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
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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
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7mins
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
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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
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9mins