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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 14, 20192019 - 02 - 16 Planning Matters Radio - MYTHSMany savers have no idea that their plan may be based on flawed assumptions. "The market always goes up", "Taxes will be lower in retirement", "I should claim Social Security at 62" all may be commonly held beliefs in the financial world but, can you depend on these statements being true for you? Would you bet your financial security on it? Tune in as Peter & Amber examine some common planning myths, misconceptions, and mistakes....more30minPlay
February 04, 20192019 - 02 - 02 Planning Matters Radio - TAXES"It's not what you make, it's what you keep." And the biggest thing standing in between, is taxes. Taxes are one of our largest known expenses. Many people try to save on taxes for income they earned last year, without planning to save in all the years ahead. Tax reform has given us some great opportunities to save, to plan, and to minimize your lifetime tax liability. Listen to this week's episode to understand the opportunities and strategies you should consider in your planning to keep more of what you make....more30minPlay
January 24, 20192017 - 02 - 22 PMR David M Walker - Former Comptroller GeneralFormer Comptroller General David M Walker stopped in to share why he resigned his position and went on a mission of educating the American public about our country's true financial situation. He also shared what he has done personally to prepare for his own retirement....more15minPlay
January 24, 2019Richard Sylla - Author of "Hamilton"In one of my favorite interviews, historian Dr. Richard Sylla joined me to discuss his biography of the influential Alexander Hamilton and shared many insights into Hamilton's life and legacy. We had a bit of fun as we learned some important history. Interestingly, we conducted this interview just days before Mike Pence famous attendance at the Hamilton Musical....more13minPlay
January 24, 20192016 - 08 - 02 PMR Tom Hegna InterviewIn our talk today, Tom Henga, author of "Don't Worry, Retire Happy" and "Paycheck & Playchecks" broke down the science behind the optimal way to retire and the many reasons most Americans don't have a comfortable, confident retirement....more15minPlay
January 24, 201910 Commandments - Planning Matters Radio - 2018 - 12 - 0810 retirement planning basics that are too often overlooked. Could your financial security and stability be derailed if you have not addressed one of these 10 key issues? Tune in as Peter & Amber Richon break down the 10 Commandments of Retirement....more30minPlay
January 24, 20192019 - 01 - 24 Planning Matters Radio - RichOnPlanning - TAXESIt is the most unwonderful time of the year: Tax Season!! How do you manage to KEEP more of what you earn? Peter & Amber Richon share some top tips and important strategies you need to know about planning to minimize your lifetime tax liability....more32minPlay
August 17, 2018Peter Richon - Topics - BioThis is a series of podcast on financial planning....more11minPlay
August 17, 2018Peter Richon - Topics - IncomeGapThis is a series of podcast on financial planning....more3minPlay
August 17, 2018Peter Richon - Topics - LumpSumThis is a series of podcast on financial planning....more6minPlay
FAQs about Planning Matters Radio:How many episodes does Planning Matters Radio have?The podcast currently has 222 episodes available.