Right on the Money Show
Right on the Money ShowEpisodes
Episodes of Right on the Money Show
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In this segment of Right on the Money, Barry Levie, President of Barry Levie Financial, www.barrylevinefinancial.com, discusses the advantages of fixed indexed annuities in retirement. The first aspect his clients notice is a dramatic reduction
Shielding his clients' accounts from the potential disaster from the effects of market downturns is financial advisor Barry Levie's mission. A New Orleans based advisor and founder of Barry Levie Financial, www.barryleviefinancial.com, helps hi
When you affiliate with a financial advisor, you form a relationship that will hopefully carry through the rest of your life. That's why it's important to get to know an advisor before you sign up. This segment of Right on the Money explores Le
Explaining the importance of education, advisor Robert Trejo believes that clients who want to can take on the job of managing their own portfolios. However, working with a fiduciary financial advisor provides access to specific skills and expe
Right on the Money host Dennis Mattern continues his conversation with Barry Levie, president of Barry Levie Financial, www.barryleviefinancial.com, who works with clients to secure their retirement. Instead of leaving their assets in their emp
In this segment of Right on the Money, host Dennis Mattern concludes his conversation with Robert Trejo, founder and senior managing partner of Coeus Financial, www.coeusfinancial.com. Trejo credits his success to his children and his peers for
With so many titles and designations for financial advisors, it can seem like alphabet soup to many of us. As a fiduciary financial advisor, Robert Trejo explains that fiduciaries must put your interest above any others when recommending invest
In this episode of Right on the Money, we continue our discussion with Robert Trejo, founder of Coeus Financial, www.coeusfinancial.com. The most important function of a fiduciary financial advisor is not the management of returns, but the mana
If you're like most Americans, you may have a 401(k) account that you've either lost track of or aren't using to its fullest potential. Advisor Barry Levie, president of Barry Levie Financial, www.barryleviefinancial.com, helps clients maximize
Do you think of your day-in, day-out money management tasks as a series of decisions? In this segment of Right on the Money, host Dennis Mattern asks advisor Robert Trejo about how he helps clients make sound financial decisions throughout the
Your financial future isn't just about creating financial stability for your family — it's about managing the resources you've been given in a way to please God. Faith-based stewardship is the foundation of Roy Carlson's financial planning prac
Planning your future involves much more than painting a perfect picture of where you will end up financially in retirement. In the second part of Rob Barton's (www.carsonfinancialservices.com) chat with Dennis, Rob explains how to align your go
In the Bible, Jesus says to render unto Caesar what is due to Caesar and render unto God what is due to God. Roy Carlson, president of Carlson Financial Services, a Christian financial planning firm, believes that we should render unto Caesar n
Both faith and finances require a disciplined approach. Roy Carlson, president of Carlson Financial Services, gets up early every day and goes to the office and spends time with God before welcoming clients into his working day. He wraps up tha
Financial planning in a marriage can be a touchy subject for many couples. Rob Barton of Carson Financial Services, www.carlsonfinancialservices.com, stops by to talk with Right on the Money Host Dennis Mattern about the responsibility financia
If you're a Christian who has sold your business or come into an inheritance, you may be wondering how to employ your wealth to further his work in the world. Roy Carlson, president of Carlson Financial Services, helps Christians with their fin
In this segment of Right on the Money, Dennis discusses how financial planning courses and advising can help clients reduce the burden of taxes on retirement income with Nathan Barton. Nathan explains how his firm's series of courses at www.car
It's easy to get caught up in spending habits that don't truly represent your values. Nathan Barton, www.carlsonfinancialservices.com, stops by to speak with Dennis about his journey as a disciple of Christ and as a financial advisor. Nathan re
Guided by their beliefs towards a unique model of financial planning, the financial advisory team at Carlson Financial Services in Raleigh, NC shares their faith-based financial advisory model. President Roy Carlson, joined by bothers Nathan an
Nobody likes to do more homework than they have to, but because retirement isn't a mandatory subject in school, most people don't put in the early work that is necessary. Pat Ginefra, www.mylifebroker.com provides information on creating a plan
Although Pat Ginefra, www.mylifebroker.com, talks about building a plan for retirement, getting information on retirement is just the first step. Once you learn what a plan looks like and understand what resources are available, you must make c
When planning for retirement, it's critical to construct a sustainable retirement income strategy. Pat Ginefra, www.mylifebroker.com, recommends a bucket approach that allocates assets into three categories. The first category is an emergency b
With so much information out there, it's difficult to cut through the noise to determine what constitutes a plan for retirement income. Pat Ginefra, www.mylifebroker.com, is a certified financial instructor who founded his own firm and also tea
The last 5 years before retirement and the first five years after retirement are known as the "retirement red zone." Advisor Pat Ginefra, www.mylifebroker.com, stops in to talk with Dennis about how the "red zone" is key to retirement income pl
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, G
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