Right on the Money Show

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Matthew Gallagher, Certified Financial Planner™ Practitioner of Prosperity Wealth Management. Dennis and Matthew continue their discussion of Matthew’s book, Greener Pastures. They dive into another chapter entitled, “It’s Football Time.” Matthew shares that he writes notes of gratitude to his wife on Sticky-Notes and […] The post EPISODE #026: Portfolio Congruency with Matthew Gallagher appeared first on...

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Matthew Gallagher, Certified Financial Planner™ Practitioner of Prosperity Wealth Management. Dennis and Matthew continue their discussion of Matthew’s book, Greener Pastures. They dive into another chapter entitled, “How to Stay Alive During a Break-In.” Matthew muses about how things have to fall into place […] The post EPISODE #025: Being Financially Prepared with Matthew Gallagher appeared first on...

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Matthew Gallagher, Certified Financial Planner™ Practitioner of Prosperity Wealth Management. Matthew takes on the philosophy that if someone can’t explain something in their field and simplify it for others, then they really don’t understand it themselves. Implemented this philosophy for his entire book, […] The post EPISODE #024: “The Angry Bird Catches the Worm” with Matthew Gallagher appeared first on...

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Matthew Gallagher, Certified Financial Planner™ Practitioner of Prosperity Wealth Management. Dennis and Matthew continue their discussion of Matthew’s book, Greener Pastures. They dive into one of the chapters entitled, “Matthew’s Reason to Fear Not.” Matthew shares a formative story of what happened to Matthew […] The post EPISODE #023: Financially Winning with Matthew Gallagher appeared first on Right On...

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Matthew Gallagher, Certified Financial Planner™ Practitioner of Prosperity Wealth Management. Matthew Gallagher enjoys being involved in his community and is passionate about making a difference in the world. He has been helping pre-retirees and retirees at Prosperity Wealth Management create unique retirement income […] The post EPISODE #022: Greener Pastures of Your Retirement Income Plan with Matthew...

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Eric and Jennifer Lahaie, owners and founders of JEHM Wealth & Retirement, located in Greenville, South Carolina. Eric and Jennifer focus particularly on retirement income planning for pre-retirees and new retirees. They help people make big decisions in regards to their retirement income […] The post EPISODE #021: Retirement Income Planning & Portfolio Management with Eric and Jennifer Lahaie appeared...

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Larry Lerner, owner and operator of Artist’s Business Management Group, located in Woodland Hills, California. With the three stages of retirement—accumulation, distribution, legacy—you cannot go through the last two stages without the success of planning in the accumulation stage. Larry Lerner compared the […] The post Episode #020: Prepping for Retirement with Chutes & Ladders with Larry Lerner appeared...

Right on the Money host, Dennis Mattern, discusses charitable giving with Tommy Mai, president of Tommy Mai Financial, located in Westminster, California. The biggest influence for Mai in regards to his mission at his practice would be the Buddhist way of life, specifically the philosophy of Karma. “We all have free will, but the situations […] The post Episode #019: Charitable Giving with Tommy Mai appeared first on Right On The Money Show.

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Brent Ford, owner and operator of Benefit Resource Partners, located in Milwaukee, Wisconsin. Benefit Resource Partners has helped 1000+ Federal employees with their retirement plans. Download the workbook to begin the process. The more you talk and discuss your options, the clearer your […] The post Episode #018: Starting Your Federal Retirement Plan with Brent Ford appeared first on Right On The Money...

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Larry Lerner, owner and operator of Artist’s Business Management Group, located in Woodland Hills, California. A common problem Larry Lerner see’s with new clients discussing life insurance is that there is a lack of communication between the client and their current policy. They […] The post Episode #017: Tax-Free vs. Taxable Retirement Income & Financial Products with Larry Lerner appeared first on Right...

Right on the Money host, Dennis Mattern, discusses a retirement income strategy for small business owners with Tommy Mai, president of Tommy Mai Financial, located in Westminster, California. Tommy Mai Financial works with small business owners on 401(k)s, specializing in plans for doctors, lawyers and dentists, those who really need help in terms of reducing […] The post Episode #016: Business Owner Retirement Plans with Tommy Mai appeared first on Right On The Money Show.

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Brent Ford, owner and operator of Benefit Resource Partners, located in Milwaukee, Wisconsin. Benefit Resource Partners focus on providing government employees a better retirement income strategy than what they currently have. They assess each individual’s unique situation, consider their needs and determine what […] The post Episode 2: Challenges in Retirement Planning For Federal Employees with Brent...

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Larry Lerner, owner and operator of Artist’s Business Management Group, located in Woodland Hills, California. Larry Lerner is an accountant by trade; however, he wanted to do more than just tax planning, so he could make a difference in peoples’ lives. What originally […] The post Episode 1: Battle the Latte Effect with Larry Lerner appeared first on Right On The Money Show.

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Brent Ford, owner and operator of Benefit Resource Partners, located in Milwaukee, Wisconsin. Brent Ford specializes in the federal market, though he got his start in the financial services industry by personal experiences with his family on assisted care, lack of estate planning […] The post Episode 1: Retirement Planning for Federal Employees with Brent Ford appeared first on Right On The Money Show.