Discover the hidden financial traps most retirees don't see coming In retirement it's incredibly important to nail down known expenses so you can build an income plan around them In this video Peter with Richon Planning and Erin Kennedy break down the four expenses that retirees consistently overlook including Healthcare Medicare doesn't cover everything And LTC can wipe out your savings if you don't have insurance Housing Even if you own your home outright you'll still have expenses Taxes A lot of retirees underestimate what they'll pay in taxes in retirement We'll still be paying income taxes in most cases [... more]

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]

Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss retirement income 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]

Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss the sounds too good to be true but it is lifetime income plan 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]

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]

In retirement if one spouse passes away how do you keep the surviving spouse's income whole Hans and Robby answer this question and go over how life insurance for the surviving spouse can fill the gap in your retirement income plan 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]

Special guest CFP Tim Stearns joins Peter Richon on a discussion of market volatility and the Coronavirus turbulence [... more]

This week Hans and Robby discuss foundational beliefs that are inaccurate This happens in faith all the time but it also happens with Social Security beliefs Some people think you have to take it as early as you can some think you have to delay it as late as you can Do not make decisions with limited information from one or two people Age relative to your needs health and your spouse are really going to be the key to Social Security timing Hans and Robby get into the false Social Security beliefs people have told them over their life [... more]

Most people are aware that they're required to start withdrawing money from their retirement accounts at some point Some people even know that the magic age for this is But very few people have appropriately factored this into their retirement income plan [... more]