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The following listen on-demand podcasts matched your search results for: fiduciary
Planning Matters Radio
Peter Richon
March 23, 2024
Is your financial advisor truly planning for your future or just coasting In this video Peter with Richon Planning and Erin Kennedy lay out the five signs that your advisor is delivering genuine financial planning not just quick fixes A truly committed advisor will Help you define your goals and objectives Gather details on ALIE Assets Liabilities Income and Expenses Confirm your Social Security Benefits Request last year's tax return Ask for copies of Estate Planning Documents If this doesn't sound like your advisor reach out to Peter for a second opinion Just call - or visit www RichonPlanning com [... more]
Planning Matters Radio
Peter Richon
January 27, 2024
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]
Planning Matters Radio
Peter Richon
December 30, 2023
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]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
September 09, 2022
On this week's edition of The Outlaw Lawyer Josh and Joe talk Nirvana and Chold Pornography The term Special Master has been all over the headlines what does it mean in the legal world Listener question this week what if my attorney is not acting in my best interest what do you do If you are facing a legal situation and have questions call Whitaker amp Hamer - - Law Legal Lawyer Attorney Case Court See omnystudio com listener for privacy information [... 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]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
August 27, 2022
On this week's edition of The Outlaw Lawyer Josh Whitaker amp Joe Hamer welcome fellow attorneys Cassandra Nicholas and Ashley Pinner to answer listener questions The show takes a detour into ACC preseason football rankings and later in the program a brief discussion on favorite documentaries Whitaker amp Hamer in the near future will have a virtual assistant named Jarvis to help clients and potential clients when they reach out to the firm Josh amp Joe will tell us more about it If you are facing a legal situation and have questions you can always call Whitaker amp Hamer - [... 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]
Sekulow Radio Show
Jay Sekulow & Jordan Sekulow
April 26, 2022
It's being reported that Elon Musk a tech billionaire who describes himself as a free speech absolutist could reach a deal to buy Twitter as soon as today Jay Jordan and the rest of the Sekulow team discuss the developing situation as well as the ongoing problem of big tech censorship This and more today on Sekulow [... more]
Finishing Well
Hans Scheil
February 26, 2022
Hans and Robby are back again this week with a brand new episode What is a Fiduciary why are they important and how can they benefit you 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
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
August 08, 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 [... more]
Finishing Well
Hans Scheil
March 20, 2021
Hans goes over client examples where using a CFP or Certified Financial Planner makes all the difference in their retirement from being able to have more money to being able to retire early 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 [... more]
Sekulow Radio Show
Jay Sekulow & Jordan Sekulow
June 17, 2020
BREAKING DOJ Sues John Bolton This and more on today's show [... more]
Finishing Well
Hans Scheil
August 10, 2019
In John Jesus tells the story of the shepherd and the hired hand The hired hand cares nothing for the sheep but the shepherd is successful because he cares for the sheep You know people who are hired hands they don't care about their employees or their customers and you know people who are shepherds Shepherds and hired hands also exist in the financial industry This week's guest Doug Amis CFP and author joins Hans and Robby to discuss what to look out for when trying to select a financial advisor CFP's who have to be fiduciaries are required to [... more]
Finishing Well
Hans Scheil
July 06, 2019
In Luke the big barn parable tells the story of a rich man who grew extra crops and had no place to store them He decided he would tear down his barn and build a larger one which would give him the time to relax and take life easy God told him he was going to die that night and then what would happen to all the crops he was storing for himself God called the man a fool This same idea can be applied to people who want to leave their large IRAs to their beneficiaries Robby uses his [... more]
Finishing Well
Hans Scheil
June 22, 2019
In Romans Paul says Faith comes from hearing and hearing comes from the word of God This week Hans Robby and Tom discuss people's biggest worries in retirement and how to confront those worries with faith and smart planning Tom says the number one worry he's confronted as a CFP Professional is the question Am I going to run out of money People thinking about retirement are concerned they won't have enough money to live comfortably or have the financial resources when and how they need it Hans and Robby discuss how understanding the debate between the investment and insurance [... more]
Carolina Journal Radio
Donna Martinez and Mitch Kokai
January 21, 2019
State senators have elected Republican Phil Berger to a fifth consecutive term as the Senate's top officer The state House has elected Republican Tim Moore to a third term as House speaker Rick Henderson Carolina Journal editor-in-chief discusses the potential impact of these leadership elections on the next two years of state legislative action including relations with Democratic Gov Roy Cooper Some governments use selective taxes to fund public pension liabilities This creates potential problems as professor Thad Calabrese of New York University documents in the recent book For Your Own Good Calabrese outlined the potential problems during a recent [... more]
Finishing Well
Hans Scheil
December 22, 2018
Today Hans and Robby start with a prayer This episode is something that we have not done before but are excited about Robby starts to talk about how God is our shepherd and we must trust him to be led God puts many other shepherds in our life to leads us where we need to be One of those might be a financial planner Hans discusses how trust is the main component of a relationship with his clients If they do not trust him he cannot Shepard their family in the right direction A good Shepard is very concerned about [... more]
Finishing Well
Hans Scheil
November 24, 2018
Ephesians says he eyes of your understanding being enlightened that ye may know what is the hope of his calling and what the riches of the glory of his inheritance in the saints We see a lot about inheritance in the bible but what does this mean in our everyday life We need to look after our family after we die and one way to do this is to provide them with financial security which can come in the form of life insurance While it is easy to decide in your younger years to sign up for life insurance while [... more]
Finishing Well
Hans Scheil
November 17, 2018
In the bible Eve had a choice eat from tree of knowledge or eat from tree of life While we all know how the story goes the interesting thing is if she took from tree of life she would have lived forever As we finish well we have to think about how our money is going to last forever Hans tells Robby that the biggest fear clients come in with is the fear of running out of money and becoming dependent on their family or the state They need their money to last even when they stop working So how [... more]
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