Planning Matters Radio

What if I get sick, injured, or die? While we hate to think of these mortal questions as financial issues, they very much are. These are only a couple of questions watch and see what Peter Richon has to say about it.

What are the most exciting or most disappointing moments I have experienced as an advisor? This is just one of the many questions you can ask Peter Richon to find out answers to your questions just call at (919) 300-5886. 

Happy New Year to the listeners, viewers, and clients of Richon Planning. Hope you had a great 2021, and have an even better 2022!

Happy New Year from the team at Richon Planning.

We are getting ready to wrap up the year here at Richon Planning and on this week's episode we circle back and talk about you and your financial progress. If you ever want to revisit our discussions, submit any questions, or want to talk about steps to take into 2022 or beyond, please do not hesitate to reach out at (919)300-5886 or visit us online at www.RichOnPlanning.com. Merry Christmas & wishes for a safe, healthy, and prosperous New Year for you and your family.

What do you envision your average day in retirement to consist of? This is one of the many questions you need to answer before retirement. Tune into Peter Richon's new show this week to answer this question.

END OF YEAR PLANNING – RMDs are usually a big end of year to-do. This year they are not required, but perhaps a conversation about tax planning should be happening instead. Listen as Peter Richon discusses this topic and more on this week’s episode.

Happy Thanksgiving! We hope you enjoy this holiday weekend "Best of" edition of Game Plan For Retirement with Peter Richon.

Happy Thanksgiving from the team here at Planning Matters Radio.

On this edition of the program, Peter Richon discusses some scary financial topics and how to address or avoid them. If you need help in planning call Peter and Richon Planning at (919) 300-5886