Financial Compatibility is a very important thing to a relationship and yet it's almost always ignored.  It's true that it's an uncomfortable conversation to have at the beginning because it requires complete trust and transparency, but it is surprisingly simple once you get into it.  Setting your priorities like retirement and college tuition can bring a couple together and make your financial path incredibly clear.

Jeff Motske is the CEO of Trilogy Financial and came on to discuss his new book "The Couples Guide To Financial Compatibility" as well as his financial planning theory he calls "setting up your financial house". There is a lot of practical and educational information in this show. Here are some of the questions Jeff answered:

• What prompted the writing of your book"The Couples Guide To Financial Compatibility?"

• Who is the book written for?

• What advice can you give for balancing money talk with romance?

• What are some of the most commonly overlooked money matters that cause conflict?

• Can you explain what you call "Your Financial House"

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Annuities are very misunderstood.  What kind do you go into?  What are they for exactly?  Can they grow significantly for retirement?  There are so many options, some not good at all and some very good depending on where you are in your planning.  It’s important to sit down with someone who really understands the Annuities so that you match your needs with the right vehicle.

Certified Financial Planner, Cary Boring from Trilogy Financial in Huntington Beach California came on the show to educate us on the good, the bad and the ugly in the realm of annuities. Here’s just some of the things Dino and Cary talked about.

1. What type of Annuities are available and why would you choose one of another?
2. How does the guarantee work with and Annuity?
3. Is there a minimum buy in to an Annuity?
4. What age groups benefit most from Annuities?
5. What should a client look at to be sure that they’re getting the right Annuity?

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Getting ready for retirement is a lot trickier than most people realize. For example, did you know that you need at least 70% of your current income as income in retirement?  Well how do you generate that income without a large amount of investment that's had years to compound?  There's also things to consider like, when to take social security for maximum benefit and how do you set retirement up for the greatest tax advantages.

Kevin Leon, VP of Trilogy Financial talks with Dino about what it really takes to retire and the type of analysis and financial planning the you must do to make sure you're ready.  Don't find yourself having to work longer than you want to or even worse, don't run out of money in retirement.  Check out this show and get educated.

Here are some of the questions Dino asked Kevin:

• How do I figure out how much I will need in assets to be able to retire?

• When should I take social security?

• Are pensions taxable?

• What is distribution planning?

For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com 

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Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Being a corporate attorney is all about giving sound legal advice to prevent the big problems from happening. Unfortunately, most people don’t call a corporate attorney for advice, they call for crisis management.

Jay Thompson, Corporate Attorney and Partner in Jeffer Mangels Butler & Mitchell, LLC.  came on to give incredible advice about how to properly set up a business so that you’re protected and can grow toward a sale.

Here are some of the questions Dino asked:

1. What’s the best way to properly use a corporate attorney?

2. Why would someone choose one entity over another?

3. What’s the difference between ann LLC vs. an S. Corp?

4. What drives the sales price of your company, profits or revenue?

5. Has financing eased up for smaller businesses?

College tuition is up 7-8% annually and has been on that trend for quite a while, so what should parents do?  What are the most effective ways to save in this inflationary environment?

Kevin Leon, the Regional Vice President for Trilogy Financial provided some great advice regarding highly effective ways to budget and prepare for this enormous expense.  Among them is taking advantage of in-state 529 plans and the distribution of those funds if the child chooses not to attend college.  Kevin and Dino also spoke about:

Many businesses struggle with adapting to a changing business environment.  It’s admittedly difficult when your new customer base thinks, buys and interacts very differently from your last generation of customers.   We call this phenomenon, the “Entrepreneurial Shift” and it can be extremely challenging for a business owner to navigate.

Fortunately Aaron Hodson (the CEO of Harcourts USA and Dino’s personal business coach) came on the show to discuss the mindset an entrepreneur must have if he wants to be successful, while growing his business in an ever changing marketplace.

Here are some of the questions Dino asked Aaron during the show:

• What were the biggest challenges you faced when you went from employee to entrepreneur?

• How different is the workday and style of doing business in other countries?

• Tell me about both the first 60 minutes and last 60 minutes of your day.

• What is the most useful advice you’ve ever been given?

• Do you have a favorite book you can recommend to entrepreneurs?