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Search Results : Planning

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Peter Richon
Peter Richon hosts the Planning Matters Radio Show and is the author of "Understanding Your Investment Options". Richon Planning is a local, fiduciary financial, investment, and retirement planning firm that wants to help you have an Optimized Retirement Plan. Tune into Planning Matters Radio as Peter discusses investing for success, saving on taxes, and planning with purpose.

Podcasts

The following listen on-demand podcasts matched your search results for: Planning
The Charlie Kirk Show
Charlie Kirk
April 29, 2025
Modern life requires more financial literacy and planning than ever before But schools barely teach this crucial topic leaving young people adrift during the time where savings and investments pay the biggest long-term dividends Treasury Secretary Scott Bessent joins Charlie and thousands of TPUSA students around the country to discuss cryptocurrency investing what drives inflation and much more Become a member at members charliekirk com Get new merch at charliekirkstore com Support the show http www charliekirk com supportSee omnystudio com listener for privacy information [... more]
Faith And Finance
Rob West
April 28, 2025
The Bible contains more than verses related to money and possessions a staggering number But it s not because money is the most important topic Rather it s because money is one of the most accurate indicators of what s going on in our hearts If you explore this subject you ll find stats like out of every verses in which Jesus speaks involves money or of His parables are about money While I m not sure if those stats are accurate it is true that Jesus mentions money a lot However His teaching is rarely about money itself It [... more]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
April 26, 2025
On this episode of Judica County Radio hosts Josh Whitaker and Joe Hamer delve into the intricacies of trusts addressing listener questions and providing insights into estate planning They discuss the importance of revocable living trusts the necessity of naming successor trustees and the process of amending trusts The conversation also highlights the risks associated with transferring real estate into trusts and the significance of public records in property ownership With a focus on practical advice the episode aims to demystify trusts and empower listeners to make informed decisions about their estate planning If you have a legal situation and [... more]
Planning Matters Radio
Peter Richon
April 26, 2025
Recently stocks closed out their worst quarter since The S P and the Nasdaq logged their worst performance since Russia s invasion of Ukraine While these headlines can be upsetting as Peter with Richon Planning explains to Erin Kennedy the market downturn can also provide some very specific opportunities for smart investors including Put Your Cash to Work Lower valuations let you buy quality investments at a discount for long-term gains Consider Tax Loss Harvesting Selling at a loss can offset taxes now or in the future turning dips into tax savings Roth Conversions Converting in a down market means [... more]
Finishing Well
Hans Scheil
April 26, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss the top IRA rulings of Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Truth Talk
Stu Epperson
April 25, 2025
On this episode of Truth Talk Live host Stu Epperson welcomes Mike Carpenter founder of Asset Guard for a compelling conversation at the crossroads of pop culture current events and theology The focus America s financial health From Social Security concerns and rising inflation to the growing national debt they unpack today s most pressing economic challenges Mike shares practical advice on personal financial preparedness highlighting the value of smart planning and stewardship He also dives into the spiritual side of money encouraging generosity and reminding listeners to seek God s kingdom first [... more]
Faith And Finance
Rob West
April 25, 2025
Summer s not that far off and the kids are already thinking vacation Will you be ready for it How can you make great family memories without breaking the budget That s always the challenge but Crystal Paine joins us today with some great tips for a budget-friendly family vacation Crystal Paine is the founder of MoneySavingMom com and the author of The Money Saving Mom's Budget Slash Your Spending Pay Down Your Debt Streamline Your Life and Save Thousands a Year How to Take a Great Family Vacation Without Breaking the BankPlanning a family vacation is one of life [... more]
Faith And Finance
Rob West
April 23, 2025
