Month: September 2017

Episode #020: Prepping for Retirement with Chutes & Ladders 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. With the three stages of retirement—accumulation, distribution, legacy—you cannot go through the last two stages without the success of planning in the accumulation stage. Larry Lerner compared the accumulation stage to the board game “Chutes and Ladders.” Throughout life, the market goes up (ladders) and down (chutes). If you change the rules a little bit, you can plan and prepare for market volatility. Don’t wait until it’s too late–take control of your...

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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 to his mission at his practice would be the Buddhist way of life, specifically the philosophy of Karma. “We all have free will, but the situations and the opportunities we have every day is pretty much the results of what we have done that is good in the past or bad if you do stuff you’re not proud of,” Mai explains quickly. So going along with that lifestyle, Mai is...

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Episode #018: Starting Your Federal Retirement Plan 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 has helped 1000+ Federal employees with their retirement plans. Download the workbook to begin the process. The more you talk and discuss your options, the clearer your stance is on your current retirement situation. Benefit Resource Partners can work in more than 27 states. With few resources for federal employees, it is important to know your options. Learn more about Brent Ford and how his practice focuses on the federal market....

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Episode #017: Tax-Free vs. Taxable Retirement Income & Financial Products 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. A common problem Larry Lerner see’s with new clients discussing life insurance is that there is a lack of communication between the client and their current policy. They don’t understand what they are getting and what they are paying for. Larry is dedicated to informing his clients on what exactly he is suggesting, so the clients have full understanding what they are signing up. Don’t wait until it’s too late–take control of...

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