EPISODE #026: Portfolio Congruency with Matthew Gallagher

Right on the Money host, Dennis Mattern, discusses retirement income strategies with Matthew Gallagher, Certified Financial Planner™ Practitioner of Gallagher Financial Group, located in Hurst, Texas. 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 puts them on the mirror. His son saw this one morning, and wrote “It’s football time.” Confused, it didn’t make sense with the others. He compares this to portfolios, how sometimes there could be pieces that are a little...

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