EPISODE #066: Retirement Plans Require More Than a Cookie-Cutter Approach
Featured Episodes

EPISODE #066: Retirement Plans Require More Than a Cookie-Cutter Approach

All retirement income plans are not created equal.  Pat Ginefra explains why cookie-cutter retirement plans don’t work in times of economic uncertainty and that a customized, three-bucket approach...
EPISODE #061: Protect Retirement Income from Volatility
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EPISODE #061: Protect Retirement Income from Volatility

As the child of parents who grew up during the Great Depression, Evan Heaton of Trusted Advisors Group, www.trustedadvisorsgroup.com, learned three lessons: be honest, work hard and spend less than...
EPISODE #051: Client-Focused Financial Planning
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EPISODE #051: Client-Focused Financial Planning

A client-focused retirement planning practice benefits both advisors and clients, author of Sowing the Seeds of Retirement Nyles Gentz notes. This focus began when he opened his financial advisory...
EPISODE #050: Creating Relationship-Based Retirement Planning
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EPISODE #050: Creating Relationship-Based Retirement Planning

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....
EPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo
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EPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo

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...
EPISODE #040: Sustain Your Faith and Your Finances
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EPISODE #040: Sustain Your Faith and Your Finances

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...
EPISODE #031: Put Your Personalized Retirement Plan Into Action
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EPISODE #031: Put Your Personalized Retirement Plan Into Action

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...
Episode #019: Charitable Giving with Tommy Mai
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Episode #019: Charitable Giving with Tommy Mai

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...
EPISODE #066: Retirement Plans Require More Than a Cookie-Cutter Approach
EPISODE #066: Retirement Plans Require More Than a Cookie-Cutter Approach
EPISODE #061: Protect Retirement Income from Volatility
EPISODE #061: Protect Retirement Income from Volatility
EPISODE #051: Client-Focused Financial Planning
EPISODE #051: Client-Focused Financial Planning
EPISODE #050: Creating Relationship-Based Retirement Planning
EPISODE #050: Creating Relationship-Based Retirement Planning
EPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo
EPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo
EPISODE #040: Sustain Your Faith and Your Finances
EPISODE #040: Sustain Your Faith and Your Finances
EPISODE #031: Put Your Personalized Retirement Plan Into Action
EPISODE #031: Put Your Personalized Retirement Plan Into Action
Episode #019: Charitable Giving with Tommy Mai
Episode #019: Charitable Giving with Tommy Mai

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