusses the financial protection of our spouse and family.
Mar
30
2021
There are times and opportunities to move your and gain more control or a better outcome. In order to optimize our progress, we must know how and when these opportunities arise. On this episode, Peter Richon discusses the 8 moments to move your money. Contact Richon Planning for the guide and resource.
Mar
30
2021
Taxes are a huge issue...and planning for them is one of the most important financial opportunities we have to better control our retirement future. Peter Richon discusses the strategies to control and minimize taxes into and through retirement.
Mar
30
2021
The Countdown to Retirement is on for all of us, whether we are planning and preparing or not. Better to be prepared. On this episode, Peter Richon (MRFC® and SmartVestor Pro®) discusses how to navigate the countdown and be more prepared to liftoff into retirement.
Mar
30
2021
On this episode Master Registered Financial Consultant, MRFC® and Dave Ramsey SmartVestor® Pro Peter Richon discusses budgeting and creating a spending plan for your working career and for retirement, and the important differences between the two.
Mar
30
2021
On this episode Peter Richon discusses the 10 steps in moving from your working career to feeling fully prepared to make the transition to retirement. Some of these steps are taken along the way, some are absolutely necessary to be prepared. Download the full list by visiting www.RichOnPlanning.com
Mar
22
2021
On this episode Master Registered Financial Consultant, MRFC® and Dave Ramsey SmartVestor® Pro Peter Richon discusses budgeting and creating a spending plan for your working career and for retirement, and the important differences between the two.
Mar
12
2021
The Countdown to Retirement is on for all of us, whether we are planning and preparing or not. Better to be prepared. On this episode, Peter Richon (MRFC® and SmartVestor Pro®) discusses how to navigate the countdown and be more prepared to liftoff into retirement.
Feb
19
2021
There are times and opportunities to move your and gain more control or a better outcome. In order to optimize our progress, we must know how and when these opportunities arise. On this episode, Peter Richon discusses the 8 moments to move your money. Contact Richon Planning for the guide and resource.
Feb
12
2021
For the love and protection of our family, we would likely give up money and income, but sometimes we can make pretty foolish financial mistakes or oversights that put those same loved ones in jeopardy. On this episode MRFC® Peter Richon discusses the financial protection of our spouse and family.
Feb
5
2021
Knowing when you are ready to retire is accomplished through a specific financial planning process. How much do I need? When can I retire? These are questions that are answered through that planning process. Peter Richon walks through the steps of this process to help you have more confidence when you choose to take this big step.
Jan
29
2021
Having a plan is what answers and addresses many of the big questions and risks we will face in retirement, but the majority of savers and investors don't have a plan. They have a projection. Without a true plan, our retirement lifestyle may be based on no more than hopeful, optimistic assumptions. What if they are wrong? What if the future turns out to be less optimistic than those projections assumed. Master Registered Financial Consultant (MRFC®) and Dave Ramsey SmartVestor Pro® Peter Richon offer advice on examining your situation to determine if you have a plan or a projection and how to get an Optimized Retirement Plan put together.
Jan
27
2021
In this week's episode, Peter Richon discusses common problems that should be addressed when talking about your money. From budgeting to life insurance, tune in to learn how to address these topics.
Dec
30
2020
Peter Richon discusses how proper planning can help you follow through and achieve your financial goals in 2021 and beyond.
Dec
9
2020
Michele Schneider of Market Gauge joins Peter Richon to discuss what sectors of the market are looking like opportunities moving into the holiday season and into 2021.
Apr
29
2020
Peter Richon is joined by the host of the "CentsAble Chat" podcast series (www.centsablechat.com), Bobbi Olsen. Bobbi is a financial and budgeting coach, helping people get a better handle on, and mindset about their money.
Apr
29
2020
Financial services veteran Frank Maselli discusses the value and the need for a financial advisor and a source for sound financial planning advice and guidance.
Mar
12
2020
Special guest CFP Tim Stearns joins Peter Richon on a discussion of market volatility and the Coronavirus turbulence.
Feb
17
2020
One of the biggest burdens on small business growth is taxes. Business owners often get into business because they have a great idea or product. Too often, they go out of business because they run afoul of the IRS and their tax liability. Author of "Small Business Tax Guide" Dan Pilla joins us on the program to address some of the biggest tax traps and challenges business owners face, how to know about them, and address them.
Feb
14
2020
The FAANG stocks have been leaders of the market over the past 10+ years. Do they still have room to run, or is their time at the top drawing to a close? What tends and data are traders paying attention to with these innovators? Is it time to run, or time to invest? Peter Richon interviews Allison Ostrander on the FAANG stocks and the tech sector.
