34 episodes

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.

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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.

    EPISODE #050: Creating Relationship-Based Retirement Planning with Barry Levie

    EPISODE #050: Creating Relationship-Based Retirement Planning with Barry Levie

    When you affiliate with a financial advisor, you form a relationship that will hopefully carry through the rest of your life. That's why it's important to get to know an advisor before you sign up. This segment of Right on the Money explores Levie's...

    • 5 min
    EPISODE #049: Transform Retirement with Fixed Index Annuities

    EPISODE #049: Transform Retirement with Fixed Index Annuities

    Right on the Money host Dennis Mattern continues his conversation with Barry Levie, president of Barry Levie Financial, www.barryleviefinancial.com, who works with clients to secure their retirement. Instead of leaving their assets in their employer...

    • 4 min
    EPISODE #048: Protect Your Retirement with Fixed Index Annuities with Barry Levie

    EPISODE #048: Protect Your Retirement with Fixed Index Annuities with Barry Levie

    In this segment of Right on the Money, Barry Levie, President of Barry Levie Financial, www.barrylevinefinancial.com, discusses the advantages of fixed indexed annuities in retirement. The first aspect his clients notice is a dramatic reduction in fees....

    • 4 min
    EPISODE #047: Leveraging Orphan 401(k) Accounts for Retirement with Barry Levie

    EPISODE #047: Leveraging Orphan 401(k) Accounts for Retirement with Barry Levie

    If you're like most Americans, you may have a 401(k) account that you've either lost track of or aren't using to its fullest potential. Advisor Barry Levie, president of Barry Levie Financial, www.barryleviefinancial.com, helps clients maximize their...

    • 6 min
    EPISODE #046: Protect Principal through Planning with Barry Levie

    EPISODE #046: Protect Principal through Planning with Barry Levie

    Shielding his clients' accounts from the potential disaster from the effects of market downturns is financial advisor Barry Levie's mission. A New Orleans based advisor and founder of Barry Levie Financial, www.barryleviefinancial.com, helps his clients...

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

    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...

    • 9 min

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