Month: August 2017

Episode #011: How Debt Can Play Into Your Retirement Income Plan with Larry Lerner

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 hurting their savings plans, risking retirement stability for the future. While Larry encourages clients in this group that have the mentality of “pay off all the debt as soon as possible” to make their payments on time, he also advises them to enjoy their...

Read More

Episode #010: Protecting Your Estate with Tommy Mai

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 daunting process to many, so where do you begin? With Tommy Mai Financial’s approach to estate planning is similar in nature to their business model of giving clients and new-comers the best customer experience possible. So when a client goes into Mai’s office, they...

Read More

Episode #009: Challenges in Retirement Planning For Federal Employees with Brent Ford

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 strategy will provide the government employee a more stable retirement. Benefit Resource Partners works across all kinds of government agencies from the FBI, postal service to the Department of Education and more. Learn the differences and the challenges that face a federal employee versus...

Read More

Episode #008: Battle the Latte Effect with Larry Lerner

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 got Larry Lerner into accounting was the fascination on numbers and the American tax system. He was an accountant for 35 years, and transitioned to working with people and their retirement income planning. The decisions you make today can make a difference in your...

Read More

Episode #007: Personalized Retirement Income Planning with Tommy Mai

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 Tommy Mai Financial. Mai’s office is committed to meeting with a client as many times as they need to understand what is happening with their finances. “What’s important is that we want to make sure everyone comes out happy,” Mai says. “It doesn’t matter...

Read More