Love And Money: How to Stay Connected During Periods of Transition
On this podcast, Jeff discusses how to stay financially connected with your spouse during periods of transition. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
Making Sure Your Spouse Is The MVP Of Your Financial Team
On this week’s podcast, Jeff has a conversation regarding your spouse and making sure they are the MVP of your financial team. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
The Importance Of Your Financial Team
On this week’s podcast, Jeff explains the importance of your financial team. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
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.
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 […]
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 […]
The Effects Of Your FInancial Decisions
On this week’s podcast, Jeff gets into what the Fire Movement is and what it entails. Also, if you are looking into buying a home, Jeff explains what you will need to do to be financially prepared. Mark Lewis is on this week for the Estate Planning segment. Mark will talk about separate versus joint […]
