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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 279 episodes available.
April 14, 20222022 EP0416 - PLANNING MATTERS - CONCERNSThe market's reaction to current events grabs daily headlines. If your plan is long-term and only has money exposed to the market that you are comfortable taking some risk with and seeing fluctuate, then volatility is just a natural part of the long-term investor experience, and could potentially represent an opportunity for those properly positioned. On the other hand, there may be a time that even seasoned investors who understand this ignore the risks of the market when they shouldn’t. Listen this week as Peter Richon walks you through the concerns you may have for retirement and savings looking out for your best interest...more29minPlay
March 24, 20222022 EP0326 Peter Richon Fact v Fiction ft. Daniel DiggsWe 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/...more30minPlay
March 17, 20222022 EP0319 - Peter Richon - ConcernsThe market's reaction to current events grabs daily headlines. If your plan is long-term and only has money exposed to the market that you are comfortable taking some risk with and seeing fluctuate, then volatility is just a natural part of the long-term investor experience, and could potentially represent an opportunity for those properly positioned. On the other hand, there may be a time that even seasoned investors who understand this ignore the risks of the market when they shouldn’t. Listen this week as Peter Richon walks you through the concerns you may have for retirement and savings looking out for your best interest...more29minPlay
March 12, 20222022 EP0312 PLANNING MATTERS - CURRENT STOCK MARKET CONDITIONSVolatile 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: (919) 300-5886 ...more29minPlay
March 05, 20222022 EP0305 PLANNING MATTERS RADIO THE MARKETThe 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 (919) 300-5886....more29minPlay
February 27, 20222022 EP0226 Planning Matters Radio - Tax PlanningThere are always many, many questions around taxes. Let’s talk about a few of them, and what proactive, savvy planners can do about them. So you can hold yourself from saying stuff like Have I paid enough? Will I get a refund? Have all of my forms arrived yet? With Planning Matters Radio your troubles will be gone so hit that like and subscribe so you can tune in for more Your Retirement Planning....more29minPlay
February 20, 20222022 EP0219 - Planning Matters Radio - Tax SeasonTaxes are one of the 4 things we do with our income. While we work, usually paying taxes is the first in line and done automatically. Once we retire, it may be the last thing we do. To get many more amazing tips and tricks to retirement, taxes, etc give Peter Richon a call at (919) 300-5886. But enjoy the show!!!...more29minPlay
February 13, 20222022 EP0212 - Planning Matters Radio - Caring For Loved OnesOn this week’s program Peter Richon addresses the financial protection we strive to offer our family through having a plan in place that takes into consideration the fact that we will not always be here to support them ourselves. The plan and assets provide the support when we can’t. ...more34minPlay
February 06, 20222022 EP0205 - Planning Matters Radio - Common MistakesHow do we know if we are taking too much? To have these and many more questions answered just contact Peter Richon (919) 300-5886...more31minPlay
January 31, 20222022 EP0129 - Planning Matters Radio - 8 Retirement Tips For 2022We 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....more29minPlay
FAQs about Planning Matters Radio:How many episodes does Planning Matters Radio have?The podcast currently has 279 episodes available.