Did you know there s a way to tap into your home s equity for tax-free cash without having to make monthly payments It s true It s called a Home Equity Conversion Mortgage or HECM what many of you know as a reverse mortgage But today s reverse mortgage isn t what it used to be Harlan Accola is here to help us unpack how they work and whether one might be right for you Harlan Accola is the National Reverse Mortgage Director at Movement Mortgage an underwriter of Faith and Finance He is also the author of Home [... more]
Faith And Finance
Rob West
April 21, 2025
A good man leaves an inheritance to his children's children - Proverbs That verse teaches that a life of faithful stewardship will enable you to leave something of great value to your heirs How you do it can impact future generations Jeanne McMains joins us today to talk about intentional inheritance Jeanne McMains has been a practicing attorney in estate planning business succession and non-profits since She currently serves as the Vice President of Gift Planning with The National Christian Foundation NCF where she assists families nationwide with achieving their charitable gift-planning goals What Is an Intentional Inheritance An intentional [... more]
Planning Matters Radio
Peter Richon
April 19, 2025
The retirement red zone is the years before and after retirement a critical time when your decisions about investments income and risk can have a lasting impact on your retirement security In this video Peter with Richon Planning and Erin Kennedy zero in on the Steps to Prepare for Retirement Define Your Budget Why knowing what you ll spend is the foundation of your plan Define Your Sources of Guaranteed Income Create a predictable income stream Define Your Income Gap Identify how much more you ll need to cover expenses Strategize on Social Security One of the biggest decisions you [... more]
Finishing Well
Hans Scheil
April 19, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss long term care insurance with inflation-cost Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Faith And Finance
Rob West
April 18, 2025
For you know the grace of our Lord Jesus Christ that though he was rich yet for your sake he became poor so that you by his poverty might become rich - Corinthians Each year Christians pause to remember Good Friday the day Jesus Christ was crucified At first glance calling this day good may seem strange After all it marks one of the darkest most sorrowful moments in human history But for those who trust in Christ Good Friday isn t the end of the story it s the turning point It s the day God s grace was [... more]
Faith And Finance
Rob West
April 17, 2025
Blessed is the one who finds wisdom and the one who gains understanding for her profit is better than silver and her gain surpasses gold - Proverbs - Making wise financial decisions early in life can set the stage for long-term stability and generosity But where should students and young professionals begin Today Bob Doll joins us to share practical financial advice to help young adults start their careers on the right foot Bob Doll is the CEO and CIO of Crossmark Global Investments He regularly contributes to Faith and Finance and other media outlets such as Bloomberg TV Fox [... more]
Dana Loesch Show
Dana Loesch
April 16, 2025
Democrat lawmakers are planning a trip to El Salvador to stand up for the illegal gang member RINO s in Florida are using lawfare to try and drag the state purple Sleepy Joe Biden makes his first public appearance since he dropped out of the Election and he hasn t missed a beat getting confused screaming and being racist Gayle King isn t happy that there are critics of her Blue Origin space visit Whoopi Goldberg gets red-pilled in real time and actually makes sense when discussing the dismantling of the Department of Education on The View Dana breaks down [... more]
Faith And Finance
Rob West
April 16, 2025
In the first century B C the Roman historian Sallust wrote Prosperity tries the souls even of the wise That statement still holds true today While most people would gladly accept financial prosperity despite its pitfalls few are as eager to embrace financial hardship Yet both seasons wealth and want reveal what we believe what we value and ultimately where we place our trust When things are going well financially it s easy to take the credit But self-reliance and comfort can open the door to pride and greed As Jesus warned in Luke Be on your guard against all [... more]
Faith And Finance
Rob West
April 14, 2025
In today s fast-paced world of cryptocurrency booms sports betting apps and market volatility it s easy to blur the lines between investing and gambling Some even suggest they re essentially the same putting money at risk in hopes of a reward But that s a serious oversimplification and it misses what sets these two activities apart not just financially but morally and biblically Let s examine closely how Scripture wisdom and faith guide us in thinking rightly about risk wealth and the difference between gambling and godly investing Surface Similarities Foundational DifferencesYes both investing and gambling involve uncertainty But [... more]
