Pension Protectors

Matt is joined by Stan Partlow who has spent his whole career in law enforcement and security.  Stan talks about the lessons he learned and the role of wellness in a LEO's career.Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Veronica Sterling has spent her last two decades serving as CEO of Hospice of Southwest Ohio.  Listen as she details as some of the greatest life lessons gleaned from people in their final days.She even shares the secret of what she believes is the key to staying young and vibrant.Be sure to stay to the end as Veronica also reveals how she has packaged these lessons into her own message.  How having a True North purpose in our lives can help shape and guide us in ways we never knew possible.PPG- 8766888.1 (02/26) (Exp.02/30)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Matt and Clint discuss 457 plans and how they can be an integral part of your long term financial strategy.PPG-8729165.1 (01/26) (Exp.01/30)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Got your eye on a big ticket item? Perhaps a new house, car, or something else? How much should you actually budget for these types of necessities? We have your answers!   Tune into the latest episode of Pension Protectors to learn about budgeting for large purchases. PPG- 8652814.1 (12/25) (Exp.12/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Matt and Dr. Grawert discuss the stresses of the holidays and how people can best deal with money and addiction issues around one of the toughest stretches in the calendar.  Matt draws on his own recovery journey and shares tips and tricks to best navigate the holiday season.  Be sure to listen to the end where he shares the best Christmas gift he ever received....and here is a hint, its not anything material.PPG- 8448363.1 (11/25) (Exp.11/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

A lot of our identities are wrapped up in the work we do.So what happens when all of that goes away and we have to quickly transition to a new version of ourselves?Join us as we welcome Jessica Flores to the podcast as she shares her struggles and lessons learned from her time as a cop and then civilian.  PPG-8607511.1(12/25) (Exp.12/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Are you leaving pension money on the table? When it comes to claiming your pension are you getting the most benefit from the state?  Are you aware there are potential strategies to get more out of the pension system than what you might have thought possible?  Clint and Matt breakdown different options that you might want to think about before making that final decision.PPG-8487858.1(10/25) (Exp.10/29)  Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

One area of money I see more first responders (and civilians) screw up time and time again? Estate planning, specifically when it comes to naming beneficiaries. The craziest stories I hear from people and other advisors always seems to pertain to this arena. Know what will happen to your money and your assets when you pass. Have you done a beneficiary audit of your accounts recently? The results may surprise you....! This is particularly true for anyone who recently ➡️Got married➡️Got divorced➡️Spouse passed away➡️Had kids➡️or any other major life event Join us as we talk about what happens when things go right, but also what happens when things go horribly wrong.   PPG-8487788.1(10/25) (Exp.10/29)#beneficiaries #financialplanning #estateplans #estateplanning #lifechangesClinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Tom Burton spent his whole career in public education.  He started out in the classroom, worked his way up to being the superintendent of one of the largest school districts in Ohio, and now travels the country as a keynote speaker.  Tom shares his lessons learned, mistakes made, and wisdom gained on his journey to success both professionally and financially.  Tom brings his high energy and direct approach to our conversation.  Don't miss his tale of the 3 genies to glean the secret of finding our own happiness.  Tom is very active on social media so be sure to give him a follow once you finish our podcast.PPG-8425819.1 (10/25) (Exp.10/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

How did you end up working with first responders, and why did you get in this business?I get that question a fair amount.So instead of repeating myself, I put it in a podcast with my buddy Clint.Running a financial practice is very hard and demanding mentally/emotionally.Why do we do what we do, and what keeps us motivated and in the game?Well, to get those answers you will have to check out our latest podcast.   PPG-8424371.1 (09/25) (Exp.09/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Season 3 begins with Clint and Matt diving deep into the Social Security Fairness Act.  The repeal of the Windfall Elimination and Government Pension Offset have found our state pension clients in a unique situation.Join us as we go deeper into what this truly means to you!PPG-8383021.1 (9/25)(Exp. 9/29)#SocialSecurityFairnessAct, #VoteHR82, #EliminateWEP, #EliminateGPO, #SocialSecurity, #PublicServiceWorkers, #SupportMiddleClass, #PensionReformClinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

What should we do with all that stuff our parents having been holding on to for the last 40 years?I asked my guest this question.Rosie Harris from Caring Transitions in Cincinnati, Ohio helps families determine what should stay and what needs to go when aging parents can no longer stay in their own home.Join us on Pension Protectors this week as Rosie artfully tackles this delicate topic.  PPG- 8020589.1(08/25) (Exp.08/29)www.triplecrownwm.comClinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Megan Lautz joins Matt to lend her insights into health, and specifically nutrition for #firstresponders.  Megan is a registered dietician and currently works with police and fire in Fairfax County, Virginia.  She also is the owner of RescueRD LLC where she does freelance work to take what she has learned working with that group of people and share it with other agencies across the nation.  She believes in helping others create healthy habits that are sustainable and not just following the current trend.www.rescuerd.com#Fitness #Instafit #Getfit #Fitspiration #Fitnessaddict #Fitnessmotivation #Fitnesslife #Fitnesslifestyle #Fitnessgoals #Fitnessfreak #Fitnessfreaks #Fitnesstips #Fitnessinspiration #Fitnessblogger #Fitnessfun #Fitnessjourney #Fitnessgoal #Fitnessfood #Fitnesslove #Fitnesstransformation #Fitnesscoach #Fitnessforlife #Fitnessphysique #Fitnesswear #Fitnessjunkie #Fitnessguru #FitnessaddictedClinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

