Pension Protectors
Pension Protectors is where real stories meet real solutions. We talk money,
stress, wellness—the stuff no one else does. No fluff, just honest help so you
can retire confident, prepared, and at peace—with people you trust in your
corner. Whether you are a seasoned first responder or a veteran public school teacher, we will cover topics like retirement, that are relative to you and your pension. Matt and Clint are culturally competent professionals who speak in a language you can understand. Not even your unpredictable income or hours will throw off your hosts as they have 30+ years combined experience in focusing on state pensioners just like yourself.
www.triplecrownwm.com
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.
Episodes
35 episodes
Pension Protectors S3E12--Healthcare in Retirement with Sharon Bohlen
Sharon Bohlen of Bohlen Benefits joins Matt as a Medicare specialists to discuss healthcare in retirement. They even cover what someone can do for healthcare if they are not quite of Medicare age.
Pension Protectors S3E11-Lessons in Leadership with Stan Partlow
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.
Pension Protectors S3E10- Life Lessons from Hospice CEO Veronica Sterling
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...
Pension Protectors S3E9--Deferred Comp
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)
Pension Protectors S3E8--Large Purchases
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! &nbs...
Encore Episode! Matt joins Dr. Lauren Grawert as a guest on Well Aware Podcast
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...
Pension Protectors S3E6 with Jessica Flores from Cop to Civilian
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 share...
Pension Protectors S3E5--Pension Maximization
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 syst...
Pension Protectors S3E4--Beneficiaries... Check it before you wreck it
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 o...
Pension Protectors S3E3-Success Redefined with Tom Burton--From classroom to Superintendent to Keynote Speaker
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. ...
Pension Protectors-S3E2 What is our why?
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 pract...
Pension Protectors S3E1--Social Security Fairness Act
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 a...
Pension Protectors S2E20 with Rosie Harris--Downsizing and your aging parents
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 ...
Pension Protectors S2E19- Health and Nutrition in a high speed world with Megan Lautz
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...
Pension Protectors S2E18-What are you retiring to?
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.
Pension Protectors S2E17-How to pick the right Financial Advisor
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 managi...
Pension Protectors S2E16 Addiction Treatment with Dr. Lauren Grawert
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 wa...
Pension Protectors--S2E15 How much do you need to retire?
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....
Pension Protectors S2E14--How much should I PLOP
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 #782...
Pension Protectors S2E13-Mental Health with Don Scalf of CPD
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 fi...
Pension Protectors S2E12- To DROP or Not to DROP?
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...
Pension Protectors S2E11-Inflation the Boiling frog of finance
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)
Pension Protectors S2E10- Simple steps to improving life
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)