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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.
February 13, 20212021 EP0213 PLANNING MATTERS - PROTECTING YOUR SPOUSEFor the love and protection of our family, we would likely give up money and income, but sometimes we can make pretty foolish financial mistakes or oversights that put those same loved ones in jeopardy. On this episode MRFC® Peter Richon discusses the financial protection of our spouse and family....more30minPlay
February 06, 20212021 EP0206 Planning Matters Radio - RETIREMENT NUMBERKnowing 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....more30minPlay
January 30, 20212021 EP0130 Planning Matters Radio - THE PLANHaving 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 how to get an Optimized Retirement Plan put together....more30minPlay
January 27, 20212021 EP0116 Planning Matters Radio - YOUR MONEYIn 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....more30minPlay
December 30, 20202020 EP1230 New Year Opportunities & ResolutionsPeter Richon discusses how proper planning can help you follow through and achieve your financial goals in 2021 and beyond....more9minPlay
December 09, 20202020 EP1124 Planning Matters - Michele Schnieder MarketGauge - Sectors To WatchMichele 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 2021....more15minPlay
April 29, 2020EP200419 RichOnPlanning - PLANNING MATTERS - CentsAble Chat & Budgeting W Bobbi OlsenPeter 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....more31minPlay
April 29, 2020EP200423 RichOnPlanning - PLANNING MATTERS - The Value Of An Advisor W Frank MaselliFinancial services veteran Frank Maselli discusses the value and the need for a financial advisor and a source for sound financial planning advice and guidance....more18minPlay
March 12, 2020EP200312 RichOnPlanning - PLANNING MATTERS - Coronavirus & Market Volatility W CFP Tim StearnsSpecial guest CFP Tim Stearns joins Peter Richon on a discussion of market volatility and the Coronavirus turbulence....more17minPlay
February 17, 2020EP200217 RichOnPlanning - PLANNING MATTERS - SMALL BUSINESS TAXES W Author Dan PillaOne of the biggest burdens on small business growth is taxes. Business owners often get into business because they have a great idea or product. Too often, they go out of business because they run afoul of the IRS and their tax liability. Author of "Small Business Tax Guide" Dan Pilla joins us on the program to address some of the biggest tax traps and challenges business owners face, how to know about them, and address them....more22minPlay
FAQs about Planning Matters Radio:How many episodes does Planning Matters Radio have?The podcast currently has 222 episodes available.