Our Daily Bread Ministries
Various Hosts
April 13, 2025
The venue and accommodations for our leadership meeting in downtown Chicago were in stark contrast with the neediness I encountered on my way there mdash neediness that included individuals who lacked the basics of food and shelter The differences helped me picture and articulate things we needed to include in our vision planning for serving in the city and elsewhere to get gospel resources anything given by God to help spread the message of His love and salvation to places where they rsquo re needed most At the time Paul wrote to the Roman believers in Jesus he hadn rsquo [... more]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
April 12, 2025
In this episode of Judica County Radio hosts Josh Whitaker and Joe Hamer discuss the critical importance of estate planning focusing on common questions and concerns surrounding power of attorney and guardianship They emphasize the need for a comprehensive estate plan to avoid complications and ensure that loved ones are not burdened during difficult times If you have a legal situation and need answers call Whitaker and Hamer - - or click here to visit our website attorneylife lawupdates legalservices business supremecourt nbsp legaladvice lawmemes personalinjurylawyer lawnews lawsuit lawyerup lawfirms lawlife criminallaw criminaldefense lawyered legalpractice divorce lawyerlifestyleSee omnystudio com listener [... more]
Planning Matters Radio
Peter Richon
April 12, 2025
Once people retire their spending habits often change Housing healthcare and groceries will still make up a significant part of your budget however as Peter with Richon Planning explains to Erin Kennedy since retirement often means more free time you'll probably be spending more fun money on these common expenses Travel Recreational Vehicles Vacation Home Hobbies If you'd like to talk with Peter to create a realistic retirement spending plan that accounts for your own unique retirement goals please call - or visit www RichonPlanning com [... more]
Finishing Well
Hans Scheil
April 12, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss the four steps to medicare and insurance at Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Faith And Finance
Rob West
April 11, 2025
Israel is a nation often in the news but seldom for its potential as an investment Israel is a tiny country but a powerhouse for investing opportunities particularly in the tech sector Brian Mumbert joins us today to examine Israel in a different light Brian Mumbert is Vice President and Regional Sales Executive at Timothy Plan an underwriter of Faith Finance Is It Safe to Invest in Israel Despite frequent headlines about conflict in the Middle East Israel stands out as a remarkably resilient nation with an entrepreneurial spirit Israelis have a low view of debt culturally In fact at [... more]
Planning Matters Radio
Peter Richon
April 10, 2025
Join Peter Richon on Dash Town highlighting local businesses making an impact in Fuquay Today we visit with Sarah Wills who works in sales for Spray-Net a home improvement company specializing in exterior painting and kitchen cabinet refinishing She holds Bachelor's degrees in International Studies and Spanish with focus areas in Latin American Studies and Ethnobiology from Capital University Her experience includes years of leadership across multiple industries years of recruiting and years in sales as well as time as a Scrum Master where she helped teams improve collaboration and efficiency She integrates her background in customer service and restaurant [... more]
Faith And Finance
Rob West
April 08, 2025
Puritan poet Anne Bradstreet once said Wisdom without an inheritance is better than an inheritance without wisdom Every parent hopes to leave an inheritance for their children but doing so wisely takes careful thought and prayer Today Ron Blue joins us to discuss the Uniqueness Principle and how it can guide parents in passing down wealth effectively Ron Blue is the Co-Founder of Kingdom Advisors and the author of many books on biblical finance including Splitting Heirs Giving Your Money and Things to Your Children Without Ruining Their Lives The Uniqueness Principle Equal Love Unique TreatmentProbably every parent of more [... more]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
April 05, 2025
In this episode of Judica County Radio hosts Josh Whitaker and Joe Hamer discuss the lifecycle of a business from a legal perspective They cover essential topics such as starting a business the importance of legal structures liability protection and succession planning The conversation emphasizes the need for business owners to consider potential legal issues and the importance of having a solid legal foundation to navigate challenges effectively In this conversation the lawyers discuss the critical legal considerations for business owners as they navigate the lifecycle of their business They emphasize the importance of having proper legal documentation understanding employee [... more]
