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.

Right on the Money Show Right on the Money Show

    • Business
    • 3.5 • 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.

    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 deep connections to his Louisiana-based clientele, particularly those in the oil industry, which has experienced a great deal of turnover. Levie discusses his daily habits, his spiritual practices and his relationships with his family.
    For more Right on the Money: http://rightonthemoneyshow.com 
    To learn more about Barry Levie, visit: https://www.barryleviefinancial.com 
    Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement: https://www.barryleviefinancial.com/resources.html
    Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities, can be used in various planning strategies for 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.

    • 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 401(k) accounts, Levie advises many pre-retirees to move at least some of their assets into fixed index annuities to safeguard their principal. Having been hit hard by the 2008 financial crash, many of Levie's clients come to him with one thing in mind: principal protection during retirement. Through careful planning, Levie helps position his clients so that they won't outlive their income in retirement net.
    For more Right on the Money: http://rightonthemoneyshow.com 
    To learn more about Barry Levie, visit: https://www.barryleviefinancial.com 
    Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement: https://www.barryleviefinancial.com/resources.html
    Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities, can be used in various planning strategies for 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.

    • 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. "They're paying 1 or 1.5 percent just to park their money somewhere," he says. But the real change comes in principal protection. Although no one can predict how much an account might appreciate during a year, with a fixed index annuity, Levie can look his clients in the eye and assure them, "You won't lose a penny."
    For more Right on the Money: http://rightonthemoneyshow.com 
    To learn more about Barry Levie, visit: https://www.barryleviefinancial.com 
    Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement: https://www.barryleviefinancial.com/resources.html
    Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities, can be used in various planning strategies for 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.

    • 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 retirement income by rolling over these orphan accounts into fixed index annuities. These annuities provide guaranteed income for life, ensuring that you don't run out of money in retirement. Fixed index annuities also offer protection from market downturns and volatility.
    For more Right on the Money: http://rightonthemoneyshow.com 
    To learn more about Barry Levie, visit: https://www.barryleviefinancial.com 
    Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement: https://www.barryleviefinancial.com/resources.html
    Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities, can be used in various planning strategies for 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.

    • 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 prepare for retirement through the guaranteed income generated by fixed index annuities. Motivated by his desire to help others, Levie works to protect his clients' savings and safeguard their investments from market volatility. Levie specializes in clients who are in transition. This includes those who have recently retired, been laid off or have changed jobs.
    For more Right on the Money: http://rightonthemoneyshow.com 
    To learn more about Barry Levie, visit: https://www.barryleviefinancial.com 
    Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement: https://www.barryleviefinancial.com/resources.html
    Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities, can be used in various planning strategies for 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.

    • 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 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.

    • 9 min

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