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The following listen on-demand podcasts matched your search results for: Planning Matters Radio
Planning Matters Radio
Peter Richon
July 08, 2023
America's IRA expert Ed Slott recently told other industry experts that an IRA is just an IOU to the IRS Slott says he doesn't see any benefit to using a traditional IRA right now because tax rates are so low However Peter with Richon Planning does not agree with Slott and explains why to Erin Kennedy There are many reasons investors should still consider investing in tax-deferred accounts even though we are living in a historically low tax rate There is no cookie cutter answer No blanket statement can apply to every person there are too many variables to consider [... more]
Planning Matters Radio
Peter Richon
May 13, 2023
We knew this day would come we hit our debt ceiling back in January Now the fight continues as to whether we should increase the debt limit While Congress goes back and forth Peter with Richon Planning and Erin Kennedy sort through the latest headlines to break down how it will affect you Of course the biggest fear is that federal spending and funding will stop That could affect those who rely on Social Security or Medicare And this showdown will continue to add volatility to the market If you'd like to speak with Peter about steps you can take [... more]
Planning Matters Radio
Peter Richon
April 22, 2023
In this episode of Planning Matters Radio we have a surprise guest TomHegna that is joining us The author of multiple books including Don't Worry Retire Happy and Pay Checks and Play Checks TomHegna joins us to discuss the income planning piece of retirement and how simple it can be when broken down We hope you enjoy this special edition to Planning Matters Radio Give PeterRichon a call at - and visit RichonPlanning com [... more]
Planning Matters Radio
Peter Richon
January 28, 2023
Starting in you can roll up to from a into a Roth individual retirement account which can jumpstart tax-free retirement savings for young investors all while taking advantage of today's historically low tax rate But opening a as Peter Richon with Richon Planning explains to Erin Kennedy isn't right for everyone In this video Peter lays out the pros and cons and suggests other accounts you should consider maxing out first If you'd like to learn more about opening a for your child or grandchild or if you'd like to talk through other strategies to help fund higher education please [... more]
Planning Matters Radio
Peter Richon
December 17, 2022
The latest GDP info shows that the US economy grew in the third quarter a annual rate a rebound but not enough to ease worries of a recession As the Fed continues to raise rates Peter with Richon Planning debates whether we are already in a recession or whether we will avoid a recession entirely He and Erin Kennedy look at key indicators including the GDP to gauge the overall health of the economy and to predict whether the Central Bank will back off its hawkish stance If you have any questions about the market or your investments please reach [... more]
Planning Matters Radio
Peter Richon
August 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 - We hope you enjoy this edition of Planning Matters Radio [... more]
Planning Matters Radio
Peter Richon
August 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 [... more]
Planning Matters Radio
Peter Richon
July 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 - or visit the website at https richonplanning com [... more]
Planning Matters Radio
Peter Richon
March 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 [... more]
Planning Matters Radio
Peter Richon
February 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 [... more]
Planning Matters Radio
Peter Richon
January 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 [... more]
Planning Matters Radio
Peter Richon
January 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 - [... more]
Planning Matters Radio
Peter Richon
December 05, 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 [... more]
Planning Matters Radio
Peter Richon
November 27, 2021
Happy Thanksgiving We hope you enjoy this holiday weekend Best of edition of Game Plan For Retirement with Peter Richon [... more]
Planning Matters Radio
Peter Richon
November 21, 2021
Happy Thanksgiving from the team here at Planning Matters Radio [... more]
Planning Matters Radio
Peter Richon
October 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 - [... more]
Planning Matters Radio
Peter Richon
October 03, 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 [... more]
Planning Matters Radio
Peter Richon
September 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 [... more]
Planning Matters Radio
Peter Richon
July 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 [... more]
Planning Matters Radio
Peter Richon
July 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 [... more]
Planning Matters Radio
Peter Richon
July 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 [... more]
Planning Matters Radio
Peter Richon
May 06, 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 [... more]
Planning Matters Radio
Peter Richon
May 04, 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 [... more]
Planning Matters Radio
Peter Richon
March 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 [... more]
Planning Matters Radio
Peter Richon
March 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 [... more]
Planning Matters Radio
Peter Richon
March 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 [... more]
Planning Matters Radio
Peter Richon
March 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 [... more]
Planning Matters Radio
Peter Richon
March 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 [... more]
Planning Matters Radio
Peter Richon
January 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 [... more]
Planning Matters Radio
Peter Richon
January 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 [... more]
Planning Matters Radio
Peter Richon
December 09, 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 [... more]
Planning Matters Radio
Peter Richon
April 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 [... more]
Planning Matters Radio
Peter Richon
April 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 [... more]
Planning Matters Radio
Peter Richon
March 12, 2020
Special guest CFP Tim Stearns joins Peter Richon on a discussion of market volatility and the Coronavirus turbulence [... more]
Planning Matters Radio
Peter Richon
February 14, 2020
The FAANG stocks have been leaders of the market over the past 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 [... more]
Planning Matters Radio
Peter Richon
December 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 best selling books on he topic of retirement planning Listen in as he discusses with Peter Richon the optimal structure of a retirement portfolio [... more]
Planning Matters Radio
Peter Richon
December 11, 2019
What do industry insiders see in store for the housing market in 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 [... more]
Planning Matters Radio
Peter Richon
May 03, 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 [... more]
Planning Matters Radio
Peter Richon
April 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 [... more]
Planning Matters Radio
Peter Richon
April 22, 2019
In this edition of Planning Matters Radio we cover some recent news stories related to financial and retirement planning [... more]
Planning Matters Radio
Peter Richon
April 08, 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 [... more]
Planning Matters Radio
Peter Richon
February 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 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 [... more]
Planning Matters Radio
Peter Richon
January 24, 2019
retirement planning basics that are too often overlooked Could your financial security and stability be derailed if you have not addressed one of these key issues Tune in as Peter Amber Richon break down the Commandments of Retirement [... more]
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