Planning Matters Radio
By Richon Planning
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Category: Business
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Episodes: 100
Description
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 to help you achieve your retirement goals.
| Episode | Date |
|---|---|
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Claiming Social Security at 62: What You're Really Giving Up
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Jun 06, 2026 |
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🚨 The ACA Cliff Is Back: How $1 Could Cost You Thousands in Health Insurance
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May 30, 2026 |
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5 Retirement Costs That Keep Climbing (And How to Prepare)
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May 23, 2026 |
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Top Annuity Income Strategies: Finding the Right Fit for You
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May 16, 2026 |
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🚨 76 Years of Headlines… And the Market Keeps Moving Forward 📈
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May 09, 2026 |
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When Should You Start Taking Money Out of Your 401(k)? 💰
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May 02, 2026 |
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📊 More Retirees Are "Unretiring," Here's What It Says About Today's Retirement Reality
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Apr 25, 2026 |
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💡 3 Reasons Young Adults Should Consider Life Insurance
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Apr 18, 2026 |
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💡 In-Service Rollovers at 59½: Is Moving Your 401(k) a Smarter Move?
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Apr 10, 2026 |
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📱 FinTok Makes Investing Look Easy, but Is It Putting Investors at Risk?
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Apr 04, 2026 |
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📉 Markets & Geopolitics: When Will Stocks Recover?
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Mar 28, 2026 |
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🏠📄 Is a Trust a Must? What Every Family Should Know About Estate Planning
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Mar 21, 2026 |
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🛡️💼 How Do You Know If Your Advisor Is Really Working for You?
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Mar 14, 2026 |
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Retirement Milestones: The Ages That Trigger Big Financial Decisions
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Mar 07, 2026 |
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Five Financial Blind Spots That Can Burden a Grieving Spouse
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Feb 28, 2026 |
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4 Ways to Improve Your Investment Performance
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Feb 14, 2026 |
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⚖️ 3 Signs You're Invested Too Conservatively
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Feb 07, 2026 |
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👶💰 Tax Bill Includes a $1,000 Baby Bonus in 'Trump Accounts' — Here's Who Is Eligible
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Jan 31, 2026 |
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Are You Ever Too Old For An Annuity?
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Jan 24, 2026 |
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Are You Taking on Too Much Risk? 4 Signs to Watch 🚩
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Jan 17, 2026 |
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3 Easy Ways to Jeopardize Your Retirement ⚠️💸
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Jan 10, 2026 |
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Roth Conversions Under 59½: How to Avoid the 10% Penalty ⚠️💡
|
Jan 03, 2026 |
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Don't Let the IRS Keep Your Money: 5 Tax Moves to Make Before Dec. 31
|
Dec 27, 2025 |
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Why 60% of Wealth Transfers Fail (and the Conversation Every Family Should Have This Holiday Season)
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Dec 20, 2025 |
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🎉 Seniors Will Get a Raise in 2026! Here's What the New Social Security COLA Means for You
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Dec 13, 2025 |
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🏖️ 5 Signs You're Ready to Retire Early (And How to Know You're Really Ready)
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Dec 06, 2025 |
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💰 5 Steps to Tax-Free Roth IRA Distributions
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Nov 29, 2025 |
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🚨 Big 401(k) Change Ahead for High Earners 50+ 🚨
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Nov 22, 2025 |
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🚨 Social Security Benefits Could Be Cut by 23%: Here's How to Prepare
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Nov 15, 2025 |
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🚫 Thinking About Borrowing from Your 401(k)? Think Again.
|
Nov 08, 2025 |
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💰 4 Strategies to Reduce Taxes in Your Portfolio
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Nov 01, 2025 |
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💡 The 4 Best Investments for Minimizing or Avoiding Taxes
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Oct 25, 2025 |
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Should You Claim Social Security at 62?
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Oct 18, 2025 |
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Is $4,000 a Month Enough to Retire Comfortably?
|
Oct 11, 2025 |
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Should You Buy Risky Assets (like crypto or real estate) in Your 401(k)?
|
Oct 04, 2025 |
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Should You Convert Your Term Life Policy to Whole Life?
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Sep 27, 2025 |
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💊 3 Medical Costs Retirees Often Miss
|
Sep 20, 2025 |
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💸 35% of AI's Money Advice Is Wrong — Would You Risk It?
