Radiant Wealth Planning, LLC

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

10/08/2026

Inherited an IRA from a parent? You may have heard you have 10 years to empty it, but that's not the whole story. 📅

For many beneficiaries, the IRS requires an annual withdrawal, and missing one can cost you 25% of the amount you didn't take.

In this week's video, Randa explains what the 10-year rule actually requires and how one required distribution can become a smart retirement savings strategy.

▶️ Watch here: https://radiantwealthplanning.com/2026/10/08/inherited-an-ira-the-10-year-rule-isnt-what-you-think/

Six years ago today, RADIANT Wealth Planning opened its doors with a simple idea: financial planning should be thoughtfu...
10/02/2026

Six years ago today, RADIANT Wealth Planning opened its doors with a simple idea: financial planning should be thoughtful, transparent, and built around the people it serves.

To every client who trusted us with their goals, their questions, and their families' futures, thank you. You are the reason we do this work, and the reason we've grown.

Here's to year seven and to continuing to help you plan with clarity and confidence. 🧡

We pause today to remember the lives lost on September 11, 2001, and to honor the courage, unity, and resilience that em...
09/11/2026

We pause today to remember the lives lost on September 11, 2001, and to honor the courage, unity, and resilience that emerged in the days and years that followed. We hold in our hearts the victims, their families, and the first responders who ran toward danger to help others.

Today, we honor the hard work, dedication, and perseverance that build not just careers, but legacies. Whether you're pl...
09/07/2026

Today, we honor the hard work, dedication, and perseverance that build not just careers, but legacies. Whether you're planning for retirement, growing a business, or working toward your next milestone, your effort is the foundation everything else is built on.

From all of us at RADIANT Wealth Planning, wishing you a restful Labor Day. 🧡



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🌎 www.RadiantWealthPlanning.com

📆 https://radiantwealthplanning.com/contact-us/

🎆 250 years of independence. What a milestone to celebrate. 🎆Since 1776, this country has been built by people willing t...
07/04/2026

🎆 250 years of independence. What a milestone to celebrate. 🎆

Since 1776, this country has been built by people willing to plan for something bigger than themselves. That's the same spirit we see in our clients every day, people making decisions today so the next generation inherits something meaningful.

As America marks 250 years, we're grateful to help build legacies that last well beyond our own lifetimes, just like the one this country has built.

Tax-smart today. Legacy-strong forever.

Happy 250th birthday, America, from all of us at RADIANT Wealth Planning.





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🌎 www.RadiantWealthPlanning.com

📆 https://radiantwealthplanning.com/contact-us/

Did you know the first Father's Day was celebrated in 1910, but it took until 1972 to become an official national holida...
06/21/2026

Did you know the first Father's Day was celebrated in 1910, but it took until 1972 to become an official national holiday? It started with a daughter named Sonora Smart Dodd, who wanted to honor her father, a Civil War veteran who raised six children on his own after losing his wife. She had watched him quietly provide, plan, and sacrifice, year after year.

That quiet, steady work is what fatherhood and financial planning have in common. The best plans are not loud. They are the decisions made today that protect the people you love decades from now.

This Father's Day, we celebrate every parent building a legacy, whether through a college fund, an estate plan, or simply teaching the next generation what money can do when it has a purpose.

Happy Father's Day from all of us at RADIANT Wealth Planning. 💙

Investments

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🌎 www.RadiantWealthPlanning.com

📆 https://radiantwealthplanning.com/contact-us/

06/19/2026

On June 19, 1865, more than two years after the Emancipation Proclamation, Union soldiers arrived in Galveston, Texas, with news that should have come long before: the enslaved people there were free. That delayed but undeniable freedom is what we honor as Juneteenth.

Freedom on paper is one thing. The freedom to build, to own, and to pass something on to the next generation is another. The work of turning legal freedom into lasting economic freedom is still unfinished, and it is work we care about deeply.

Building wealth is one of the most powerful ways for a family to secure its own independence. This Juneteenth, we reflect on how far we have come on this journey, and we recommit to helping every client build a future that is truly their own.

In observance of Juneteenth, from all of us at RADIANT Wealth Planning.




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🌎 www.RadiantWealthPlanning.com

📆 https://radiantwealthplanning.com/contact-us/

SpaceX just had the biggest stock debut in history! 🚀Here is the part that surprises everyone: it was priced at $135 per...
06/12/2026

SpaceX just had the biggest stock debut in history! 🚀

Here is the part that surprises everyone: it was priced at $135 per share but opened at $150. 😮 So why the difference?

We made a short, easy video that breaks down how an IPO really works, no finance degree required. 🎥👇

📌 Educational only, not a recommendation. Just here to make the news make sense!

Watch it here: https://youtu.be/WDAp86GdJns

RADIANT Wealth Planning. Tax-smart today. Legacy-strong forever.

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Palo Alto, CA
94301

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