Robert Trejo

4 Podcast Episodes

EPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo

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 fiduciar... Read more

17 Mar 2020

5mins

EPISODE #043: Strategies to Maximize Retirement Income with Robert Trejo

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 ma... Read more

17 Mar 2020

7mins

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EPISODE #044: Tax Planning for Retirement with Robert Trejo

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 Mo... Read more

17 Mar 2020

5mins

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 sen... Read more

17 Mar 2020

9mins

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