|
Sep 13, 2025 |
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Why a Financial Plan Matters More Than Ever for Retirement Readiness
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Sep 06, 2025 |
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What the "Big Beautiful Bill" Could Mean for Your Retirement
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Aug 30, 2025 |
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6 Things To Know About The Roth IRA
|
Aug 23, 2025 |
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The Correct Order To Build Wealth (Most People Get it Wrong)
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Aug 16, 2025 |
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The Number One, Most Important Factor Determining Your Retirement Success: Income
|
Aug 09, 2025 |
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Dash Town: Barbara Patterson and Meike Weist | Arosa
|
Aug 04, 2025 |
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Structuring Wealth: Tax and Estate Planning Insights with Kristin Williams
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Aug 02, 2025 |
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The 2 Questions You Need to Answer before You Retire
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Jul 26, 2025 |
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4 Ways to Address Long-Term Care and Medical Expenses in Retirement
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Jul 19, 2025 |
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The 3 Biggest Retirement Expenses and How to Control Them
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Jul 12, 2025 |
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Hidden Budget Busters: How Stealth Costs Can Derail Your Retirement (And What to Do About It)
|
Jul 05, 2025 |
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Countdown to Retirement: Five Planning Mistakes to Avoid
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Jun 28, 2025 |
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The 5 Best Times for a Roth Conversion
|
Jun 21, 2025 |
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The 6 Core Issues Every Plan Should Address
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Jun 14, 2025 |
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The 7 Biggest Financial Myths and the Truth Behind Them
|
Jun 07, 2025 |
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How to Protect Your Retirement Savings Now as Markets Plunge
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May 31, 2025 |
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Countdown to Retirement: 8 Moments to Move Your Money
|
May 24, 2025 |
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Laid Off? Consider these 4 Action Steps
|
May 17, 2025 |
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Understanding the New RMD Rules for 2025
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May 10, 2025 |
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9 Critical Risks That Could Derail Your Retirement—Are You Prepared?
|
May 03, 2025 |
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3 Financial Planning And Investment Opportunities In A Down Market
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Apr 26, 2025 |
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10 Steps to Prepare for Retirement—Are You Ready?
|
Apr 19, 2025 |
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4 Recreational Retirement Expenses You Can't Afford to Ignore
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Apr 12, 2025 |
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Dash Town: Sarah Wills | Spray Net
|
Apr 10, 2025 |
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Recession Proof Investing: 4 Tips for Investing During Market Volatility
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Apr 05, 2025 |
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Your 401(k) is NOT a Retirement Plan
|
Mar 29, 2025 |
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Should I Consider a Roth Conversion before I Stop Working?
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Mar 22, 2025 |
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Why DIY Investors Earn Less
|
Mar 15, 2025 |
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The 6 Questions You Should ask Your Advisor Before You Retire
|
Mar 08, 2025 |
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Are You Tax-Ready for Retirement?
|
Mar 01, 2025 |
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5 Investing Mistakes You May be Making Right Now
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Feb 22, 2025 |
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Millions of Public Workers are Set to Get Higher Social Security Benefits
|
Feb 15, 2025 |
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Dash Town: Colton Owczarzak | Iron Varsity
|
Feb 12, 2025 |
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Navigating Tax Season: Tips for a Stress-Free Filing
|
Feb 08, 2025 |
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Are Annuities the Right Fit for Your Financial Plan?
|
Feb 01, 2025 |
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4 Paths to a Roth IRA for High Income Earners
|
Jan 23, 2025 |
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What is a Good Monthly Retirement Income?
|
Jan 18, 2025 |
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Use the 529 'Grandparent Loophole' to Maximize College Savings
|
Jan 11, 2025 |
|
The One Money Move that Could Add Years to Your Nest Egg
|
Dec 28, 2024 |
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Is Now a Good Time to Redeem Your I Bond?
|
Dec 21, 2024 |
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5 End of Year Money Moves for a Better 2025
|
Dec 14, 2024 |
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Social Security is in Trouble: 4 Tips to Maximize Your Benefit
|
Dec 07, 2024 |
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4 Reasons Your Taxes WILL be Higher in Retirement
|
Nov 30, 2024 |
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Exiting Investment Real Estate: 1031 Exchange Strategies for Tax Deferral
|
Nov 23, 2024 |
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Social Security COLA up 2.5% for 2025... but Medicare Part B Projected to Jump 5.9%!
|
Nov 16, 2024 |
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5 Kinds of Annuities for Wealthy Investors
|
Nov 09, 2024 |
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Breaking Down Medicare Basics and Misconceptions
|
Nov 02, 2024 |
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3 Strategies to Retire with Confidence
|
Oct 26, 2024 |
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Understanding Phantom Income (and its scary tax implications!)
|
Oct 19, 2024 |
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3 Considerations before Making a Roth IRA Conversion
|
Oct 12, 2024 |
|
Election 2024 Update: How It Could Impact Your Retirement
|
Oct 05, 2024 |
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How to Invest When Interest Rates are Cut
|
Sep 28, 2024 |
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4 Tips to Protect Your Data After a Massive Breach
|
Sep 21, 2024 |
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Navigating Market Volatility: Corrections and Opportunities
|
Sep 14, 2024 |
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Uncovering Hidden Costs: 4 Reasons Why Small Business Owners Should Report All Income to the IRS
|
Sep 07, 2024 |
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Fee Only or Fee Based? Which is Better for Your Financial Plan?
|
Aug 31, 2024 |
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Where Should You Start Investing?
|
Aug 25, 2024 |
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Mastering Your Investment Strategy: Risk Tolerance and Return Expectations
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Aug 24, 2024 |
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Renting vs. Buying a Home: Which is Better for You?
|
Aug 18, 2024 |
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The 401(k) Rollover Mistake that's Costing Retirement Savers Billions
|
Aug 17, 2024 |
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How to Minimize Capital Gains Tax
|
Aug 10, 2024 |
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Popular "Financial Guru" Proposes an 8% Withdrawal Rule... Is that Realistic?
|
Aug 03, 2024 |