We know what we are retiring from, but what are we retiring to?In this week's episode, Matt and Clint breakdown the often missing piece and unanswered question of "what comes next?"Find our podcast on most major platforms.7972017.1(05/25) (Exp.05/29)#firstresponders #wellness #purpose #RetirementGoals, #RetirementPurpose, #PurposefulLiving, #ThirdAct, #RetireWithPurpose, #RetirementLife, #NextChapter, #FindYourPurpose,  #LegacyClinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Who do you trust without question?Your partner, your spouse, your unit?But what about when it comes to your money?Who should you trust?You've done great saving, and you are near retirement, and you realize managing that pile of money is out of your skillset.But....you aren't just going to turn your lifesavings over to anyone.Financial services is riddled with ❌Confusion❌Charlatans❌Jargon❌Bad products❌DeceptionAnd what is worse, they all look and sound the same.Do you go with your parents guy, or should you just search it on the web, or ask your colleagues who they use?It is easy for the consumer to get overwhelmed in such a situation.  So how does one pick an advisor, and better yet, how can one evaluate a great advisor?We know not everyone will work with us, and that is A-OK.What we do want is for people to win with their money, and have a good experience using someone like us.Matt and Clint get into the topic this week on how to do just that.Join us as we navigate the uncharted waters of picking the right financial professional.PPG-7926944.1(08/25) (Exp.08/29)#firstresponder #fiduciary #CertifiedFinancialPlanner #Investing #Wealthmanagement #Financialplanning #pension #Deferredcomp #retirementplanning #retirement #moneytips #goldenyears #Teacher #publicpensionClinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Dr. Lauren Grawert from Aware Recovery Care discusses treatment options for those who are wanting to get help in the privacy of their own homes, especially for first responders and their spouses.  This is especially useful if you do not want your colleagues or your employer to know.  We talk about wins, losses, and stumbling blocks that people go through on their journey towards recovery.  Matt even talks about his journey to sobriety.PPG-8001640.1(08/25) (Exp. 08/29)#FirstResponders, #FirstResponderPTSD, #FirstResponderMentalHealth, #FirstResponderWellness, #PTSD, #Addiction, #Recovery, #MentalHealth, #Support, #Healing #Sobriety. Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

What is the magic number for retirement?Spoiler....It is different for everyone.How do you know what is yours?Join Matt and Clint this episode to see how much you need to make your retirement dream a reality.PPG-7877788.1 (05/25) (Exp.05/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Matt and Clint discuss the Partial Lump Sum Option Plan (PLOP) offered by some of the pension systems in Ohio.  What's the right amount and where should I put it, are just some of the questions they answer.  PPG #7823288.1 (04/25) (Exp.04/29Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Matt interviews Don Scalf from the Cincinnati Police Department.  Don shares his own story of the challenges he faced after a critical incident in which he was involved.  This episode dives deeper into the mental health issues that first responders are often confronted with in their line of work.  Some topics may be sensitive for younger audiences.  PPG-7853632.1 ()6/25) (Exp.06/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

To DROP or not to DROP, that is the question.Clint and Matt tackle the pros and cons of the DROP program.They go into greater detail about how it works and why someone should or shouldn't entertain this option.7795640.1 (04/24) (Exp.04/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Clint and Matt discuss what inflation is and why your pension may not be enough in retirement.PPG-7745096.1 (03/25) (Exp.03/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Clint and Matt discuss different ideas on how to incrementally improve our lives in order to live a well rounded and well balanced life.PPG-7716967.1 (03/25) (Exp.03/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Clint and Matt talk about how you can get the most out of your pension regardless of which system you might be in.PPG-7666655.1(02/25) (Exp.02/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Clint and Matt talk about the finer points of charitable giving.   PPG-7614595.1 (02/25) (Exp.02/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Clint and Matt talk about what to do if you inherit some money.  AGE #7591066.1 EXP 4/11/29Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Matt is joined by special guest BJ Gruber of the Marion, Ohio PD.BJ draws on his own experience of 30+ years in law enforcement, and lends his expertise on how wellness has played a major role in their department, and how you can start one in your own agency if you don't have one yet.  AGE#7445006.1 exp 03/03/2029Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Matt and Clint talk about the importance of having an emergency fund, and how it can potentially save you from financial disaster. PPG-7203070.1(01/25) (Exp.01/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Clint and Matt talk about Matt's personal story and how life insurance had a massive impact on his family.  PPG-7178527.1(01/25) (Exp.01/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Matt is joined by special guest Shane Krugler of Krugler law who talks about wills and trusts.Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Matt and Clint talk about strategies on how to best claim pension payments from the state once you go to retire.  AGE# 7093451.1 exp (2/3/29)Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Matt and Clint dive into large purchases such as cars, homes, or boats.Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

As a parent you want the best for your kid(s).  That is a natural thing.  But how, do we go about teaching them about money if we haven't been so great with it ourselves?Matt and Clint dive deep into this topic as they close season 1 talking about kids, grandkids and tuition.  Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

You have done a great job saving and now you are looking for help for your financial future.  You are unsure of where to start or even who to look for when it comes to finances.  What even makes a good advisor?  This is one decision you can't get wrong.Clint and Matt offer some practical advice on how to choose the right advisor for you.  Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

Matt and Clint talk about the advantages and disadvantages of PLOP.  Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. 

You finally exited DROP, but now what do you do with the money?  A lot of times this is the majority of your nest egg.  You know you can’t screw this up.  Clint and Matt will help guide you so you can remove the anxiety around having this large pot of money.  Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. Clinton Kersting and  Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC.  Equitable Advisors and its affiliates do not provide tax or legal advice.  Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind.  Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network.