Planning Matters Radio

Planning Matters Radio

By Richon PlanningBusiness
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Planning Matters Radio episodes

  • 2022 EP0827 | Planning Matters Radio | Retirement

    Tune in this week for Planning Matters Radio and listen as Peter Richon discusses retirement and mentions the extra media sources he can be found on to help upcoming retirees or just retirees see what the market is doing and what could be best for you. Peter Richon is a Fiduciary Financial Advisor willing to help you just contact Peter at (919) 300-5886. We hope you enjoy this edition of Planning Matters Radio.

    30 min
  • 2022 EP0820 | Planning Matters Radio | Get To Know Peter Richon

    Who is Peter Richon? What is Richon Planning? What is Planning Matters Radio? Watch as Peter Richon owner of Richon Planning and Planning Matters Radio discusses who he is and what he stands for. And along the way mention a few giggle worthy stories of his time as being a financial advisor fiduciary for many people and many places across the United States. This is Planning Matters Radio hope you enjoy!

    31 min
  • 2022 EP0718 How Much Cash Should I Have on Hand in Retirement

    Having an emergency fund is always important, and considering how volatile the markets have been this year, @Peter with @RichonPlanning explains to @erinkennedy precisely how much cash you should have on hand right now.

    As you know, your emergency fund should be able to cover 3-6 months of living expenses. Having cash on hand will ensure you don't have to dip into #retirement savings to cover living expenses. And if you're worried about having too much cash on hand right now, considering the rate of #inflation, there are investment products that still allow for high returns while offering liquidity.

    If you have any questions about your retirement or your savings, please reach out to Peter for a complimentary consultation by calling (919)300-5886 or by visiting www.RichonPlanning.com.

    12 min
  • 2022 EP0716 | PLANNING MATTERS RADIO | FINANCIAL CONFLICTS

    Do you remember a time when the news anchor on TV told you what happened in the world and left it up to you to formulate an opinion? In today’s world, it seems we have to view everything with jaded glasses, do extra research to verify what we are told, and gather other information from different sources just to draw our conclusion about what we can believe. Tune in this week as Peter Richon discusses a few of the potential conflicts in today's financial world. Contact Peter Richon at (919) 300-5886 or visit the website at https://richonplanning.com/. 

    30 min
  • 2022 EP0618 | Planning Matters Radio | ETFs vs Mutual Funds

    You should never invest in something you don't understand, which is why @Peter with @richonplanning and @erinkennedy are breaking down the similarities and differences between Exchange Traded Funds or #ETFs and mutual funds.

      ETFs have become very popular recently, and experts predict global ETF assets will total more than $12 trillion by the end of 2023! But before investing in this growing trend, Peter recommends you weigh the pros and cons of each by walking through these questions: -How are they managed? -How are they traded? -What are the costs? -What about Tax Efficiency?   If you'd like Peter's help determining which investment strategy is right for you, please reach out for a complimentary consultation by calling (919) 300-5886 or by making an appointment at www.RichonPlanning.com
    17 min
  • 2022 EP0611 - Planning Matters Radio - Rebalancing

     Economic Headwinds... Is Now is a Good Time to #Rebalance?

    Equity markets and bonds continue their volatility. So is now a good time to #rebalance? @Peter with @RichonPlanning tells us why rebalancing our #portfolio is important when it comes to managing #risk. 

    Peter and @ErinKennedy also take a closer look at the biggest winners and losers in this year's #AssetClasses YTD, and he breaks down important tax implications you need to keep in mind before buying or selling any asset.

    If you have any questions about whether you should be taking a closer look at your #investments, please reach out to Peter at www.RichonPlanning.com or call (919) 300-5886

    #StockMarket #Taxes #MarketTrends #Bonds #Investments

    10 min
  • 2022 EP0604 - Richon Planning - Inflation & Taxes in Retirement
    Your Best Investment Options to Fight Inflation & The Myth of Retiring in a Lower Tax Bracket   The Consumer Price Index, or #CPI, dipped to 8.3% in April, marking the first slowdown in eight months. Some experts say we’re past the peak of inflation, but Peter Richon with RichonPlanning disagrees and tells Erin Kennedy there are strategies you can put in place today to guard against inflation, including Hedged Equities and Structured Notes.   Also, if you do not have a #taxplan, you do not have a #retirement plan. In the second half of the show, Peter breaks down this common misconception: you may not be in a lower tax bracket when you retire.   But there are strategies you can implement now to create tax-free income in #retirement and take advantage of today's historically low tax rates, including Roth Conversions.   If you'd like to how to create tax-free income in retirement, please reach out to Peter for a complimentary consultation by calling (919) 300-5886 or by visiting www.RichonPlanning.com   #Income #Taxes #FinancialPlanning #Investing
    29 min
  • 2022 EP0528 - Planning Matters Radio - Risk Volatility

    2022 has started off with market volatility and losses. Market volatility is not unusual. In fact, investors must expect volatility as part of their investment experience. 2022 however, is off to a bit of a rocky start, and investment losses have some reasonably concerned. Listen to this week's edition of #PlanningMattersRadio and @PeterRichon discusses the causes of volatility and how having a sound plan in place can help us determine and control risk exposure and identify opportunities, even in challenging markets.

    29 min
  • Financial Literacy Month
    Interest, compounding, inflation, & bonds...FINRA annually tests the American public's knowledge of basic financial concepts. Peter Richon of #RichonPlanning discusses these topics, as well as Traditional vs. Roth IRA's, the recent and upcoming Fed rate hikes, and where you can get a secure 7.12% interest on savings right now on this week's show.
    29 min
  • 2022 EP0423 - Planning Matters Radio - Risk And Volatility

    2022 has started off with market volatility and losses. Market volatility is not unusual. In fact, investors must expect volatility as part of their investment experience. 2022 however, is off to a bit of a rocky start, and investment losses have some reasonably concerned. Listen to this week's edition of #PlanningMattersRadio and @PeterRichon discusses the causes of volatility and how having a sound plan in place can help us determine and control risk exposure and identify opportunities, even in challenging markets.

    29 min

About Planning Matters Radio

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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…