How To Pick An Attorney Or CPA

On this week’s podcast, learn how to pick the right type of protection.  If you are a retiree, how should you prepare for a downturn in the market? Mark Lewis discusses blended families in the Estate Planning segment, and Trilogy Financial Advisors, Tom Elkins, and Isaac Hansen join Jeff on the show. If you have […]

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 […]

Get Objective About Goal-Setting

On this week’s podcast, Jeff explains how to save for big results.  Also, Jeff talks about homeowner preparedness and how to merge your finances.  Don’t miss Trilogy Financial’s Managing Vice President of the Irvine, CA office, Jim Young as he joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to […]

Success Mindset: Commit To Grow

On this week’s podcast, Jeff discusses retirement issues for single women, non-spouse beneficiaries 401k plans, and explains how to handle foreign assets in an estate plan.  Plus, Trilogy Financials Managing President of the Torrance branch, Robert Wheatley, joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the […]

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 […]

Investment Literacy And Risk

On this week’s podcast, Jeff explains how to avoid being part of the sandwich generation.  Also, Jeff gives tips if you are thinking about un-retiring.  Find out what happens to a 529 plan when the owner passes or becomes incapacitated.  And finally, Trilogy Financials Senior Vice President Of Wealth Planning, Nathan Brown joins Jeff in […]

Know What You Own

On this week’s podcast, Jeff will explain ways to avoid impulsive spending.  Also, Jeff tells us what you need to know if you are thinking about un-retiring.  Finally, Trilogy Financials Senior Vice President Of Wealth Planning, Keegan Tanghe joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to […]

Research Vs. Personality Investing

On this week’s podcast, Jeff teaches us how retirement planning can help with your charitable giving.  Plus, Trilogy Financials Senior Vice President Of Wealth Management Dave Huisinga joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

What’s The Money For

This week’s podcast focuses on how to talk about finances in new relationships.  Plus, Jeff explains how to prepare financially for chronic illness.  Mark Lewis returns this week in the Estate Planning segment to discuss the “broken-heart syndrome.”  Plus, Trilogy Financials Senior Vice President Of Investments, Tom Walden joins Jeff in the studio. If you […]