Right on the Money Show

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 and Rob Barton, provide a platform for their clients to make sound financial decisions that are consistent with their faith. They aim to provide service through the seasons of life for everyone from clients just starting out their financial lives to clients who are looking towards retirement. Carlson also offers a series of demographically targeted Biblical Financial Stewardship workshops to align faith with finances.

For more Right on the Money: http://rightonthemoneyshow.com

To learn more about Carlson Financial Services: http://carlsonfinancialservices.com

Investment Advisory Services Offered through Institute for Wealth Management, Inc., a SEC Registered Investment Advisor, based in Denver, CO.

Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. 

Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency.  This content is for informational purposes only and should not be used to make any financial decisions.

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 relates the principles of stewardship—understanding that nothing belongs solely to you— in your finances, in addition to the others things we have dominion over in this life. Applying faith principles across the board allows you to live in a way that aligns with your beliefs. Nathan started in financial management at a young age and sees it as his mission to help his clients align their values with their saving and spending. 

For more Right on the Money: http://rightonthemoneyshow.com

To learn more about Carlson Financial Services: http://carlsonfinancialservices.com

Investment Advisory Services Offered through Institute for Wealth Management, Inc., a SEC Registered Investment Advisor, based in Denver, CO.

Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. 

Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency.  This content is for informational purposes only and should not be used to make any financial decisions.

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 choices to create an actionable plan that will create the enjoyable retirement you seek. The abundance of options may create confusion that's why it makes sense to find a professional who can offer objective strategies, see things from multiple angles and provide you with the best options for your unique situation.

For more Right on the Money: http://rightonthemoneyshow.com

To learn more about Pat Ginefra, visit: https://www.mylifebroker.com

Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement: https://www.mylifebroker.com/resources.html
 
Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used to positively impact your retirement. This material has been prepared for informational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

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 bucket, the second is an income bucket designed to replace your paycheck and the third is a growth bucket to build your assets for the long-term. This strategy must then be applied to each individual situation, according to your specific needs. Ginefra collaborates with clients to come up with uniquely tailored solutions based on their expectations, risk tolerances and lifestyle.

For more Right on the Money: http://rightonthemoneyshow.com

To learn more about Pat Ginefra, visit: https://www.mylifebroker.com

Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement: https://www.mylifebroker.com/resources.html

Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used to positively impact your retirement. This material has been prepared for informational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

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 for retirement Many of his attendees need information on how to turn retirement savings into lifetime income. Fortunately, there are many different strategies to create the lifetime income that the soon-to-be-retired will need to achieve an income they can’t outlive.

For more Right on the Money: http://rightonthemoneyshow.com

To learn more about Pat Ginefra, visit: https://www.mylifebroker.com

Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement: https://www.mylifebroker.com/resources.html


Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used to positively impact your retirement. This material has been prepared for informational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

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 teaches a class on how to simplify your retirement.

Having a retirement account or several retirement accounts is not the same as having a plan for retirement income. With the right kind of plan, you avoid a "just in case" retirement and set yourself up to spend your golden years pursuing the activities you love with financial security.

For more Right on the Money: http://rightonthemoneyshow.com

To learn more about Pat Ginefra, visit: https://www.mylifebroker.com

Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement: https://www.mylifebroker.com/resources.html

Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used to positively impact your retirement. This material has been prepared for informational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

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 planning. That's because declines in the value of retirement assets during this period can permanently affect lifetime income. When you stop getting a paycheck, risk management changes. Low-interest rates make it more difficult to avoid risk and generate income that won't undercut your retirement goals. Ginefra's goal is to empower clients with information so that they can make the best possible decisions before and during retirement.

To learn more about Pat Ginefra, visit: https://www.mylifebroker.com

Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement: https://www.mylifebroker.com/resources.html 

Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used to positively impact your retirement. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

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 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, “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 Show.

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 Show.