Larry Lerner

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 #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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Episode #014: Can Insurance Be Part of an Overall 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. 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 professional can help inform you on where you stand with your retirement income plan. Examine the options available to make the best choice for your situation. Don’t wait until it’s too late–take control of your retirement income plan with Larry Lerner and Artist’s Business...

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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...

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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...

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