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English


Episodes

Episode #020: Prepping for Retirement with Chutes & Ladders with Larry Lerner

9/8/2017
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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...

Duration: 00:05:29


Episode #019: Charitable Giving with Tommy Mai

9/6/2017
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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.

Duration: 00:06:59


Episode #018: Starting Your Federal Retirement Plan with Brent Ford

9/4/2017
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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...

Duration: 00:05:54


Episode #017: Tax-Free vs. Taxable Retirement Income & Financial Products with Larry Lerner

9/1/2017
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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...

Duration: 00:25:19


Episode #016: Business Owner Retirement Plans with Tommy Mai

8/30/2017
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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.

Duration: 00:07:09


Episode #015: Federal Retirement Plans Changes with Brent Ford

8/28/2017
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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. The paradigm has shifted for federal employees in the past 30 years because of the multitude and fluctuation of change. Working with the federal government, you tend to see a […] The post Episode #015: Federal Retirement Plans Changes with Brent Ford appeared first on Right On The Money Show.

Duration: 00:06:35


Episode #014: Can Insurance Be Part of an Overall Retirement Income Plan? with Larry Lerner

8/25/2017
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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. There is still a lot to learn when it comes to retirement income planning. That’s why the DIY approach is usually not suggested. Spending time with a financial […] The post Episode #014: Can Insurance Be Part of an Overall Retirement Income Plan? with Larry Lerner appeared first on Right On The...

Duration: 00:11:17


Episode 3: How Taxes Can Affect Your Retirement with Tommy Mai

8/23/2017
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Right on the Money host, Dennis Mattern, discusses how tax planning can affect your retirement income strategy with Tommy Mai, president of Tommy Mai Financial, located in Westminster, California. With Tommy Mai Financial’s approach to tax planning is similar in nature to their business model of giving clients and new-comers the best customer experience possible. […] The post Episode 3: How Taxes Can Affect Your Retirement with Tommy Mai appeared first on Right On The Money Show.

Duration: 00:08:40


Episode 3: Determining Your Retirement Income with Brent Ford

8/21/2017
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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. What does the process look like when you work with Benefit Resource Partners? The first step is Benefit Resource Partners wants to figure out what benefits program you have through […] The post Episode 3: Determining Your Retirement Income with Brent Ford appeared first on Right On The Money Show.

Duration: 00:07:02


Episode 2: How Debt Can Play Into Your Retirement Income Plan with Larry Lerner

8/18/2017
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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. The hot topic these days is students loans, debt and how that can affect finances farther down the road. Most Millennials get advice from non-professionals that could be […] The post Episode 2: How Debt Can Play Into Your Retirement Income Plan with Larry Lerner appeared first on Right On The...

Duration: 00:08:13


Episode 1: Protecting Your Estate with Tommy Mai

8/16/2017
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Right on the Money host, Dennis Mattern, discusses estate planning as part of an overall retirement income strategy with Tommy Mai, president of Tommy Mai Financial, located in Westminster, California. Estate planning is the preparation and the process to prepare to pass everything you own on to the next generation. It can seem like a […] The post Episode 1: Protecting Your Estate with Tommy Mai appeared first on Right On The Money Show.

Duration: 00:05:26


Episode 2: Challenges in Retirement Planning For Federal Employees with Brent Ford

8/14/2017
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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...

Duration: 00:07:26


Episode 1: Battle the Latte Effect with Larry Lerner

8/11/2017
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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.

Duration: 00:11:44


Episode 1: Personalized Retirement Income Planning with Tommy Mai

8/9/2017
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Right on the Money host, Dennis Mattern, discusses retirement income strategies with Tommy Mai, president of Tommy Mai Financial, located in Westminster, California. Tommy Mai has a unique business model for his practice: customer service. Every current client or information-seeker is treated as a family member, regardless of whether or not they do business with […] The post Episode 1: Personalized Retirement Income Planning with Tommy Mai appeared first on Right On The Money Show.

Duration: 00:06:57


Episode 1: Retirement Planning for Federal Employees with Brent Ford

8/8/2017
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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.

Duration: 00:05:34


Episode 4: Putting A Retirement Income Plan Together with Bob Lindquist

4/5/2017
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Right on the Money host, Dennis Mattern, discusses retirement income strategies with Bob Lindquist, owner and operator of Safe Retirement Strategies, located in Overland Park, Kansas. Bob Lindquist has discussed the three-legged stool of retirement income planning: Social Security, Pension or 401(k), and personal savings. Now learn how to put a plan into place: The […] The post Episode 4: Putting A Retirement Income Plan Together with Bob Lindquist appeared first on Right On The Money Show.

Duration: 00:07:29


Episode 3: Pensions, Payouts & 401(k)s with Bob Lindquist

4/3/2017
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Right on the Money host, Dennis Mattern, discusses retirement income strategies with Bob Lindquist, owner and operator of Safe Retirement Strategies, located in Overland Park, Kansas. Part of the three-legged stool of retirement income planning is a pension income, or other employer-sponsored retirement income plan. Pensions are becoming fewer and fewer, so employers are opting […] The post Episode 3: Pensions, Payouts & 401(k)s with Bob Lindquist appeared first on Right On The Money Show.

Duration: 00:05:49


Episode 2: Social Security with Bob Lindquist

3/29/2017
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Right on the Money host, Dennis Mattern, discusses retirement income strategies with Bob Lindquist, owner and operator of Safe Retirement Strategies, located in Overland Park, Kansas. The concept of the three-legged stool isn’t a new. It is the basis which most insurance agents and financial advisors base your retirement income strategy on. Bob Lindquist talks […] The post Episode 2: Social Security with Bob Lindquist appeared first on Right On The Money Show.

Duration: 00:06:39


Episode 1: Creating Retirement Income Strategies with Bob Lindquist

3/27/2017
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Right on the Money host, Dennis Mattern, discusses retirement income strategies with Bob Lindquist, owner and operator of Safe Retirement Strategies, located in Overland Park, Kansas. Bob Lindquist has been in the insurance business for his entire career, starting in 1981. He grew up as one of seven children, and has 5 children of his […] The post Episode 1: Creating Retirement Income Strategies with Bob Lindquist appeared first on Right On The Money Show.

Duration: 00:06:34


The Changing Face of Retirement

1/16/2017
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The times they are a changing and so is the face of retirement, part one of five taken from the full episode of Right on the Money On The Basics of Annuities. In 1964, Bob Dylan wrote a prophetic tune, The Times They Are A Changin’. Back then, a retiree had a pension, no mortgage […] The post The Changing Face of Retirement appeared first on Right On The Money Show.

Duration: 00:10:38