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An independent financial, investment, and retirement planner. Identifying opportunities and protecting what's important. We help you protect your paycheck through all walks of life and manage assets... more
FAQs about Planning Matters Radio:How many episodes does Planning Matters Radio have?The podcast currently has 222 episodes available.
July 25, 20212021 EP0710 Planning Matter Radio - Hot Financial Topics !!!!!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. ...more29minPlay
May 06, 20212021 - 05 - 06 - Planning Matters Interview With Michelle Schneider - Crypto v DollarsIn 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?...more23minPlay
May 04, 20212021 - 04 - 15 PLANNING MATTERS RADIO - CRYPTO & GOLD - COINBASE IPO GUEST JOSEPH GISSYIn 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....more19minPlay
April 12, 20212021 EP0410 PLANNING MATTERS RADIO - TAX PLANNINGROTH CONVERSION OPPORTUNITIES – If tax laws reverse over time and start climbing higher, it will likely affect those with larger retirement accounts and income disproportionately. Tune in to learn more as Peter Richon discusses tax-deferral & it’s consequences, tax-free income, & Roth IRA’s....more30minPlay
April 08, 20212021 - 04 - 03 PLANNING MATTERS - ARE YOU READY & EASTER WEEKENDAre you ready to retire? Peter Richon covers 12 must-answer questions to know if you are financially prepared to walk away from your paycheck and transition into retirement....more30minPlay
March 30, 20212021 EP0227 - PLANNING MATTERS - TAX PLANNING TO OPTIMIZE RETIREMENTTaxes are a huge issue...and planning for them is one of the most important financial opportunities we have to better control our retirement future. Peter Richon discusses the strategies to control and minimize taxes into and through retirement....more30minPlay
March 30, 20212021 EP0123 Planning Matters Radio - 10 STEPS W Kim KingOn this episode Peter Richon discusses the 10 steps in moving from your working career to feeling fully prepared to make the transition to retirement. Some of these steps are taken along the way, some are absolutely necessary to be prepared. Download the full list by visiting www.RichOnPlanning.com...more30minPlay
March 23, 20212021 EP0323 PLANNING MATTERS - BUDGET CREDIT DEBT & INCOMEOn 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....more30minPlay
March 13, 20212021 EP0313 PLANNING MATTERS - COUNTDOWN RESOURCESThe 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....more30minPlay
February 20, 20212021 EP0220 PETER RICHON - MONEY MOVINGThere are times and opportunities to move your and gain more control or a better outcome. In order to optimize our progress, we must know how and when these opportunities arise. On this episode, Peter Richon discusses the 8 moments to move your money. Contact Richon Planning for the guide and resource....more30minPlay
FAQs about Planning Matters Radio:How many episodes does Planning Matters Radio have?The podcast currently has 222 episodes available.