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
47 episodes
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...
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Season 3
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Episode 4
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16:55
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. ...
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Season 3
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Episode 3
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1:01:45
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...
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Season 3
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Episode 2
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20:40
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...
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Season 3
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Episode 1
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18:22
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 ...
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Season 2
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Episode 20
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40:18
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...
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Season 2
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Episode 19
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55:05
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.
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Season 2
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Episode 18
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11:22
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...
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Season 2
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Episode 17
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12:23
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...
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Season 2
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Episode 16
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58:05
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....
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Season 2
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Episode 15
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11:29
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...
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Season 2
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Episode 13
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16:39
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...
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Season 2
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Episode 13
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30:30
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...
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Season 2
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Episode 12
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11:23
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)
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Season 2
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Episode 11
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10:58
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)
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Season 2
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Episode 10
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12:27
Pension Protectors S2E9- Pension Maximization
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)
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Season 2
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Episode 9
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12:35
Pension Protectors S2E8-Charitable Giving
Clint and Matt talk about the finer points of charitable giving. PPG-7614595.1 (02/25) (Exp.02/29)
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Season 2
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Episode 8
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12:18
Pension Protectors S2E7--Inheritances
Clint and Matt talk about what to do if you inherit some money. AGE #7591066.1 EXP 4/11/29
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Season 2
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Episode 7
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14:26
Pension Protectors S2E6-Matt is joined by special guest BJ Gruber of the Marion, Ohio PD
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 o...
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Season 2
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Episode 6
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39:20
Pension Protectors S2E5- Emergency Funds
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)
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Season 2
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Episode 5
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14:28
Pension Protectors S2E4--Matt shares his own life insurance story
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)
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Season 2
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Episode 4
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19:45
Pension Protectors S2E3--Wills and Trust with Special Guest Attorney Shane Krugler of Krugler Law
Matt is joined by special guest Shane Krugler of Krugler law who talks about wills and trusts.
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Season 2
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Episode 3
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1:01:57
Pension Protectors S2E2--How to pick the right pension payment plan
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)
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Season 2
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Episode 2
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14:41
Pension Protectors S2E1--Large Purchases
Matt and Clint dive into large purchases such as cars, homes, or boats.
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Season 2
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Episode 1
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19:01
Pension Protectors Ep22- Kids, Grandkids, and Tuition
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 s...
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Season 1
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Episode 24
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28:54