Planning Matters Radio
Peter Richon
April 05, 2025
Investing during market volatility or downturns requires a very different approach In light of recent volatility and stubborn inflation rates Peter with Richon Planning and Erin Kennedy walk through a few tips including -Is Cash Really King -Defensive Stocks healthcare utilities and consumer staples like food and beverages are fairly recession proof -Dividend Stocks and Fixed Income Investments like Bonds and Structured Notes -Keep Investing a strategy known as Dollar Cost Averaging If you'd like to speak with Peter to create a financial plan that can withstand volatility or if you'd just like to talk through these recent headlines feel [... more]
Finishing Well
Hans Scheil
April 05, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss what to know about your social security statement Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Faith And Finance
Rob West
April 02, 2025
But seek first the kingdom of God and His righteousness and all these things will be provided for you Matthew This verse calls us to put God s Kingdom first in every aspect of our lives including our investments trusting that He will provide and use our efforts to advance His purposes Today Will Lofland joins us to share how that s happening right now Will Loftland is the Managing Director of Investments Distribution at GuideStone Funds an underwriter of Faith Finance He also oversees GuideStone s shareholder advocacy strategy and represents the firm as a participant in the Interfaith [... more]
Faith And Finance
Rob West
March 31, 2025
Behold children are a heritage from the Lord the fruit of the womb a reward Psalm Children are a precious gift from God a reward and a heritage to be cherished With the incredible joy of welcoming a newborn also comes great responsibility especially in managing finances wisely To help new parents navigate this season here s a New Baby Financial Checklist to ensure you re covering all the essential financial bases Add Your Newborn to Your Health InsuranceIn the whirlwind of AM feedings and endless diaper changes don t let updating your health insurance slip through the cracks Most [... more]
Our Daily Bread Ministries
Various Hosts
March 29, 2025
The artist Degas suffered retina disease for the last fifty years of his life switching from paint to pastel because the chalk lines were easier to see nbsp Renoir had to have brushes placed between his fingers when arthritis made them clench like claws and when surgery left Matisse immobile he turned to collage directing assistants to attach colored pieces of paper to a larger sheet on the wall What followed in each case was a creative breakthrough Degas rsquo s nbsp Blue Dancers Renoir rsquo s nbsp Girls at the Piano nbsp Matisse rsquo s nbsp The Sorrows of [... more]
Planning Matters Radio
Peter Richon
March 29, 2025
Everyone's most favorite retirement account the k is a great way to save but it is just a tool not a strategy As Peter with Richon Planning explains to Erin Kennedy without proper planning you could face unexpected taxes income gaps and market risk There's a reason ks are known as tax time bombs beyond being tax-deferred which means you will pay taxes at an unknown and probably higher rate in the future the Required Minimum Distributions can push you into a higher tax bracket in retirement We are living in a historically low tax rate right now and taxes [... more]
Finishing Well
Hans Scheil
March 29, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss the seven money worries along with income tax for Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Our Daily Bread Ministries
Various Hosts
March 27, 2025
I was unable to focus on a work project because of anxiety I was afraid that my plans for it wouldn rsquo t succeed My anxiety came from pride I believed my timeline and plans were best so I wanted them to proceed unhindered A question broke through my thoughts however Are your plans God rsquo s plans The problem wasn rsquo t my planning God calls us to be wise stewards of our time opportunities and resources The problem was my arrogance I was fixated on my understanding of events and how I wanted them to turn out not [... more]
Faith And Finance
Rob West
March 25, 2025
There s a saying The best time to plant a tree is right now Does that logic apply to inheritances Well it might in some cases In other words is there a benefit to giving your kids an early inheritance And how exactly would you do that Harlan Accola joins us today to talk about how a reverse mortgage can accomplish that Harlan Accola is the National Reverse Mortgage Director at Movement Mortgage an underwriter of Faith and Finance He is also the author of Home Equity and Reverse Mortgages The Cinderella of the Baby Boomer Retirement Understanding a Home [... more]
