HeyJaredPlanning 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.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 26, 2026
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- Jul 4, 2026
Latest episodes
💰🔥 When is the best time to consider a Roth conversion? (opens the original)
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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 can make a big difference. In this interview, @Peter with @richonplanning and @erinkennedy break down four key times when it may be worth considering a Roth conversion: ⏳ You're retired but haven't reached RMD age yet 📈 You expect taxes to be higher in the future 👨👩👧👦 You want
Planning Matters Radio | 🚨 The 5 Risks of Retiring Early (opens the original)
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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 @erinkennedy break down the 5 biggest risks of retiring early, including: 💰 Claiming Social Security too soon 📉 Making your nest egg last longer 🏥 Bridging the healthcare gap before Medicare 📈 Giving up valuable years of saving and investment growth 🧾 Creating a smart tax and income
💰 Can You Convert an Inherited an IRA to a Roth? (opens the original)
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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 your relationship to the original account owner , and making the wrong move could create an unexpected tax bill. In this interview, @peter with @richonplanning and @erinkennedy break down: What surviving spouses need to know about Roth conversions Why non-spouse beneficiaries fac
📈 Does the Stock Market Boom Mean You Can Retire Early? (opens the original)
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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 @WealthAdvisor, and some economists believe strong investment gains may be helping push that trend. In this interview, @Peter with @richonplanning and @erinkennedy talk through: How a growing portfolio can influence the decision to retire How to determine whether your savings can support 2
🚨 7 Retirement Myths… BUSTED! 🚨 (opens the original)
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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 Richon Planning and Erin Kennedy break down these myths : Will Social Security really disappear? Can you skip long-term care planning if you want to stay home? Will Medicaid or Medicare cover all your long-term care costs? Do investment returns stop mattering once you retire ? Shoul
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