Retirement Compatibility
On this week’s podcast, Jeff discusses retirement compatibility with your partner. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
Money Management Skills For College Students
On this week’s podcast, Jeff focuses on money management skills for college students. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
How To Select An Estate Planning Attorney
On this week’s podcast, Jeff welcomes our favorite Estate Planning Attorney, Mark Lewis back to the show. Mark explains how to select the correct estate planning attorney. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
Gifting Money
On this week’s podcast, Jeff welcomes Trilogy Financial Advisor, Mike Loo to the studio. Mike gives us insight on what to do when parents gift money to children or grandchildren. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.,
What’s In Your Control
On this week’ss podcast, Jeff discusses how to handle financial headline hazards. Mark Lewis joins Jeff in the Estate Planning segment to explain how to safely store your estate plan. Plus, Trilogy Financials Managing Vice President, Gonzalo de Leon Plata joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember to […]
Financial Advisor As Retirement QB
On this week’s podcast, learn how to correct RMD (required minimum distribution) mistakes. Also, find out when you should introduce your children to your wealth team. Plus, Trilogy Financials Vice President Of Wealth Management, Scott Naiman, joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. […]
Tools For Collaboration
On this week’s podcast, Jeff will discuss contributing to an unemployed spouse’s IRA, and touch on stretch IRA’s. Do you really need them? Plus, Trilogy Financials Vice President Of Wealth Planning, David Willett joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
How To Pick A Fiduciary Advisor
On this week’s podcast, Jeff discusses 529 plans for multiple children. Learn how to prepare for raising a child with special needs, plus Trilogy Financial Wealth Advisor, Matthew Phillips joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
Get Rid Of Data Distraction
On this week’s podcast, Jeff explains how to manage empty-nest finances and staying on the same page as your spouse when you have different retirement dates. Mark Lewis talks about life insurance and divorce in the Estate Planning segment, and Trilogy Financials Wealth Advisor, Derrick Blanchette joins Jeff in the studio. If you have financial […]
Knowing What To Invest In And When
On this week’s podcast, learn how to make your money work for you when your income is growing. Jeff tells us how to merge financial households and discusses children and investing. Casey Dettorre, Trilogy Financials Senior Vice President Of Wealth Planning, joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember […]
