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Richon Planning LLC

Richon Planning

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Richon Planning LLC

Richon Planning LLC

Richon Planning

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Followers
0
Plays
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About Us

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.

Latest Episodes

EP200419 RichOnPlanning - PLANNING MATTERS - CentsAble Chat & Budgeting W Bobbi Olsen

Peter Richon is joined by the host of the "CentsAble Chat" podcast series (www.centsablechat.com), Bobbi Olsen. Bobbi is a financial and budgeting coach, helping people get a better handle on, and mindset about their money.

30 minAPR 30
Comments
EP200419 RichOnPlanning - PLANNING MATTERS - CentsAble Chat & Budgeting W Bobbi Olsen

EP200423 RichOnPlanning - PLANNING MATTERS - The Value Of An Advisor W Frank Maselli

Financial services veteran Frank Maselli discusses the value and the need for a financial advisor and a source for sound financial planning advice and guidance.

17 minAPR 30
Comments
EP200423 RichOnPlanning - PLANNING MATTERS - The Value Of An Advisor W Frank Maselli

EP200312 RichOnPlanning - PLANNING MATTERS - Coronavirus & Market Volatility W CFP Tim Stearns

Special guest CFP Tim Stearns joins Peter Richon on a discussion of market volatility and the Coronavirus turbulence.

16 minMAR 12
Comments
EP200312 RichOnPlanning - PLANNING MATTERS - Coronavirus & Market Volatility W CFP Tim Stearns

EP200217 RichOnPlanning - PLANNING MATTERS - SMALL BUSINESS TAXES W Author Dan Pilla

One of the biggest burdens on small business growth is taxes. Business owners often get into business because they have a great idea or product. Too often, they go out of business because they run afoul of the IRS and their tax liability. Author of "Small Business Tax Guide" Dan Pilla joins us on the program to address some of the biggest tax traps and challenges business owners face, how to know about them, and address them.

21 minFEB 18
Comments
EP200217 RichOnPlanning - PLANNING MATTERS - SMALL BUSINESS TAXES W Author Dan Pilla

EP200214 RichOnPlanning - PLANNING MATTERS - FAANG STOCKS W Allison Ostrander - Simpler Trading

The FAANG stocks have been leaders of the market over the past 10+ years. Do they still have room to run, or is their time at the top drawing to a close? What tends and data are traders paying attention to with these innovators? Is it time to run, or time to invest? Peter Richon interviews Allison Ostrander on the FAANG stocks and the tech sector.

19 minFEB 15
Comments
EP200214 RichOnPlanning - PLANNING MATTERS - FAANG STOCKS W Allison Ostrander - Simpler Trading

2019 - 12 - 13 Planning Matters Radio - THE OPTIMAL RETIREMENT W AUTHOR TOM HEGNA

There are many ways to structure your retirement plan, but what is the optimal way? Author Tom Hegna has studied retirement in detail and wrote 2 best selling books on he topic of retirement planning. Listen in as he discusses with Peter Richon the optimal structure of a retirement portfolio.

19 min2019 DEC 14
Comments
2019 - 12 - 13 Planning Matters Radio - THE OPTIMAL RETIREMENT W AUTHOR TOM HEGNA

2019 - 12 - 12 Planning Matters Radio - 2020 POLITICS GOLD & THE MARKET W DAVID MCALVANY

Gold, the markets, and politics are all closely related. What will political events mean for your money into 2020 and beyond? Peter Richon discusses with special guests.

18 min2019 DEC 13
Comments
2019 - 12 - 12 Planning Matters Radio - 2020 POLITICS GOLD & THE MARKET W DAVID MCALVANY

2019 - 12 - 11 Planning Matters Radio - THE HOUSING MARKET W DEBBIE BLOYD

What do industry insiders see in store for the housing market in 2020 and beyond? Peter Richon visits with Debbie Bloyd, founder of DLB Mortgage Services and discusses the trends in the housing market and where real estate plays a role in your portfolio.

23 min2019 DEC 12
Comments
2019 - 12 - 11 Planning Matters Radio - THE HOUSING MARKET W DEBBIE BLOYD

2019 - 10 - 11 KEN FISHER'S CONTROVERSIAL SPEECH & MISLEADING ADVERTISING

Ken Fisher's recent comments raised a lot of attention, landed him in some hot water, and probably cost him some significant $$$ but, is it the only reason we should be concerned about and paying attention to the language being used in financial services? Peter Richon digs beneath the surface of Ken Fisher's comments at Tiburon, as well as examines of the language in some other financial advertising materials.

9 min2019 OCT 22
Comments
2019 - 10 - 11 KEN FISHER'S CONTROVERSIAL SPEECH & MISLEADING ADVERTISING

EP19 RichOnPlanning - GOALS

A plan turns a hope into a goal. We all need our money to provide us with certain things; growth, safety, liquidity, income, protection, tax-efficiency...but, money is a terrible multi-tasker. In order to achieve these things, we have to assign each dollar a specific task and make sure it is doing its job. Peter and Amber Richon discuss your money goals and how to make sure that your dollars are working to help you accomplish your lifestyle goals.

