Radiant Wealth Planning, LLC

Radiant Wealth Planning, LLC A financial planning and investment management company. Your Financial Future, Our Priority

05/26/2026

Picture a retired Army Colonel. 62 years old. Pension, savings, decades of discipline. By every measure, he's done the work.

But he's never mapped out what retirement actually looks like for him.
We build that map showing every income source, every account, every liability, and run the numbers at different retirement dates.

The clarity changes everything. After a career of serving others, he finally gets to make a confident decision for himself.

That's what a real plan does!

This Memorial Day, we pause to honor the men and women who gave everything in service to this country.Their sacrifice ma...
05/25/2026

This Memorial Day, we pause to honor the men and women who gave everything in service to this country.

Their sacrifice made possible the lives, freedoms, and futures we work to protect every day.

To the fallen and to the families who carry their memory, thank you.

Happy Mother's Day to all the moms, grandmothers, stepmoms, and mother figures out there πŸ’›Mothers are often the quiet fi...
05/10/2026

Happy Mother's Day to all the moms, grandmothers, stepmoms, and mother figures out there πŸ’›

Mothers are often the quiet financial architects of a family β€” budgeting, planning, sacrificing, and building futures for the people they love.

Today, we celebrate you. Not just for everything you give, but for everything you make possible.

From our RADIANT Wealth Planning family to yours β€” wishing you a day filled with rest, gratitude, and joy.

πŸ’‘ Do you know your personal net worth down to the dollar?Most people don't. Not because they don't care, but because nob...
04/23/2026

πŸ’‘ Do you know your personal net worth down to the dollar?

Most people don't. Not because they don't care, but because nobody ever showed them how to track it properly.

RADIANT Wealth Planning just published a guide that changes that. It walks you through the two most important personal financial statements, the same tools businesses use to manage their finances, and shows you exactly how to apply them to your own life.

βœ”οΈ See all your assets and liabilities in one place
βœ”οΈ Understand where every dollar goes each month
βœ”οΈ Know whether you are building wealth or just staying afloat

This is practical, no-jargon financial education for everyone, not just the wealthy.

Read it here πŸ‘‰

Corporations live and die by their financial statements. It's time individuals did the same β€” and the two that matter most may surprise you.

This Presidents' Day, we're reflecting on the wisdom of financial planning. George Washington once said, "To contract ne...
02/16/2026

This Presidents' Day, we're reflecting on the wisdom of financial planning. George Washington once said, "To contract new debts is not the way to pay old ones." At RADIANT Wealth Planning, we help you build a financial future grounded in smart decisions and strategic planningβ€”not just for today, but for generations to come. Let's honor the legacy of great leadership by taking charge of your financial well-being.



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🌎 www.RadiantWealthPlanning.com

πŸ“† https://radiantwealthplanning.com/contact-us/

This Valentine's Day, show yourself some love by investing in your financial future. Whether you're planning for retirem...
02/14/2026

This Valentine's Day, show yourself some love by investing in your financial future. Whether you're planning for retirement, saving for a dream home, or building wealth for your family, the best relationship you can nurture is the one with your financial goals. Let's make this year the one where your money works as hard as you do. πŸ’



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🌎 www.RadiantWealthPlanning.com

πŸ“† https://radiantwealthplanning.com/contact-us/

"I can't sell nowβ€”I need to wait until it gets back to what I paid for it."I hear this ALL the time. And I get it. Selli...
01/20/2026

"I can't sell nowβ€”I need to wait until it gets back to what I paid for it."

I hear this ALL the time. And I get it. Selling at a loss feels terrible.

But here's the thing: the market doesn't care what you paid. The only question that matters is whether you'd buy that investment TODAY at the current price.

This is just one of the mental traps our brains set for us when it comes to money. It's called the sunk cost fallacy, and it's the same reason you sit through terrible movies just because you paid for the ticket.

Our brains weren't designed for investingβ€”they were designed for survival. And those survival instincts? They can actually work AGAINST us when we're trying to build wealth.

We just wrote an article breaking down the most common ways our brains trick us (and what to do about it).

Because once you understand these patterns, you can stop fighting yourself and start making progress.

https://radiantwealthplanning.com/2026/01/20/why-smart-people-make-dumb-money-decisions/



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🌎 www.RadiantWealthPlanning.com

πŸ“† https://radiantwealthplanning.com/contact-us/

Today we honor Dr. King's legacy of service and justice. His words remind us: "Life's most persistent and urgent questio...
01/19/2026

Today we honor Dr. King's legacy of service and justice.

His words remind us: "Life's most persistent and urgent question is, 'What are you doing for others?'"

At RADIANT Wealth Planning, we believe financial wellness isn't just personal - it's about building generational strength and community impact.

How are you using your financial resources to create positive change?



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🌎 www.RadiantWealthPlanning.com

πŸ“† https://radiantwealthplanning.com/contact-us/

01/01/2026

2026 is here! πŸŽ†

Instead of vague resolutions like "save more money," let's get specific. What's ONE financial goal you can actually measure this year?

Maybe it's:
βœ“ Building a 3-month emergency fund
βœ“ Maxing out your Roth IRA
βœ“ Finally understanding your investment statements

Drop your 2026 money goal below πŸ‘‡



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🌎 www.RadiantWealthPlanning.com

πŸ“† https://radiantwealthplanning.com/contact-us/

A good indicator of a good life are the good people in it 🩷 sent me this amazing gift for Rosie and myself. Man I'm so l...
12/27/2025

A good indicator of a good life are the good people in it 🩷

sent me this amazing gift for Rosie and myself. Man I'm so lucky to have an amazing employee 🫢

Wishing our clients, community, and team a peaceful and joyful Christmas. This season reminds us to pause, reflect, and ...
12/25/2025

Wishing our clients, community, and team a peaceful and joyful Christmas.

This season reminds us to pause, reflect, and appreciate the meaningful relationships and experiences that money can help protect and support. Thank you for trusting us with your financial future. Merry Christmas! πŸŽ„



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🌎 www.RadiantWealthPlanning.com

πŸ“† https://radiantwealthplanning.com/contact-us/

Address

829 Emerson Street
Palo Alto, CA
94301

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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