Brian Kilmeade Show
Brian Kilmeade
March 24, 2025
One Nation hosted by Brian Kilmeade airs on the Fox News Channel on Sunday nights at PM ET Karoline Leavitt White House Press Secretary Reacts to Brian s monologue Congressman Jim Jordan R-OH Planning hearings on judges injunctions against the Trump Agenda Kevin McCarthy former Speaker of the House Gov Newsome cozying up to republicans on his new podcast Is Chuck Schumer done Tyrus Media Moments That Matter Larry Kudlow host of Kudlow on FBN Musk Derangement Syndrome spins out of control Learn more about your ad choices Visit podcastchoices com adchoices [... more]
Planning Matters Radio
Peter Richon
March 22, 2025
Roth Conversions can be one of the best strategies to create tax-free income in retirement And those accounts can grow tax-free indefinitely because they don't have required minimum distributions In this video Peter with Richon Planning and Erin Kennedy talk through the pros and the cons of converting your tax deferred accounts to Roth accounts while you're still working Keep in mind when you convert those funds you'll need to pay the taxes upfront and it's best if you can pay that bill in cash pro if you're working you may have more financial flexibility But keep in mind those [... more]
Finishing Well
Hans Scheil
March 22, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss must have documents for estate planning Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
March 15, 2025
According to Vanguard's Advisor s Alpha study a good financial advisor can add about in net returns per year through behavioral coaching asset allocation rebalancing and tax planning In this video Peter with Richon Planning and Erin Kennedy discuss in detail the reasons behind that performance gap DIY investors often underperform the market because they tend to react emotionally to market movement versus sticking to a risk appropriate financial plan For more information please read this study by DALBAR titled Investor Behavior Continues to Hinder Returns hyperlink https www dalbar com Portals dalbar Cache News PressReleases QAIB PR pdf A [... more]
Finishing Well
Hans Scheil
March 15, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss guaranteed retirement income Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Faith And Finance
Rob West
March 14, 2025
If then you have not been faithful in the unrighteous wealth who will entrust to you the true riches Luke Managing money wisely in today s fast-paced world isn t always easy With so many financial demands it s tempting to take shortcuts grabbing coffee on the go eating out instead of cooking or neglecting a budget altogether But faithfulness in finances requires intentionality Here s how you can stay faithful in managing your money according to biblical principles Before making financial decisions seek God s wisdom James reminds us If any of you lacks wisdom let him ask God [... more]
Faith And Finance
Rob West
March 12, 2025
Martin Luther once said There is no more lovely friendly and charming relationship communion or company than a good marriage A strong marriage is a blessing but requires intentional effort especially in a blended family Today Ron Deal and Greg Pettys join the show to discuss a valuable resource for second marriages Ron Deal is a bestselling author licensed marriage family therapist podcaster and popular conference speaker who specializes in marriage enrichment and stepfamily education and is the co-author of The Smart Stepfamily Guide to Financial Planning Money Management Before and After You Blend a Family Greg Pettys CLU ChFC [... more]
Faith And Finance
Rob West
March 11, 2025
Do not lay up for yourselves treasures on earth where moth and rust destroy and where thieves break in and steal but lay up for yourselves treasures in heaven - Matthew - Would you like to rethink your approach to money Six powerful principles can shift your focus from the temporal to the eternal and best-selling author Randy Alcorn is here to talk you through them Randy Alcorn is the founder and director of Eternal Perspective Ministries EPM and the New York Times Bestselling author of more than books including Heaven Money Possessions and Eternity The Treasure Principle and Giving [... more]
Our Daily Bread Ministries
Various Hosts
March 10, 2025
When Abigail rsquo s parents died tragically in a car accident she inherited a large real estate portfolio She also learned that her parents had arranged to place the portfolio in a trust For the time being she could access only enough money for her college tuition nbsp The rest would come when she was older Abigail was frustrated but she later realized her parents rsquo wisdom in planning a measured delivery of the inheritance In Galatians Paul uses a similar example to illustrate Israel rsquo s situation as promised heirs of God rsquo s covenant with Abraham God had [... more]
