Having A Happy Holidays-Without The Financial Hangover Afterwards

On this week’s podcast, Jeff welcomes Kimber Holdaway back to the show to discuss getting through the Holidays without a financial hangover. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

What To Do After A Loved One Dies

On this week’s podcast, Jeff welcomes Estate Planning Attorney, Mark Lewis, to discuss what to do after a loved one passes. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.,

Recovering From A Traumatic Event

On this week’s podcast, Jeff discusses how to recover from a traumatic event.  Long time Trilogy Financial Advisor, Mike Fibiger, joins Jeff to share his personal story. 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.

How Indecision Is Killing Your Pocket

On this week’s podcast, Jeff welcomes long-time Trilogy Financial Advisor, Scott Naiman, RICP to discuss how indecision can affect people financially. 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.,  

Real Estate As An Investment

On this week’s podcast, Trilogy Financial’s Managing Vice President from the San Diego office, Windus Fernandez Brinkkord, joins Jeff in the studio to discuss what most people DON’T know when using real estate for income and security. 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.