
Have you heard of the "SKI" trend ... Spend Kids' Inheritance? As @peter with @richonplanning and @erinkennedy discuss, more retirees are choosing to spend their money on travel, experiences and making memories while...


business
Hosted by Richon Planning · business · EN
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.
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Booking probability
34%
Guest openness
Selective
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Signup to Generate a PitchAn 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.
Planning Matters Radio is hosted by Richon Planning. The show has published 100 episodes to date.
Recent episodes include "⛷️ New Retirement Trend: Spend Your Kids' Inheritance!" (31 October 2026, 14 minutes), "How To Make Your Kids Rich" (24 October 2026, 10 minutes), and "Planning Matters Radio | What the Fed's Rate Hike Means for You" (17 October 2026, 11 minutes).
Planning Matters Radio publishes roughly weekly, with episodes averaging 14 minutes across 100 episodes.
Booking probability for Planning Matters Radio is 34%, and the host is rated Selective on guests. Planning Matters Radio requires a Pod Score of 80 or higher. Planning Matters Radio's contact route on record: verified email.
The strongest fits for Planning Matters Radio are Investing & Wealth Management. Planning Matters Radio has a business audience.
Richon Planning hosts Planning Matters Radio, a business podcast with 100 episodes published.
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Have you heard of the "SKI" trend ... Spend Kids' Inheritance? As @peter with @richonplanning and @erinkennedy discuss, more retirees are choosing to spend their money on travel, experiences and making memories while...

Episode #1024
Want to give your kids a financial head start? The account you choose could make a big difference, not just for building wealth, but also when it comes to college financial aid. In this video, @peter with...

The Federal Reserve just raised interest rates by 0.25%, the first rate hike in three years, bringing the target range to 4%. So… what does that actually mean for your money? In this interview, @peter with...

According to @Fidelity, Roth IRA conversions jumped 41% in the first quarter of 2026 compared with the same period last year. But before you convert, as @peter with @richonplanning exlplains to @erinkennedy, there are...

Roth conversions are gaining momentum, with @Fidelity reporting a 41% jump in conversions in the first quarter of 2026 compared to the same period last year. But a Roth conversion isn't right for everyone, and timing...

Leaving the workforce early can give you more time to travel, relax, and enjoy life, but it can also introduce some major financial risks that are easy to overlook. In this interview, @Peter with @richonPlanning and...

A rising market can make your retirement account balance look better than ever. But does a bigger portfolio automatically mean you're ready to retire? More Americans 55+ are leaving the workforce, according to...

Episode #905
Inheriting a traditional IRA can feel like a financial windfall, but it can also come with complicated tax rules and important decisions. Can you convert an inherited traditional IRA to a Roth IRA? The answer depends on...

Episode #829
When it comes to retirement planning, some of the biggest mistakes aren't caused by market volatility... they're caused by assumptions that sound true, but aren't always. To make sure you're not surprised, Peter with...

Episode #822
For decades, bonds have been the go-to investment for managing risk. But is that still true in today's market? With inflation remaining elevated and interest rates potentially moving higher, many investors are asking...

Episode #815
Six years may sound like plenty of time, but the choices you make today can have a major impact on your retirement lifestyle tomorrow. In this video, Peter with Richon Planning and Erin Kennedy cover 6 important steps...

A new study from the Center for Retirement Research at Boston College found that nearly 1 in 5 married couples aren't coordinating their retirement savings, and it could be costing them about $760 every year. So how...

What worked for your retirement plan years ago… might not be the best fit today. And making the wrong move could cost you. ⚠️ In this interview, Peter Richon with Richon Planning and Erin Kennedy break down: ✔️ The...

Episode #725
Here's a number that should change how you think about retirement: 12 . That's about how long a healthy 60-year-old has before mobility, energy, and independence begin to decline. Let that sink in. Too many financial...

Thinking about paying off your mortgage before retirement ? Not so fast… Going into retirement debt-free sounds like the dream, but should you tap your retirement savings to make it happen? In this interview, Peter with...

Planning Matters Radio
The good news? A smart strategy now can make a BIG difference later. In this video, Peter with Richon Planning and Erin Kennedy lay out your 4-step action plan to retire with confidence: Max out tax-advantaged accounts...

When it comes to Medicare, most people focus on coverage… but not enough attention is paid to what you'll actually pay. As Peter with Richon Planning explains to Erin Kennedy, if you're considered a "high-income...

🚨 Social Security is facing a major deadline. A new report projects the trust fund could be depleted by 2032… which may mean benefit cuts of up to 22%. 📉 So what does that actually mean for you? In this conversation...

Divorce isn't just emotionally difficult... it can be financially overwhelming if you're not prepared. If you're considering a divorce, Peter with Richon Planning and Erin Kennedy break down three major costs people...

Episode #626
Everyone's talking about SpaceX... and for good reason. The innovation is real. The technology is groundbreaking. And under Elon Musk, it's become one of the most talked-about companies in the world. But is it a great...
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