Spotlight Series

Brent Meyer, Founder of SafeMoney.com, sits down with Michael Dinich, founder of Your Money Matters Inc., to explore his client-first approach to retirement planning. With more than 35 years of experience, Michael is dedicated to helping people avoid costly mistakes, protect their assets, and secure the lifetime income they need to enjoy retirement with peace of mind.

In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with Michael Dinich of Your Money Matters about his relationship-driven, trust-based philosophy. Drawing on decades of experience and an unwavering commitment to putting clients first, Michael shares how he helps families avoid market losses, reduce unnecessary costs, and build financial stability—so they can face the future with confidence and truly enjoy life in retirement.

Brent Meyer: Michael, thank you for joining us. Can you share your overall approach to retirement planning?

Michael Dinich: Absolutely. At Your Money Matters, we are the best at what we do because we genuinely care about our clients. Their needs come first—always. Every recommendation we make is designed to protect and serve them, not us.

Brent Meyer: You’ve been in the industry for more than three decades. What kinds of experiences have shaped your philosophy? Read More

Brent Meyer, Founder of SafeMoney.com, sits down with Michael Quarles and Heather Herring, principals at Financial Longevity Advisory LLC, to explore their whole-client, fiduciary-first approach to retirement planning. With a strong commitment to integrity, education, and personalized service, Michael and Heather help individuals and families prepare for the future with confidence, clarity, and peace of mind.

In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with Michael Quarles and Heather Herring of Financial Longevity Advisory about their holistic, relationship-centered approach to retirement planning. Drawing on years of experience and a deep commitment to fiduciary values, Michael and Heather share how they empower clients with education, transparency, and reliable income strategies—so they can enjoy retirement with clarity and confidence. Read More

Brent Meyer, Founder of SafeMoney.com, sits down with Paul R. Lowe, founder of TriMark3 Insurance, to discuss his relationship-based, experience-driven approach to retirement planning. With a strong focus on integrity, client education, and safe financial strategies, Paul helps families navigate the ups and downs of life with confidence and clarity.

In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with Paul R. Lowe of TriMark3 Insurance about his decades-long commitment to helping others achieve financial peace of mind. From Million Dollar Round Table recognition to a lifetime of service-oriented values, Paul shares how personal connection, practical guidance, and safe options help clients build a retirement they can trust.

Brent Meyer: Paul, thank you for joining us for this edition of the SafeMoney.com Spotlight Series. Let’s start with your approach—what guides the way you help people prepare for retirement?

Paul R. Lowe: I’ve always had a heart for helping others. With years of experience in the financial industry, I’ve learned that listening first is key. Retirement planning isn’t about pushing products—it’s about people. When you take the time to understand someone’s goals, needs, and concerns, the right solutions follow. Read More

Brent Meyer, Founder of SafeMoney.com, sits down with the team at Guardian Investment Advisors to explore their comprehensive, education-first approach to retirement planning. With a commitment to fiduciary standards and personalized guidance, Guardian helps clients not just retire—but retire confidently.

In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with the team at Guardian Investment Advisors about their values-driven, education-first philosophy in helping clients navigate retirement. With a commitment to the fiduciary standard and a focus on comprehensive, personalized financial strategies, Guardian stands out for its ability to help clients not just get to retirement—but thrive in it. Read More

Brent Meyer, Founder of SafeMoney.com, sits down with Marlene Woodyard, Principal Owner of Woodyard Insurance Group, to explore how her holistic, values-based approach is helping pre-retirees and retirees across South Carolina navigate retirement with confidence. With a deep commitment to client education and financial empowerment, Marlene shares what sets her team apart—and why planning for tomorrow starts with understanding what matters most today.

In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with Marlene Woodyard, Principal Owner of Woodyard Insurance Group, about her holistic, values-driven approach to retirement planning. With expertise in Medicare, long-term care, estate strategies, and guaranteed income solutions, Marlene shares how she helps clients align their financial plans with their personal goals. Through education, integrity, and personalized guidance, Marlene empowers individuals to “Plan more. Worry less.™️” and face retirement with lasting confidence and clarity. Read More

Kevin M. Smith, founder of KMS Safe Money Solutions, shares how his fiduciary, education-driven approach helps clients reduce taxes, plan for healthcare, and retire with confidence. In this exclusive Spotlight Series interview, Kevin explains why ethics, ongoing education, and personalized planning are the foundation of a successful retirement.

In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with Kevin M. Smith, founder of KMS SafeMoney Solutions, about his fiduciary, education-first approach to retirement planning. With a deep understanding of tax reduction, healthcare planning, and income protection, Kevin shares how he helps clients retire with confidence and clarity. Through ongoing education, ethical guidance, and truly personalized strategies, Kevin empowers individuals to make informed decisions and protect their financial future—without pressure or confusion. Read More

Interview by Brent Meyer, Founder of SafeMoney.com

In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with Carl Wyllie, President of Hartland Benefits Inc., about his honest, research-driven approach to retirement planning. With over 30 years of experience helping Nebraskans prepare for the future, Carl shares how he empowers clients through education, personalized strategies, and a deep commitment to doing what’s right. From lottery winners to market crash survivors, Carl’s stories reveal the power of planning with integrity, realism, and long-term care at heart.
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Interview by Brent Meyer, Founder of SafeMoney.com

In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with Frank Passmore, founder of Certified Planners Group, LLC, about his faith-based approach to retirement planning. With nearly 30 years of experience and over 2,000 families served, Frank shares how he helps retirees and pre-retirees reduce market risk, plan for long-term care needs, and create lasting income—while staying true to his core values of trust, transparency, and prayerful guidance. Read More

 An Interview with Steven Suib, RICP® — Protecting Retirement Income with Purpose

Brent Meyer, Founder of SafeMoney.com, sits down with Steven Suib, RICP®, founder of Preservation Wealth Management, to discuss how he helps pre-retirees and retirees navigate today’s complex financial landscape. With decades of experience, a fiduciary standard of care, and a results-driven income planning approach, Steven shares his mission to protect the retirement income his clients rely on—while empowering them to enjoy the lifestyle they’ve worked so hard to build.

Brent Meyer: Steven, thanks for joining us. Let’s start with your overall approach. What kind of clients do you typically work with, and how do you help them?

Steven Suib: Thanks, Brent—it’s great to be here. I work with individuals and couples who are either already retired or approaching retirement. Most of them are looking to reduce market exposure, but they still want their money to grow in a way that supports their long-term goals. That’s where our approach comes in—we combine safe money strategies with market-based solutions to help create dependable income streams that are designed to last a lifetime and grow with inflation. Read More

Brent Meyer, founder of SafeMoney, interviews Derick S. Buckley, a certified IFW financial professional and the principal of The Buckley Insurance Group, LLC. In this discussion, they delve into Derick’s unique approach to retirement planning, his commitment to client success, and his insights on the industry.

Spotlight interview with Brent Meyer and Derick Buckley 

Brent Meyer: Derick, thank you for joining me today. Let’s start with your retirement planning philosophy. What’s the core principle that drives your approach?

Derick Buckley: Thank you, Brent. Our philosophy is simple: financial education goes beyond numbers. It’s about helping people ‘Get There’ and live their best lives in retirement. We strive to provide clear, unbiased, fact-based financial guidance and solutions that allow our clients to enjoy retirement without the stress of running out of money.

Brent Meyer: That’s a powerful vision. Your agency is well-regarded for its client-first approach. Can you tell us about your experience and the reputation you’ve built? Read More