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The following listen on-demand podcasts matched your search results for: Rate of return
Planning Matters Radio
Peter Richon
March 25, 2023
A lot of us want to go into retirement debt free But before you pay down that debt you should consider a few specific variables And as Peter Richon with Richon Planning explains to Erin Kennedy this isn't a strictly financial decision So before you put money toward that mortgage debt first consider -Your mortgage rate if it's very low your money may be better spent in another investment with a higher rate of return -Tax Consequences you would potentially eliminate a mortage write off and there are penalties if you withdraw money from retirement accounts early -Prioritize Paying Down [... 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
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
March 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 - [... more]
Planning Matters Radio
Peter Richon
March 05, 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 - [... 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]
MoneyWise
Rob West and Steve Moore
January 24, 2022
Preparation is the key to nailing a job interview If you're looking for a new job you need to be relaxed confident and ready for anything On today's MoneyWise Live host Rob West will give some tips on how to be prepared for your next interview Then he'll answer your calls and questions on various financial topics See omnystudio com listener for privacy information [... 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 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 [... 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
March 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 [... more]
Planning Matters Radio
Peter Richon
February 05, 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 [... more]
MoneyWise
Rob West and Steve Moore
May 15, 2020
A recent survey showed that nearly one third of Americans have no emergency savings If that rsquo s you the best way to build up your savings and control cash flow is to stay on top of your outgoing expenses On the next MoneyWise Live hosts Rob West and Steve Moore welcome money expert Ron Blue who offers some guiding principles for better money management Tips for better cash flow on MoneyWise Live at pm Eastern pm Central on Moody Radio [... 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
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 cover some recent news stories related to financial and retirement planning [... 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]
Financial Symphony
John Stillman
October 13, 2016
Planning for retirement as a couple can have its advantages compared to planning retirement as a single person But it can also have its challenges and couples often screw things up This week John discusses the five most common mistakes couples make [... more]
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