Right on the Money Show

Right on the Money Show

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Right on the Money is a financial talk show comprised of an exclusive group of insurance and financial professionals from around the country who have a desire to inform consumers on financial-focused topics that could affect the way they plan for retirement.

05/18/2022 · VIDEO

EPISODE #053: Self-Insure to Address Long-term Care

Right on the Money Show

6 min
05/18/2022 · VIDEO

EPISODE #052: Retirement Income Planning: What’s Safe…What’s Not Safe

Right on the Money Show

5 min
05/18/2022 · VIDEO

EPISODE #051: The 2 Things People Care About

Right on the Money Show

5 min
03/17/2020

EPISODE #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 many of us. As a fiduciary financial advisor, Robert Trejo explains that fiduciaries must put your interest above any others when recommending investments. Trejo, managing director at Coeus Financial, www.coeusfinancial, relates the importance of working with a fiduciary due to the legal responsibility and accountability they owe their clients. Trejo also offers a through financial planning process based on research to ensure that his client’s goals are in alignment with their portfolios. To learn more about Robert Trejo, visit: https://www.coeusfinancial.com Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

5 min
03/17/2020

EPISODE #042: Fiduciary Advisors Manage Risk

In this episode of Right on the Money, we continue our discussion with Robert Trejo, founder of Coeus Financial, www.coeusfinancial.com. The most important function of a fiduciary financial advisor is not the management of returns, but the management of risk, he notes. A 15-year veteran of the financial planning arena, Trejo prides himself on his in-depth knowledge of his clients, especially their risk tolerance. While clients often self-identify as conservative or moderate investors, their actual portfolios reveal they are invested in much riskier or volatile assets. Matching a portfolio's investments to the client's risk tolerance is Trejo's first step in building a relationship. To learn more about Robert Trejo, visit: https://www.coeusfinancial.com Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

10 min
03/17/2020

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 take on the job of managing their own portfolios. However, working with a fiduciary financial advisor provides access to specific skills and expertise. A member of the Society for Financial Awareness, Trejo notes his experience working with clients and the articles he's written for publications such as Kiplinger. In retirement, guaranteeing sufficient income is important. Specifically, Social Security is an important component in that income stream. Unlike many retirees, Trejo's clients aren't likely to leave retirement income on the table. To learn more about Robert Trejo, visit: https://www.coeusfinancial.com Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

8 min
03/17/2020

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 segment of Right on the Money, host Dennis Mattern asks advisor Robert Trejo about how he helps clients make sound financial decisions throughout the year, leading up to the April 15 tax filing deadline. As Trejo explains, the three-legged stool of money management in retirement — Social Security, other income streams and tax mitigation — is a good way to visualize the importance of the role of tax strategies in financial planning. Trejo's firm, Coeus Financial, www.coeusfinancial.com, uses a risk tolerance question to evaluate client needs and expectations. "Progress through process" — put another way, financial freedom, thanks to financial education, is the name of the game. To learn more about Robert Trejo, visit: https://www.coeusfinancial.com Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

6 min
03/17/2020

EPISODE #045: Planning Facilitates a Stable Retirement with Robert Trejo

In this segment of Right on the Money, host Dennis Mattern concludes his conversation with Robert Trejo, founder and senior managing partner of Coeus Financial, www.coeusfinancial.com. Trejo credits his success to his children and his peers for challenging him to push his limits, exploring current research to serve his clients and peers better. Trejo explains his notion of a financial advisor super hero, as he makes it his mission to save his clients from financial disaster by helping them retire confidently. "Progress through Process," is his motto, and his process of sound, risk-aware financial management demonstrates proven success. To learn more about Robert Trejo, visit: https://www.coeusfinancial.com Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

10 min

5

out of 5

2 Ratings

Right on the Money is a financial talk show comprised of an exclusive group of insurance and financial professionals from around the country who have a desire to inform consumers on financial-focused topics that could affect the way they plan for retirement.

Creator

Right on the Money Show
Years Active

2017 - 2022
Episodes

37
Rating

Clean
Copyright

© 2022 Right on the Money Show
Show Website

Right on the Money Show