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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]