Faith And Finance
Rob West
March 10, 2025
Beware lest you say in your heart My power and the might of my hand have gotten me this wealth You shall remember the Lord your God for it is he who gives you power to get wealth - Deuteronomy - This passage powerfully reminds us that God owns everything and we are merely stewards of what He has entrusted to us for a season Today Cody Hobelman joins us to discuss how you can establish your first financial finish line Cody Hobelmann is a Certified Financial Professional CFP a Certified Kingdom Advisor CKA and is the Chief Business Development [... more]
Planning Matters Radio
Peter Richon
March 08, 2025
Before you retire there are very specific questions you should ask your advisor In this video Peter with Richon Planning and Erin Kennedy talk through those questions which when answered can give you a much clearer picture as to whether you are really ready to retire Those questions are Am I financially ready to retire What income sources will I rely on in retirement How can I minimize taxes on my retirement income What adjustments should I make to my investment portfolio Do I have enough saved to account for inflation and unexpected expenses Do I have a plan for [... more]
Finishing Well
Hans Scheil
March 08, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss the differences between IRA and K money Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Wisdom for the Heart
Dr. Stephen Davey
March 07, 2025
What can an anthill teach you about life In today s episode Stephen Davey unpacks the wisdom found in Proverbs using the industrious ant as a model for diligence planning and teamwork Ants work tirelessly without supervision laboring with purpose and unity for the good of the colony From this we re challenged to reflect on our own work ethic and spiritual calling Are you performing your tasks with excellence and zest or are you cutting corners and making excuses This episode will encourage you to view your work as a sacred calling from God a way to glorify Him [... more]
Dana Loesch Show
Dana Loesch
March 06, 2025
The House votes to censure Rep Al Green for interrupting Trump s Joint Address to Congress President Trump continues to deliberate how to dismantle the Department of Education Dana explains how Democrats are already planning for as Gavin Newsom launches his podcast to relate to a general audience to reinvent himself as a Moderate politician American Astronauts say Elon Musk is absolutely factual after a Washington Post reporter asked him about how Musk said his rescue efforts were denied because of Biden Hunter Biden requests for a federal judge to dismiss his laptop data case as he remains millions in [... more]
Planning Matters Radio
Peter Richon
March 01, 2025
Taxes don t disappear in retirement In fact understanding tax implications becomes even more important when you're retired In this video Peter with Richon Planning and Erin Kennedy talk through the tax questions you should ask your financial advisor before retiring including How will my tax situation change once I retire Are there strategies to reduce my tax liability in retirement Should I consider a Roth conversion before I stop working What are the tax implications of withdrawing from my various accounts If you'd like to learn if you're tax-ready for retirement please give Peter a call at - or [... more]
Finishing Well
Hans Scheil
March 01, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss long term care insurance Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Faith And Finance
Rob West
February 28, 2025
In Matthew Jesus says For where your treasure is there your heart will be also That teaching is true for everyone and yet men and women have different perspectives on money So how do wise women manage the resources God entrusts to them Miriam Neff is here to talk about that today Miriam Neff is the founder of Widow Connection the author of books a counselor a Bible teacher and a speaker She supports widows through sewing and bakery projects and is the co-author of Wise Women Managing Money Expert Advice on Debt Wealth Budgeting and More with her daughter [... more]
Faith And Finance
Rob West
February 27, 2025
The Puritan poet Anne Bradstreet once wrote Wisdom without an inheritance is better than an inheritance without wisdom These words are just as relevant today as they were in the th century especially as we approach one of the largest wealth transfers in history It s estimated that Baby Boomers will pass down as much as trillion to their heirs by But is the next generation prepared to manage this wealth wisely Research suggests that many are not Let s explore what this historic transfer means the potential challenges and how families can prepare Biblical Wisdom on Wealth and InheritanceAnne [... more]
Planning Matters Radio
Peter Richon
February 22, 2025
