EPISODE #044: Tax Planning for Retirement with Robert Trejo
Do you think of your day-in, day-out money management tasks as a series of decisions? In this...
Read MoreMonth: March 2020
EPISODE #043: Strategies to Maximize Retirement Income with Robert Trejo
Explaining the importance of education, advisor Robert Trejo believes that clients who want to can...
Read MoreEPISODE #042: Fiduciary Advisors Manage Risk
In this episode of Right on the Money, we continue our discussion with Robert Trejo, founder of...
Read MoreEPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo
With so many titles and designations for financial advisors, it can seem like alphabet soup to...
Read MoreEPISODE #040: Sustain Your Faith and Your Finances
Both faith and finances require a disciplined approach. Roy Carlson, president of Carlson...
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