Dec
13
2019
There are many ways to structure your retirement plan, but what is the optimal way? Author Tom Hegna has studied retirement in detail and wrote 2 best selling books on he topic of retirement planning. Listen in as he discusses with Peter Richon the optimal structure of a retirement portfolio.
Dec
12
2019
Gold, the markets, and politics are all closely related. What will political events mean for your money into 2020 and beyond? Peter Richon discusses with special guests.
Dec
11
2019
What do industry insiders see in store for the housing market in 2020 and beyond? Peter Richon visits with Debbie Bloyd, founder of DLB Mortgage Services and discusses the trends in the housing market and where real estate plays a role in your portfolio.
Oct
21
2019
Ken Fisher's recent comments raised a lot of attention, landed him in some hot water, and probably cost him some significant $$$ but, is it the only reason we should be concerned about and paying attention to the language being used in financial services? Peter Richon digs beneath the surface of Ken Fisher's comments at Tiburon, as well as examines of the language in some other financial advertising materials.
May
3
2019
A plan turns a hope into a goal. We all need our money to provide us with certain things; growth, safety, liquidity, income, protection, tax-efficiency...but, money is a terrible multi-tasker. In order to achieve these things, we have to assign each dollar a specific task and make sure it is doing its job. Peter and Amber Richon discuss your money goals and how to make sure that your dollars are working to help you accomplish your lifestyle goals.
Apr
22
2019
In this edition of Planning Matters Radio we discuss the options for protecting your paycheck and debate the stigmas and value provided through a financial advisor and advisor compensation models. What should you be paying a financial advisor for and how much is a reasonable fee?
Apr
22
2019
In this edition of Planning Matters Radio we cover some recent news stories related to financial and retirement planning.
Apr
8
2019
Author Peter Richon defines the most pressing need in, and biggest concern of retirement, income. The traditional approach to planning for income leaves doubt and worry. What are the methods for planning for increased lifestyle security?
Mar
12
2019
An unexpected accident, injury, or sickness can set back your financial progress and stability. Medical insurance helps to pay the doctor's bills but, how will you pay yours? Proper and adequate coverage can help to protect you and your families comfort and lifestyle and help to make sure you stay on track towards your future financial goals. Peter and Amber discuss the different kinds of protections you can put in place, the costs, and the benefits available.
Feb
14
2019
Many savers have no idea that their plan may be based on flawed assumptions. "The market always goes up", "Taxes will be lower in retirement", "I should claim Social Security at 62" all may be commonly held beliefs in the financial world but, can you depend on these statements being true for you? Would you bet your financial security on it? Tune in as Peter & Amber examine some common planning myths, misconceptions, and mistakes.
Feb
4
2019
"It's not what you make, it's what you keep." And the biggest thing standing in between, is taxes. Taxes are one of our largest known expenses. Many people try to save on taxes for income they earned last year, without planning to save in all the years ahead. Tax reform has given us some great opportunities to save, to plan, and to minimize your lifetime tax liability. Listen to this week's episode to understand the opportunities and strategies you should consider in your planning to keep more of what you make.
Jan
24
2019
Former Comptroller General David M Walker stopped in to share why he resigned his position and went on a mission of educating the American public about our country's true financial situation. He also shared what he has done personally to prepare for his own retirement.
Jan
24
2019
In one of my favorite interviews, historian Dr. Richard Sylla joined me to discuss his biography of the influential Alexander Hamilton and shared many insights into Hamilton's life and legacy. We had a bit of fun as we learned some important history. Interestingly, we conducted this interview just days before Mike Pence famous attendance at the Hamilton Musical.
Jan
24
2019
In our talk today, Tom Henga, author of "Don't Worry, Retire Happy" and "Paycheck & Playchecks" broke down the science behind the optimal way to retire and the many reasons most Americans don't have a comfortable, confident retirement.
Jan
24
2019
10 retirement planning basics that are too often overlooked. Could your financial security and stability be derailed if you have not addressed one of these 10 key issues? Tune in as Peter & Amber Richon break down the 10 Commandments of Retirement.
Jan
24
2019
It is the most unwonderful time of the year: Tax Season!! How do you manage to KEEP more of what you earn? Peter & Amber Richon share some top tips and important strategies you need to know about planning to minimize your lifetime tax liability.
Aug
16
2018
This is a series of podcast on financial planning.
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