Investing can seem complex and confusing and you may wonder whether you're doing all you can to achieve your goals In this video Peter with Richon Planning and Erin Kennedy talk through mistakes you might be making and how to turn things around Here are those mistakes Getting out when the going gets tough Taking on too much or too little risk Not rebalancing your portfolio regularly Paying too much in taxes Not seeking professional advice As for that last mistake ask yourself Do I have the skills to do this Do I have the time to do this And [... more]
Finishing Well
Hans Scheil
February 22, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss IRMAA aka the medicare surtax for high income retirees for Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Faith And Finance
Rob West
February 21, 2025
Do not heap up empty phrases as the Gentiles do for they think that they will be heard for their many words Matthew In Matthew Jesus warns against meaningless repetition in prayer Thankfully He doesn t leave us wondering how to pray Instead He gives us the Lord s Prayer an example of how we should approach God with our needs But have you ever noticed how often we overlook a key part of this prayer The request for provision Give us this day our daily bread Matthew This simple yet profound verse reminds us that God is our provider [... more]
Faith And Finance
Rob West
February 18, 2025
Prepare your work outside get everything ready for yourself in the field and after that build your house - Proverbs That verse underscores the need for planning and execution key elements for long-term financial success Matt Bell joins us today to discuss how to put planning and execution to work for you Matt Bell is the Managing Editor at Sound Mind Investing an underwriter of Faith Finance The Importance of a Financial PlanLife tends to happen to us while we re making other plans Unfortunately for many people life happens without any financial planning at all Millions of individuals fail [... more]
Planning Matters Radio
Peter Richon
February 15, 2025
A new bill called the Social Security Fairness Act was just signed into law and will increase payments for nearly million current and former public employees As Peter with Richon Planning explains to Erin Kennedy the law repeals the Windfall Elimination Provision and the Government Pension Offset which limited benefits for recipients with other pensions That means teachers firefighters and police officers among other public-sector occupations will soon receive benefits in the full amount If you think you may be eligible for the Social Security Fairness Act benefits please reach out to Peter to talk through the changes you can [... more]
Finishing Well
Hans Scheil
February 15, 2025
Hans and Robby are back again this week with a brand new episode This week they discuss the social security fairness act from December of Don t forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Faith And Finance
Rob West
February 14, 2025
Let each one of you love his wife as himself and let the wife see that she respects her husband - Ephesians Love and respect are often conveyed in the words that spouses choose to communicate Those words can have a big impact on the marriage relationship Kathleen Edelman joins us to discuss choosing the right words for your spouse Kathleen Edelman is the author of I Said This You Heard That How Your Wiring Colors Your Communication She is certified in biblical studies and Christian Counseling Psychology and has spent over thirty years coaching clients in communication The Key [... more]
Planning Matters Radio
Peter Richon
February 12, 2025
Join Peter Richon on Dash Town - highlighting local businesses making an impact in Fuquay Today we visit with Colton Owczarzak owner of Iron Varsity a physical therapy and sports performance business dedicated to helping athletes move recover and perform at their best Colton holds a Doctorate in Physical Therapy from High Point University and a Bachelor s in Exercise Physiology from California State University - Chico His experience includes working at EXOS where he provided care for NFL NBA and MLB athletes as well as time at Cincinnati Children's Hospital specializing in orthopedic rehab for young athletes As the [... more]
Faith And Finance
Rob West
February 11, 2025
The real estate market may be in its winter slump but spring is just around the corner only five weeks away Higher interest rates have kept many home buyers and sellers off the sidelines in recent years But could a change be on the horizon Today mortgage expert Dale Vermillion joins us with a market forecast and some practical advice on how to move forward Dale Vermillion is the author of Navigating the Mortgage Maze The Simple Truth About Financing Your Home This book covers everything you need to know about securing a mortgage all from a biblical perspective Is [... more]
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