28 min2019 MAY 4
Comments
EP19 RichOnPlanning - GOALS

Latest Episodes

EP200419 RichOnPlanning - PLANNING MATTERS - CentsAble Chat & Budgeting W Bobbi Olsen

Peter Richon is joined by the host of the "CentsAble Chat" podcast series (www.centsablechat.com), Bobbi Olsen. Bobbi is a financial and budgeting coach, helping people get a better handle on, and mindset about their money.

30 minAPR 30
Comments
EP200419 RichOnPlanning - PLANNING MATTERS - CentsAble Chat & Budgeting W Bobbi Olsen

EP200423 RichOnPlanning - PLANNING MATTERS - The Value Of An Advisor W Frank Maselli

Financial services veteran Frank Maselli discusses the value and the need for a financial advisor and a source for sound financial planning advice and guidance.

17 minAPR 30
Comments
EP200423 RichOnPlanning - PLANNING MATTERS - The Value Of An Advisor W Frank Maselli

EP200312 RichOnPlanning - PLANNING MATTERS - Coronavirus & Market Volatility W CFP Tim Stearns

Special guest CFP Tim Stearns joins Peter Richon on a discussion of market volatility and the Coronavirus turbulence.

16 minMAR 12
Comments
EP200312 RichOnPlanning - PLANNING MATTERS - Coronavirus & Market Volatility W CFP Tim Stearns

EP200217 RichOnPlanning - PLANNING MATTERS - SMALL BUSINESS TAXES W Author Dan Pilla

One of the biggest burdens on small business growth is taxes. Business owners often get into business because they have a great idea or product. Too often, they go out of business because they run afoul of the IRS and their tax liability. Author of "Small Business Tax Guide" Dan Pilla joins us on the program to address some of the biggest tax traps and challenges business owners face, how to know about them, and address them.

21 minFEB 18
Comments
EP200217 RichOnPlanning - PLANNING MATTERS - SMALL BUSINESS TAXES W Author Dan Pilla

EP200214 RichOnPlanning - PLANNING MATTERS - FAANG STOCKS W Allison Ostrander - Simpler Trading

The FAANG stocks have been leaders of the market over the past 10+ years. Do they still have room to run, or is their time at the top drawing to a close? What tends and data are traders paying attention to with these innovators? Is it time to run, or time to invest? Peter Richon interviews Allison Ostrander on the FAANG stocks and the tech sector.

19 minFEB 15
Comments
EP200214 RichOnPlanning - PLANNING MATTERS - FAANG STOCKS W Allison Ostrander - Simpler Trading

2019 - 12 - 13 Planning Matters Radio - THE OPTIMAL RETIREMENT W AUTHOR TOM HEGNA

There are many ways to structure your retirement plan, but what is the optimal way? Author Tom Hegna has studied retirement in detail and wrote 2 best selling books on he topic of retirement planning. Listen in as he discusses with Peter Richon the optimal structure of a retirement portfolio.

19 min2019 DEC 14
Comments
2019 - 12 - 13 Planning Matters Radio - THE OPTIMAL RETIREMENT W AUTHOR TOM HEGNA

2019 - 12 - 12 Planning Matters Radio - 2020 POLITICS GOLD & THE MARKET W DAVID MCALVANY

Gold, the markets, and politics are all closely related. What will political events mean for your money into 2020 and beyond? Peter Richon discusses with special guests.

18 min2019 DEC 13
Comments
2019 - 12 - 12 Planning Matters Radio - 2020 POLITICS GOLD & THE MARKET W DAVID MCALVANY

2019 - 12 - 11 Planning Matters Radio - THE HOUSING MARKET W DEBBIE BLOYD

What do industry insiders see in store for the housing market in 2020 and beyond? Peter Richon visits with Debbie Bloyd, founder of DLB Mortgage Services and discusses the trends in the housing market and where real estate plays a role in your portfolio.

23 min2019 DEC 12
Comments
2019 - 12 - 11 Planning Matters Radio - THE HOUSING MARKET W DEBBIE BLOYD

2019 - 10 - 11 KEN FISHER'S CONTROVERSIAL SPEECH & MISLEADING ADVERTISING

Ken Fisher's recent comments raised a lot of attention, landed him in some hot water, and probably cost him some significant $$$ but, is it the only reason we should be concerned about and paying attention to the language being used in financial services? Peter Richon digs beneath the surface of Ken Fisher's comments at Tiburon, as well as examines of the language in some other financial advertising materials.

9 min2019 OCT 22
Comments
2019 - 10 - 11 KEN FISHER'S CONTROVERSIAL SPEECH & MISLEADING ADVERTISING

EP19 RichOnPlanning - GOALS

A plan turns a hope into a goal. We all need our money to provide us with certain things; growth, safety, liquidity, income, protection, tax-efficiency...but, money is a terrible multi-tasker. In order to achieve these things, we have to assign each dollar a specific task and make sure it is doing its job. Peter and Amber Richon discuss your money goals and how to make sure that your dollars are working to help you accomplish your lifestyle goals.

28 min2019 MAY 4
Comments
EP19 RichOnPlanning - GOALS
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