Planning Matters Radio

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.

🏠📄 Is a Trust a Must? What Every Family Should Know About Estate Planning 03/21/2026

🛡️💼 How Do You Know If Your Advisor Is Really Working for You? 03/14/2026

Retirement Milestones: The Ages That Trigger Big Financial Decisions 03/07/2026

Five Financial Blind Spots That Can Burden a Grieving Spouse 02/28/2026

4 Ways to Improve Your Investment Performance 02/14/2026

⚖️ 3 Signs You’re Invested Too Conservatively 02/07/2026

👶💰 Tax Bill Includes a $1,000 Baby Bonus in ‘Trump Accounts’ — Here’s Who Is Eligible 01/31/2026

Are You Ever Too Old For An Annuity? 01/24/2026

Are You Taking on Too Much Risk? 4 Signs to Watch 🚩 01/17/2026

3 Easy Ways to Jeopardize Your Retirement ⚠️💸 01/10/2026

Roth Conversions Under 59½: How to Avoid the 10% Penalty ⚠️💡 01/03/2026

Don’t Let the IRS Keep Your Money: 5 Tax Moves to Make Before Dec. 31 12/27/2025

Why 60% of Wealth Transfers Fail (and the Conversation Every Family Should Have This Holiday Season) 12/20/2025

🎉 Seniors Will Get a Raise in 2026! Here’s What the New Social Security COLA Means for You 12/13/2025

🏖️ 5 Signs You’re Ready to Retire Early (And How to Know You’re Really Ready) 12/06/2025

💰 5 Steps to Tax-Free Roth IRA Distributions 11/29/2025

🚨 Big 401(k) Change Ahead for High Earners 50+ 🚨 11/22/2025

🚨 Social Security Benefits Could Be Cut by 23%: Here’s How to Prepare 11/15/2025

🚫 Thinking About Borrowing from Your 401(k)? Think Again. 11/08/2025

💰 4 Strategies to Reduce Taxes in Your Portfolio 11/01/2025

💡 The 4 Best Investments for Minimizing or Avoiding Taxes 10/25/2025

Should You Claim Social Security at 62? 10/18/2025

Is $4,000 a Month Enough to Retire Comfortably? 10/11/2025

Should You Buy Risky Assets (like crypto or real estate) in Your 401(k)? 10/04/2025

Should You Convert Your Term Life Policy to Whole Life? 09/27/2025

💊 3 Medical Costs Retirees Often Miss 09/20/2025

💸 35% of AI’s Money Advice Is Wrong — Would You Risk It? 09/13/2025

Why a Financial Plan Matters More Than Ever for Retirement Readiness 09/06/2025

What the “Big Beautiful Bill” Could Mean for Your Retirement 08/30/2025

6 Things To Know About The Roth IRA 08/23/2025