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About
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Events
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Planning Matters Radio
Tune in to Planning Matters Radio, where we chat about all things finance and retirement readiness: how to protect your wealth, navigate policy changes, and prepare for the retirement you want.
Latest Episodes
October 3, 2026
When a Roth conversion DOES NOT Make Sense
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September 26, 2026
When is the best time to consider a Roth conversion?
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September 19, 2026
The 5 Risks of Retiring Early
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September 12, 2026
Does the Stock Market Boom Mean You Can Retire Early?
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August 29, 2026
7 Retirement Myths… BUSTED!
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August 22, 2026
Are Bonds Still the Best Way to Manage Risk?
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