You've spent decades building your nest egg Then when you retire you need a plan to stop saving and start spending but not too much that you risk running out of money As Peter with Richon Planning explains to Erin Kennedy it's a delicate balance that requires you to consider these variables A Plan to Minimize Taxes Make the Right Decision about Social Security Benefits Choose the Right Pension Payout Balance Guaranteed Income and Long-Term Growth Plan for Longevity Account for Inflation Accounting for each of these variables will be different for everyone If you'd like to speak with a [... more]

A financially secure and happy retirement doesn't just happen it takes planning and some modifications as you get older In this video Peter with Richon Planning and Erin Kennedy walk through some mistakes Not Having a Plan Forgetting about Inflation Not Creating any Tax-Free Income Investing too Conservatively Taking on too much Risk as You near Retirement If you'd like to speak with a fiduciary advisor about creating a financial plan that is uniquely tailored to your financial goals please give Peter a call at - or set up a complimentary consultation by visiting www RichonPlanning com Retirement WealthManagement RetirermentMistakes [... more]

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 [... more]

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 [... more]

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 [... more]

Are you ready to retire Peter Richon covers must-answer questions to know if you are financially prepared to walk away from your paycheck and transition into retirement [... more]

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 [... more]

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 [... more]

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 [... more]

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 [... more]

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 [... more]

Peter Richon discusses how proper planning can help you follow through and achieve your financial goals in and beyond [... more]