Tommy Mai

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 #016: Business Owner Retirement Plans with Tommy Mai

Right on the Money host, Dennis Mattern, discusses a retirement income strategy for small business owners with Tommy Mai, president of Tommy Mai Financial, located in Westminster, California. Tommy Mai Financial works with small business owners on 401(k)s, specializing in plans for doctors, lawyers and dentists, those who really need help in terms of reducing annual taxes. This is an opportunity for high income business owners to put money aside for themselves, but also take care of their employees. “With the defined benefit plan, basically the employers are defining the benefits for the employee by the time those employees...

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Episode #013: How Taxes Can Affect Your Retirement with Tommy Mai

Right on the Money host, Dennis Mattern, discusses how tax planning can affect your retirement income strategy with Tommy Mai, president of Tommy Mai Financial, located in Westminster, California. With Tommy Mai Financial’s approach to tax planning is similar in nature to their business model of giving clients and new-comers the best customer experience possible. They want to make sure the client is able to take every single deduction out that is allowed by the IRS. “We want to pay our fair share,” Mai jokes, “but we sure as heck don’t want to pay more than our share.” Tommy...

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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...

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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...

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