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

September 26, 2026

When is the best time to consider a Roth conversion?

September 19, 2026

The 5 Risks of Retiring Early

September 12, 2026

Does the Stock Market Boom Mean You Can Retire Early?

August 29, 2026

7 Retirement Myths… BUSTED!

August 22, 2026

Are Bonds Still the Best Way to Manage Risk?

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